Momentum Model Portfolio

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

Price: AUD 4,000/Year

Risk Appetite

High-Risk

Introduction to Model Portfolios

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).

Invested Amount

AUD 10,000

24-07-2023

Current Value

AUD 11,113

09-04-2024

Risk Appetite

High-Risk

Stocks Selection From

ASX-Listed-Equities

Momentum Model Portfolio

Details of stocks comprising the momentum model portfolio

Code Company Name Entry Date Closing Price (AUD)

(As per Entry Date)

Current Portfolio Weights
Support* (AUD) Resistance* (AUD) Amount Invested (AUD)
KLS

Kelsian Group Ltd

18-12-2023 6.75 10.00 % 5.87 7.7 1,000
TCL

Transurban Group

18-12-2023 13.73 10.00 % 12.0 15.8 1,000
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Portfolio Value 10,000
Code Company Name Closing Price (AUD)

(As on 09-04-2024)

Support* (AUD) Resistance* (AUD) Portfolio Value (AUD)

(As on 09-04-2024)

KLS

Kelsian Group Ltd

5.58 0.00 5.87 7.7
TCL

Transurban Group

13.35 0.00 12.0 15.8
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Portfolio Value 11,113

Interested ?

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*Support level can be considered as an indicative stop-loss, and if prices move below that level on a closing basis, rebalancing may take place depending on technical analysis and other factors considered. Similarly, the resistance level can be considered an indicative target price for short term and depending on technical analysis and other factors considered, rebalancing may occur if prices reach near the resistance levels.

Momentum Model Portfolio

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.

  • What you get?

    Exposure to a diversified pool of small, mid, and large capitalization momentum stocks.

  • Asset Type

    ASX Listed-Equities.

  • 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.

Methodology

Trending Sector Allocation

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

Selection Universe

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

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

Periodic Portfolio Monitoring

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

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 equally weighted stocks.

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.

At a Glance

Benchmark Index

ASX-All Ordinaries Index

Last Rebalance

05-04-2024

View Rebalance

Momentum Model Portfolio

Rebalance Frequency

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

Next Rebalance

Tentative (18-07-2024)

Rebalance Reports

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

Portfolio Rebalance Rebalance Date View Report
Rebalance Report April 5, 2024 05-04-2024 View
Rebalance Report April 4, 2024 04-04-2024 View
Rebalance Report Feb. 21, 2024 21-02-2024 View
Rebalance Report Feb. 21, 2024 21-02-2024 View
Rebalance Report Jan. 15, 2024 15-01-2024 View
Rebalance Report Jan. 15, 2024 15-01-2024 View
Rebalance Report Sept. 20, 2023 20-09-2023 View
Rebalance Report Sept. 14, 2023 14-09-2023 View
Rebalance Report Sept. 6, 2023 06-09-2023 View
Rebalance Report Aug. 28, 2023 28-08-2023 View
Rebalance Report Aug. 28, 2023 28-08-2023 View
Rebalance Report Aug. 24, 2023 24-08-2023 View
Rebalance Report Aug. 22, 2023 22-08-2023 View
Rebalance Report Aug. 15, 2023 15-08-2023 View
Rebalance Report Aug. 14, 2023 14-08-2023 View
Rebalance Report July 24, 2023 24-07-2023 View
Rebalance Report July 18, 2023 18-07-2023 View
Rebalance Report July 4, 2023 04-07-2023 View
Rebalance Report May 12, 2023 12-05-2023 View
Rebalance Report May 3, 2023 03-05-2023 View
Rebalance Report April 24, 2023 24-04-2023 View
Rebalance Report April 21, 2023 21-04-2023 View
Rebalance Report April 11, 2023 11-04-2023 View
Rebalance Report April 6, 2023 06-04-2023 View
Rebalance Report March 16, 2023 16-03-2023 View
Rebalance Report March 14, 2023 14-03-2023 View
Rebalance Report March 14, 2023 14-03-2023 View
Rebalance Report March 8, 2023 08-03-2023 View
Rebalance Report March 3, 2023 03-03-2023 View
Rebalance Report March 1, 2023 01-03-2023 View
Rebalance Report Feb. 28, 2023 28-02-2023 View
Rebalance Report Feb. 27, 2023 27-02-2023 View
Rebalance Report Feb. 15, 2023 15-02-2023 View
Rebalance Report Feb. 13, 2023 13-02-2023 View
Rebalance Report Feb. 9, 2023 09-02-2023 View
Rebalance Report Feb. 6, 2023 06-02-2023 View
Rebalance Report Feb. 2, 2023 02-02-2023 View
Rebalance Report Jan. 27, 2023 27-01-2023 View

Momentum Model Portfolio Historical Performance

The table below shows the portfolio’s historical performance.

Code Company Name Entry Date Entry Price Portfolio Value

(Entry in AUD)

Exit Date Exit Price Portfolio Value

(Exit in AUD)

Notional Gain/Loss

(In AUD)

A2M The a2 Milk Company Limited 02-02-2023 6.92 1,000 25-09-2023 4.34 627.17 -372.83
KLS Kelsian Group Ltd 24-07-2023 6.94 1,000 25-09-2023 5.81 837.18 -162.82
XXX XXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXX XXXXX 1,000 XXXXXXXXXX XXXXX XXXXXXXX XXXXX
XXX XXXXXXXXXXXXXXXX XXXXXXXXXX XXXXX 1,000 XXXXXXXXXX XXXXX XXXXXX XXXXXX
XXX XXXXXXXXXXXXXXX XXXXXXXXXX XXXXX 1,000 XXXXXXXXXX XXXXX XXXXXX XXXXXXX
XXX XXXXXXXXXXXXXXXX XXXXXXXXXX XXXXX 1,000 XXXXXXXXXX XXXXX XXXXXXXX XXXXXX
XXX XXXXXXXXXXXX XXXXXXXXXX XXXXX 1,000 XXXXXXXXXX XXXXX XXXXXX XXXXXX
XXX XXXXXXXXXXXXXXX XXXXXXXXXX XXXX 1,000 XXXXXXXXXX XXXX XXXXXX XXXXXXX
XXX XXXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXX XXXX 1,000 XXXXXXXXXX XXXX XXXXXX XXXXXXX
XXX XXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXX XXXX 1,000 XXXXXXXXXX XXXX XXXXXXXX XXXXXX
XXX XXXXXXXXXXXXXXXX XXXXXXXXXX XXXX 1,000 XXXXXXXXXX XXXX XXXXXXXX XXXX
XXX XXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXX XXXX 1,000 XXXXXXXXXX XXXX XXXXXXXX XXXXXX
XXX XXXXXXXXXXXXXXXXXXXXX XXXXXXXXXX XXXX 1,000 XXXXXXXXXX XXXX XXXXXX XXXXXX
XXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXX XXXXX 1,000 XXXXXXXXXX XXXXX XXXXXX XXXXXX
XXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXX XXXX 1,000 XXXXXXXXXX XXXX XXXXXXXX XXXXXX
XXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXX XXXX 1,000 XXXXXXXXXX XXXX XXXXXX XXXXXX
XXX XXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXX XXXXX 1,000 XXXXXXXXXX XXXXX XXXXXX XXXXXX
Gross Notional Gain/Loss -446
Dividend 0
Net Notional Gain/Loss -445

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.