How to Measure Your Value with Gold

Are Equal Weight Portfolios Costing You Money?

Author

Alok Jain
June 30, 2025


30 June 2025 · Monday

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Good evening, WeekendInvestor

Today’s Daily Byte

The month wrapped up on a strong note, with Nifty delivering better-than-expected gains. However, fresh concerns around Iran and renewed trade tariff tensions have started resurfacing. With no major agreements in place and the July deadline approaching, the possibility of increased market turbulence looms ahead. This growing uncertainty was reflected in today’s mild softness across the market.

Reading Time : 5 Minutes

Mi Evergreen

This 20 stock portfolio selects large and mid cap stocks from the CNX200 index. It also has a fixed 25% allocation to Gold ETF as a hedge. It is rebalanced monthly.

Mi 20

This 20 stock portfolio is made up of the strongest mid and Smallcap stocks from the Mid-Small Cap 400 Index. It is rebalanced weekly.

How Gold Can Still Buy You a Porsche (And a Five-Star Dinner Too!)

When it comes to measuring true wealth, gold offers a perspective that currency often distorts. Over decades, its ability to preserve purchasing power has made it a reliable benchmark—far beyond just market value. A unique way to see this is by comparing the cost of luxury items, not in Rupees or Dollars, but in gold.

Reading Time : 2 Minutes

Why Equal Weight Portfolios May Be Failing Investors

Stock market indices can often paint a misleading picture of overall performance. While the S&P 500 appears to have surged in recent years, a closer look reveals that most of these gains come from just a few top-performing stocks.

Reading Time : 2 Minutes

Portfolio Momentum Report

Your deep dive into two critical metrics to assess your portfolio’s potential:

1️⃣ Momentum Score: See what percentage of your portfolio is in high vs. low momentum stocks, giving you a snapshot of its performance and health

2️⃣ Weightage Skew: Discover if certain stocks are dominating your portfolio, affecting its performance and risk balance.

💡 Why it matters:

Weak momentum stocks can limit your gains, while high momentum stocks improve capital allocation, enhancing your chances of superior performance.

🎥 Watch this video to learn more : 

Get your Portfolio Momentum Report today and ensure your investments are positioned for success!

LIQUIDCASE stings LIQUIDBEES!
How Gold Has Protected Buying Power Over 30 Years

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