Aspire Diversified Factors Portfolio

Focused ETFs Tracking Diverse Universes:<ul><li>Alpha Index: Targets high-alpha large and mid-cap stocks, optimized for bull markets.</li><li>Low Vol Index: Invests in low-volatility large-cap stocks, ideal for risk-off, high-volatility periods.</li><li>Gold ETF: Serves as a hedge against geopolitical risks, and market downturns, with a historically negative correlation to equities.</li></ul>

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 diminishing 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 factors 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: 1. Stock Selection:<ul><li>High Liquidity: Typically at least ₹10 crore in average daily trading volume.&nbsp;</li><li>Low Volatility: Annualized volatility typically below 60%.&nbsp;</li><li>Strong Momentum: Typically trading above long-term averages.&nbsp;</li></ul> 2. ETF Selection:&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>Flexible Allocation: Allows maximum of 95% allocation to any ETF.</li><li>Mean-Variance Optimization: Allocates optimal weights across ETFs for maximizing risk-adjusted return.</li><li>Balanced Strategy: Designed for accelerated growth, robust risk management, and effective hedging.</li></ul>

Aspire Diversified Factors Portfolio Quant

Dynamic Alpha & Low-Volatility ETF Hybrid – Invest Up to ₹10 Lacs

Aspire Diversified Factors Portfolio Quant

Overview

ETFs & Weights

At a Glance