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One must also keep in mind the volatility risk of the asset class, liquidity, lock-in rules and taxation (Bloomberg)
One must also keep in mind the volatility risk of the asset class, liquidity, lock-in rules and taxation (Bloomberg)

Returns on my investments

  • Here's a look at how four commonly used asset types—equity, cash, gold and fixed income—have done in different periods
  • A portfolio must have an ideal mix of financial products

Building a portfolio is a complex exercise, and it has to be maintained too. A person’s portfolio holds different types of assets based on her financial goals, and each asset class gives different types of returns, which is why a portfolio must have an ideal mix of financial products. One must also keep in mind the volatility risk of the asset class, liquidity, lock-in rules and taxation. Here's a look at how four commonly used asset types—equity, cash, gold and fixed income—have done in different periods.

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Return on my investments
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Return on my investments
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