Model Stock Portfolios

At 21G Investments, we offer a model portfolio. The model portfolio has a diversified equity asset class with stocks listed from various sectors. Valuation of stocks are done keeping in mind that an investor stays in the game for long. It is definitely not a 20-20 match here. Investment Avenues are shoveled deep out, researched on various technical theoretical aspects and explored on market current variability, It matters when you come on to play, or exactly when you decide to invest. The portfolio generally contains a tight packed list of stocks with many hovering in a range bound and some riding on the higher side. In this approach, we as an advisor work like a coast guard. According to market trend and direction, we get out of a particular stock when we see that Technically that stock may sink. And yes, if our stocks are surfing the market waters high.

Our Investment Philosophy is very straight forward. Maneuver the Risks and capitalize the rewards. In the long-term investment, a stock is open to market volatility, market assessments and uncertainties. The momentum of a stock should always be watched over to be able to hit the nail in the head. Risk: Reward calculation is one of the major parameters to save an investor capital, if one does not EXIT on time, one can not be Re-invested in time.

A smallcase is a basket of stocks/ETFs* in a specified weighting scheme that reflects a certain objective (ideas, themes, strategies), backed by the research of 21G Investments. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.

21G Investments decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to 21G Investments Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,

When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.

There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.