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We need to look for investment strategies that can effectively respond to changes, manage risks, and take advantage of opportunities across various asset classes. The concept of ac...
Morningstar's diversified portfolio, made up of 11 asset classes, beat a "plain vanilla" 60/40 allocation by the widest margin since 2009.
Most fund managers rely on gut and discretion. NJ AMC runs a six-step process from data validation to portfolio construction to keep bias and inconsistency out.
Asset allocation in investment portfolios works similarly. The investor holds a mix of asset classes like equities, debt, and commodities, each of which responds differently to cha...
As market volatility persists across equities, debt, and commodities, multi-asset funds are gaining traction for their built-in diversification and dynamic allocation strategies. T...
Vanguard has expanded its model portfolio series for advisors. Adoption of alternatives by advisors continues, despite the recent hiccups in private credit. These are among the inv...
Many investors struggle with mutual fund portfolios that underperform due to high costs and poor allocation choices. A disciplined, goal-based approach with the right fund categori...
Morningstar’s report highlights how diversified portfolios outpaced the traditional 60/40 model in 2025, but long-term results still favor simpler strategies.
Holding 10 mutual funds can reduce returns through overlap and higher costs. Learn the ideal 3-5 fund portfolio structure for a 30-year-old investor.
The total portfolio approach doesn't abandon the framework of the 60/40, but instead buckets the assets by risk.
This article compares my stock portfolio with an equivalent investment in a Nifty index fund and the Nifty 100 Low Volatility 30 TR index. We post this comparison each month. Befor...
This series of quarterly articles examines asset allocation trends at the extremes of the MPS risk spectrum, as well as which portfolios had the most adviser recommendations.
XFUNDS CEO David Nicholas on preparing for a potential equity selloff after a strong multi-year run by emphasizing diversification and drawdown risk over volatility.
Adding 30 per cent debt to an all-equity portfolio has trimmed drawdowns by 5 to 12 percentage points in every major market fall since 2010. Here is why that number matters.
This article compares my stock portfolio with an equivalent investment in a Nifty index fund and the Nifty 100 Low Volatility 30 TR index. We post this comparison each month. Befor...
The RIA's new Porterhouse strategy will screen Russell 1000 companies monthly for strong earnings and cash flows, concentrating capital in high-conviction names.
Despite sharp market volatility in FY26, select PMS portfolios delivered strong returns up to 43%. Strategies across small-cap, multi-cap, and multi-asset categories outperformed,...
When building a portfolio, the key is diversification. When building an options portfolio, the key is also diversification – a point worth repeating twice. We want to diversify acr...
Today’s post looks at the portfolios tracked on the Risk Parity Chronicles website, and in particular, their use of leverage. The post
According to experts, the real risk for you as an investor is false diversification, where portfolios appear diversified but remain vulnerable to the same macro triggers.
While fixed income allocations have increased over the past year as macroeconomic uncertainty and geopolitical tensions have flared, UK portfolios have remained equity-led, Janus H...
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