Portfolio Maker
Three canonical portfolio templates built from the live U-Score universe, plus a customised builder that takes your age, deployment, and goals and picks stocks accordingly. Positions show valuation targets, evidence-based risk levels where enough price history exists, and a research note explaining the conviction.
Defensive
Capital preservation first. Large-cap quality with cash flow, low leverage, and dividends. Aims to beat FD returns with shallow drawdowns.
- Stocks
- 15–20
- Target upside
- +18%
- Risk exit
- ATR14 + 20-session support
- Sector cap
- 25%
- Cap mix
- Large-cap majority (Mid-cap quality allowed)
- Hold
- 2–3 years
Moderate
Balanced growth and value. Mix of large-cap compounders and mid-cap deep-value names with proven fundamentals. Targets equity-like returns with controlled downside.
- Stocks
- 12–15
- Target upside
- +30%
- Risk exit
- ATR14 + 20-session support
- Sector cap
- 30%
- Cap mix
- ~70% Large / 30% Mid
- Hold
- 2–5 years
Aggressive
High conviction, concentrated. Deep-value and turnaround picks across the cap spectrum. Higher targets with volatility-aware risk levels.
- Stocks
- 8–10
- Target upside
- +45%
- Risk exit
- ATR14 + 20-session support
- Sector cap
- 35%
- Cap mix
- ~30% Large / 40% Mid / 30% Small
- Hold
- 1–3 years
How the templates are built
- Universe starts from all scored, active, priced stocks.
- Tier filter applies hard gates (score, Piotroski, D/E, cap size).
- Candidates are ranked by a tier-specific composite — quality-biased for Defensive, value-biased for Moderate, momentum + deep-value for Aggressive.
- A sector cap is enforced at pick-time — stocks are skipped if they'd push a sector over the limit.
- Allocations use tier-specific weighting: inverse-leverage (Defensive), rank-linear (Moderate), exponential top-heavy (Aggressive).
- Targets use U-Score valuation anchors; template stop levels are planning aids and must be checked against support and volatility.