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Momentum Model Portfolio

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

Price: AUD 4000/Year

High Risk



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

XXX XXXX XXXXXXX

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

XXX XXXX XXXXXXX

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

XXX XXXX XXXXXXX

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

XXX XXXX XXXXXXX

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

XXX XXXX XXXXXXX

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

XXX XXXX XXXXXXX

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XXX

XXX XXXX XXXXXXX

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

XXX XXXX XXXXXXX

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

XXX XXXX XXXXXXX

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

XXX XXXX XXXXXXX

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

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XXX

XXX XXXX XXXXXXX

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XXX

XXX XXXX XXXXXXX

 XX-XX-XXXX X.XX XXXX.XX XX.XX % XXXX XXXX
Code Company
Name		 Entry
Date 		Amount Invested
(AUD)		 Closing Price (AUD)
(As per Entry Date)		 Support Resistance Current Market
Price (AUD)		 Current Invested
Amount (AUD)		 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

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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

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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.

  • 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.

1

Trending Sector Allocation

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

2

Selection Universe

(ASX-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

  • ASX All-Ordinaries Index

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

  • 22-05-2024

  • Tentative (24-03-2025)

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

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).

Momentum Model Portfolio Historical Performance

The table below shows the portfolio’s historical performance.

Code Company
Name		 Entry
Date 		Amount Invested
(AUD)		 Closing Price (AUD)
(As per Entry Date)		 Closing Price (AUD)
(As per Exit Date)		 Invested Amount (AUD)
(As per Exit Date)		 Gain/ Loss % Gain Loss
XXX

XXX XXXX XXXXXXX

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

XXX XXXX XXXXXXX

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

XXX XXXX XXXXXXX

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

XXX XXXX XXXXXXX

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

XXX XXXX XXXXXXX

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

XXX XXXX XXXXXXX

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

XXX XXXX XXXXXXX

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

XXX XXXX XXXXXXX

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

XXX XXXX XXXXXXX

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

XXX XXXX XXXXXXX

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

XXX XXXX XXXXXXX

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

XXX XXXX XXXXXXX

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

XXX XXXX XXXXXXX

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

XXX XXXX XXXXXXX

 XX-XX-XXXX X.XX XXXX.XX XX.XX % XXXX XXXX XXXX
Total Profit (%) -180.62 -1.81%

Invested Amount

AUD 10000

02-01-2025

Current Value

AUD 10413

22-01-2025

Gain 4.13%

Stocks: 10Since Launch

Stocks Selection From ASX All-Ordinaries 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

The information given by Kalkine Pty Ltd ABN34 154 808 312 (Australian Financial Services License Number 425376) on this website is general information or advice only.

It does not take into account any of your personal objectives, circumstances or needs. Choosing an investment is an important decision. If you do not feel confident making a decision based on the recommendations Kalkine has made in our reports, you should consider obtaining personal advice from an authorised adviser.

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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.

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