Introduction to the Course

Meet Your Instrcuctor

Introduction to the strategy

Momentum Value Strategy Execution

Stock Selection

Ranking Companies

Reference Worksheet

Backtesting & Rebalancing

Portfolio creation and backtesting in Smallcase

Techniques for portfolio rebalancing

Sanjay Kathuria, a CFA and MBA (Finance) graduate, retired at 39 after 16 years of corporate success. As the founder of Profits First, he's dedicated to financial literacy and independence through tailored investment strategies, specializing in options trading. With a background in engineering and a passion for empowering others, he's helped thousands achieve financial freedom through prioritizing profits and pursuing passive income. Enroll in the course to embark on your journey towards financial independence.

​Welcome to the Momentum Value Strategy by Sanjay Kathuria course on upsurge.club. In this course, you will learn a proven and backtested strategy that uses the principles of fundamental and technical analysis to generate market-beating returns. You will learn the thesis of the strategy, the stock selection process, and rebalancing methods to consistently generate market-beating returns. Lesson 1, Introduction to the Course, will provide an overview of the program and introduce you to your instructor, Mr. Sanjay Kathuria. You’ll also get introduced to the momentum value strategy, and the logic on which it is based, as well as the approach you need to maintain. Lesson 2, Momentum Value Strategy, is the most important part of this course. Since the essence of this strategy lies in stock selection, this lesson focuses on the most important aspect - filtering stocks where this strategy is applicable and ranking companies based on different fundamental and technical aspects. You will learn which platform to use for the filtration process, and how to rank companies based on momentum and value factors. You will also get a reference worksheet to check and map your progress. In Lesson 3, Backtesting and Rebalancing, you will learn about how the strategy performed over time. Sanjay sir will teach you to create a Smallcase based on the logic of the strategy and check its performance. The course concludes with a guide on how one can rebalance the portfolio to stick to the strategy and keep generating market-beating returns from it. Course Highlights: Use a proven, backtested strategy combining fundamental and technical analysis. Select the most suitable stocks for the strategy. Backtest the strategy effectively on Smallcase. Rebalance the portfolio and manage risks for sustainable returns. Who is this course for: Traders looking for a strategy that combines technical and fundamental analysis Investors looking for a market-beating strategy that combines value and momentum concepts

Momentum Value Strategy by Sanjay Kathuria

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