Market Cycle Scorecard Tactical Asset Allocation ver 1

KalpaKuber Investments

Market Cycle Assessment Report

Market Cycle Scorecard 📈

***Optimized for Structural & Sentiment Analysis (Max Score 80)***

Assess long-term structural valuation and market sentiment using 8 key metrics.

Tactical Asset Allocation

Total Investable Capital (Rs.):

Optimal Debt Allocation: ...

Optimal Equity Allocation: ...

Tactical Call: ...

1. Current CAPE Ratio (Shiller P/E):

10 years of inflation-adjusted earnings (e.g., Nifty 500).

2. Current P/B Ratio:

3. Current 10-Year Govt. Bond Yield (%):

Used for Equity Risk Premium.

4. Current Dividend Yield (%):

5. Market Cap to GDP Ratio (%):

Buffett Indicator: Market size vs. the economy.

6. India VIX (Volatility Index):

Fear Gauge (Contrarian Signal: Low VIX = High Risk/Complacency).

7. Fed Model Ratio (EY / 10Y Yield):

Relative attractiveness of Stocks vs. Bonds.

8. M2 Money Supply Growth (Y-o-Y %):

Macro Liquidity Fuel (Contraction is high risk).

Valuation Results

Ready for Assessment...

Total Expensive Score: 0 / 80

Market Timing Analysis (Internal View):

Expected Horizon for Signal:

...

Mandatory Review Frequency:

...

Key Asset Allocation Actions (Internal View):

1. For Mutual Funds/ETFs:

Enter values and click Calculate.

2. For Individual Stocks:

Enter values and click Calculate.

3. For Bonds / Debt Allocation:

Enter values and click Calculate.

4. For Gold / Commodities:

Enter values and click Calculate.

Markets Cycle ScoreCard - Detailed Report & Asset Allocation ver2

KalpaKuber Investments

Market Cycle Assessment Report

Market Cycle Scorecard 📈

***Optimized for Structural & Sentiment Analysis (Max Score 80)***

Assess long-term structural valuation and market sentiment using 8 key metrics.

Tactical Asset Allocation

Total Investable Capital (Rs.):

Optimal Debt Allocation: ...

Optimal Equity Allocation: ...

Tactical Call: ...

1. Current CAPE Ratio (Shiller P/E):

10 years of inflation-adjusted earnings (e.g., Nifty 500).

2. Current P/B Ratio:

3. Current 10-Year Govt. Bond Yield (%):

Used for Equity Risk Premium.

4. Current Dividend Yield (%):

5. Market Cap to GDP Ratio (%):

Buffett Indicator: Market size vs. the economy.

6. India VIX (Volatility Index):

Fear Gauge (Contrarian Signal: Low VIX = High Risk/Complacency).

7. Fed Model Ratio (EY / 10Y Yield):

Relative attractiveness of Stocks vs. Bonds.

8. M2 Money Supply Growth (Y-o-Y %):

Macro Liquidity Fuel (Contraction is high risk).

Valuation Results

Ready for Assessment...

Total Expensive Score: 0 / 80

Market Timing Analysis (Internal View):

Expected Horizon for Signal:

...

Mandatory Review Frequency:

...

Key Asset Allocation Actions (Internal View):

1. For Mutual Funds/ETFs:

Enter values and click Calculate.

2. For Individual Stocks:

Enter values and click Calculate.

3. For Bonds / Debt Allocation:

Enter values and click Calculate.

4. For Gold / Commodities:

Enter values and click Calculate.