Most Investors Will Never Understand This | FWS Clips

🎞️ This Is A Clip From The 1% Club Show 📺 Watch The Full Episode Here →    • How This 15-Stock Basket Strategy Made 20....   • • • Featuring – Shashank Udupa In this clip, Shashank Udupa breaks down how his quant strategy aims to beat the market in two ways: making more when the market rises and losing less when it falls. He explains how the FLUID Q Quant basket combines factors such as beta, Sharpe ratio and trading volume to build a rules-based portfolio. Shashank also reveals why the strategy moved from monthly to fortnightly rebalancing when market volatility increased, despite the higher transaction costs. The conversation then dives into one of the strategy's biggest tests. When the index fell nearly 10% between March 2 and March 28, Shashank took a cash call and stayed out of the market. While the benchmark fell 10%, the portfolio remained almost flat, helping protect capital during the crash. Shashank also explains what happened when the market began recovering, how he gradually deployed the cash, and why momentum investing required him to enter a completely different set of stocks. Two major winners, Cupid and Laurus, contributed significantly to the portfolio's returns, with Cupid gaining around 140% during the period discussed. The conversation also covers why Shashank refused to make an emotional mid-cycle rebalance when Cupid temporarily fell sharply, choosing instead to follow the system's rules. He explains how this discipline helped the portfolio reach around 20.59% returns versus -1.64% for the benchmark at the time of the conversation. Finally, Shashank explains SEBI's PaRRVA framework for verifying past returns and discusses who should—and should not—consider a subscription-based stock basket, including why he recommends having at least ₹3 lakh invested for the ₹13,999 annual fee to make the economics more reasonable. This is just a short clip from the full conversation—and the complete episode goes much deeper into quant investing, momentum strategies, portfolio management, market cycles, SEBI regulations, asset allocation and wealth creation. Past performance is not indicative of future returns. This video is for educational purposes and is not investment advice. 🎧 Watch the full episode now on The 1% Club Show. • • • About Shashank Udupa Shashank Udupa is a SEBI Registered Research Analyst (INH000021207), smallcase manager and co-founder of Avalon Meta. An ex-investment banker at 360 ONE, Shashank has been investing for over a decade and now focuses full-time on research and portfolio management. He manages the F.L.U.I.D family of smallcases, including the FLUID Q Quant basket available inside the 1% Club app. Follow Shashank: 💼 LinkedIn:   / shashankudupa1   📸 Instagram:   / shashank_udupa   🐦 Twitter/X: https://x.com/ShashankUdupa1 🌐 Website: https://www.shashankudupa.co.in • • • About The 1% Club The 1% Club is a personal finance and wealth management platform helping Indians make better financial decisions through education, investing tools and personalised financial insights. Follow The 1% Club: 📸 Instagram:   / onepercentclub   💼 LinkedIn:   / the-1-clubfws   • • • About Sharan Hegde Sharan Hegde is a personal finance creator and founder of The 1% Club, simplifying money, markets, and mindset for India's next generation of wealth builders. Follow Sharan for more: 📸 Instagram:   / financewithsharan   💼 LinkedIn:   / sharanhegde95   🐦 Twitter/X: https://x.com/financewsharan • • • #The1PercentClub #ShashankUdupa #SharanHegde #IndianStockMarket #QuantInvesting #MomentumInvesting #StockMarketIndia #Investing #PortfolioManagement #SharpeRatio #Smallcase #SEBI #WealthCreation #PersonalFinance