GoldStandard Mystic Wealth Momentum Portfolio
Risk-Adjusted Momentum. Disciplined. Proven.
Strategy Approach
Mystic Wealth Momentum (MWM) follows a quantitative momentum strategy that allocates 80% to the strongest 20 stocks in the Indian market using a proprietary ranking engine, while keeping 20% in defensive “dry-powder” assets like debt, gold, and REITs. This ensures participation in strong uptrends and controlled drawdowns in market stress.
How it Works
The MWM proprietary algorithm selects the top 20 momentum stocks based on risk-adjusted performance, volatility filters, and trend durability. This forms the 80% equity core. The remaining 20% stays invested in liquid, low-risk assets such as debt, gold or REITs. This serves to reduce drawdowns during corrections, and acts as opportunistic capital when equity valuations improve. Rebalancing happens weekly or monthly, ensuring the portfolio continuously adapts to market shifts without emotional decision-making. Active adjustments preserve participation in strong market rallies while reducing exposure in downtrends.
80/20 Barbell Construction
Limits pain in sharp downturns, avoids forced selling, and redeploys capital during market stress for performance boosts when trends resume.
Risk-Adjusted Momentum
Focuses on strong stocks that maintain performance momentum, while volatility screens avoid “fast but fragile” names. More efficient risk-reward positioning.
Disciplined Rebalancing
Keeps the portfolio aligned with evolving market leadership. Eliminates emotion and ensures only the strongest remain while laggards exit quickly.
Best Suited to
Investors seeking equity-like growth, without deep drawdowns typical of pure-momentum funds. Those who prefer a quant-driven, rules-based structure that avoids emotional guesswork.
GoldStandard Wealth Private Limited
Registered Office: B-508, Naman Midtown, Senapati Bapat Marg, Mumbai 400013.
Telephone: 8655744658 and 8655744657.
CIN: U70200MH2024PTC430028 | PMS SEBI Reg. No.: INP000009171