About the smallcase
Captures momentum in ETF universe, while managing risk and diversifying across asset classes:
1. Portfolio has upto 3 ETFs chosen from a shortlist of 20+ uncorrelated ETFs
2. ETFs experiencing highest momentum are selected and held until momentum lasts
3. Positions are equally-weighted, and are rebalanced only if weights have changed significantly
4. For risk management, we exit an ETF when its annualized volatility rises above 60%
5. If capital is unutilized because of inadequate opportunities in ETFs, upto 90% capital can be deployed in interest-rate linked ETFs
6. Reviewed weekly
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