Name: All Seasons ETF Portfolio
Brand: smallcase
SKU: INPBET_0001
Price: 2532 INR

We are a Financial Research & Education company with vision of providing Transparent, Unbiased and Simple financial knowledge to retail investors. We have created these portfolios with complete focus on retail investors. Our portfolios are Fundamental Based which helps in long term wealth creation.search

Nifty 500 Index

All Seasons ETF Portfolio

Pratik Bhat

<ul><li>Yadnya 70-30 TRI</li></ul>

The team does in-depth research to decide the criteria to be used for constituent screening

smallcases are checked for historical outperformance to ensure that only consistently outperforming strategies are selected

The research team does individual stock picking after going through company reports and financials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks for the respective strategy

Following parameters are considered while assigning weights to stocks in this smallcases<ul><li>Market capitalization</li><li>Management quality and vision</li><li>Theme exposure, revenues and earnings visibility</li></ul>

This smallcase has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase to add or drop stock/ETFs, if applicable

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

All Seasons ETF Portfolio

All Seasons ETF Portfolio

Overview

ETFs & Weights