Power of Gold with Equity | Allocate 20 strongest CNX200 stocks with Gold ETF | Monthly Rebalanced
Investment Rationale
Mi EverGreen
Hybrid Momentum Core Allocation Strategy
What if you could build a portfolio that captures strong momentum stocks, adapts to changing leadership across market cycles, and maintains stability within the portfolio?
Mi EverGreen is designed around this idea and is one of the most popular strategies from WeekendInvesting.
The strategy invests in the strongest large- and mid-cap stocks from the CNX 200 universe while maintaining a permanent 25% allocation to Gold, creating a balanced structure that blends equity leadership with diversification.
Mi EverGreen operates on a disciplined Hybrid Momentum framework, combining systematic equity selection with fixed gold allocation to maintain balance across market environments.
Strategy Structure
• Equity Universe: CNX 200 (NSE #1-#200)
• Equity Holdings: 20 stocks
• Gold Allocation: 25% fixed allocation
• Equity Weight: ~3.75% per stock
• Rebalance: Monthly
Hybrid Momentum Framework
The equity component captures leadership through systematic momentum selection. During rare systemic stress, exposure may reduce and capital may move to cash.
Special Rebalance: Stocks showing exceptional deterioration may exit before the next scheduled rebalance.
Investment Profile
Optimal allocation size: ₹5–₹30 lakhs
Suggested horizon: 5+ years
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Performance
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About the Manager
Understand smallcase costs and returns
Min. Amount
₹ 2,51,193
Minimum Investment Amount
It is the least amount required to invest in all stocks of this smallcase as per the weights
₹ 2,51,193
Get access for ₹4999/3m
Get access for ₹4999/3m