How to Choose the Perfect Portfolio?

How to Choose the Perfect Portfolio?

Sonam Srivastava | May 13, 2022

How to choose the perfect portfolio for you?

  • Understand your investment goals.

  • Know your risk profile - conservative, balanced or aggressive

  • Are you investing for the short term, medium-term or long term?
  • Do you have a thematic preference?


Once you understand your requirements you will easily be able to filter down a suitable portfolio for yourself.


Currently, Wright Research offers portfolios in the following categories:


  1. Core Portfolios are tactical portfolios where we allocate to the best performing factor or asset class in the market based on our market regime forecast. These are low-risk, consistently compounding portfolios focusing on a specific risk profile.
  2. Thematic Portfolios- here, we create portfolios that follow particular themes or market factors. Examples of some elements we work on are - momentum, quality innovation, etc.
  3. Mutual Fund Baskets- We create baskets of mutual funds suitable for a particular investor risk profile. These baskets are ideal for investors who only want to invest in MFs.
  4. Alternative Portfolios - these portfolios are only for advanced investors. Here we offer long/short equity portfolios and medium frequency options algo strategies.


So which products are suitable for YOU?


Most of the products offered by us are LONG-TERM, so invest only if you have a longer-term horizon. If you are looking for short-term (3-6 month) goals, invest in liquid, low-duration debt funds.


These are the broad investor definitions and the products we recommend for them:

If you fall into the aggressive investor category, the suitable portfolios for you will be:

If you fall into the moderate investor category, the suitable portfolios for you will be:


If you fall into the moderate investor category, the suitable portfolios for you will be:


If you fall into the moderate investor category, the suitable portfolios for you will be:


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