Name: Horizon 2040
Brand: smallcase
SKU: SCET_0018
Price: 2645 INR

We’re SEBI registered research analyst creating Thematic & Quantamental curated stock/ETF portfolios. Data analysis is the heart and soul behind our portfolio construction & with 50+ offerings, we have something for everyone.

Nifty 100 Index

Horizon 2040

Manu Rathi

Optimizes investment value for goals to be achieved in 2040 

All publicly traded Reliance ETFs on the National Stock Exchange of India are included in the universe

Windmill Capital studies research papers and documents various asset allocation algorithms & strategies. Algorithms are further developed & adapted to suit the Indian market conditions

All ETF-based asset allocation strategies are checked for historical outperformance over a minimum of 10 year period. Only consistently outperforming asset allocation models are selected

<ul><li>Proprietary liquidity filters are applied to select ETFs that are liquid</li><li>Selected ETFs are divided into three categories : Equity, Gold, Fixed Income</li></ul>

The final screened ETFs are then weighted according to the selected asset allocation algorithm

This smallcase has a yearly rebalance schedule. Once every year, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next year.

The final screened ETFs are then weighted according to the selected asset allocation algorithm

Horizon 2040

Horizon 2040

Overview

ETFs & Weights