Wright 🤖 ETFs

This is a dynamic medium-risk portfolio that allocates to equity, bonds, gold and international ETFs

Returns: 1.4 % (2Y)

Volatility:

Low Volatility


Portfolio Update:

Monthly


Min Investment:

2127


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This is a low risk ETF strategy which aims to give consistent in all stages of the market cycle by dynamic allocation to equity, sectoral, bond, gold & international ETFs based on the changing market regime.

  • This is a multi ETF portfolio, containing only liquid ETFs
  • This portfolio also contains bonds, gold and international ETFs which are dynamically given higher weightage when markets are volatile. 
  • The historical performance of this portfolio has beaten the benchmarks by a wide margin in all market conditions.
  • The rebalance of the portfolio is usually done every month to keep turnover low, the portfolio might also be rebalanced on a weekly basis if market conditions change drastically.
The strategy invests in ETFs using mean variance optimization and risk targeting
ETFs of all asset classes included

PB Ratio

PE Ratio

Rebalancing Frequency

Monthly

Next Update

Oct. 1, 2022

Type

ETF

Performance Metrics

Disclaimer: The content and data available in the material prepared by the company and on the website of the company, including but not limited to index value, return numbers and rationale are for information and illustration purposes. Use of back-tested data has inherent limitations including the following: The results do not reflect the results of actual trading or the effect of material economic and market conditions on the decision-making process, but were achieved by means of retrospective application, which may have been designed with the benefit of hindsight. Actual performance may differ significantly from back-tested performance. Information present in the material prepared by the company and on the website of the company shall not be considered as a recommendation or solicitation of an investment or investment strategy.