Guide to A. Stotz All Weather Strategy · Portfolio structure
What Assets Does All Weather Strategy Use? Equities, Bonds, Commodities and Gold
Finnomena shows equities, fixed income, commodities, and gold as categories in the All Weather portfolio. This list gives a high-level view; it does not state current weights or the current fund list.
Four categories shown on the plan page
- Equities: Values may change with company earnings, market conditions, and investor expectations.
- Fixed income: Risks can include interest rates, credit quality, and liquidity.
- Commodities: Prices can move with supply, demand, and factors specific to each commodity.
- Gold: Prices fluctuate, and baht results can also depend on currency exposure and the fund used.
These are general descriptions of risk sources. They do not identify every fund or its allocation in the portfolio.
Do not infer current weights from category images
Finnomena’s page displays asset categories, while fund names, allocation weights, and portfolio composition may change after a review. A category illustration is not a substitute for the current holdings table and cannot establish an investor’s total portfolio risk or costs.
Before comparing strategies, note each document’s date, check full fund and share-class names, and see whether a fund invests directly or through other funds.
What to check in each fund document
- Investment policy and asset types
- Markets, countries, and concentration by issuer or security
- Risk classification and liquidity terms
- Currency-hedging policy and any reported hedge ratio
- Purchase, sale, switching, management, and other fees
- Holdings date and redemption conditions
Several funds may carry overlapping risks even when their category labels differ. Review actual holdings and current documents rather than treating the number of categories as a measure of diversification.
Read the structure alongside FVMR and risk disclosures
Finnomena says it uses the FVMR framework—Fundamental, Valuation, Momentum, and Risk—to analyze assets. A framework does not guarantee results, and this page does not disclose every factor’s weight or decision rule.
Continue with the FVMR guide, currency risk in baht, and how to read a Fund Fact Sheet, then check Finnomena’s current plan page.
Frequently asked questions
Which assets does All Weather Strategy use?
Finnomena shows equities, fixed income, commodities, and gold. Check the official plan page and fund documents for current holdings and weights.
Can I tell current weights from the asset-category images?
Do not infer weights from an illustration. Check Finnomena’s latest allocation and fund list.
Do four asset categories prevent losses?
No. Diversification does not guarantee returns or prevent losses, and each underlying fund has its own risks.
Sources
- Finnomena: A. Stotz All Weather Strategy — portfolio categories ↗
- Finnomena Funds: FVMR framework for All Weather ↗
- Thai SEC: Understanding Fund Fact Sheets ↗
Sources reviewed: 9 November 2026. If terms or official documents change, follow the latest provider and fund documents.
This article is for education and explains public information. It is not personalized investment advice, does not guarantee returns or principal, and does not accept orders. Review current documents, risks, and fees with Finnomena and the fund managers before deciding.