Core Portfolios
Multi-asset, Multi-strategy, and Globally-diversified portfolios.
Core Investing intends to take lesser-than-market risk and generate market-like returns using low-cost and highly-liquid instruments.
Key Features
Dynamic Asset Allocation
Algorithmic asset allocation between equity, gold and debt depending on asset outlook.
Tactically Managed Market-cycles
Algorithmic risk-on / risk-off outlook for cyclical assets (equity & gold).
Dynamic Market Cap Allocation
Algorithmiclly change weightage between large & mid cap equity.
Tactical Barbell Construction
100% exposure 70% of the time, instead of 70% exposure 100% of the time to growth assets.
The Galactic Suite
Multi-Asset Core Portfolios
The golden spirals-shapes of galaxies inspire the Galactic Suite.
The Galactic family of portfolios uses broad-based indices, gold, arbitrage, and fixed-income funds to cover contingencies, save for retirement, and fund long-term goals.
6 portfolios of the Galactic Suite span the globe using Exchange-traded Funds Mutual Funds.
ETF Portfolios
Multi-Asset Tactical Investing for Wealth
Index, Gold & Debt | Exchange Traded Funds | 3 Volatility Configurations | Monthly Review
Tactical Equity Investing for Goals
Index & Debt | Exchange Traded Funds | 3 Volatility Configurations | Monthly Review
Tactical International-Equity Investing for Goals
Top 20 Economies Index & Cash | Exchange Traded Funds | Low Volatility | Monthly Review
Mutual Fund Portfolios
Multi-Asset Tactical Investing for Wealth
Index, Gold & Arbitrage | Mutual Funds | 3 Volatility Configurations | Monthly Review
Tactical Equity Investing for Goals
Index & Arbitrage | Mutual Funds | 3 Volatility Configurations | Monthly Review
Multi-Asset Strategic Investing for Contingencies
Debt & Arbitrage | Mutual Funds | 3 Volatility Configurations | Monthly Review
The Continental Suite
Solution-oriented Core Portfolios
The Continental Suite is inspired by the golden spirals in the continental features like the Himalayan knot, the Gulf of Mexico, and the African Continent.
The Continental family of portfolios uses broad-based index funds, tax-saving funds, and fixed-income funds to replace & supplement income and tax planning.
The 3 portfolios of the Continental Suite use Mutual Funds.
Mutual Fund Portfolios
Multi-asset Blended Investing for Income Replacement
20% Index & Arbitrage + 80% Debt | Mutual Funds | Low Volatility | Monthly Review
Multi-asset Blended Investing for Income Replacement
50% Index & Arbitrage + 50% Debt | Mutual Funds | Low Volatility | Monthly Review
Equity Investing for Tax Savings & Dividends
Equity Linked Savings Scheme | Mutual Funds | Medium Volatility | Annual Review
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