MWT (Mystic Wealth Tortoise)
by Mystic Wealth
MWT is a simple way to participate in growth of a country while taking care of downside risk and asset allocation.
About the smallcase
MWT or Mystic Wealth tortoise is a Systematic way of investing in the indices with trend following overlay to cut down the downside risk.
- System allocates 30% of the proceeds to gold as part of its asset allocation strategy.
- The remaining 70% is allocated to NiftyJunior.
- The trend following overlay ensures this 70% moves to Liquid debt fund in bear market.
The Trend following filter is considered every month.
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