What is the best asset allocation for your long-term portfolio? 40:60 equity:debt or 50:50 or 60:40 or 70:30 or any other allocation? You will get the answer to this question only in hindsight. The best allocation for the next 20 years (2020-2040) will be known only after 2040 ends. You can run backtests and see what has worked the best in the past. While this gives you … [Read more...] about What is the Best Asset Allocation for your portfolio? 50:50 or 60:40 or 70:30?
HDFC Liquid fund
Motilal Oswal AMC has launched a debt ETF (Motilal Oswal 5-year G-sec ETF) to track the performance of Nifty 5-year Benchmark G-Sec Index. Should you invest in this ETF? Before we get to the “Yes” or “No” answer, let’s first look at the Nifty 5-year benchmark, the pros and cons of this ETF, and look at the benchmark performance for the past 15 years. What is Nifty … [Read more...] about Motilal Oswal 5-year G-Sec ETF: Should you invest?
While index funds are gaining acceptance among informed Indian investors, it is always interesting to test out certain rule-based investment strategies and how those strategies have fared against simple portfolios. Rule-based strategies can eliminate human biases, or so I hope. In this post, we compare the performance of the following 4 portfolios over the last 18 … [Read more...] about Nifty + Liquid Fund Momentum Portfolio: How it fares against a 50:50 (Debt: Equity) portfolio?