A barbell portfolio has 2 simple components. Absolutely no risk with one part of the portfolio. All the risk is taken with the other part. Typically, a barbell portfolio’s safe part is in govt securities, bonds or Bank Fixed Deposits, anything that has no default risk. The other part is exposed to a risk that […]
Choosing Mutual funds on returns only is deadly
Choosing mutual fund on the basis of returns only is deadly. Here’s how
This dynamic strategy blows my mind
Below is the outcome of the backtesting of the Unovest Dynamic Strategy This is what I did in the above test. Monthly SIP of Rs. 10,000 from Oct 1, 2016 to Apr 1, 2022 (both days included) Yearly Rebalancing or change in portfolio based on in house model Have only 1 investment at any point […]
