Evergreen Asset Allocation

Evergreen Asset Allocation

by Livelong Wealth


AI-led asset switcher using NiftyBees & GoldBees/Silverbees to deliver low-risk

Investment Rationale

Evergreen Investor is a fully AI-managed, all-weather portfolio designed for steady, low-volatility returns across market cycles. It consists of just two assets: NiftyBees and GoldBees. During bull markets, the AI system allocates up to 90% in NiftyBees, and in bearish phases, it shifts weight to GoldBees, preserving capital and capturing upside from safe-haven assets. With an average CAGR of 17%, it has consistently outperformed traditional bonds and conservative mutual funds. Ideal for SIP investors and those seeking smart risk-adjusted returns, this strategy delivered 9% profit even in the last 6-month bearish market with minimal drawdown.

Performance

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About the Manager

Understand smallcase costs and returns