0R15 9025.0 0.0% 0R1E 9410.0 0.0% 0M69 None None% 0R2V 247.99 9682.643% 0QYR 1567.5 0.0% 0QYP 439.3701 -2.9016% 0RUK None None% 0RYA 1597.0 1.2682% 0RIH 195.55 0.0% 0RIH 191.4 -2.1222% 0R1O 225.5 9683.0803% 0R1O None None% 0QFP 10475.8496 107.8542% 0M2Z 252.573 0.2373% 0VSO 33.0 -7.3164% 0R1I None None% 0QZI 622.0 0.0% 0QZ0 220.0 0.0% 0NZF None None% 0YXG 222.05 -4.1318%
Typically, suitable for Mid-Term to Long-Term (upto 2 years or more time horizon)
Price: GBP 1500/Year
| Code | Company Name |
Entry Date |
Closing Price (GBX) (As per Entry Date) |
Current Portfolio Weights(%) |
Amount Invested (GBP) |
Support | Resistance |
|---|---|---|---|---|---|---|---|
| XXX | XXX XXXX XXXXXXX |
XX-XX-XXXX | X.XX | XXXX.XX | XX.XX % | XXXX | XXXX |
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| XXX | XXX XXXX XXXXXXX |
XX-XX-XXXX | X.XX | XXXX.XX | XX.XX % | XXXX | XXXX |
| XXX | XXX XXXX XXXXXXX |
XX-XX-XXXX | X.XX | XXXX.XX | XX.XX % | XXXX | XXXX |
| XXX | XXX XXXX XXXXXXX |
XX-XX-XXXX | X.XX | XXXX.XX | XX.XX % | XXXX | XXXX |
| XXX | XXX XXXX XXXXXXX |
XX-XX-XXXX | X.XX | XXXX.XX | XX.XX % | XXXX | XXXX |
| XXX | XXX XXXX XXXXXXX |
XX-XX-XXXX | X.XX | XXXX.XX | XX.XX % | XXXX | XXXX |
| XXX | XXX XXXX XXXXXXX |
XX-XX-XXXX | X.XX | XXXX.XX | XX.XX % | XXXX | XXXX |
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| XXX | XXX XXXX XXXXXXX |
XX-XX-XXXX | X.XX | XXXX.XX | XX.XX % | XXXX | XXXX |
| Code | Company Name |
Entry Date |
Amount Invested (GBP) |
Closing Price (GBX) (As per Entry Date) |
Support | Resistance1 | Resistance2 | Current Market Price(GBX) |
From Launch | Diff Resistance1 |
Diff Resistance2 |
No. Of Units | Current Invested Amount (GBP) |
Profit Without Dividend (GBP) |
|||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| XXX | XXX XXXX XXXXXXX |
XX-XX-XXXX | X.XX | XXXX.XX | XX.XX % | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX |
| XXX | XXX XXXX XXXXXXX |
XX-XX-XXXX | X.XX | XXXX.XX | XX.XX % | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX |
| XXX | XXX XXXX XXXXXXX |
XX-XX-XXXX | X.XX | XXXX.XX | XX.XX % | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX |
| XXX | XXX XXXX XXXXXXX |
XX-XX-XXXX | X.XX | XXXX.XX | XX.XX % | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX |
| XXX | XXX XXXX XXXXXXX |
XX-XX-XXXX | X.XX | XXXX.XX | XX.XX % | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX |
| XXX | XXX XXXX XXXXXXX |
XX-XX-XXXX | X.XX | XXXX.XX | XX.XX % | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX |
| XXX | XXX XXXX XXXXXXX |
XX-XX-XXXX | X.XX | XXXX.XX | XX.XX % | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX |
| XXX | XXX XXXX XXXXXXX |
XX-XX-XXXX | X.XX | XXXX.XX | XX.XX % | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX |
| XXX | XXX XXXX XXXXXXX |
XX-XX-XXXX | X.XX | XXXX.XX | XX.XX % | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX |
| XXX | XXX XXXX XXXXXXX |
XX-XX-XXXX | X.XX | XXXX.XX | XX.XX % | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX | XXXX |
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Financial equities markets, around the world, are temples of capital allocation since the rise of industrial revolution. The success of an individual in the equity markets primarily depends on how effectively the portfolio is constructed. Kalkine identifies ‘Growth Model Portfolios’ to be an opportunity area for growth-oriented audiences as a general advice only.
