NG 5050
This portfolio invests in Nifty and Gold ETF in equal proportion. It is designed as a FREE alternative to market instruments and is a great starting strategy for a new investor. It is rebalanced monthly.
Investment Performance
Drawdown
| Period Considered | From To | |
|
NG 5050
|
Benchmark
|
|
| Absolute Returns |
NA
|
NA
|
| Last 3Y |
NA
|
NA
|
| Last 5Y |
NA
|
NA
|
| CAGR |
NA
|
NA
|
| Max Drawdown |
NA
|
NA
|
Why should you invest in this strategy ?
NG5050 portfolio invests in Nifty and Gold ETF in equal proportion and balances the weights every month. It is designed as a FREE alternative to market instruments that despite having higher risk are unable to deliver appropriate returns.
Equity and Gold are known to have an inverse relation and in times of crisis Gold can reduce the volatility in an equity portfolio. This equal combination is a great way to achieve long term returns much better than most debt instruments but lower than equity markets with a stable low volatility.
Key Points
Stock selection
This strategy invests in Niftybees and Goldbees
Weights and allocation
The strategy has a fixed 50% weightage to each Nifty and Gold instruments.
Rebalance
This strategy has a monthly rebalance schedule. Once every month, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next month.
Highlights
RETURNS
Higher Returns
Matching Nifty Returns with lesser volatility.
DRAWDOWN
Lesser Drawdown
Max drawdown of 21% Vs 38% of Nifty since April 2016
RISK
Low Risk Instrument
A very good replacement for Index Investing or money in the bank.
CHURN
Very Low Churn
Inherent rules and monthly rebalance makes this a very low churn strategy
Highlights
RETURNS
Higher Returns
Matching Nifty Returns with lesser volatility.
DRAWDOWN
Lesser Drawdown
Max drawdown of 21% Vs 38% of Nifty since April 2016
RISK
Low Risk Instrument
A very good replacement for Index Investing or money in the bank.
CHURN
Very Low Churn
Inherent rules and monthly rebalance makes this a very low churn strategy
Performance during tough markets
How your portfolio performs during tough times is crucial for long term wealth building. Outperforming the benchmarks makes the overall return in the long term go significantly higher.
| Event | Strategy | Nifty50 | Outcome |
|---|---|---|---|
|
Covid19 Pandemic
Feb 2020 - Mar 2020
|
-20.5% | -38.4% | Outperformed by 44.12% |
Performance during tough markets
How your portfolio performs during tough times is crucial for long term wealth building. Outperforming the benchmarks makes the overall return in the long term go significantly higher.
Fees
This is a complementary strategy from WeekendInvesting.
If you have any questions. Feel free to Get in touch with us.
Investment Performance
Practical insights for wealth creation
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