Core Portfolios

Core Investing intends to take lesser-than-market risk and generate market-like returns using low-cost and highly-liquid instruments.

Key Features

Core portfolios are tactically managed (rely on market timing) and dynamically allocated (switch between asset classes based on a formula) using three key principles of the OVGS Framework:

Market-cycles
Alternate-asset
Barbell-strategy

The quantamental portfolios are reviewed on a weekly, monthly, or quarterly basis like clockwork in asset classes across the globe.

Multi-asset Investment Process

Learn details about our methodology & process for multi-asset investing.

Learn Details

We offer 2 suites of core portfolios.

The Galactic Suite

Multi-Asset Core Portfolios

The golden spirals-shapes of galaxies inspire the Galactic Suite.

The Galactic family of portfolios uses broad-based indices, gold, arbitrage, and fixed-income funds to cover contingencies, save for retirement, and fund long-term goals.

6 portfolios of the Galactic Suite span the globe using Exchange-traded Funds Mutual Funds.

ETF Portfolios

Multi-Asset Tactical Investing for Wealth

Index, Gold & Debt | Exchange Traded Funds | 3 Volatility Configurations | Monthly Review

Know Details & Get Invested

Tactical Equity Investing for Goals

Index & Debt | Exchange Traded Funds | 3 Volatility Configurations | Monthly Review

Know Details & Get Invested

Tactical International-Equity Investing for Goals

Top 20 Economies Index & Cash | Exchange Traded Funds | Low Volatility | Monthly Review

Coming Soon

Mutual Fund Portfolios

Multi-Asset Tactical Investing for Wealth

Index, Gold & Arbitrage | Mutual Funds | 3 Volatility Configurations | Monthly Review

Know Details & Get Invested

Tactical Equity Investing for Goals

Index & Arbitrage | Mutual Funds | 3 Volatility Configurations | Monthly Review

Know Details & Get Invested

Multi-Asset Strategic Investing for Contingencies

Debt & Arbitrage | Mutual Funds | 3 Volatility Configurations | Monthly Review

Coming Soon

The Continental Suite

Solution-oriented Core Portfolios

The Continental Suite is inspired by the golden spirals in the continental features like the Himalayan knot, the Gulf of Mexico, and the African Continent.

The Continental family of portfolios uses broad-based index funds, tax-saving funds, and fixed-income funds to replace & supplement income and tax planning.

The 3 portfolios of the Continental Suite use Mutual Funds.