Beneath is the result of the backtesting of the Unovest Dynamic Technique

That is what I did within the above check.

1. Month-to-month SIP of Rs. 10,000 from Oct 1, 2016 to Apr 1, 2022 (each days included)
2. Yearly Rebalancing or change in portfolio primarily based on in home mannequin
3. Have only one funding at any time limit
4. Passive choices by Mutual Funds / ETFs, so far as doable.
5. No Small Cap funds.

I’ve been testing the technique in a number of methods and each time the outcomes blow my thoughts away. It reveals what a targeted, dynamic technique can do to the portfolio.

Nonetheless, the technique is demanding when it comes to time, endurance and self-discipline. There shall be durations once you would discover different investments working nice. There will be adverse return durations too.

To make it work –

• Execute the technique as per your mannequin, with out bias or second ideas.
• Give not less than 5 years for the technique to ship.

Be aware: I run these exams on the all new simulation device out there on unovest.in . The check is simply one of many prospects, there will be a number of. Previous outcomes can’t be used to find out future outcomes.

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