Mi Allcap Gold
Mi AllCap Gold is a robust, rule-based core rotational strategy from the House of WeekendInvesting, curated to cover stocks in the CNX500 universe, designed to offer a balanced asset allocation and diversified wealth creation approach for compounding returns over long periods of time.
Investment Performance
Drawdown
| Period Considered | From To | |
|
Mi Allcap Gold
|
Benchmark
|
|
| Absolute Returns |
NA
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NA
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| Last 3Y |
NA
|
NA
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| Last 5Y |
NA
|
NA
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| CAGR |
NA
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NA
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| Max Drawdown |
NA
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NA
|
Why should you invest in this strategy ?
Mi Allcap Gold is a robust, rule-based core rotational strategy from the House of WeekendInvesting, curated to cover stocks in the CNX500 universe, designed to offer a balanced asset allocation and diversified wealth creation approach for compounding returns over long periods of time.
Key Points
- This portfolio consists of 10 stocks each from large caps (CNX100), mid caps (Midcap150) & smallcaps (Smallcap250) + Gold
- All stocks start at 2.75% weightage of the entire portfolio
- The stocks are selected based on their rotational momentum after filtering for any red flags in the company.
- Winners are allowed to run while losers are removed at the next balance if they meet the exit criterion.
- This is a monthly rebalanced portfolio.
- There is zero discretion of the manager in running this portfolio.
- The optimal size for investing in this portfolio is INR 5 to 50 lacs
Fees
Subscribing to this strategy provides a detailed view of constituents and timely alerts on rebalancing requirements. If you have any questions, feel free to get in touch with us.
Investment Performance
Practical insights for wealth creation
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