Global Multi Asset Portfolio
A globally diversified, multi asset portfolio built for long term wealth creation.
INCEPTION
01 Jul 2026
RISK PROFILE
Moderate
Horizon
3 - 5 Yrs
Min. Investment
$100
Cumulative Performance
+24.7%AnnualizedInvestment Philosophy
Our guiding principles ensure long-term capital appreciation through a structured, disciplined, and high-conviction approach.
Asset Allocation Drives Returns
Strategic allocation across equity, debt, and gold is the primary driver of portfolio performance and risk mitigation across market cycles.
Factor Investing within Equity
We utilize specific factors: US Momentum, Developed Markets Value/Profitability, and Emerging Markets Profitability to enhance returns systematically.
Steady Compounding
Focusing on long-term growth through disciplined investing, minimizing unnecessary trading, and letting compounding work its magic over decades.
Secure your access to our proprietary institutional-grade model portfolio.
Instrument Selection
The rigorous standard for including assets in our global portfolio.
Equity
50% - 80%
The growth engine of the portfolio, providing long-term capital appreciation through global diversification.
US Markets (Momentum)
Developed Markets ex-US (Value/Profitability)
Emerging Markets (Profitability)
Fixed Income
10% - 45%
Provides stability, regular income, and downside protection during equity market drawdowns.
US Treasuries
Global Investment Grade Bonds
Gold
5% - 25%
Acts as an inflation hedge and safe-haven asset, historically uncorrelated to equities and bonds.
Physical Gold ETFs
ETF-First, With Discipline
ETFs provide diversification, liquidity, transparency, and cost efficiency. They enforce discipline: if an idea cannot be expressed through a quality ETF, it may not be mature enough. Individual stocks face a higher bar—they must offer something an ETF genuinely cannot replicate.
Investment Process
Our rigorous 5-step filtering process ensures only the highest quality instruments make it into the portfolio.
We evaluate global sectors and themes to ensure alignment with long-term structural trends, avoiding fleeting fads.
Allocating dynamically across US, Developed (ex-US), and Emerging markets based on macroeconomic indicators and relative valuations.
Rigorous stress testing of the portfolio against historical drawdowns and simulated economic shocks to manage volatility.
Applying absolute and relative valuation metrics to ensure we aren't overpaying for growth or falling into value traps.
Selecting specific ETFs based on low expense ratios, high liquidity, tracking error, and underlying factor exposure.
Rebalancing Policy
Understanding what changes a portfolio is as vital as knowing what's in it. Designed for continuity, not trading.
Quarterly
Mechanical Drift
Periodic rebalancing when asset classes deviate significantly from their target weights due to market movements, ensuring risk profiles are maintained.
Conditional
Asset Reallocation
Valuation-driven shifts between broad asset classes (Equity vs. Debt vs. Gold) based on changing macro environments and yield spreads.
Semi-Annual
Geographic Reallocation
Tactical shifts within the equity sleeve across regions (e.g., favoring EM over DM) based on relative attractiveness and economic cycles.
Institutional Access for Individual Wealth
Join elite investors using our proprietary research. Subscribe now for real-time rebalance alerts, stock insights, and model portfolio constituent access.
Global Investing Partners
Frequently Asked Questions
What is a Global Model Portfolio?
Model Portfolios are ready-made portfolios created by our Research team. These portfolios are created based on our Fundamental Analysis based research of Global Instruments with the Long Term investing view. We share complete research of each instrument suggested in the portfolios. We also give complete entry and exit reasons for each instrument in the specific model portfolio. These portfolios are regularly monitored by our research team and changes are done along with a complete analysis and transparent view.
How does the subscription work?
This is an Annual Subscription Portfolio - you pay once a year. You get a detailed document of the instruments with respective weights where to invest in. We will also give you quarterly rebalancing updated. You will have to execute these portfolios yourself on the platform of your choice.
What is included as part of the subscription?
Your annual subscription provides institutional-grade research and model portfolio access, including:
- Detailed Instrument List: A comprehensive document specifying the recommended instruments and their respective weightages.
- Actionable Research: Complete research behind each instrument, including specific entry and exit rationales.
- Updates: Regular monitoring by our research team with quarterly rebalancing alerts to keep your portfolio aligned with the strategy.
How do I start investing in this portfolio?
How will I know about any changes in the portfolio?
Our research team actively monitors the portfolio. Whenever a rebalancing or strategic shift is required, you will receive a notification regarding the change, accompanied by a complete analysis and the rationale for the update to ensure full transparency.
How can I track portfolio performance?
You can track the performance of your holdings directly through the brokerage platform you use to execute the trades. Our communication will provide you with the necessary benchmarking data to compare your portfolio against our model's performance.
Is this portfolio good for an NRI who wants to invest outside India?
The Global Equity Portfolio is designed for investors seeking international diversification. While the research is robust, we recommend that NRIs consult with their tax and financial advisors to ensure the strategy aligns with their specific residency status and local regulatory requirements.
Does investment in this portfolio count toward the LRS limit in India?
For Indian residents, any outward remittance for investments in international markets is subject to the Liberalised Remittance Scheme (LRS) guidelines set by the Reserve Bank of India (RBI). We advise you to check the current LRS limits and compliance requirements with your bank or tax consultant before initiating transfers.
What is the tax impact on this portfolio for an Indian Resident?
The tax impact depends on your specific financial profile and the type of instruments held. Investments in global equities are subject to tax regulations in India regarding capital gains and foreign income. We strongly recommend consulting a qualified Chartered Accountant (CA) or tax advisor to understand the tax treatment (including TDS and reporting requirements) applicable to your specific situation.
I have more questions, how can I learn more about this?
You can schedule a call with our team of experts here - contact@investyadnya.in
DISCLAIMER
This document has been prepared by Yadnya Investment Academy for informational and educational purposes only. It describes the investment philosophy and decision-making framework of the Yadnya Global Portfolio. It does not constitute investment advice. The specific instruments selected for the portfolio are available to subscribers only. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. This portfolio is not suitable for all investors. Investors should consider their personal financial situation and consult a qualified financial adviser before making any investment decisions.