[Podcast] The Diversified All Weather Equity Portfolio at Capitalmind PMS

In this episode of the Capitalmind podcast, Shray is joined by Anoop Vijaykumar, the brains behind our Adaptive Momentum Strategy, to unpack our All Weather Equity Strategy. This product is a basket of mutual funds designed for investors who prefer diversified, lower-maintenance equity exposure without directly investing in stocks.

Anoop walks us through the thought process behind designing this diversified basket of mutual funds, carefully selected through our rigorous, quant-driven method. We discuss why savvy investors often trust this portfolio with large chunks of their net worth—even up to 80%! Anoop explains our strategic six-monthly rebalancing, the reasons we avoid thematic fads, and why we resist the temptation to try timing the market or shifting into cash at signs of trouble.

This episode is for you if you're looking for an equity solution that's robust, systematic, tax-efficient, and designed for smoother, consistent long-term returns without the anxiety of extreme market swings.
Tune in to understand why the All Weather Equity might just be the strategy that allows you to sleep peacefully at night, knowing your equity portfolio is well taken care of.
Don't forget to subscribe for more straight-talk on investing, finance, and making your money work smarter.

More about the All Weather Equity Strategy: https://cm.social/allweathereq
More about us: https://cm.social/pms
Connect with us : https://cm.social/pms-connect

Anoop's Twitter: @CalmInvestor
Shray’s Twitter: @shraychandra
Capitalmind Twitter: @capitalmind_in

00:00 Introduction
00:45 Why an All Weather Equity Portfolio
06:09 Portfolio Construction
10:25 Rebalancing of the portfolio
12:39 Why we don’t do cash calls
14:11 Rebalancing to higher risk funds
15:00 Why the portfolio not include commodities
16:17 Why thematic funds are not considered
17:22 Who is this fund for?
18:50 Conclusion