State of the 1 Portfolio — Returns, Allocation & Rebalancing (November 2026)
November 2026 review of the 1 Portfolio: Nasdaq 100 and Nifty 50 swapping sides, total drift narrowing to 1.97%, a 1.39% top-up filling four sleeves to a −0.37% water level, and going back to an international ETF at a one-time cost of 1.05%.
The monthly walkthrough of the 1 Portfolio: returns, drift, this month’s drift-correcting investment with perpetual rebalancing, and what it took to go back to an international ETF.
Chapters
| Time | Chapter |
|---|---|
| 0:00 | State of the 1 Portfolio |
| 0:24 | 📸 Snapshot |
| 1:35 | 📈 Performance |
| 4:03 | 🎯 Monthly Investment |
| 6:54 | 🔁 Drift Correction History |
| 8:29 | 🌍 Back to International |
| 11:19 | 💭 Reflections |
| 13:23 | Found this useful? 🙂 |
Links
- 📝 Full report · 🎞️ Slides · 📬 Building Wealth Digest
- 🧪 Xfina Labs Portfolio Engine · 📊 Xfina Data · 🎬 Slidetake