Equity Gold Balanced Portfolio
A multi-asset portfolio combining diversified equity ETFs with gold ETFs to capture growth potential while providing stability through asset class diversification.
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About
This portfolio follows a multi-asset strategy by combining diversified equity ETFs across large, mid, and small-cap segments with a strategic allocation to gold ETFs. The equity portion aims to capture long-term growth through broad market representation, while the gold allocation serves as a hedge against inflation and market volatility. Together, the mix seeks to balance capital appreciation potential with risk mitigation through asset class diversification.
Overview
Number of Stocks
5
Rebalance Frequency
Quarterly
Last Rebalance
August 5, 2025
Next Rebalance
November 5, 2025
Holdings Distribution
10 %
14 %
76 %
Live Performance
