Dear Readers,
On this auspicious day of Vijayadashami, a festival that celebrates the triumph of clarity over chaos and discipline over distraction, I feel it is only fitting to share with you my vision for the next few months.
As many of you know, my research has today transitions to a Technical First approach, blending classical technical frameworks with modern momentum tools. Today, I am happy to announce the unveiling of a new rule-based, systematic momentum and rotation strategy — one that I believe embodies the spirit of active, disciplined trading in Indian markets.
This model is designed not for passive, prudent or conservative investors but for swing traders who thrive on precision, rotation, and agility. It rests on three simple pillars:
Identifying where relative strength is emerging across sectors and stocks.
Entering only when momentum confirms but avoiding exhaustion zones.
Maintaining strict discipline in exits and stop-losses with regular rebalances.
The portfolio constructed under this strategy will remain focused and nimble — equal-weighted, concentrated in 7–10 positions at a time, with the flexibility to shift swiftly as leadership in the market changes. Think of it as a radar that constantly scans for new winners while discarding laggards without any emotional attachment.
Symbolically, I’ve chosen to share this blueprint with you today because Vijayadashami marks new beginnings.
But the actual opening of subscriptions will happen on Mahashivratri 2026 — another day of deep significance, reminding us of discipline, vigilance, and cycles of renewal.
This will not be everyone’s cup of tea — certainly not for conservative, long-term investors. It is meant for those who can respect rules, stay nimble, and thrive on the rotations that make markets so alive.
Also, if your investment into this strategy would be less than roughly 30 lacs, the costs would not justify and you would be better off investing in other products.
Another important aspect to note is that this is a swing strategy, which is designed as a Satellite allocation in the Core-Satellite framework.
If that resonates with you, then Mahashivratri 2026 will be our starting point together as AARD 2.0 reopens shop. As this is a swing strategy, it is ideally not recommended you allocate more than 20-30% of your portfolio into this strategy.
Thank you for reading thus far. Wishing you and your loved ones a Happy Vijayadashami once again.
Until then, may this season of victory inspire all of us to trade with clarity, courage, and conviction.
Warm regards,