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 Short-Term (up to 2 months time horizon)
Price: GBP 2100/Year
| Code | Company Name |
Entry Date |
Closing Price (GBX) (As per Entry Date) |
Current Portfolio Weights(%) |
Amount Invested (GBP) |
Support | Resistance |
|---|---|---|---|---|---|---|---|
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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 |
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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.
Listed Equities on London Stock Exchange.
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).
Technical analysis-driven momentum stock picks for a duration of up to 2 months for individuals with the high-risk appetite.
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.
Individuals with a short-term outlook and high-risk appetite.
(Trending sectors which are showing strength or can lead the market in the short term)
(FTSE-listed stocks covering a broad range of market capitalization (Small, medium and large Caps))
(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)
(As per the of achievement of Support or Resistance level mentioned, technical analysis, news, events, and geopolitical impact)
(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.
10 stocks weighted equally.
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)
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.
Periodic as per the achievement of the Support or Resistance level mentioned, ongoing technical analysis, news, events, and geopolitical impact.
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.
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% | ||||||||
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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