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0R15 9080.0 -2.7837% 0R1E 9565.0 0.0% 0M69 None None% 0R2V 236.5 0.0% 0QYR 1560.0 -0.7634% 0QYP 417.0 0.0% 0RUK None None% 0RYA 1557.0 -1.2056% 0RIH 193.8 0.0% 0RIH 193.8 0.0% 0R1O 217.5 9900.0% 0R1O None None% 0QFP 10742.2305 113.1395% 0M2Z 288.5555 -0.1106% 0VSO 32.32 -9.2262% 0R1I None None% 0QZI 595.0 0.0% 0QZ0 220.0 0.0% 0NZF None None% 0YXG 232.81 1.9755%

Momentum Model Portfolio

Typically suitable for Short-Term (up to 2 months time horizon)

Price: GBP 2100/Year

High Risk



Code Company
Name		 Entry
Date 		Closing Price (GBX)
(As per Entry Date)		 Current Portfolio
Weights(%)		 Amount Invested
(GBP)		 Support Resistance
XXX

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Code Company
Name		 Entry
Date 		Amount Invested
(GBP)		 Closing Price (GBX)
(As per Entry Date)		 Support Resistance Current Market
Price (GBX)		 Current Invested
Amount (GBP)		 Gain/ Loss % Gain Loss
XXX

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 XX-XX-XXXX X.XX XXXX.XX XX.XX % XXXX XXXX XXXX XXXX XXXX
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Kalkine's Momentum Model Portfolio follows the 'Trend is Your Friend' philosophy and aims to cover momentum stocks across diversified sectors and market capitalization. The Momentum Model Portfolio is based on back-tested quantitative strategy derived from technical indicators for selecting a suite of stocks (10 stocks) favorable from the Risk-Reward perspective. Any quantitative strategy's success primarily depends on its key metrics and defined criteria used for selection. Kalkine's Momentum Model Portfolio strategy is developed with an appropriate blend of volume, trend-following, and momentum indicators to get the desired outcome.

Kalkine’s Momentum Model Portfolio showcases opportunities to benefit from short-term (up to 2 months) price movements of the stocks that signal strength on quantitative parameters. As per the methodology defined, the positive technical indicators reflect the possibility of a positive directional movement in the stock price. The quantitative parameters are finalized based on extensive research and testing by qualified technical analysis experts. Evaluation of such stocks is based on a combination of different volume, trend-following and momentum indicators, such as:

                                                                   

© 2023 Krish Capital Pty. Ltd.

  • Asset Type

    Listed Equities on London Stock Exchange.

  • Objective

    The goal is to identify momentum stocks which may portray relative strength and may showcase upside potential in short-term (typically up to 2 months).

  • Strategy

    Technical analysis-driven momentum stock picks for a duration of up to 2 months for individuals with the high-risk appetite.

  • Stock Selection Approach

    The model portfolio is constructed based on a momentum strategy, considering the short-term risk-reward ratio. The inclusion of the stocks is driven by parameters such as Simple Moving Averages (SMAs), Directional Movement Index (DMI), Relative Strength Index (RSI), MACD, and volume trend.

  • Target Audiences

    Individuals with a short-term outlook and high-risk appetite.

1

Trending Sector Allocation

(Trending sectors which are showing strength or can lead the market in the short term)

2

Selection Universe

(FTSE-listed stocks covering a broad range of market capitalization (Small, medium and large Caps))

3

Stock Screening*

(Momentum Indicators : MACD, Relative Strength Index (RSI), and Directional Movement Index (DMI) Trend-Following Indicator: 50-period Simple Moving Average (SMA), 20-period Simple Moving Average (SMA) Volume : Volume Trend)

4

Periodic Portfolio Monitoring

(As per the of achievement of Support or Resistance level mentioned, technical analysis, news, events, and geopolitical impact)

5

Periodic Portfolio Rebalancing

(For any change in stock allocation)

Source: Kalkine Group

* For stock selection, a set of quantitative criteria have been defined and measured. For instance, on the stock screening front – technical analysis metric such as Relative Strength Index (RSI) above the midpoint, prices above the Simple Moving Averages (SMAs), positive Moving Average Convergence Divergence (MACD) crossover, positive Directional Movement Index (DMI) are analyzed on a daily and weekly timeframe chart.

Guidelines

10 stocks weighted equally.

At a Glance

  • FTSE-All Share Index

  • As per the achievement of the Support or Resistance level mentioned, ongoing technical analysis, etc.

  • 11-10-2024

  • Tentative (10-12-2024)

Momentum Model Portfolio

User Profile

The Momentum Portfolio is appropriate for an individual with a high-risk appetite and a time horizon of up to 2 months. Market volatility plays a vital role in the short horizon and may impact returns; therefore, this portfolio's typical target audience may include individuals with a high risk-taking appetite who may not be looking for regular income.

