Name: All Weather Investing
Brand: smallcase
SKU: SCAW_0001
Price: 3879 INR

We’re SEBI registered research analyst creating Thematic & Quantamental curated stock/ETF portfolios. Data analysis is the heart and soul behind our portfolio construction & with 50+ offerings, we have something for everyone.

Nifty 100 Index

Over 10k investors showed interest last week

Equity, Gold & Debt in a single smallcase

3 in 1 portfolio of equity, gold & fixed income

All Weather Investing

Abhishek Jadon

One investment for all market conditions. Works for everyone

All publicly traded ETFs on the National Stock Exchange of India are included in the universe

Windmill Capital studies research papers and documents various asset allocation algorithms & strategies. Algorithms are further developed & adapted to suit the Indian market conditions

<ul><li>Proprietary liquidity filters are applied to select ETFs that are liquid</li><li>Selected ETFs are divided into three categories : Equity, Gold, Fixed Income</li></ul>

The final screened ETFs are then weighted according to the selected asset allocation algorithm

All ETF-based asset allocation strategies are checked for historical outperformance over a minimum of 10 year period. Only consistently outperforming asset allocation models are selected

This smallcase has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next quarter.

The final screened ETFs are then weighted according to the selected asset allocation algorithm

All Weather Investing

All Weather Investing

Overview

ETFs & Weights