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This strategy is meant for those investors who are either unsure of their investment horizon, or unsure about how much risk they wish to take on their ULIP investments.

All parameters and customization options are the same as the previous strategy; however the most important variation is the action upon achievement of the upper circuit levels. Unlike the previous strategy where we would have recommended participating in equities as long as the markets are tending upwards, and would have recommended exiting only upon breaching the lower trailing stop loss, in this case we would recommend an exit upon achievement of both the upper and the lower trailing stop loss.

This primarily leads to a frequent profit booking scenario and as such is recommended when markets are highly volatile, horizon is uncertain or risk appetite is unknown.

To check the backtesting results for this strategy for last 12 years click here.

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Holistic Portfolio Management
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