SEBI Registered Research Analyst:
Madhav Milind Bhandare

Reg. No. : INH000018230

India

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Copyright 2024-25

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Discipline Score:

 

  • It is derived based on data submitted by user every week.

  • Not submitting data every week will result in low overall score.

  • Keeping discipline score 100% will help in having returns close to strategy returns.

  • Anything above 85% is good discipline score.

 

Type of Scores:

 

  • Rebalance Score: Derived based on answer if rebalance is done on required day as per strategy expectations.

  • Price Score: Derived based on answer if all trades are executed within 2% of stock open market price.

  • All Stock Score: Derived based on answer if portfolio has all stocks as per strategy.

  • Equi Weight Score: Derived based on answer if portfolio is close to being equal weight i.e. similar amount invested across all stocks.