About this document
BM Vision 2030 Smallcase Overview by sarha sharma is a document available to read on EtoBox.
This smallcase portfolio aims to participate in megatrends emerging over the next decade by investing in 12 stocks across sectors and market caps. The portfolio has a high volatility since inception in June 2022, with 22.94% returns over the past 9 months. The portfolio will be rebalanced as needed and invests in stocks expected to grow rather than be cheap currently. Individual stock selection is based on research of company reports and financials.
- Author
- sarha sharma
- Language
- EN