Name: All Weather Investing
Brand: smallcase
SKU: SCAW_0001
Price: 3604 INR

Nifty 100 Index

3 in 1 portfolio of equity, gold & fixed income

Perfect to navigate through volatile markets

 3 in 1 portfolio of equity, gold & fixed income

All Weather Investing

Abhishek Jadon

Diversify with equity, gold & fixed income ETFs for recession-proof investing

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

Overview

ETFs & Weights

Login to see constituents and weights for this smallcase