Growth Model Portfolios are pre-built or ready-made portfolios of selected stocks that are reviewed on a regular basis based on specific pre-determined quantitative parameters.
Exposure to a diversified pool of small, mid, and large capitalization stocks.
Listed-Equities on London Stock Exchange.
The goal is to identify growth stocks which may become leaders or game changers in times to come.
Buy and Hold stocks for a period of up to 2 years with mid to high risk and consistent performance.
This model portfolio is constructed based on the goal of an aggressive growth-oriented portfolio, taking long-term predicted risk adjusted returns into considerationacross sectors such as new age businesses, fintech, new and renewable energy to name a few. The inclusion of the stocks is driven by criteria such as strong fundamentals (revenue growth and EBITDA margins), high reinvestment rate (typically, lower focus on dividend returns), favorable valuation metrics (P/E, EV/EBITDA ratios etc.) and lower leverage ratios.
Individual with mid-term to long-term (up to 2 years) with medium-to-high risk appetite.
(Green energy stocks, new age tech stocks, Ecommerce and other potential growth sectors)
(FTSE- listed stocks covering broad range of market capitalisation (Blue chip, Mid cap, and Small Cap))
(Financial Metrics (Revenue Growth, PAT Growth, and ROE Growth) Leverage metric (Debt/Equity) Valuation Metrics (P/E Ratio, EV/EBITDA))
(News, Corporate Events, Macro-economic changes etc.)
(For any change in sector allocation)
Source: Kalkine Group
*For stock selection, a set of quantitative criteria have been defined and measured. For instance, on stock screening front – fundamental metrics such as Revenue, Profit After Tax (PAT), Debt to Equity ratio (leverage), and Return on Equity (ROE) Growth is looked at over (Y-o-Y) and last 2 year.
10 stocks weighted equally.
FTSE-All Share Index
As per the company specific event
16-10-2024
Tentative (15-12-2024)
The Growth Portfolio is appropriate for an individual with a medium-to-high risk appetite and a time horizon of upto 2 years. Market volatility over long period of time may impact returns in short duration.
Typical Target Audiences for this portfolio may include Individuals having a medium to high risk-taking appetite, who may not be looking for regular income.
Periodic depending on the news, events, macro changes, and geopolitical impacts.
The table below shows the portfolio’s rebalances done till now.
| Portfolio Rebalance | Rebalance Date | View Report |
|---|---|---|
| Rebalance Report Oct. 16, 2024 | 16-10-2024 | |
| Rebalance Report Oct. 16, 2024 | 16-10-2024 |
Kalkine identifies ‘Model Portfolios’ to be an opportunity area for different types of audiences as general advice only. The Model Portfolio refers to a hypothetical investment tool for selecting a suite of stocks (typically 10-15) based on low, medium, and or high-risk tolerance levels and holding tenure expectations of the target audience.
The table below shows the portfolio’s historical performance.
No past data Found!
Stocks: 10Since Launch
Stocks Selection From FTSE-All Share Index
This information should not be relied upon as personal financial advice by Kalkine on (i) the stocks or (ii) the use or suitability of the model portfolios. Only an investor knows about their circumstances to make an investment decision. Model Portfolio has been prepared for illustrative purpose only and does not take into account the objectives, financial situation or needs of any particular investor. Accordingly, investors should, before acting on the information, consider its appropriateness, having regard to their objectives, financial situation and needs. Past performance is not necessarily indicative of future performance results. Actual investment returns will vary, and the value of investments can go up or down.
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