An all-weather investment portfolio is nothing but a balanced portfolio whose value sufficiently grows in a bull phase of the markets and whose value falls relatively lower or little in a bear phase. Following this time-tested wisdom helps an investor prevent massive erosion of their portfolio’s value. But in the quest for supernormal returns manya-times investors tend to create a portfolio of stocks which focuses more on appreciation and not protecting the depreciation. To prevent this mistake, it’s important to have exposure to bluechip funds as they provide distinct advantages in maintaining the core strength of an investment portfolio.
Let us understand what these distinct advantages are. Knowing these advantages will help us understand the key role these bluechip/large cap companies play in creating an all-weather or balanced investment portfolio.
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Denne historien er fra May 2024-utgaven av Investors India.
Start din 7-dagers gratis prøveperiode på Magzter GOLD for å få tilgang til tusenvis av utvalgte premiumhistorier og 9000+ magasiner og aviser.
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"The strategy behind the Tata India Innovation Fund centers on identifying companies that are driving transformative or incremental changes through innovation"
Yes, we certainly believe innovation is a powerful theme with immense potential for the coming years, and we are excited to bring it to our investors.
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Hybrid Mutual Fund is a combination of more than one type of fund. While they invest in shares of companies listed on the exchange, like equity funds.
Should you invest in dynamic bond funds?
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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
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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?
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?
