D-Factor ETF MIP (Monthly)

Portfolio: Factor theme ETFs.

Rebalance frequency: Monthly (You can select day or change the frequency as per your preference).

You can define the investment based on number of ETFs in the portfolio.

Momentum investing strategies can be very effective on ETFs. Definedge has developed Dynamic ETF approach to ETF portfolios.

This strategy serves as a guideline for experimenting with momentum investing in ETFs.

The following components of the Momentum Investing Engine are used in this strategy:

Strategy details:

> Strategy Name: D-Factor ETF MIP (Monthly)

> Universe: Factor category ETFs

> Performance period: 90-day

> Allocation: Reinvestment

> Ranking criteria: Return

> Tadka Strategy: Renko chart above 40-D Smart (3%)

> Rebalance period: Monthly

> Number of ETFs: 1

> Exit Rank: 1

You can copy this strategy into your basket as either a real or virtual strategy.
This strategy is meant to give you an idea of the possibilities — you should modify it according to your own approach.

You can customize the universe, allocation, and portfolio size based on your preferences.

Feel free to tweak the strategy parameters and backtest them using your selected universe and time period in RZone.

The default rebalance frequency is monthly, set to the 1^st of every month. You can change this to a weekly frequency and select your preferred day.

Make sure to backtest the changes in RZone to gain confidence in your customized strategy.

If the investment amount in a single stock is less than ₹1 lakh, please select the condition “Price Below” and enter that amount in the box. This will ensure that stocks trading above that price are not included in the basket.