Portfolio Lab
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1
Enter your moneySplit it by when you will need it.
2
Pick your comfortCautious, Balanced or Bold.
3
Read the planSee the split and how it behaved in the past.
1

Your money

When will you need it? Stocks are only used for money you can leave alone for years.
2

Your comfort

Bold means more shares and a bigger stock part, so bigger ups and downs.

What each core asset did in the past

CAGR = average yearly growth. Max DD = biggest fall from a peak. Loss % = share of past windows that ended below zero. Windows overlap, so use these as a rough guide. Past results do not predict the future.

Stock Portfolio Builder

rule-based screen

Builds a diversified basket from the 200 most traded NSE stocks. It limits stocks per sector, mixes large, mid and small names, drops stocks that move too closely together, and sizes each stock by its risk.

Fallen but strong: reversal finder

research, unproven

Step 1: stocks that fell at least 25% from their 3-year high. Step 2: yearly numbers still look healthy. Step 3: the chart shows signs of a bottom. Each stock shows exactly which checks pass, so you decide.

Honest limits. We backtested the price rules (fall plus chart signs) on 7 years, monthly entries, after costs: no edge. Versus all liquid stocks, the picks were about -1 to +1.5 points per holding period, the edge flipped sign between the first and second half, and it changed with the entry day. Only the 5-signs version looked positive, but on about 1,000 overlapping picks and not stable. The quality check cannot be properly backtested (Yahoo gives only about 4 yearly points, and delisted stocks are missing). A stock can look strong on old yearly numbers and still be falling for a real reason, so read the company news before acting. Use the "stop-watch level" (below the recent 60-day low) to limit loss. This is a screen, not advice.

Raw momentum list (top 15)

unproven

Checks use Yahoo's latest yearly figures: return on equity at least 12%, debt below equity, profit and sales growing. Checks 4/4 means all four pass. This is a checklist, not backtested, and data can be missing or wrong.

My holdings

Saved only in this browser. Nothing is sent to a server. Prices are the last daily close.

Monthly review

A checklist for you to review, not an instruction to trade.

Add a holding

Holdings

CSV columns: symbol, qty, avg_price, part (Core, Satellite or Other). Funds that are not exchange-traded cannot be priced here.

Limits you should know

  • Core history uses ETF prices from Dec 2008. Midcap is the Nifty Midcap 50 index (price only, no dividends). The liquid fund is an assumed 6% a year, not a real series.
  • Mixes are rule-of-thumb guides, not optimised and not personal advice. Your tax, goals and existing assets are not considered.
  • Satellite stocks: in our tests the momentum edge was about 0 to +6 points a year in the 100-200 most traded names, and it disappears after plausible hidden losses (delisted stocks are missing from our data). That is why it is capped small.
  • Reversal and 1-week breakout screens failed our tests and are not included.
  • Data: Yahoo Finance, unofficial and possibly delayed.
Educational tool. Not investment advice or a recommendation to buy or sell any security or fund. Fund and ETF names are examples of the type, not recommendations. Investments are subject to market risks. Consult a SEBI-registered adviser before investing.