Name: Aspire Diversified Assets Portfolio Quant
Brand: smallcase
SKU: SMWAET_0001
Price: 16084 INR

Nifty 100 Index

Aspire Diversified Assets Portfolio

Aspire Diversified Assets Portfolio Quant

 Pankaj Singh

Dynamic Equity, Gold & Debt ETF Hybrid – SIP Up to ₹10 Lacs

Focused ETFs Tracking Diverse Universes1. Equity Indexes:<ul><li>Nifty50 Index: 50 largest companies by market cap for resilience.</li><li>Alpha Index: High-alpha large and mid-cap stocks for bull markets.</li><li>Low Vol Index: Low-volatility large-cap stocks, ideal for risk-off periods.</li></ul>2. Debt ETF: Hedge against inflation and high-interest rate regime.3. Gold ETF: Provides a hedge against geopolitical risks, and market downturns, with a negative correlation to equities.

For smart, forward-thinking professionals seeking stable and sustainable investment growth, SmartWealth.ai offers DIY Model Portfolios designed to deliver consistent long-term returns while minimizing risk, effort, and portfolio churn. Unlike traditional mutual funds and fragmented strategies that often lack true diversification and effective hedging, SmartWealth.ai leverages proprietary Diversified Momentum Algorithms—combining multiple asset-classes to strike balance between growth and protection, free from human biases. SmartWealth.ai brings a solid 3-year track record on smallcase.com, enabling working professionals to grow their wealth confidently through smarter, data-driven investment strategies.

SmartWealth.ai's proprietary Diversified Momentum Algorithms employ a rigorous screening process to ensure optimal portfolio performance:&nbsp;&nbsp; 1. Stock Selection:&nbsp;<ul><li>High Liquidity: Typically at least ₹10 crore in average daily trading volume.&nbsp;&nbsp;</li><li>Low Volatility: Annualized volatility typically below 60%.&nbsp;&nbsp;</li><li>Strong Momentum: Typically trading above long-term averages.&nbsp;&nbsp;</li></ul> 2. ETF Selection:&nbsp;&nbsp;<ul><li>Includes all stock filters, with an additional emphasis on low inter-correlation for enhanced diversification.&nbsp;&nbsp;</li></ul>

Allocation to the model portfolio constituents is determined by mean-variance optimization (Markowitz efficient frontier framework)

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

Systematic, Rules-Based Model for Unbiased Investing<ul><li>Balanced Allocation: Limits allocation to factors and assets models to 50% each for diversification.</li><li>Mean-Variance Optimization: Allocates optimal weights across ETFs to maximize risk-adjusted returns.</li><li>Balanced Strategy: Designed for growth, risk management, and hedging.</li></ul>

Aspire Diversified Assets Portfolio Quant

Aspire Diversified Assets Portfolio Quant

Overview

ETFs & Weights