SmartWealth.ai Samvat Portfolio Quant

The Samvat Portfolio Quant is a thoughtfully simplified version of our most-loved Aspire Diversified Stocks Portfolio Quant – created to celebrate the new Vikram Samvat year and symbolize renewal, balance, and disciplined investing.

• Balanced Growth and Stability: Fixed 60% allocation to Gold ETFs cushions against market volatility while the remaining 40% in high-momentum stocks drives growth.
• Smarter Than Passive ETFs: Unlike passive ETF portfolios, this strategy enhances risk-adjusted returns through intelligent stock selection and effortless quarterly rebalancing.
• Data-Driven Stock Selection: Quantitative models identify 4 strongest momentum stocks from a broad, liquid universe – capturing leadership trends missed by static indices.
• Low Effort, Cost-Efficient: Quarterly rebalancing reduces churn and transaction costs while maintaining portfolio efficiency.
• Rule-Based Discipline: Removes emotion and bias, ensuring consistent decision-making across market cycles.

The Samvat Portfolio Quant offers investors a calmer, smarter path to long-term wealth creation – blending the strength of stocks momentum with the timeless stability of gold.

Consider adding Aspire Diversified Assets Portfolio for enhancing diversification.

This free-access smallcase model is for informational purposes only. Subscription rights are reserved. By proceeding, you agree to our Disclaimer and T&C available at www.smartwealth.ai