CAGRwealth Balanced Blend Portfolio

This is a passive strategy so constituents would be ETFs.

The team does in-depth research to decide the allocation between various equity factor ETFs and assets.

The research team rebalances between factors ETFs, gold and debt using internal rule based methodoly.

The research team decides weights and rebalances between factors ETFs, gold and debt using internal rule based methodology.&nbsp;

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.

CAGRwealth Balanced Blend Asset Allocation

Passive approach to  Factor Investing and Asset Allocation using rule-based rebalancing

CAGRwealth Balanced Blend Asset Allocation

Overview

ETFs & Weights

At a Glance

Closed smallcase