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Using smallcases to Invest Passively in Themes & Ideas

Passive investing doesn't have to be limited to index funds and ETFs

Benefits of ETFs & Why We Used Them for Timeless Asset Allocation smallcase

Exchange traded funds come with a number of advantages over actively-managed funds

Introducing Timeless Asset Allocation (formerly known as All Weather Investing)

A recession proof way to build long term wealth with asset allocation

Constructing the Timeless Asset Allocation smallcase

All Weather Investing, a popular smallcase on our platform, has garnered attention. Let's understand how this smallcase is constructed.

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The content and data available on the website, including but not limited to index value, return numbers and rationale are for information and illustration purposes only. Charts and performance numbers do not include the impact of transaction fee and other related costs. Past performance does not guarantee future returns and performances of the portfolios are subject to market risk. Data used for calculation of live returns and other information is provided by exchange approved third party vendors and has neither been audited nor validated by the Company. Detailed return calculation methodology & detailed volatility calculation methodology is available on smallcase.

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