Cruising through volatility with the power of asset allocation

When Russia declared war on Ukraine, the market fell considerably. It has left investors with losses and a lot of uncertainty. Although the markets have picked up ever since none of us can predict events that might crash the market again. So how does one prepare for a Market Crash? How can an investor safeguard their portfolio and be ready when the next crash comes along?

To get more insights we spoke to two of our popular smallcase managers, Atanuu Agarrwal, Co-Founder and CEO of UpsideAI and Alok Dharia, Co-Founder of QCAlpha.

Atanuu Agarrwal

“This current market correction is a great event for most new investors who came into the market in 2020. It told an investor 2 things –

1. Quality of the portfolio – is there a lot of low quality/ high beta stocks in the portfolio;


2. Risk Appetite to handle volatility and a falling portfolio. Investing should be done in a way so that you can sleep better at night, and knowing your risk threshold is an important part of that.

1. Asset Allocation between different asset classes. We launched our flagship asset allocator product in December and it automatically moved 30%+ in gold – this helped us be slightly positive when the market was crashing; and


2. Slowly Rebalance your portfolio into better quality companies.”