Balanced - JS

Performance

Return for Risk

Dividends

Drawdowns

Volatility

Diversification

Balanced - JS

Currency in USD · Last updated Apr 4, 2026

Asset Allocation

Position	Category/Sector	Target Weight
^BSESN S&P BSE SENSEX		8%
ARKQ ARK Autonomous Technology & Robotics ETF	Mid Cap Growth Equities, Technology Equities, Robotics, Actively Managed	10%
BIL SPDR Barclays 1-3 Month T-Bill ETF	Government Bonds	5%
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF	Robotics, Technology Equities	8%
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust	Financial Services	8%
CELFX		8%
FTLS First Trust Long/Short Equity ETF	Long-Short, Actively Managed	8%
INCO Columbia India Consumer ETF	Asia Pacific Equities	8%
IYK iShares U.S. Consumer Goods ETF	Consumer Staples Equities	8%
MVUS.L iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Acc)	S&P 500	8%
QTUM Defiance Quantum ETF	Technology Equities	8%
VMFXX Vanguard Federal Money Market Fund	Money Market	5%
VPC Virtus Private Credit Strategy ETF	Small Cap Blend Equities	8%

Benchmark Against

Benchmark

Rebalance

We cannot calculate this portfolio as it contains unknown symbols. Some of this portfolio's assets were probably delisted, or do not exist in our database: CELFX.