Name: The Wisdom ETF Portfolio
Brand: smallcase
SKU: SOLET_0001
Price: 2808 INR

Solomon Investments is a family managed business in financial distribution and wealth advisory.  Solomon Henry Pinto is a SEBI Registered Research Analyst and a Certified Financial Planner.

Nifty 500 Index

The Wisdom ETF Portfolio

Solomon Henry Pinto

ETF Portfolio in which asset allocation bets are made in exchange traded funds (ETFs) listed on NSE

All publicly traded ETFs on the National Stock Exchange of India are included in the universe

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

Our portfolio would consist of 10-15 ETFs listed on NSE.This portfolio is a passive investment strategy and is best suited for systematic investing.We would take asset allocation in promising ETFs in Equity, International, Cash, Debt and Gold Segments. This serves both for reducing risk and for increasing returns.

For changing the weights in the ETFs on rebalancing dates we would follow technical parameters like (but not restricted to) Pattern breakouts, Relative Strength Index, Money Flow Index, Daryl Guppy MMA and Fibonacci Retracements.

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

The Wisdom ETF Portfolio

The Wisdom ETF Portfolio

Overview

ETFs & Weights