IDEAA Portfolio

IDEAA Portfolio follows an Ingenious Dynamic ETF Asset Allocation strategy designed to focus on consistency of return with risk moderation by dynamically allocating investments across multiple asset classes through ETFs depending on market conditions. The portfolio invests in ETFs listed on NSE and BSE across equity, debt, commodities and alternatives such as REITS and InVITs while also including global equity ETFs and precious metal ETFs like gold and silver. The strategy follows a techno fundamental approach combining macro level assessment, fundamental evaluation of underlying indices and technical analysis indicators such as RSI, MACD and support resistance levels to identify trends and optimize allocation decisions. Equity ETFs of large cap, mid cap and small cap indices typically form a significant portion of the allocation while sectoral, thematic and global index ETFs are included based on sector outlook and earnings upgrades. Precious metal ETFs such as gold and silver may be allocated depending on medium term outlook while debt ETFs, REITS and InVITs are used to balance portfolio risk and economic cycle changes. The portfolio generally holds about 8 to 15 ETFs with diversification across asset classes and a minimum allocation of about 50 percent to equity ETFs. Sector agnostic. Market cap combination of small cap, mid cap and large cap through equity ETFs.