Asset Allocation

March 10, 2023 01:35 PM IST

As going gets tough, get tougher with aggressive allocation to debt, suggests ICICI Securities

Those trying to invest in equities should wait till Nifty falls to 17,000 and make lump sum investments.

How Roopali Prabhu reads people and balance sheets for her equity research picks

Prabhu believes that constant learning is one key driving factor for her in life.

Moneycontrol Daily: Your Essential 7

A daily round-up of the most interesting articles to help jump-start the day.

The best asset allocation for a young, first-time investor

We crunched some data for you and found that while a 100 percent equity allocation can deliver negative returns during certain periods, a 60:40 portfolio hasn’t been in the red since 2008

Now here is a SAFE investment strategy to navigate 2023

While bond yields are most likely to peak in 2023, sectors like financials and domestic cyclicals will do well over the long term.

Oh My Gold: How bling protects the bang in your buck

Gold is inversely correlated with equities and directly correlated with inflation, thus providing a cushion when the markets turn tail. Little wonder that even central banks hold gold.

Where to invest Rs 10 lakh today? 100% in equities, says this army man-turned-financial planner, if your risk profile allows

"An investor shouldn’t take long-term investing decisions based on how the market is doing today. Before getting started with investing, one should understand their risk profile and financial goals well," says Sanjeev Govila founder of Hum Fauji Financial Services

Why is asset allocation important to build wealth?

Is it okay to invest everything in equities?

Equities may give higher returns than debt over the long term. Financial advisors recommend investing in equity for wealth creation. But that doesn’t mean that fixed income investments have zero role to play in your moneybox

Cruising through volatility with the power of asset allocation

How does one prepare for a Market Crash? How can investors safeguard their portfolio and be ready when the next crash comes along? To get more insights, Moneycontrol spoke to two of our popular smallcase managers, Atanuu Agarrwal, Co-Founder and CEO of UpsideAI and Alok Dharia, Co-Founder of QCAlpha.

Amidst market volatility, here’s how you can invest Rs 10 lakh now

As the stock market rallied and gave handsome returns that are expected over two to three years within a short span of time, you must relook at asset allocation

Personal Finance | Time to shockproof your investment

This is the time to shift your focus firmly back to asset allocation. Let safety of capital take precedence over returns

Personal Finance: Managing risk to reach your financial goals comfortably

Create a checklist to make sure that you stick to the short- and long-term investment goals that you have set for yourself 

Explained: All about asset allocation and how it helps you reach money goals

Asset allocation is one of the most under-estimated tools for building long-term wealth, but is not understood well enough by most investors

How should retail investors deal with the Evergrande crisis?

If you are a long-term investor, you are most likely to benefit from intermittent volatility, if you stick to your financial plan

NPS’ equity allocation for senior citizens

NPS’ equity allocation for senior citizens

Women investors should follow these 4 steps while making asset allocation plan

Asset allocation and diversification can seem like an intimidating activity to manage by yourself while monitoring your daily expenditures, saving, and investments, but it forms an essential foundation to your financial freedom.

Why asset allocation matters to beat wild swings in stock markets

The pandemic year has shown clear downsides and upsides in the equity markets, making asset allocation the most important decision in money management. Asset allocation can help curtail behavioral bias and the urge to time the market.

Radhika Gupta’s 4 investing steps to financial independence

The MD and CEO of Edelweiss Mutual Fund shares her rather conservative journey to financial freedom

Decoding the Large-Cap Recovery Rally: The golden rule is to 'stay invested'

India’s GDP has just crossed $3 trillion; aim is $5 trillion in the next 3 years. This is the golden period. Stay invested in the best businesses run by shareholder-friendly managements with high capital efficiency for Wealth Creation, suggest experts.

Five steps to improve your investment portfolio returns

Focus on tax efficient investments, than income-tax deductions. An emergency fund, adequate insurance and a suitable asset allocation are critical. International stocks and cryptocurrencies come much later in the focus list.

The changing investment preferences of HNIs

High net worth investors are slowly shifting from equity and debt to alternative asset classes

How portfolio diversification ensures that you reach all your money goals

Portfolio diversification is achieved by investing across fund management styles, geographies and asset classes

Planning to invest Rs 5-10 lakh post Budget 2021? Here are 5 portfolio options by experts

With the sharp up move over the past week, one should stagger the investments at regular periods of correction from current levels, suggest experts.

Why government bonds are safer than fixed deposits

Investors could keep 2-5 lakhs in FD as emergency money that you can liquidate for a medical emergency and move all the other FDs into government bond mutual funds.