Maintain 15-20% exposure to US funds in your equity portfolio
Investors India|April 2024
2022 was a difficult year for stocks in the United States (US), particularly for the large tech companies known as FANG. Concerns about the Russia-Ukraine conflict, inflation, etc led to a significant drop in their values.
Sudipta Mitu
Maintain 15-20% exposure to US funds in your equity portfolio

In the early part of 2023, the group of tech stocks known as The Magnificent Seven, led the market. The NASDAQ index, filled with these major tech companies, greatly outperformed the S&P 500. This happened mainly due to the enthusiasm for artificial intelligence innovations. The upward move was also fuelled by consistent earnings growth.

Later in 2023, the market rally widened as the US economy stayed strong despite ongoing recession fears. In the second half of the year, attention also shifted from rising interest rates to the possibility of them peaking or decreasing in 2024, as inflation started to stabilise. This altered view of the market on inflation and interest rates helped stocks perform well.

Over the past year, US equity funds have given very high returns.

What's the way forward for investors in these funds after such a big rally?

Exposure to US funds is important

Instead of focusing only on the past year's performance, it's better to consider two years of data. The market declined in 2022 and then recovered in 2023. Over two years, the market has been relatively stable or showed only slight gains.

Diese Geschichte stammt aus der April 2024-Ausgabe von Investors India.

Starten Sie Ihre 7-tägige kostenlose Testversion von Magzter GOLD, um auf Tausende kuratierte Premium-Storys sowie über 8.000 Zeitschriften und Zeitungen zuzugreifen.

Diese Geschichte stammt aus der April 2024-Ausgabe von Investors India.

Starten Sie Ihre 7-tägige kostenlose Testversion von Magzter GOLD, um auf Tausende kuratierte Premium-Storys sowie über 8.000 Zeitschriften und Zeitungen zuzugreifen.

WEITERE ARTIKEL AUS INVESTORS INDIAAlle anzeigen
ASK THE EXPERT
Investors India

ASK THE EXPERT

Ques. One of my friends told me that your company provides detailed Retirement plans. I want to know what is the procedure to get my Retirement plan. I will be retiring in March 2025. R.P Gupta, Noida

time-read
3 Minuten  |
November 2024
How to Naturally Reverse Fatty Liver Disease
Investors India

How to Naturally Reverse Fatty Liver Disease

The liver, located on the upper-right side of the abdomen, is the body’s largest internal organ and plays a critical role in detoxifying the blood and processing nutrients.

time-read
2 Minuten  |
November 2024
Banking sector which has underperformed in the last two years, now offers a favorable risk-reward profile
Investors India

Banking sector which has underperformed in the last two years, now offers a favorable risk-reward profile

Do you think the market is overpriced? Is yes, should investors refrain from investing in index schemes at the current valuation?

time-read
5 Minuten  |
November 2024
India will continue to enjoy benefits of a close US relationship and trade will continue to grow
Investors India

India will continue to enjoy benefits of a close US relationship and trade will continue to grow

Q1. The US elections are said to be one of the closest till date, what impact will the election of a Republican / Democratic party have on the US economy and how is that going to affect India in the short as well as the long term?

time-read
3 Minuten  |
November 2024
Understanding Momentum Funds
Investors India

Understanding Momentum Funds

Momentum funds are a type of investment fund that focuses on companies experiencing positive momentum in factors such as earnings, revenue, and stock price movement.

time-read
1 min  |
November 2024
Risks and opportunities associated with Small Caps
Investors India

Risks and opportunities associated with Small Caps

Small-caps are a stock-picker’s paradise.

time-read
2 Minuten  |
November 2024
How to navigate your portfolio through bull market a
Investors India

How to navigate your portfolio through bull market a

Indian equities have been in a bull run for the past four years.

time-read
4 Minuten  |
November 2024
Choosing mutual fund schemes depending on your age to achieve life goals
Investors India

Choosing mutual fund schemes depending on your age to achieve life goals

The choice of mutual fund (MF) scheme might be influenced by one’s risk profile or age.

time-read
3 Minuten  |
November 2024
Thematic Fund Or Sectoral Fund, Which Fund Suits You?
Investors India

Thematic Fund Or Sectoral Fund, Which Fund Suits You?

A thematic fund is a type of mutual fund that focuses on investing in companies based on specific themes or trends.

time-read
2 Minuten  |
October 2024
Be Kind To Your Kidneys
Investors India

Be Kind To Your Kidneys

The kidney is a vital organ in our body which is four inches long and two and a half inches in width.

time-read
5 Minuten  |
October 2024