Comment on Introducing All Weather Investing smallcase

Vasanth Kamath commented on 01 Aug 2018, 03:06 PM

Hi Vinay, addressing each
1) The proportion will keep changing based on our algorithm, but will not be actively done, will be done on quarterly basis. There’s no concept of fund manager/human intervention, we’re rooted in passive investing
2) Two ETFs for equity – Nifty 50, and Nifty Next 50. If you are interested in having more equity exposure, we would request you to checkout core-satellite approach here – https://blog.smallcase.com/core-satellite-investing/. It will inform you how you can use Smart Beta smallcases along with All Weather to get best core-satellite allocation
3) Fixed Income exposure is via Liquid ETF. The value of your investment only goes up everyday (daily dividends). No risk here

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