the All-weather strategy underperformed the market in November 2024 falling more than the market. As gold, silver and the stock market were down, the all-weather strategy ended down -2.32%.
The All weather Strategy was negative for the month but only slightly, and outperformed the market significantly. It was down -1.35% For The Month Of October 2024.
The All weather Strategy performed well this month as Gold and SIlver both performed well, and Was Up +3.40% For The Month Of September 2024.
The All weather Strategy outperformed the market driven by Gold and Silver, and Was Up +1.25% For The Month Of August 2024.
The All weather Strategy underperformed the market as Gold and Silver had a pullback, but Was Up +1.13% For The Month Of July 2024.
The All weather Strategy Was Up +2.33% For The Month Of June 2024.
The All weather Strategy Continued Its Outperformance This Month, Driven By continued rallies in Gold and Silver, And Was Up +3.04% For The Month Of May 2024.
The All Weather Strategy Was Up +4.49% For The Month Of April 2024.
The All Weather Strategy Was Up +2.56% For The Month Of March 2024.
The All Weather Strategy Was Up +0.30% For The Month Of February 2024.
The All Weather Strategy Was down -0.28% For The Month Of January 2024.
The QuantMomo team started investing in the All Weather Portfolio live in their accounts. The trades were placed in the market on January 1st 2024. As with other strategies, we will use ₹1,00,000 as the allocation for this portfolio and track its performance over the course of the year.
Important Note: The all-weather strategy rebalances its positions once a year and the results we provide on a monthly basis will be for information only.
| Symbol | Name | Trade Date | Price per Share |
|---|---|---|---|
| GOLDBEES.NS | Gold | 01/01/2024 | ₹53.66 |
| SILVERBEES.NS | Silver | 01/01/2024 | ₹72.18 |
| GILT5YBEES.NS | Govt 5 Year | 01/01/2024 | ₹54.32 |
| LTGILTBEES.NS | Govt 8-13 Year | 01/01/2024 | ₹24.86 |
| MONIFTY500.NS | NIFTY500 | 01/01/2024 | ₹19.44 |
