Endurance Paired-Strategy Portfolio

Combines 2 Independent Strategies for Consistent Growth: 1. Diversified Stock Strategy:<ul><li>Broad momentum stock selection with dynamic gold hedge</li><li>Sample: <a href="https://smartwealth-ai.smallcase.com/smallcase/SMWAMO_0004" rel="noopener noreferrer" target="_blank">https://smartwealth-ai.smallcase.com/smallcase/SMWAMO_0004</a></li></ul> 2. Diversified Assets Strategy:<ul><li>Blends equity, gold, and debt ETFs for balanced returns&nbsp;</li><li>Sample: <a href="https://smartwealth-ai.smallcase.com/smallcase/SMWAET_0001" rel="noopener noreferrer" target="_blank">https://smartwealth-ai.smallcase.com/smallcase/SMWAET_0001</a></li></ul>

For smart, forward-thinking professionals seeking an accelerated path to financial independence, SmartWealth.ai offers DIY Model Portfolios designed to amplify long-term returns while minimizing market risks. Unlike traditional mutual funds and fragmented strategies that often lack true diversification and effective hedging, SmartWealth.ai leverages proprietary Diversified Momentum Algorithms—combining stocks, assets, and factors to strike balance between growth and protection, free from human biases. SmartWealth.ai brings a solid 3-year track record on smallcase.com, enabling working professionals to grow their wealth confidently through smarter, data-driven investment strategies.

SmartWealth.ai's proprietary Diversified Momentum Algorithms employ a rigorous screening process to ensure optimal portfolio performance:&nbsp;&nbsp; 1. Stock Selection:&nbsp;<ul><li>High Liquidity: Typically at least ₹10 crore in average daily trading volume.&nbsp;&nbsp;</li><li>Low Volatility: Annualized volatility typically below 60%.&nbsp;&nbsp;</li><li>Strong Momentum: Typically trading above long-term averages.&nbsp;&nbsp;</li></ul> 2. ETF Selection:&nbsp;&nbsp;<ul><li>Includes all stock filters, with an additional emphasis on low inter-correlation for enhanced diversification.&nbsp;&nbsp;</li></ul>

Allocation to the model portfolio constituents is determined by mean-variance optimization (Markowitz efficient frontier framework)

This smallcase has a weekly rebalance schedule. Once every week, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next week

Systematic, Rules-Based Model for Unbiased Investing:<ul><li>Balanced Allocation: Limits each strategy’s allocation to 75%, enhancing diversification.</li><li>Mean-Variance Optimization: Assigns optimal weights across strategies to maximize risk-adjusted returns.</li><li>Steady Growth Focus: Aims for consistent growth with high risk-adjusted returns.</li></ul>

Endurance Paired-Strategy Portfolio Quant

Advanced Momentum Stocks & Assets Portfolio – Invest Up to ₹50 Lacs

Endurance Paired-Strategy Portfolio Quant

Overview

Stocks & ETFs

At a Glance

Holdings Distribution