by Team Wright
Published On Sept. 13, 2019
Let us look at the equity markets in the two recent time periods — the year 2017 and 2018.
Now, look at 2 portfolios:
The equity majority portfolio has better performance in 2017 but the bond majority portfolio gives better risk adjusted returns in 2018.
The strategyMulti Asset TacticalbyWright Researchchooses the best asset mix using stocks along with bond and gold ETFs in the two different types of market regimes.
Regime modelling: The regimes are predicted using a model that looks at short term and long term price patterns and economic data. We chase the equity market trend when the market is favourable and try to control the risk when it is not
Stock Selection: While we trade bonds & commodities through ETFs, the choice of stocks in the portfolio comes from equity factor models or the popular name smart-beta. The individual equity buckets chase factors like:
Historical Performance: shows that the portfolio has performed well is all market conditions.
The Multi Asset Tactical smallcase by Wright Research went live on 26th July 2019. Since then, the performance has also been excellent and encouraging — as the smallcase has outperformed the Nifty by almost 7%! It has gained 4.68%, while Nifty-50 has actually lost -2.21% over the same period.
We also haveanother strategyfollowing the same rationale, with smaller minimum capital requirement.
Check out both these smallcases at:https://wrightresearch.smallcase.com/.
Lastly, in case you are new to ETFs and not sure why they were used to create this smallcase, learn whyETFs are fairer than Mutual Fundsfor long-term investors as well asETFs 101: What is an ETF?
Happy investing!
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It depicts the actual and verifiable returns generated by the portfolios of SEBI registered entities. Live performance does not include any backtested data or claim and does not guarantee future returns.
By proceeding, you understand that investments are subjected to market risks and agree that returns shown on the platform were not used as an advertisement or promotion to influence your investment decisions.
“I was drawn to Wright Research due to its multi-factor approach. Their Balanced MFT is an excellent product.”
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CTO, Zydus
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“I was drawn to Wright Research due to its multi-factor approach. Their Balanced MFT is an excellent product.”
By Prashant Sharma
CTO, Zydus
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“I was drawn to Wright Research due to its multi-factor approach. Their Balanced MFT is an excellent product.”
By Prashant Sharma
CTO, Zydus
“I was drawn to Wright Research due to its multi-factor approach. Their Balanced MFT is an excellent product.”
By Prashant Sharma
CTO, Zydus
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“I was drawn to Wright Research due to its multi-factor approach. Their Balanced MFT is an excellent product.”
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CTO, Zydus
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“I was drawn to Wright Research due to its multi-factor approach. Their Balanced MFT is an excellent product.”
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CTO, Zydus
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