Stacks
Global Value & Growth
The Global Value & Growth Portfolio is designed to consistently compound capital over the long term. The portfolio will be a combination of global ETFs and listed stocks and A
8.98%
Moderate High Risk
Methodology
The portfolio will focus on - a) Deep Value b) Disruptive Technology c) Contrarian Ideas. It is market cap agnostic, focusing primarily on ideas that can compound money consistently over the long run. Primary research is both bottom-up and top-down with a focus on fundamentals, total addressable market, profitable growth, and quality of management.
Stack CAGR 8.98
Max DD NA
Sharpe Ratio NA
Rebalancing Frequency Quarterly
VaR NA
Stacks are pre-configured baskets of stocks & ETFs that you can invest in with a single click
Popular Stacks
US Tech Bluechip Portfolio
The US Tech Bluechip Stack invests in pure Technology Internet companies that are critical to the in...
13.04% 3 year returns
Moderate High Risk
![abs](https://sto-stack.s3.amazonaws.com/USTECH.jpg)
US Tech Bluechip Portfolio
The US Tech Bluechip Stack invests in pure Technology Internet companies th...
13.04% 3 year returns
Moderate High Risk
![abs](https://sto-stack.s3.amazonaws.com/USTECH.jpg)
Global ETF Portfolio
This Global ETF Stack comprises of Equity Index-only ETFs diversified among US Equity markets & Glob...
2.44% 3 year returns
Moderate Risk
![abs](https://sto-stack.s3.amazonaws.com/ETFGLOBAL.jpg)
Global ETF Portfolio
This Global ETF Stack comprises of Equity Index-only ETFs diversified among...
2.44% 3 year returns
Moderate Risk
![abs](https://sto-stack.s3.amazonaws.com/ETFGLOBAL.jpg)
The Obvious Portfolio
The Obvious Portfolio Stack is comprised of the 6 of the most dominant Internet, Media & Technology ...
13.7% 3 year returns
Moderate High Risk
![abs](https://sto-stack.s3.amazonaws.com/FAANGM.jpg)
The Obvious Portfolio
The Obvious Portfolio Stack is comprised of the 6 of the most dominant Inte...
13.7% 3 year returns
Moderate High Risk
![abs](https://sto-stack.s3.amazonaws.com/FAANGM.jpg)
Healthcare Leaders Portfolio
The Healthcare Leaders Portfolio is a thematic play on the medical innovations and therapies being d...
7.86% 1 year returns
High Risk
![abs](https://sto-stack.s3.amazonaws.com/HEALTHLEAD.png)
Healthcare Leaders Portfolio
The Healthcare Leaders Portfolio is a thematic play on the medical innovati...
7.86% 1 year returns
High Risk
![abs](https://sto-stack.s3.amazonaws.com/HEALTHLEAD.png)
GlobalX Equity Portfolio
The Global X Equity Sector and Themes Portfolio provides exposure to thematic equity within a divers...
4.1% 2 year returns
High Risk
![abs](https://sto-stack.s3.amazonaws.com/GLOBALXEQT.jpg)
GlobalX Equity Portfolio
The Global X Equity Sector and Themes Portfolio provides exposure to themat...
4.1% 2 year returns
High Risk
![abs](https://sto-stack.s3.amazonaws.com/GLOBALXEQT.jpg)
Value Investing Portfolio
The Value Stack invests in undervalued companies with low book value and that show strong future gro...
4.02% 5 year returns
Moderate High Risk
![abs](https://sto-stack.s3.amazonaws.com/VALUE.jpg)
Value Investing Portfolio
The Value Stack invests in undervalued companies with low book value and th...
4.02% 5 year returns
Moderate High Risk
![abs](https://sto-stack.s3.amazonaws.com/VALUE.jpg)