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?
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?
The Reserve Bank of India has released the calendar for Sovereign Gold Bond Scheme, 2020-2021. The Bonds will be available for subscription in 6 monthly tranches from April 2020 to September 2020. Sovereign Gold Bonds Calendar 2020-2021 For the tranche that is now open for subscription in August 2020, the subscription price is Rs 5,334 per gram. For online subscription, … [Read more...] about Sovereign Gold Bonds 2020-2021: Should you invest?
A sharp fall in equity markets over the past couple of months have brought back the importance of asset allocation in focus. The market fall was broad-based. It didn’t really matter which fund or stock you invested in. Almost everything fell. What mattered was how much of your money was in equities. Portfolio 1: 80% of your portfolio in the best-performing equity … [Read more...] about What is the Right Asset Allocation for your portfolio?