Portfolio Monitoring

Periodic as per the achievement of the Support or Resistance level mentioned, ongoing technical analysis, news, events, and geopolitical impact.


Rebalance Reports

The table below shows the portfolio’s rebalances done till now.

Portfolio Rebalance Rebalance Date View Report
Rebalance Report Oct. 11, 2024 11-10-2024
Rebalance Report Sept. 17, 2024 17-09-2024
Rebalance Report Sept. 11, 2024 11-09-2024
Rebalance Report July 11, 2024 11-07-2024
Rebalance Report July 10, 2024 10-07-2024
Rebalance Report July 8, 2024 08-07-2024
Rebalance Report July 4, 2024 04-07-2024

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.

  • 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.
  • The different types of portfolios are constructed taking into consideration the varied return and risk profiles of target audiences and the holding tenure expectations (short-term, mid-term, and or long-term).

Momentum Model Portfolio Historical Performance

The table below shows the portfolio’s historical performance.

Code Company
Name		 Entry
Date 		Amount Invested
(GBP)		 Closing Price (GBX)
(As per Entry Date)		 Support Resistance Closing Price (GBX)
(As per Exit Date)		 Invested Amount (GBP)
(As per Exit Date)		 Gain/ Loss % Gain Loss
XXX

XXX XXXX XXXXXXX

 XX-XX-XXXX X.XX XXXX.XX XX.XX % XXXX XXXX XXXX XXXX XXXX
XXX

XXX XXXX XXXXXXX

 XX-XX-XXXX X.XX XXXX.XX XX.XX % XXXX XXXX XXXX XXXX XXXX
XXX

XXX XXXX XXXXXXX

 XX-XX-XXXX X.XX XXXX.XX XX.XX % XXXX XXXX XXXX XXXX XXXX
XXX

XXX XXXX XXXXXXX

 XX-XX-XXXX X.XX XXXX.XX XX.XX % XXXX XXXX XXXX XXXX XXXX
XXX

XXX XXXX XXXXXXX

 XX-XX-XXXX X.XX XXXX.XX XX.XX % XXXX XXXX XXXX XXXX XXXX
XXX

XXX XXXX XXXXXXX

 XX-XX-XXXX X.XX XXXX.XX XX.XX % XXXX XXXX XXXX XXXX XXXX
XXX

XXX XXXX XXXXXXX

 XX-XX-XXXX X.XX XXXX.XX XX.XX % XXXX XXXX XXXX XXXX XXXX
XXX

XXX XXXX XXXXXXX

 XX-XX-XXXX X.XX XXXX.XX XX.XX % XXXX XXXX XXXX XXXX XXXX
XXX

XXX XXXX XXXXXXX

 XX-XX-XXXX X.XX XXXX.XX XX.XX % XXXX XXXX XXXX XXXX XXXX
XXX

XXX XXXX XXXXXXX

 XX-XX-XXXX X.XX XXXX.XX XX.XX % XXXX XXXX XXXX XXXX XXXX
Total Profit (%) -1405.05 -14.05%

Invested Amount

GBP 10000

18-10-2024

Current Value

GBP 10226

16-01-2025

Gain 2.26%

Stocks: 10Since Launch

Stocks Selection From FTSE-All Share Index

Disclaimer

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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Disclaimer

References to ‘Kalkine’, ‘we’, ‘our’ and ‘us’ refer to Kalkine Limited. Kalkine is a private limited company, incorporated in England and Wales with registration number 07903332. Kalkine is authorised and regulated by the Financial Conduct Authority under reference number 579414. The information provided by Kalkine is general information only and is not intended to be used as a complete source of information on any particular company. No advice or information, whether oral or written, obtained by you from Kalkine or through or from the service shall create any warranty not expressly stated. Kalkine does not intend to exclude any liability which it is not permitted to exclude under applicable law or regulation. Kalkine does not offer financial advice based upon your personal financial situation or goals, and we shall not be held liable for any investment or trading losses you may incur by using the opinions expressed in our publications, market updates, news alerts and corporate profiles. Kalkine’s non-personalised advice does not in any way endorse or recommend individuals, investment products or services for your personal financial situation. You should discuss your portfolios and the risk tolerance level appropriate for your personal financial situation, with a professional authorised financial adviser. You should be aware that the value of any investment and the income from it can go down as well as up and you may not get back the amount invested. Our website may contain information on past performance of particular investments. Past performance is not an indicator of future performance. Hypothetical returns may not reflect actual performance. Any displays of potential investment opportunities are for sample purposes only and may not actually be available to investors. Our reports may contain forward looking statements including statements regarding our current expectations with respect to market conditions, readers are cautioned not to place undue reliance on these forward-looking statements. Please read our terms & conditions for further information.

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