Multi-Asset & Multi-Geographic Model Portfolio
At Billionz, we understand that equities are not always a one-way street. A well-structured multi-asset and multi-geographic portfolio delivers risk-adjusted, optimal returns while protecting capital from market volatility.
Our Disciplined Multi-Asset Approach
Our model portfolio is built to diversify across asset classes, geographies, and market cycles. All investments are made onshore through INR-denominated instruments, ensuring compliance and currency stability.
Risk-Managed for Consistent Performance
We actively manage risk to remain within the 1-year 97.5% Value at Risk (VaR) limit, calculated from 15 years of historical data on returns, volatility, and correlations.
Proprietary Models Driving Decisions
Portfolio allocation is guided by:
- IFA Global Valuation, Positioning & Sentiment (VPS) Indicator
- IFA Global Macroeconomic Monitor
When these models signal caution, funds are allocated to liquid or money market instruments to preserve value.
Focus on Undervalued Opportunities
We target underpriced assets and deploy capital strategically, blending quantitative analysis with macroeconomic insights for superior multi-asset performance.
Proven Results Since Launch
Launched on January 16, 2024, the portfolio has delivered over 15% absolute returns in its first year, with all investments made via Mutual Funds or ETFs.
We recognize that equities are not always a one-way street. A well-diversified portfolio, combining a multi-asset and multi-geographic strategy, can provide risk-adjusted, optimal returns.
Our model portfolio has been carefully structured, taking various factors into account while maintaining limited investments across multiple asset classes. All investments are made onshore through INR-denominated instruments, ensuring compliance and stability.
Risk is actively managed to remain within the 1-year 97.5% Value at Risk (VaR) limit, based on 15 years of historical data, including returns, volatility, and correlations. Portfolio allocation decisions are driven by a combination of two proprietary models:
- IFA Global Valuation, Positioning & Sentiment (VPS) Indicator
- IFA Global Macroeconomic Monitor
If these models do not indicate full deployment in specific asset classes, funds are temporarily allocated to liquid or money market instruments.
Our approach focuses on identifying underpriced assets and strategically investing in them, leveraging risk-adjusted models and macroeconomic insights.
Launched on January 16, 2024, this model portfolio has maintained a disciplined investment approach throughout the year.
All investments are made via Mutual Funds or ETFs, achieving an absolute return of over 15% in one year.
Disclaimer
This is not a Portfolio Management Service (PMS) or an Alternative Investment Fund (AIF). We do not solicit funds based on this model, and investors are advised to consult a financial advisor before making any investment decisions. Our Model Portfolio comprises of our own proprietary funds which are invested through the Zerodha platform. We do not directly solicit investments; all transactions are conducted through the appropriate AMFI Registration Numbers (ARNs). If you are interested in a similar model portfolio, we are a registered mutual fund distributor and can assist you based on your risk appetite.
This is not a PMS or AIF. We act as a registered mutual fund distributor through appropriate AMFI Registration Numbers (ARNs). Consult a financial advisor before making investment decisions.
