3 ETF Scripts Long Term Growth Model Portfolio | MarketCap – NonEquityETFs | Rebalancing Monthly | Future Risk may Exceed 10% | ETFs Composition is 100% | 12 Months Subscription Plan

“Investment Objective:
Access asset classes like bonds, commodities, or currencies through ETFs for portfolio diversification.

Investment Rationale:
Inflation Hedge and Stability: Bullion ETFs, primarily gold, serve as a reliable hedge against inflation and currency fluctuations, offering stability that many other asset classes like equities or commodities may lack during economic volatility.
Low Correlation and Diversification: Both bullion and debt ETFs provide diversification benefits, as gold often has low correlation with equity markets, while debt ETFs offer steady income streams, unlike more volatile asset classes such as equities or real estate.
Liquidity and Accessibility: These ETFs offer easy, cost-effective access to precious metals and fixed-income markets, with high liquidity and transparency, making them more convenient and accessible alternatives compared to physical bullion or direct debt instruments.

Investment Methodology:
1. The broad universe for securities comprises of listed companies within the NSE 500 Index and all ETFs, which are meticulously filtered qualitatively in accordance with the predefined investment objective and investment rationale.
2. Proprietary algorithms, advanced quantitative models, and technical analysis are applied to systematically identify securities with the highest likelihood of delivering superior returns.
3. These models, extensively validated across various asset classes and time horizons, incorporate customized proprietary indicators of momentum, volume, volatility, and trend, ensuring that portfolio construction is entirely driven by objective data and high-quality signals, free from biases, prejudices, or emotional influence.
4. The selection of securities and their respective weightings within the model portfolio is further optimized based on factors including the target portfolio size, ETF allocation, average daily trading turnover, available investment capital, rebalancing frequency, as well as the number of quantitative and technical criteria met by each security.”