TrendlineZ Balanced
by Trendlinez
A conservative strategy with dynamic asset allocation between equity and debt.
About the smallcase
Philosophy & Process is our EDGE
- Superior Performance
We believe in buying high quality assets for less than their worth which creates Alpha. We do not participate in everything that goes up rather only the opportunities that fit our approach.
- Margin of safety
Risk is an inescapable part of investing. Our unique position sizing and risk management systems limits the downside risk. Maximum drawdown in the portfolio since inception is 30.73%
- Capital Protection
Our algorithms helps us make the decision to choose between aggressiveness and defensiveness ( balance between debt and equity) on the basis of observations regarding current market conditions.
Live Performance
Unlock all metrics
Login to see the live performance and return
Understand smallcase costs and returns
Understand smallcase costs and returns
Closed smallcase