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?
nifty 50 TRI
I have written about momentum investing before. I compared the performance of S&P BSE Momentum Index TRI with Nifty 50, Nifty Next 50 and Nifty Midcap 150 indices in an earlier post (Does momentum investing work in India?). The findings were in favour of S&P BSE Momentum Index, which outperformed all 3 indices by a wide margin at only slightly higher … [Read more...] about Nifty 200 Momentum 30 Index: Review & Performance Comparison
Risk and Reward go hand in hand. Higher the risk, greater the reward. So, if you are looking for higher returns, you just need to load up on risk. At least, that’s what the Capital Asset Pricing model (CAPM) used to calculate expected stock returns tells us. However, the experience has been completely different in various markets. Low volatility stocks have … [Read more...] about Does Low Volatility Investing beat Nifty and Sensex?
Do you believe in working with an asset allocation approach in your portfolio? Do you rebalance your portfolio at regular intervals? Is there a merit in dividing our portfolio in assets with low correlation? In this post, let us construct a multi-asset portfolio combining domestic equity, international equity, and gold and see if delivers superior performance compared … [Read more...] about Adding Gold and International Equity to the Portfolio: Does it enhance Portfolio Performance?