Global Equity Portfolio
A meticulously research-driven investment strategy designed for real investors whose primary exposure is already in local markets, seeking meaningful international diversification.
INCEPTION
01 Mar 2026
RISK PROFILE
Aggressive
Horizon
5-10 Yrs
Min. Investment
$100
Cumulative Performance
+28.6%AnnualizedInvestment Philosophy
Our guiding principles ensure long-term capital appreciation through a structured, disciplined, and high-conviction approach.
Top-Down Allocation, Bottom-Up Valuation
Every position begins with a country & sector-level question: does this sector contain structural growth that is unavailable locally? We then apply rigorous valuation discipline to filter for quality instruments.
Conviction Over Average
Built around a smaller number of carefully selected positions, each representing a specific and well-reasoned thesis. Broad diversification across too many instruments dilutes the quality of underlying decisions
Minimal Tinkering by Design
Designed to be held, not traded. Structural allocations are for the long-duration. Routine rebalancing occurs quarterly to keep target weights aligned with the thesis.
Secure your access to our proprietary institutional-grade model portfolio.
How We Make Decisions
Every potential holding must pass five sequential filters. A position that fails any one of them is not included.
Mapping global universes to identify structural growth tailwinds unavailable locally.
Authentic exposure across US, Europe, and Asia to capture varied economic cycles.
Optimizing correlation structures and Sharpe ratios to buffer against drawdowns.
Rigorous entry-point analysis using standard deviation and PEG ratios.
Focusing on transparent, rule-based ETFs with high liquidity and low AUM expense.
Instrument Selection
The rigorous standard for including assets in our global portfolio.
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.
Rebalancing Policy
Understanding what changes a portfolio is as vital as knowing what's in it. Designed for continuity, not trading.
Quarterly
Routine Rebalancing
A mechanical adjustment back to target weight if a position drifts more than 5% due to market movement. Requires no change in view or thesis.
Conditional
Opportunistic Adjustment
Holdings may be replaced or adjusted based on structural shifts in valuations, macro environments, or opportunity sets to capture better risk-adjusted growth.
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.