CWA Dual Momentum Quant

Compounding Wealth Advisors

Combination of absolute and relative momentum investing in leading stocks ; Rcmd amt : 5-15 lacs

Combination of absolute and relative momentum investing in leading stocks ; Rcmd amt : 5-15 lacs

Minimum Investment Amount
₹ 99,296

9M CAGR

-15.04%

About the smallcase

Recommended Investment amount : 5 to 15 lakhs,

Recommended investment duration : 3 years and more

  • CWA Dual Momentum is a Systematic Long-only portfolio run by Compounding Wealth Advisors LLP.
  • It combines the use of absolute and relative momentum in stock picking to improve chances of outperformance
  • CWA Dual Momentum track the Total Market Index and invests in the best suited 20 stocks of the Index
  • Every stock gets approximately 5% allocation at the time of entry
  • Portfolio rebalancing shall be done on a weekly basis
  • We aim to ride our winners and cut our losers short
  • We have managed to build completely rule based systematic long only strategies around these core ideas which cut out any discretion with regards to stock selection and position sizing. Systematic investing removes dependency on any particular stock and believes in selective diversification.
Methodology

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About the Manager

Windmill Capital

At the glance

Rebalance Frequency
Weekly
Last Rebalance
Feb. 9, 2025
Next Rebalance
Feb. 16, 2025
Check latest rebalance updates issued by the manager
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Large Cap
0%
Mid Cap
10%
Small Cap
76%
Minimum Investment Amount
₹ 99,296
Get access for ₹7080/6m
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