Core Compounders
Companies that have already been through a downturn and came out still growing.
- Mid cap
- Large cap
- Gold
- Type
- Stocks
- Risk band
- Moderate
- Horizon
- 3+ years
- Rebalance
- As needed
- Holdings
- 20
The ideology
Most portfolio losses come from paying up for a story that never converted into profit.
This portfolio only holds businesses that have already demonstrated the conversion. Every company in it clears the same three tests.
We weight management quality as heavily as the financials: how capital was allocated in the last decade, related-party hygiene, and disclosure quality.
Every company clears three tests
- 01
A full downcycle
A track record through at least one full downcycle of growing revenue and profit.
- 02
Returns above the cost of capital
Earning returns on capital above its cost of capital.
- 03
Growth it funds itself
Funding growth largely from its own cash rather than repeated dilution or debt.
Is it for you?
Ideal as a no-drama equity allocation, or as a first serious step beyond mutual funds.
It will not chase turnarounds, recent listings without history, businesses with lumpy profits, or businesses whose profits depend on a single policy decision.
What's inside
You execute in your own broker. We never hold your money or take custody. No minimum. Start with any amount. Reg. no. INA000020563.
Who manages it
Fynvestor Investment Advisory
Manages 8 RealCasesSEBI Registered Investment Adviser (RIA) Reg. no. INA000020563
Fynvestor Investment Advisory is a SEBI-registered Investment Adviser running model portfolios across mutual funds, ETFs and direct equity. Research is bottom-up and deliberately low-turnover: nothing enters a model we cannot explain in a paragraph, and every change is published with the reason behind it. We are fee-only and advisory-only, so we never hold your money and never earn a commission on what we recommend.
- Bottom-up
- Quality
- Growth
- Value-aware
- Multi-asset
- Factor & index
- Low turnover
- Long-term
Other RealCases
- Stocks
Bharat Rising
Built around India's own shifts: capex, household savings, energy and consumption.
Moderate-Aggressive25 holdings3+ yearsView portfolio - Stocks
All-Terrain
One equity portfolio instead of three: large, mid and small cap in a single book.
Moderate-Aggressive34 holdings3+ yearsView portfolio - Mutual Funds
Tejas
Smallcap growth with a multi-asset brake, for a genuine 5+ year horizon.
Aggressive4 holdings5+ yearsView portfolio - Stocks
Udaan
Fast-growing, less-covered companies still early in their runway.
Aggressive29 holdings5+ yearsView portfolio - Mutual Funds
Flexi Core
One SIP across three flexi cap funds picked so they do not own the same thing.
Moderate3 holdings3+ yearsView portfolio - Mutual Funds
Even Keel
Growth with shallower falls, so you can actually stay invested through the bad years.
Conservative-Moderate3 holdings3+ yearsView portfolio - ETFs
Passive Plus
Index-fund cost, with the factor tilts and gold an index fund will not give you.
Moderate6 holdings3+ yearsView portfolio