Name: EVERGREEN Asset Allocation
Brand: smallcase
SKU: LIWEET_0003
Price: 623 INR


We create portfolios with stocks that has been showing great momentum as well as great fundamentals. The portfolio usually consists of 15 -20 stocks that gets cycled from time to time based on the trend getting exhausted. We follow a principle called as momentum investing. Momentum investing is a trading strategy in which investors buy securities that are rising and sell them when they look to have peaked. The goal is to work with volatility by finding buying opportunities in short-term uptrends and then sell when the securities start to lose momentum.
Our stocks are selected based on its prehistoric performance, fundamentals as well as the 

Nifty 100 Index

EverGreen Investor

EVERGREEN Asset Allocation

Livelong Wealth

AI-led asset switcher using NiftyBees & GoldBees to deliver low-risk, steady returns in all markets.

The portfolio is limited to two ETFs:<ul><li>NiftyBees (Nifty 50 ETF)</li><li>GoldBees (Gold ETF)</li></ul>This minimalistic asset set ensures simplicity, transparency, and efficient execution across all market cycles.

The strategy is powered by AI-driven market regime detection:<ul><li>In bullish markets: Capital shifts up to 90% into NiftyBees</li><li>In bearish markets: Allocation tilts toward GoldBees to hedge risk</li></ul>The AI model uses historical trend patterns, volatility clusters, macro triggers, and momentum data to make allocation decisions.

There is no stock-level selection. Only NiftyBees and GoldBees are used. The decision is based on:<ul><li>Market trend detection (bullish/bearish)</li><li>Volatility thresholds</li><li>Mean-reversion and momentum signals</li></ul>

Max 90% in either NiftyBees or GoldBees depending on AI signalsDynamic allocation with weekly monitoring and adjustment<ul><li>At no point is the portfolio 100% in a single asset — a small balancing allocation is always maintained for diversification</li></ul>

This smallcase will be rebalanced on an as-needed basis

EVERGREEN Asset Allocation

EVERGREEN Asset Allocation

Overview

ETFs & Weights