MWT Rebalance.

Dec 01, 2021 9:20 pm

Dear Members,


As you are aware, MWT (MysticWealth Tortoise ) has recently made the REBALANCE.


We have moved 70% of the portfolio in Liquidbees and the remaining 30% in Gold.


We had initially launched the model portfolio with 70:15:15 between Nifty Junior, Debt and Gold.


Due to market order issues with Gilt-debt along with interest rate cycle, we are changing the mix to NiftyJr and Gold. The strategy remains the same with same Trend following (mebane faber) asset allocation model.


Please feel free to email us if you have any questions or concerns.


warm regards,


Manish Dhawan.

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