Comment on Introducing All Weather Investing smallcase
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