11 Comments

Interesting article! Any updates on how different momentum and/or other factor-based etfs have fared in the last year or two?

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What happens during a downturn and/or sideways market? Do you recommend getting out of stocks during that phase?

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author

No. Follow the strategy. Control risk through allocation, not market timing.

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This pithy, but profound one liner is buried in some comment. You should move this to your Twitter Bio, or at least to the Zerodha article on asset allocation.

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i am interested in all star portfolio. can i make payment using upi or netbanking as i dont have credit card. whom to contact for any query regarding portfolio. what other benefit will i get by subsribing all star portfolio

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author

Hi, can you email us at kishan@flamebackcapital.com and we'll set this up for you.

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What's your opinion on nifty alpha low volatality index. An ETF is also launched recently based this index

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It looks promising.

We have been tracking a live, un-capped, portfolio of it since end of Jan 2018 and is up +11.88% compared to NIFTY 50's +4.65%, after costs.

It's risk profile is the same as NIFTY 50's.

Since it is trading only large cap names, capacity shouldn't be a problem.

But I would be vary of ETF liquidity and would wait for an index fund/FoF offering of the same.

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Dear Shyam, appreciate your feedback. Since I am long term investor, my I investment in this ETF formed the biggest allocation in my porfolio. My assumption is that liquidity in ETFs will improve over the next decade. 5 percent cap to single stock; with 92 % weight to mix of N50 and Nnext50 with 8 % to midcap, risk adjusted returns seems to be better than the top two indices. Since no ETF/ index fund is available for alpha 50 index, how to get the quarterly portfolio updates on this index?

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All index data can be found at: https://www.niftyindices.com/

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