Amid growing volatility and moderate return expectations from equities this year, experts suggest investors should look at a portfolio of 60% in equities, 30% in fixed income and 10% in gold. Large-cap funds are expected to outperform small- and mid-caps in the near term due to premium market valuations.
In an environment of elevated valuations, focusing on quality growth stocks with strong fundamentals, sustainable earnings, and reasonable valuation metrics is key. Investors should prioritize companies with consistent cash flows and lower leverage. Gold can be accessed through exchange-traded funds while real estate investments may be made via real estate investment trusts for flexibility.
Investors should stick to systematic investment plans and systematic transfer plans to avoid market timing risks. Moreover, portfolio rebalancing should be guided by a disciplined approach rather than market timing. In fact, investors should set thresholds for asset allocation deviations and a quarterly review can help realign investments with long-term goals.
Denne historien er fra January 04, 2025-utgaven av Financial Express Ahmedabad.
Start din 7-dagers gratis prøveperiode på Magzter GOLD for å få tilgang til tusenvis av utvalgte premiumhistorier og 9000+ magasiner og aviser.
Allerede abonnent ? Logg på
Denne historien er fra January 04, 2025-utgaven av Financial Express Ahmedabad.
Start din 7-dagers gratis prøveperiode på Magzter GOLD for å få tilgang til tusenvis av utvalgte premiumhistorier og 9000+ magasiner og aviser.
Allerede abonnent? Logg på
Golden Globes: The Brutalist, Emilia Perez Grab Top Honors
More students likely getting jobs independently
Top IITs See a Drop in Campus Placements
● More students likely getting jobs independently
US set to lift curbs on Indian nuclear entities
EYEING DEEPER ENERGY TIES
ICC explores two-tier Test cricket system
ICC chief Jay Shah will meet Cricket Australia chair Mike Baird and his England counterpart Richard Thompson to discuss the finer points
Q-comm boost to gig worker hiring in 2025
THE HIRING BOOM will be driven by the expansion of dark stores, fuelled by new entrants and increased investments from established players.
D-Street catches flu
HEADWINDS FOR MARKETS at the start of the year include higher US 10-year yields and a stronger dollar, the potential imposition of additional US tariffs on Asia-Pacific economies, and elevated economic policy uncertainty and geopolitical risk, Goldman Sachs strategists said in a note while trimming the MSCI Asia Pacific ex-Japan index's target to 620 from 630, as per a Bloomberg report.
Eight jawans among 9 killed in Naxal attack
VEHICLE BLAST IN CHHATTISGARH
Banks, NBFCs see hit to...
THESE SUBSIDIARIES THEN use the data to approach the customer and offer products and services such as insurance, mutual funds, demat accounts and other related financial solutions.
Cautious outlook for auto companies in Q3
No segment shows growth except tractors
Banks: Slower loan growth a worry
Asset quality concerns ease