Spring Advisory > Model Portfolios > Multi Asset Diversified

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FinSharpe Investment Advisors

Principal Advisor: Rohan Borawake

SEBI RIA Reg No: INA000018489

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Multi Asset Diversified

Model Portfolio by FinSharpe Investment Advisors

One portfolio built to last in all market conditions

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₹ 333/month

Incl. GST

Volatility

Medium

Min. Investment

₹ 6,867

Return Period

3 months

Return Percentage

5.32%

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₹ 333/month

Incl. GST

About this portfolio

According to the modern portfolio theory, an investor should invest in all investable assets and diversify within the asset class. This brings diversification to the portfolio and reaps the benefits of cyclical movements in different assets. The All Weather Portfolio invests in Domestic Equity, International Equity, Debt & Gold. The Equity component helps in maximizing returns, Gold offers a safety net during a market turbulence and Debt adds a level of consistency to the portfolio returns. Key highlights : 1) Equity portion is divided into 2 parts : Domestic (Nifty 50) & International (Nasdaq 100) 2) Equity weightage ranges from min 50% to max 75% 3) Gold weightage ranges from min 5% to max 15% 4) Debt weightage ranges from min 20% to max 40% 5) Rebalanced once in 4 months. 6) Backtested on 10+ years of data. 7) Suitable for a conservative investor.

Stocks & Weights

Stocks

Rebalance Frequency

Need basis

Last Rebalance

Need basis

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Market Cap Distribution