Name: Golden Opportunity Asset Allocation
Brand: smallcase
SKU: LTDTR_0001
Price: 2543 INR

Accelerate your wealth with curated equity baskets from Lotusdew. We are a fresh and alternative invest-tech company focused on creating AI-driven portfolios that represent the future of wealth management. We use AI/ML to build curated portfolios, leveraging our proprietary datasets and a technology-focused approach that minimizes dependence on individual expertise. Our key strengths include evaluating board governance, monitoring global institutional investor behavior, and applying deep learning to denoise equity price signals.


Nifty 500 Index

Golden Opportunity

Golden Opportunity Asset Allocation

Abhishek Banerjee

An asset allocation basket of gold related equity hedged with physical gold exposure

All publicly traded companies and ETFs listed on the NSE are included in the universe.

Exposure to real assets and precious metals is a tactical call during high inflation pressures. The team does in-depth research to find companies with positive exposure to gold price.

This asset allocation basket of gold-related equity with their market expsoure hedged with physical gold exposure. Considering host of quantitative and qualitative factors the research team picks individual stocks with positive exposure to gold-price movement and high-quality earnings, high upside potential and diverse business models.

The smallcase puts 50% weight in gold ETFs and 50% in selected stocks. Within this 50%,&nbsp;the selected stocks are weighted equally.

This smallcase will be rebalanced on an as-needed basis

Golden Opportunity Asset Allocation

Golden Opportunity Asset Allocation

Overview

Stocks & ETFs