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Asset Allocation (21 articles)

<p>This article shows how different asset allocation models for Indian stock and bonds have performed over the years.</p>
Research Asset Allocation
Portfolio allocation models for Indian investors

This article shows how different asset allocation models for Indian stock and bonds have performed over the years.

Published: 3 February 2024

8 MIN READ


<p>This article shows a comparison of different asset-allocation values for debt and equity for different holding periods for Indian investors.</p>
Asset Allocation
Should Indian investors invest 100% in equity for their goals?

This article shows a comparison of different asset-allocation values for debt and equity for different holding periods for Indian investors.

Published: 7 May 2023

5 MIN READ


<p>This article shows the historical performance of stocks and bonds in India since 1999 for different asset allocations.</p>
Research Asset Allocation
How have different portfolios of stocks and bonds performed in India?

This article shows the historical performance of stocks and bonds in India since 1999 for different asset allocations.

Published: 23 April 2023

4 MIN READ


<p>This article explains how retirees should allocate their investments between equity, debt and cash buckets for their post-retirement portfolio.</p>
Asset Allocation Retirement
How to construct buckets for your retirement portfolio?

This article explains how retirees should allocate their investments between equity, debt and cash buckets for their post-retirement portfolio.

Published: 8 March 2023

4 MIN READ


<p>This article introduces the concept of the target date fund and explains why they are a good option for retirement planning.</p>
Portfolio Construction Retirement Asset Allocation
What are target date funds and why do we need them in India for retirement?

This article introduces the concept of the target date fund and explains why they are a good option for retirement planning.

Published: 26 February 2023

8 MIN READ


<p>This article shows you an easy way to calculate the equity allocation for your retirement corpus.</p>
Asset Allocation Retirement
How much equity should you have in your retirement portfolio?

This article shows you an easy way to calculate the equity allocation for your retirement corpus.

Published: 10 April 2022

11 MIN READ


<p>A guide to both new and seasoned investors for choosing suitable investments for their portfolio in the same way selectors choose a World Cup winning team.</p>
Asset Allocation Portfolio Construction
What does the 1983 World Cup win teach us about investing?

A guide to both new and seasoned investors for choosing suitable investments for their portfolio in the same way selectors choose a World Cup winning team.

Published: 27 March 2022

9 MIN READ


<p>Risk and return go hand in hand, and a portfolio requires a balanced representation from various sources of risk to generate returns.</p>
Portfolio Construction Asset Allocation
Portfolio construction basics: sources of risk

Risk and return go hand in hand, and a portfolio requires a balanced representation from various sources of risk to generate returns.

Published: 20 March 2022

6 MIN READ


<p>A reader query prompted this post on the risks of not investing in volatile assets for long term goals.</p>
Risk Asset Allocation Reader Questions
How conservative investors risk falling short of their goals

A reader query prompted this post on the risks of not investing in volatile assets for long term goals.

Published: 2 March 2022

11 MIN READ


<p>This article talks about short-term changes to your investment strategy to take advantage of downward market movements. Does it work?</p>
Portfolio Review Asset Allocation Market Movements
Markets are falling. Should you buy the dip?

This article talks about short-term changes to your investment strategy to take advantage of downward market movements. Does it work?

Published: 26 January 2022

7 MIN READ


<p>This post answers the question of how and whether investors should include gold in their portfolios.</p>
Asset Allocation Gold
What is the best way to invest in gold?

This post answers the question of how and whether investors should include gold in their portfolios.

Published: 9 November 2021

19 MIN READ


<p>This post answers the question of whether investors should invest outside their home country.</p>
Asset Allocation International Investing
Should you invest in international stocks?

This post answers the question of whether investors should invest outside their home country.

Published: 4 November 2021

13 MIN READ


<p>This post will answer the frequently asked question for many investors regarding the proportion of equity they need to hold as per age.</p>
Asset Allocation Portfolio Construction
Asset allocation by age: How much equity should you have at various ages?

This post will answer the frequently asked question for many investors regarding the proportion of equity they need to hold as per age.

Published: 19 October 2021

9 MIN READ


<p>This post shows how to simplify portfolio construction and management via a unified portfolio along with its associated risks.</p>
Portfolio Construction Asset Allocation
Goal-based investing: should you use a unified portfolio?

This post shows how to simplify portfolio construction and management via a unified portfolio along with its associated risks.

Published: 11 October 2021

10 MIN READ


<p>This post is targeted at investors looking at distributing their investments in the usual products available in the market.</p>
Set Goals Asset Allocation
What should be my mix of MF, Stocks, Gold, NPS, FD, PPF and ELSS if I want to invest 50k per month?

This post is targeted at investors looking at distributing their investments in the usual products available in the market.

Published: 21 September 2021

16 MIN READ


<p>This post discusses the concept of tax calculations and tax harvesting in a simple manner.</p>
Tax Asset Allocation
How is tax calculated on selling shares/MFs and how do to do tax harvesting?

This post discusses the concept of tax calculations and tax harvesting in a simple manner.

Published: 1 September 2021

12 MIN READ


<p>How risk management via glide-path and rebalancing mitigates sequence of return risk</p>
Risk Asset Allocation
How does sequence of return risk affect your goals?

How risk management via glide-path and rebalancing mitigates sequence of return risk

Published: 12 June 2021

5 MIN READ


<p>This post discusses various asset allocation examples for goal-based investing.</p>
Asset Allocation
What should be the Asset Allocation for your goals?

This post discusses various asset allocation examples for goal-based investing.

Published: 12 June 2021

8 MIN READ


<p>Don’t just start a SIP. You need a glide path. Here’s how you do it.</p>
Asset Allocation
Your portfolio needs a glide path: what, why and how?

Don’t just start a SIP. You need a glide path. Here’s how you do it.

Published: 26 May 2021

4 MIN READ


<p>Rebalancing is a simple way to buy low and sell high while managing risk. Here’s how you do it.</p>
Asset Allocation Portfolio Review
Portfolio rebalancing during goal-based investing: why, when and how?

Rebalancing is a simple way to buy low and sell high while managing risk. Here’s how you do it.

Published: 10 May 2021

10 MIN READ


<p>Part 3: I am now ready to do goal-based investing. How do I get started?</p>
Asset Allocation Set Goals
I am now ready to do goal-based investing. What now?

Part 3: I am now ready to do goal-based investing. How do I get started?

Published: 30 March 2021

13 MIN READ



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Asset Allocation (21) Basics (8) Behaviour (10) Budgeting (12) Calculator (22) Case Study (6) Children (16) Choosing Investments (41) FAQ (11) FIRE (13) Gold (20) Health Insurance (5) House Purchase (25) Insurance (16) International Investing (10) Life Stages (2) Loans (17) Market Movements (16) Mutual Funds (38) NPS (6) NRI (17) News (16) Pension (8) Portfolio Construction (50) Portfolio Review (27) Reader Questions (7) Real Estate (6) Research (5) Retirement (38) Review (15) Risk (6) Safe Withdrawal Rate (5) Set Goals (28) Step by step (15) Tax (49)