CAGRwealth Balanced Blend Asset Allocation

CAGRwealth Balanced Blend Asset Allocation

by CAGRwealth

Passive approach to Factor Investing and Asset Allocation using rule-based rebalancing


About the smallcase

This is a passive approach to multi-factor investing and asset allocation.


The smallcase invests in :

  • Equity Factor Indices ETF
  • Debt ETF
  • Gold ETF


This portfolio looks to take exposure to long-term alpha-generating factors and additionally, we will rebalance exposure to debt, equity factors, and gold using our rule-based methodology to provide a diversified investment over the long term.

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About the Manager

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