Create wealth with equities, stay protected with Gold. The sweet spot
Investment Rationale
This smallcase invests in Equity & Gold, fixing their weights to 70% and 30%.
smallcase invests in large-cap companies using Nippon India ETF Nifty Bees
- Large cap companies are usually well established and the chances of such companies going bust are low
- Adding such stocks to the portfolio increases stability of the portfolio as their stock prices are not very volatile. They are also best suited for long term wealth creation
smallcase invests in Gold using Zerodha Gold ETF
- Historically gold has maintained its value and is the best form of hedge against inflation and geo-political uncertainties
- Since the price of gold is negatively correlated with the price of stocks, the former is a very effective portfolio diversifier
smallcase is played out