Every position in the model portfolio comes from the same repeatable, rule-based process — no tips, no gut calls, no story-telling. Here is exactly how a stock gets in, how it is sized, how long it stays, and how we judge whether the whole thing is actually working.
Every trading day, the engine screens more than 1,500 listed stocks from scratch. Nothing is followed out of habit or affection — each name is re-tested against the same rules, so a fresh opportunity is never missed and a stale favourite is never carried.
A stock is a candidate only when it satisfies every entry condition — a precise, pre-defined setup, not "it looks good." The conditions are quantitative and identical for all 1,500+ stocks, which strips out human bias and makes the process repeatable and auditable.
The entry logic is driven partly by technical indicators we designed in-house, rather than the off-the-shelf signals every screener already runs. Just as important, each candidate is assessed against its multi-year price structure — so we act on where a stock sits in its larger journey, not on a few weeks of noise.
A good-looking setup is worthless if you can't get in or out cleanly. Surviving candidates are filtered for adequate liquidity and market participation, so the portfolio is built on stocks that can actually be traded at scale — not thin names that trap capital.
Before a name enters, the system checks how much capital is available and how it should be deployed. Any single position is capped at roughly 1/30th (~3.3%) of the model's capital — so no individual stock can dominate the outcome, good or bad.
Signals fire only when the setup is genuinely favourable. On the strongest days the system may surface up to five new entries; on many days it surfaces none. Fewer, higher-conviction entries are a design feature — the system is built to wait, not to trade for the sake of activity.
Qualifying names build into a model portfolio of at most 30 stocks, spread deliberately across the market-cap spectrum — from more volatile small-caps to steadier large-caps. The result is diversification across size and risk, rather than a concentrated bet on one theme or one segment.
Positions are typically held for one to three months and stay in the portfolio while the trend and momentum remain intact. Rather than a fixed price stop-loss, exits are triggered when the system judges that momentum has faded. Because there is no hard stop, an individual position can experience larger interim swings — this is a deliberate choice suited to a diversified, position-capped portfolio, and, like all equity investing, it carries market risk.
Entry conditions are re-evaluated and stress-tested on an ongoing basis, so the system stays robust as markets change and does not merely "fit the past." The goal is a process that generalises to new conditions — not one tuned to look flattering on history.
We judge success by whether the whole portfolio compounds over time and against its benchmark — the Nifty 50 TRI, net of all costs — not by whether any single holding becomes a multibagger. A strategy of 30 position-capped names is meant to win as a portfolio, with winners more than paying for the inevitable losers. Every entry and exit stays on the record, winners beside losers.
Entry and exit conventions and cost assumptions are documented and fixed before publication, and retained for five years. A recommendation is never edited after the fact — if the view changes, we publish a superseding call and keep the original on the record.
This page explains our research process only. It is not personalised investment advice, and following the model portfolio is entirely your decision. Equity investing carries market risk, including the risk of loss; small-cap positions can be especially volatile. Past performance is not indicative of future results.