We publish a listing of shares with low volatility and momentum every month. We offer information for BSE 500 and BSE 100 shares. There at the moment are three completely different screener information obtainable.
(1) Shares with low volatility and momentum from the BSE 100 massive cap universe can be found as a separate file
(2) Shares with low volatility and momentum from the BSE 500 universe can be found as a separate file. NEW: Historic information from April 2023 is on the market at no further value!
(3) Historic information from March 2019 to February 2022 might be based mostly on the Nifty 100. From March 2022 onwards, it is going to be based mostly on the BSE 100. That is obtainable as a separate file.
The frequent methodology of filtration: We filter for (1) constructive 1-year return, (2) constructive six-month return, (3) worth > 200-day transferring common, (4) 50% of day by day constructive returns, and (5) lowest volatility.
This can be a partial screenshot.
What’s low-volatility investing? Low volatility investing refers to figuring out shares with low worth fluctuations and investing in them. Once more, that is based mostly on previous proof: Low volatility inventory investing: Does it work? Larger returns at decrease danger?
What’s momentum investing? Investing in shares which have elevated significantly over the previous 6-12 months, hoping the development will proceed (for a brief interval). Related information and hyperlinks for the Indian and US markets are mentioned right here: Momentum Inventory Investing in India: Does it Work?
There’s a shut connection between momentum investing and low volatility. Most momentum stock-picking methods additionally embody a strategy to filter out shares based mostly on volatility. They like shares which have moved up previously (= momentum) with low volatility. One other carefully associated thought is to hunt for shares which have stayed near their all-time worth highs.
Warning: Whether or not you select shares with momentum or low volatility, it is very important acknowledge when to promote them. This type of development requires critical ranges of self-discipline and dedication. It’s best to have the ability to purchase a inventory with out query and promote it with out query in a brief interval if it now not has sufficient momentum and/or low volatility. Should you get distracted by the shares’ valuation, ROE, and so on. and hesitate or purchase greater than obligatory, it is not going to work. Please don’t blindly use this listing to purchase and muddle your portfolio. This listing will evolve by way of methodology over time. So be ready for this. Do your analysis about momentum and low-volatility investing!! Determine which to offer extra precedence to – low volatility or momentum. The usual previous efficiency will not be consultant of future efficiency. The disclaimer applies right here. No methodology will work on a regular basis!
Momentum Investing in India
You may watch this video model of the above-linked submit to get an introduction to momentum investing.
Low Volatility Investing in India
Suppose p1 is the day past’s closing worth, and p2 is right now’s closing worth. Each day return is outlined as (p2-p1)/p1. That is the share change in worth. Once we compute the usual deviation of those day by day returns, we assume they fall on a bell curve. I’m afraid that’s not proper. A extra acceptable step can be to imagine that the log return, outlined as log(p2) – log(p1), follows a bell curve.
That is additionally not an correct approximation, as market returns are fractal in nature. Nevertheless, this can be a nearer approximation. So, the usual deviation of log returns is used for creating low-volatility indices. Nevertheless, there’s not a lot distinction for the current case; you possibly can use simply the odd customary deviation.
Why ought to returns fall on a bell curve? If they don’t, then the “common” and “customary deviation” are meaningless!!
How do I exploit this screener?
You should utilize it in a number of methods. Listed below are some strategies.
Please be aware: All 5 filters might be enabled whenever you open the file. You may reset them and use any filter that you just like.
To display screen for low-volatility shares:
- Kind by an rising customary deviation
- Select shares with the bottom volatility.
- Optionally, you may think about shares with worth momentum within the final six months, 12 months or longer.
To display screen for momentum shares:
- Take away shares with destructive six-month AND 1y returns.
- Take away shares with 50% or decrease constructive day by day returns.
- Take away shares with a present worth decrease than the final 200-day common.
- Kind the remaining shares by rising the usual deviation.
- Select shares with low volatility and excessive momentum (excessive 6-month or 1Y returns).
Observe: Frequent buying and selling could also be obligatory for each approaches. If the inventory doesn’t meet the above standards in subsequent month’s screener, it’s possible you’ll have to promote it in full and substitute it with one other, no matter tax. Alternatively, this may occasionally additionally not be obligatory should you consider within the fundamentals of the underlying enterprise. This name is fully as much as the consumer.
Get the inventory lists!
Phrases and circumstances
- If you need information for BSE 100 alone, the price is Rs. 111.
- The price is Rs. 300 for information for the BSE 500 alone. Historic information from April 2023 is on the market at no further value!
- The worth is Rs. 500 for month-to-month historic information for the High 100 shares from March 2019 to the present month. This can enable you spot constantly low-volatility shares.
- This buy provides unique reductions on our two programs: The best way to Get Individuals to Pay for Your Abilities (aka Earn from Abilities) and the lectures on goal-based portfolio administration.
- Whereas we are going to do our greatest to publish up to date screener sheets every month, we can’t assure the identical.
- The file comprises no purchase or promote suggestions and solely has information derived from worth data.
- Sufficient care and energy have been put in to weed out errors; nevertheless, I can’t assure that the sheet is error-free.
- The customer should analysis utilizing the data within the spreadsheet and develop their technique. No suggestions or help are included within the sheet and won’t be supplied individually.
- We is not going to present any additional assist or help in utilizing the sheet.
- We aren’t liable for your capital losses or features from utilizing this sheet.
[1] If you need BSE 500 qualifying shares for the present month, Click on right here to pay Rs. 300 and obtain the newest BSE 500 momentum low volatility screener. After buy, you may be directed to a Google Drive hyperlink with the sheet. Please obtain the sheet to make use of it. Residing exterior India? You may pay by way of this PayPal hyperlink (6 USD). Ship an e mail to freefincal at Gmail dot com for help.
[2] If you need the High 100 historic information of qualifying shares from March 2019 to the present month, Click on right here to pay Rs. 500 and obtain the newest High 100 momentum low volatility screener with historic information. After buy, you may be directed to a Google Drive hyperlink with the sheet. Please obtain the sheet to make use of it. Residing exterior India? You may pay by way of this PayPal hyperlink (9 USD). Ship an e mail to freefincal at Gmail dot com for help.
[3] If you need BSE 100 qualifying shares, Click on right here to pay Rs. 111 and obtain the newest BSE 100 momentum low volatility screener. After buy, you may be directed to a Google Drive hyperlink with the sheet. Please obtain the sheet to make use of it. Residing exterior India? You may pay by way of this PayPal hyperlink (3 USD). Ship an e mail to freefincal at Gmail dot com for help.
By clicking, you conform to the phrases within the essential data part above. Don’t forget to obtain the sheet after you pay (you’ll obtain an e mail with a obtain hyperlink after fee)!
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