All-Terrain
One equity portfolio instead of three: large, mid and small cap in a single book.
- Mid cap
- Large cap
- Gold
- ETF / Index
- Small cap
- Type
- Stocks
- Risk band
- Moderate-Aggressive
- Horizon
- 3+ years
- Rebalance
- As needed
- Holdings
- 34
The ideology
We will admire a great business and still not buy it at an unreasonable price.
A strictly bottom-up portfolio covering companies across large, mid and small cap. Four filters decide what gets in.
The book is tiered rather than flat. A handful of anchors carry 6%, a middle layer of proven names sits behind them, and a tail of 2% satellites gives it reach that a concentrated book cannot get to.
Four filters, applied to every name
- 01
Runway
A genuine growth runway.
- 02
Leadership
Leadership with vision and a record of execution.
- 03
Fundamentals
Strong fundamentals.
- 04
Price
A reasonable entry valuation.
Is it for you?
The investor who wants a single, complete, professionally-driven equity portfolio and does not want to assemble one from three products.
It will not chase a particular segment of the market, or a particular theme, on the strength of recent performance.
What's inside
You execute in your own broker. We never hold your money or take custody. No minimum. Start with any amount. Reg. no. INA000020563.
Who manages it
Fynvestor Investment Advisory
Manages 8 RealCasesSEBI Registered Investment Adviser (RIA) Reg. no. INA000020563
Fynvestor Investment Advisory is a SEBI-registered Investment Adviser running model portfolios across mutual funds, ETFs and direct equity. Research is bottom-up and deliberately low-turnover: nothing enters a model we cannot explain in a paragraph, and every change is published with the reason behind it. We are fee-only and advisory-only, so we never hold your money and never earn a commission on what we recommend.
- Bottom-up
- Quality
- Growth
- Value-aware
- Multi-asset
- Factor & index
- Low turnover
- Long-term
Other RealCases
- Stocks
Bharat Rising
Built around India's own shifts: capex, household savings, energy and consumption.
Moderate-Aggressive25 holdings3+ yearsView portfolio - Stocks
Core Compounders
Companies that have already been through a downturn and came out still growing.
Moderate20 holdings3+ yearsView portfolio - Mutual Funds
Tejas
Smallcap growth with a multi-asset brake, for a genuine 5+ year horizon.
Aggressive4 holdings5+ yearsView portfolio - Stocks
Udaan
Fast-growing, less-covered companies still early in their runway.
Aggressive29 holdings5+ yearsView portfolio - Mutual Funds
Flexi Core
One SIP across three flexi cap funds picked so they do not own the same thing.
Moderate3 holdings3+ yearsView portfolio - Mutual Funds
Even Keel
Growth with shallower falls, so you can actually stay invested through the bad years.
Conservative-Moderate3 holdings3+ yearsView portfolio - ETFs
Passive Plus
Index-fund cost, with the factor tilts and gold an index fund will not give you.
Moderate6 holdings3+ yearsView portfolio