#asset allocation


 

Do we really need a diversified portfolio?

Many people argue that correlations among asset classes have increased post-Covid and diversification is not needed anymore.

A CFA by qualification, Vineet writes about fundamental analysis, macroeconomics, and portfolio management.
2
15 Oct 2024
 

Asset allocation: based on financial goals or market valuations?

I am a DIY investor and have been investing for the last few years. I understand asset allocation, so I divided my portfolio between equity and debt in a 60:40 ratio. Because of good equity markets, my asset allocation is skewed towards equity, with a 75:25 allocation.  Now my doubt is if asset allocation has […]

Co-founder, The Financialist (SEBI RIA)
0
02 Aug 2024
 

How to survive a bear market? 

The financial media tells me that the US Federal Reserve and the RBI will soon raise interest rates because inflation is out of control. If inflation is hot, interest rates rise, and the Fed stops printing money, liquidity will dry up, and the markets will apparently crash between 50-80%. According to the “experts”, the target […]

Financial analyst and researcher at Zerodha
24
14 Feb 2022
 

Introducing All Weather Investing smallcase

Dear Investors, We hope you’re liking the new smallcases Platform we launched last month. We have introduced a cleaner look with seamless order placing, improved smallcase Profile pages and more Today, we’re excited to present a unique, first-time concept for India with All Weather Investing – a recession proof way to build long term wealth Objective […]

55
01 Aug 2018