Introduction
The 100-year portfolio is a stable portfolio with low volatility that is meant to give inflation adjusted positive returns. Inflation refers to a general increase in prices which in turn lowers down the purchasing power of consumers. This portfolio has been specifically created for inflation hedging i.e, minimizing the risk due to price fluctuations.
Investment Drivers
This portfolio has been created to ensure minimal volatility. Interest rate is the most weighted factor in this portfolio. The portfolio bets on all fronts of the global economy by investing from the West Bengal Bond to the Top Tech companies of the United States. The portfolio follows an ETF based approach and is equity light to keep volatility in check.
Investment Philosophy
We believe that at times wealth protection is more important than wealth creation. This is what we have kept in mind while curating this smallcase. It aims at providing emergency liquidity while safeguarding your capital from inflation.
Who should invest in this smallcase?
Investors who expect 8-10% of CAGR with minimum risk can invest in this portfolio.By investing in the portfolio, you have the ability to move funds across different small cases as and when you feel markets are overvalued/undervalued. This portfolio is highly suitable for individuals looking to develop a retirement fund from a very early age, as long term compounding works well and minimal volatility will ensure that your funds are available to you whenever you need them.