Mi EverGreen
20 stock momentum portfolio large cap monthly rebal with 25 pct asset allocation to Gold
Investing with this strategy
Investment Performance
Performance
Drawdown
Objective of the strategy
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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s.
Key Points
Best 20 Stocks from highly liquid CNX 200 Universe
The strategy has a fixed 25% allocation to GoldBees . The existing stocks are not equally balanced every month. At the end of each 6 months, the weights are aligned back to equal weights.
Monthly rebalance. Winners are allowed to run far and loosing stocks are chucked out.
Highlights
During the worst fall, this portfolio fell by 41.27% vs Nifty 59.00%
During the worst fall, this portfolio fell by 41.27% vs Nifty 59.00%
During the worst fall, this portfolio fell by 41.27% vs Nifty 59.00%
During the worst fall, this portfolio fell by 41.27% vs Nifty 59.00%
Highlights
During the worst fall, this portfolio fell by 41.27% vs Nifty 59.00%
During the worst fall, this portfolio fell by 41.27% vs Nifty 59.00%
During the worst fall, this portfolio fell by 41.27% vs Nifty 59.00%
During the worst fall, this portfolio fell by 41.27% vs Nifty 59.00%
Key Metrics
Performance during tough markets
The portfolio's asset allocation strategy reduced exposure to equities when the markets were falling and increased exposure in debt and gold.
| Event | Strategy | Nifty50 | Outcome |
|---|---|---|---|
|
Covid19 Pandemic
Feb 2020 - Mar 2020
|
-20% | -35% | Outperformed by 15% |
|
Covid19 Pandemic
Feb 2020 - Mar 2020
|
-20% | -35% | Outperformed by 15% |
|
Covid19 Pandemic
Feb 2020 - Mar 2020
|
-20% | -35% | Outperformed by 15% |
|
Covid19 Pandemic
Feb 2020 - Mar 2020
|
-20% | -35% | Outperformed by 15% |
Performance during tough markets
The portfolio's asset allocation strategy reduced exposure to equities when the markets were falling and increased exposure in debt and gold.
Fees
The fee structure is designed specially for smaller portfolios.
If you have any questions. Feel free to Get in touch with us.
Frequently asked Questions
Still deciding if we’re right for you? These frequently asked questions may help. Invest a little time in the details
This sounds complicated. How will I be able to benefit from it?
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
This sounds complicated. How will I be able to benefit from it?
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
This sounds complicated. How will I be able to benefit from it?
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
This sounds complicated. How will I be able to benefit from it?
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
This sounds complicated. How will I be able to benefit from it?
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
This sounds complicated. How will I be able to benefit from it?
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
Kind words form
Weekend Investing subscribers
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Ashutosh Goel
@aacs694
Lorem Ipsum is simply dummy text of the printing, @WeekendInvesting
9:10 AM - 1 Jan 2022Ashutosh Goel
@aacs694
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the @WeekendInvesting
9:10 AM - 1 Jan 2022Ashutosh Goel
@aacs694
Lorem Ipsum is simply dummy text of the printing and @WeekendInvesting
9:10 AM - 1 Jan 2022Ashutosh Goel
@aacs694
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industrys standard dummy text ever since the 1500s, @WeekendInvesting
9:10 AM - 1 Jan 2022Ashutosh Goel
@aacs694
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum @WeekendInvesting
9:10 AM - 1 Jan 2022Ashutosh Goel
@aacs694
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industrys standard dummy text ever since the 1500s, @WeekendInvesting
9:10 AM - 1 Jan 2022Ashutosh Goel
@aacs694
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industrys standard dummy text ever since the 1500s, Lorem Ipsum has been the industrys standard dummy text ever since the 1500s, @WeekendInvesting
9:10 AM - 1 Jan 2022Ashutosh Goel
@aacs694
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industrys standard dummy text ever since the 1500s, Lorem Ipsum has been the industrys @WeekendInvesting
9:10 AM - 1 Jan 2022Ashutosh Goel
@aacs694
Lorem Ipsum is simply dummy text of the printing and typesetting @WeekendInvesting
9:10 AM - 1 Jan 2022Ashutosh Goel
@aacs694
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industrys standard dummy text ever since the 1500s, Lorem Ipsum has been the industrys standard dummy text ever since the 1500s, @WeekendInvesting
9:10 AM - 1 Jan 2022Ashutosh Goel
@aacs694
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industrys standard dummy text ever since the 1500s, @WeekendInvesting
9:10 AM - 1 Jan 2022Ashutosh Goel
@aacs694
Lorem Ipsum is simply dummy text of the printing, @WeekendInvesting
9:10 AM - 1 Jan 2022Ashutosh Goel
@aacs694
Lorem Ipsum is simply dummy text of the printing and typesetting @WeekendInvesting
9:10 AM - 1 Jan 2022Ashutosh Goel
@aacs694
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the @WeekendInvesting
9:10 AM - 1 Jan 2022Ashutosh Goel
@aacs694
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industrys standard dummy text ever since the 1500s, @WeekendInvesting
9:10 AM - 1 Jan 2022Ashutosh Goel
@aacs694
Lorem Ipsum is simply dummy text of the printing and @WeekendInvesting
9:10 AM - 1 Jan 2022Ashutosh Goel
@aacs694
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industrys standard dummy text ever since the 1500s, Lorem Ipsum has been the industrys @WeekendInvesting
9:10 AM - 1 Jan 2022Ashutosh Goel
@aacs694
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum @WeekendInvesting
9:10 AM - 1 Jan 2022
Ashutosh Goel
@aacs694
Lorem Ipsum is simply dummy text of the printing, @WeekendInvesting
Ashutosh Goel
@aacs694
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the @WeekendInvesting
Ashutosh Goel
@aacs694
Lorem Ipsum is simply dummy text of the printing and @WeekendInvesting
Ashutosh Goel
@aacs694
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industrys standard dummy text ever since the 1500s, @WeekendInvesting
Ashutosh Goel
@aacs694
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum @WeekendInvesting
Ashutosh Goel
@aacs694
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industrys standard dummy text ever since the 1500s, @WeekendInvesting
Ashutosh Goel
@aacs694
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industrys standard dummy text ever since the 1500s, Lorem Ipsum has been the industrys standard dummy text ever since the 1500s, @WeekendInvesting
Ashutosh Goel
@aacs694
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industrys standard dummy text ever since the 1500s, Lorem Ipsum has been the industrys @WeekendInvesting
Ashutosh Goel
@aacs694
Lorem Ipsum is simply dummy text of the printing and typesetting @WeekendInvesting
Ashutosh Goel
@aacs694
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industrys standard dummy text ever since the 1500s, Lorem Ipsum has been the industrys standard dummy text ever since the 1500s, @WeekendInvesting
Ashutosh Goel
@aacs694
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industrys standard dummy text ever since the 1500s, @WeekendInvesting
Ashutosh Goel
@aacs694
Lorem Ipsum is simply dummy text of the printing, @WeekendInvesting
Ashutosh Goel
@aacs694
Lorem Ipsum is simply dummy text of the printing and typesetting @WeekendInvesting
Ashutosh Goel
@aacs694
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the @WeekendInvesting
Ashutosh Goel
@aacs694
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industrys standard dummy text ever since the 1500s, @WeekendInvesting
Ashutosh Goel
@aacs694
Lorem Ipsum is simply dummy text of the printing and @WeekendInvesting
Ashutosh Goel
@aacs694
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industrys standard dummy text ever since the 1500s, Lorem Ipsum has been the industrys @WeekendInvesting
Ashutosh Goel
@aacs694
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum @WeekendInvesting
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