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.
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).
At Lamron Analysts we care about two things. Identifying and investing in long term trends. Providing our clients with the opportunity to benefit from these trends through long term relationships.
Registered Name: Lamron Analysts Pvt. Ltd. – Investment Adviser SEBI Registration No: INA300003772
Type of Registration: Non-Individual Validity of Registration: Until Cancelled
Registered Address: 109/40B, Hazra Road, Kolkata – 700026 Telephone No. 033-24740657
CIN: U74140WB2000PTC091710 BASL
ID: 1322
Compliance Officer Details: Name: Prabhas Chandra Ray
Email: prabhas.ray@lamronanalysts.com Contact: 7003362380
Name: Soumitra Sengupta
Contact no: 9831657426
Email id: soumitra.sengupta@lamronanalysts.com
Corresponding SEBI regional/local office address:
L&T Chambers, 3rd Floor, 16 Camac Street, Kolkata – 700017
Name: Prabhas Chandra Ray
Email: prabhas.ray@lamronanalysts.com
Contact: 7003362380
Disclaimer: Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors