Agile Portfolios FAQ's

Unlike traditional static portfolios that are built on fixed dates and rebalanced periodically, Smartvalues dynamic portfolios are constructed daily using proprietary algorithms. This means the portfolio you subscribe to adapts daily based on changes in the  momentum signals from the market, ensuring alignment with current market conditions.

The portfolio composition is updated daily for new subscribers.  Our proprietary algorithm builds a new portfolio (called a "pouch") every day from a specified stock universe, capturing momentum shifts in the market.

No, when you subscribe to a smartvalues portfolio, you get the version that's best aligned with the market on the date of your subscription.  This ensures your pouch or portfolio, aligned with the market when you join, unlike static portfolios where all users get the same composition.

While the portfolio composition adapts , the underlying theme or stock universe remains consistent. The algorithm selects from the same thematic universe but adjusts the specific stocks based on current momentum signals.

That would depend on the market volatility. In low volatility markets, the changes in the composition would be very gradual. In more volatile markets, the changes would be more paced.

The portfolios are built based on  momentum signals from the market. As market conditions shift, the momentum profiles of individual stocks change, and our algorithm captures these shifts to create portfolios that are more aligned to the market. 

Yes, Lamron Analysts focuses on identifying and investing in long-term trends while providing clients opportunities to benefit through long-term relationships. The dynamic approach ensures your portfolio stays relevant to current market conditions while maintaining long-term thematic exposure.

When you subscribe to a Smartvalues portfolio, you automatically receive the version that's most aligned with the market on your subscription date. This  ensures you're starting with the most current market-responsive composition.

Lamron Analysts Pvt. Ltd. is registered as an Investment Adviser with SEBI Registration No: INA300003772. The registration is valid until cancelled, and the company is also a member of BASL (ID: 1322).

Like all securities market investments, dynamic portfolios are subject to market risks. While the daily adaptation aims to secure better  performance, there's no guarantee of returns. The SEBI registration and BASL membership don't assure performance or returns to investors. It's important to read all related documents carefully before investing.