Equityboss works like a board of stocks. In our plan, we get 9 boards. Each different boards have stocks for different appetites.
Amongst 9 boards covers 7 boards cover 7 different themes; one is for short term ideas and one is seasonal odds.
|Board Name||Suitable For||Timeframe||Risk||Reward|
|Top 20 ShortTerm Ideas||Short Term Investors||3 Weeks to 3 Months||High||High|
|Top 20 LongTerm Ideas||Long Term Investors||3 Months to 1 Year||Low||High|
|Top Ideas in F and O||Long Term Investors||3 Months to 1 Year||Low||High|
|Largecap Superstars||Conservative Investors||3 Months to 1 Year||Low||High|
|Midcap Wonders||Moderater Investors||3 Months to 1 Year||Medium||High|
|Dividend Stars||Conservative Investors||1 Year||Low||Low|
|Smallcap Patakas||Agreesive Investors||3 Months to 1 Year||High||High|
Themed Board 1: Top 20 ShortTerm Ideas
Top 20 stocks are picked by sorting and ranking BSE F&O companies based on Earnings quality, future valuation, and technical parameters.
The frequency at which stocks gets in and out of TOP 20 list depends on the quarterly/ annual earnings release, analyst consensus on EPS/Revenue forecast, analyst revision momentum, a direction of prices forecasted technically and major news.
These stocks are suitable for short-term investor having investment horizon between 3 weeks to 3 months.
Ok, This is a snapshot of the said board. You have a trigger price to buy and a target with a stop loss!
If you have Equityboss, I will say avoid this board. I have back-tested and found this board is the worst in performance.
Themed Board 2: Midcap Wonders
Top Mid Cap companies selected and ranked with consistent growth in cash flow and income, with higher profit marging against peers and with higher ROEs. These Mid-cap companies may have the potential to provide greater returns for the risk taking investors. In this board, they use a new term ‘Potential’ so that you can weight the stock accordingly.
Themed Board 3: Top Ideas in F and O stocks
These are screened as F and O stocks.
You could have bought Asian Paints Futures or write options based on it. Personally, I use this as a screener, I made about 70% profit on a single day on this scrip coupled with my thoughts.
You can read that here. But the reason I bother looking at this stock is Equityboss
Themed Board 4: Smallcap Patakas
Growth oriented small-cap companies may have the potential to provide greater returns for the risk-taking investors. These runs mostly for 3 months long. 20% up this month!
Themed Board 5: Top 20 LongTerm Ideas
Top 20 stocks are picked by sorting and ranking BSE 100 companies based on Earnings quality, future valuation and price momentum. Frequency at which stocks gets in and out of TOP 20 list depends on the quarterly/ annual earnings release, analyst consensus on EPS/Revenue forecast, analyst revision momentum, price movements making stocks cheap/expensive and major news which affect firm’s financial performance These stocks are suitable for long term investor having investment horizon between 3 months to one year.
Themed Board 6: Largecap Superstars
A portfolio of Large Cap stocks (BSE 100 ) mathematically selected by a proprietary algorithm for maximum future price appreciation with minimum downside risk. These Highest ranked Large-cap companies may have the potential to provide greater returns for risk-averse investors.
Themed Board 7: Dividend Stars
These dividend-paying stocks offer the potential for capital appreciation, a track record of not cutting dividends for at least 25 consecutive years while growing in the prior year, and a composite dividend yield of 3.6%.
Stocks when announced dividend rose up very high and got sold the moment one receives the dividend. Why not ride them?
Board 8: Bottom Ideas in F and O stocks
List of Top 20 Sells available for Trading in NSE Futures and Options. You can sell futures or write appropriate options. This is not a themed board. You can categorize this board into nowhere zone.
Board 9: Seasonal Buzz
This is what is our primary target is –
Seasonal Odds feature gives insights about the likely behaviour of a stock for a given season(month) based on the 12-year historical period statistics and helps in timing the entry into a stock
- This is the one that works the best as far as I have tested.
- Odds of 100% positive closing
- Month-wise best case returns
These monthly buzzers are identified using simple but powerful data analytical tool named ‘Seasonal Odds’ which gives an indication of what’s the likely outcome of the stocks based on historical data and filtered with the EquityBoss grade mechanism to arrive at the winning stocks. These stocks are suitable for short term investor with a holding period of just 1 month. And this is the best performing sector of
And this is the best performing sector of Equityboss –
Let’s say, You have chosen the board ‘Seasonal Buzz’ with an allocation of 200K. There are 8 stocks there right?
EquityBoss Grade rates a stock using our proprietary rating engine which derives the stock fundamental grade by analysing qualitative & quantitative comparisons of firm’s financial and stock prices
Now we need to allocate the capital towards these 8 stocks. We need to take a point to make a correlation. In here, it is the column ‘Fundamental Grade’
3.5 + 2.9 + 2.9 + 2.9 + 2.1 + 3.8 + 3.2 + 3.2 + 4.1 = 28.6
- Allocate (200000/28.6)*3.5 = 24470 INR towards the first stock.
- Allocate (200000/28.6)*2.9 = 20270 INR towards the second stock.
And so on. It works like a charm.
Real Time Potential
Real-time Potential provides analysts consensus of stock’s potential movement expected from the current price. You can see this in Midcap Wonders boards and other six themed boards.
This helps to choose target price if sometimes it is not mentioned in the Equityboss boards. Also you can chose stocks to invest based on the gravity stated by this.
Shariah Compliance filter helps in identifying halal/ethical stocks for the investors based on the criteria set by Islamic Scholars.