Generating Alpha

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Every investor dreams of super performance—outperformance that turns stocks into multi-baggers, delivering exponential returns. Yet, history shows that chasing these winners isn’t about picking one camp over another. Professionals and institutional fund managers often split between VALUE and GROWTH approaches, or FUNDAMENTALS versus TECHNICALS. Exclusive reliance on any single method—be it deep value hunting or pure growth speculation—fails to deliver sustainable super performance. The market rewards those who synergise these elements, combining fundamentally strong companies with explosive growth prospects and precise timing.

At Wealocity Analytics, we firmly believe super performance emerges only from this integrated “VALUE + GROWTH” framework. Imagine a portfolio of stocks that boast robust earnings growth, accelerating sales, and institutional sponsorship (the value side), powered by technical momentum that propels them skyward (the growth side). Our workshops empower you to master this approach, drawing from the philosophies of legendary investors like William O’Neil, David Ryan, Stan Weinstein, and Mark Minervini. These icons didn’t succeed by accident; they isolated true market leaders using tools like O’Neil’s Relative Strength (RS), which cuts through market noise to reveal stocks outperforming their benchmarks.

Mastering Relative Strength (RS) for Growth Stocks

Central to our workshop is O’Neil’s RS, a price-based ratio (stock price divided by benchmark index price) that measures cross-sectional performance. Unlike the Relative Strength Index (RSI)—an oscillator gauging a single stock’s overbought/oversold conditions from its own price action—RS identifies leaders independent of the broader market’s trend. A rising RS line signals persistent outperformance; a falling one warns of laggards. This distinction is crucial: RSI might flag a stock as “overbought” during a bull run, but RS confirms if it’s truly leading the pack.

We guide you through screening top growth candidates: look for 25%+ quarterly EPS growth, sales acceleration, and high RS rankings (top 20% of the market). Fundamentals set the stage, but technicals time the entry—think cup-with-handle breakouts, volume surges, and pivot points as taught by Weinstein and Minervini.

Relative Rotation Graphs (RRG): Visualising Momentum and Rotation

To supercharge selection, we introduce Relative Rotation Graphs (RRG), a dynamic tool fusing RS and momentum. RRGs plot stocks or sectors on a two-axis chart: horizontal for RS-Ratio (relative performance vs. benchmark) and vertical for RS-Momentum (rate of change in that performance). This creates four quadrants—Leading, Weakening, Lagging, and Improving—tracking clockwise rotation as assets shift from strength to weakness.

Momentum here isn’t vague; it’s the empirically proven tendency for strong recent performers to continue winning, which underpins trend-following strategies. RRGs make it visual: spot sector rotations instantly, build portfolios tilted to high-RS leaders, and systematically rotate out of underperformers.

Proven Workshop Process for Multi-Baggers

Our hands-on sessions streamline your process:

  1. Fundamental Scan: Earnings growth, RS rank, institutional buying.
  2. Technical Confirmation: Chart patterns, uptrends, volume.
  3. RRG Timing: Enter Improving/Leading stocks; market timing overlays avoid traps.
  4. Risk Management: Position sizing, stops at Weinstein stages.

This isn’t theory—it’s battle-tested in Indian markets, including the Nifty 50 sectors. Past participants have flagged early winners by blending O’Neil’s CANSLIM with Minervini’s volatility-adjusted momentum. Join us to transform stock picking from guesswork to a repeatable edge, catching multi-baggers at inflexion points.

Key Takeaways

By the end of this workshop, you will learn the following:

  1. Chart reading for investing and trend setups
  2. You will learn the fundamentals and techniques that work.
  3. You will learn the characteristics of Growth stocks
  4. Understand the Buy rules and Sell rules as well
  5. Understanding the price behaviour at the bottoms and tops
  6. Importance of Relative Strength and Momentum in Building Strategies
  7. Will learn Finding the market leaders through RS, RRG and Momentum score
  8. You will learn how to find the leading sectors and stocks
  9. Generating Alpha with better Strategies
  10. You will learn how to combine RS with other tools for better decision-making

 Deliverable

  1. Will support in clarifying your doubts on the topics post-workshop for a month
  2. Will suggest the Reference material for further study.

Prerequisites

  1. Basic Knowledge about Technical Analysis and investing.