Rebalancing News
Portfolio Rebalancing: What are the most effective strategies for managing risk?
Rebalancing a portfolio helps investors maintain their target asset allocation, manage risk, and enhance long-term returns. By adjusting holdings based on market movements, investors can stay aligned with their financial objectives.
4 min read15 Jan 2025Stock market strategy: How to build your equity portfolio in 2025? Here’s a guide
In 2024, Indian markets achieved an 8% gain, recording their ninth year of growth. Despite challenges like weak corporate earnings, experts suggest investors diversify portfolios, focus on high-potential sectors, and maintain cash reserves to navigate the expected volatility in 2025.
2 min read1 Jan 2025Mutual Funds: With markets on a decline, is this the time to rebalance your portfolio?
As benchmark indices are on a decline, it’s natural to question the stability of your mutual fund portfolio. Here’s why this might be the right time to reassess your investments.
2 min read11 May 2024No Money Is Enough When...: Why Retirement Scares Mirae’s Swarup Mohanty | ’Medical Inflation Next’
Swarup Mohanty Interview - Swarup Mohanty, the CEO of Mirae Asset Mutual Fund is scared of retiring. Mohanty is ’paranoid’ because he firmly believes that India is going to face a medical inflation, and the cost of healthcare will be much higher than it is now. Hence, he has a health cover of a whopping ₹4 crore for his family. Mohanty & his wife are also art connoisseurs, and invest quite heavily in artwork. On this episode of Guru Portfolio, a riveting chat with the CEO of India’s only mutual fund which has 100% foreign ownership - watch!
26 Mar 2024Explained: What is rebalancing and when should you go for it?
Often at the start of your investment journey you may set out a strategic asset allocation that is the basic framework of assets you need to achieve your goals
1 min read6 Dec 2018Robo-advisors can be useful but first-time investors should go to a financial adviser
Getting started with mutual funds is not difficult, but it would be best if you do so with some help at hand
4 min read16 Oct 2016In over-valued markets, stick to basics of value investing
Back in 2000, investors were liberal in valuing companies belonging to select themes like information technology (IT)
5 min read17 Aug 20164 asset allocation secrets you must know
Investments have to be adjusted according to various factors, but not all changes may be worthwhile
5 min read6 Jul 2016China’s rebalancing is overrated
The state will have to learn to facilitate private entrepreneurship rather than plan mass public projects
3 min read7 Mar 2016Rebalance portfolio to get the best results
Make course corrections so that your portfolio reflects your goals and not market movements
5 min read23 Mar 2015Popular Topics
Budget
The Union Budget contains details about the estimated receipts and the expenditure of the government for a particular fiscal year. The Budget is allotted for the upcoming fiscal year, which runs from 1st April to 31st March of the next year. Here is a quick guide on how the Union Budget is prepared