What If I told you that there is a portfolio that may have NOT lost anything during the March 2020 fall even when markets fell 30% or more during that time? That’s a bold statement! Well, this is what I am talking about. (Notice the period of 2020) Now, you are smart and would say something […]
A peek into the experts asset allocation in these markets
Everyone is worried about the way stock market indices are running up – from one high to another. Many are selling their investments. But what are the experts doing? When I say experts, I refer to the mutual fund schemes which have a stated strategy of lowering allocation to equity when the market valuations are […]
Multi Asset funds – Should you invest?
For a long time mutual fund houses were busy selling the equity upside and how a large, mid, small or multicap fund matters to an equity starved portfolio. They were right about the allocation but they could not guess the deep strike the markets did on these portfolios and left investors wondering if they should […]
Dynamic Asset Allocation funds – What problem do they solve?
No one wants to lose money. “The pain of losing is psychologically about twice as powerful as the pleasure of gaining.” (Theory of Loss Aversion by Daniel Kahneman and Amos Tversky) Now, when you invest in stock markets, the sight of near term loss is real. The volatility can come to bite any time. In fact, it […]