This started out in 2016/17 as a search to build a mid-term portfolio in a structured way such that I have key asset classes like stocks, bonds & REITs which are geographically not concentrated, set up as a basket which I can keep buying on a monthly/quarterly/yearly basis. Since I had been doing this in the Indian market using smallcase and direct mutual-funds I wanted to replicate it in US markets which I found more promising given its maturity. NYSE and NASDAQ has 6x more monthly trading volumes as compared to NSE and BSE and has a strict regulatory framework which ensures compliant financial reporting which is the basis for fundamental analysis. More on this in future blog posts.
