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. All positions come with target prices, stop-losses, 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%
- Stop-loss
- -8%
- Sector cap
- 25%
- Cap mix
- Large-cap majority (Mid-cap quality allowed)
- Hold
- 2–3 years
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⚖️
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%
- Stop-loss
- -10%
- Sector cap
- 30%
- Cap mix
- ~70% Large / 30% Mid
- Hold
- 2–5 years
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🚀
Aggressive
High conviction, concentrated. Deep-value and turnaround picks across the cap spectrum. Higher targets, tighter stops — built for multi-baggers, sized for a stomach.
- Stocks
- 8–10
- Target upside
- +45%
- Stop-loss
- -12%
- Sector cap
- 35%
- Cap mix
- ~30% Large / 40% Mid / 30% Small
- Hold
- 1–3 years
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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).
- Target prices pull from the U-Score fair value (DCF + Graham blend); SLs are fixed % below entry.