Search results for Portfolio Strategies

Rethinking portfolio construction with the evolving economy

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...

Building A Covered Call Options Portfolio

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...

Axis Multi Asset Allocation Fund: How its strategy positions your portfolio in 2026

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...

Investing Like a Smart Street Vendor in Changing Seasons

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...

This portfolio allocation is outperforming the 60/40, says Morningstar

Morningstar's diversified portfolio, made up of 11 asset classes, beat a "plain vanilla" 60/40 allocation by the widest margin since 2009.

Morningstar: 60/40 Model Beats Diversified Portfolios Over the Long Term

Morningstar’s report highlights how diversified portfolios outpaced the traditional 60/40 model in 2025, but long-term results still favor simpler strategies.

How to update your 60/40 with a 'total portfolio approach' to navigate volatility

The total portfolio approach doesn't abandon the framework of the 60/40, but instead buckets the assets by risk.

The 'boring' asset that shields your portfolio

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.

Ritholtz Wealth Launches Equity SMA With Franklin Templeton

The RIA's new Porterhouse strategy will screen Russell 1000 companies monthly for strong earnings and cash flows, concentrating capital in high-conviction names.

RPC Stacked Portfolios

Today’s post looks at the portfolios tracked on the Risk Parity Chronicles website, and in particular, their use of leverage. The post

Zephyr's Adjusted for Risk: Investment Strategies for Balancing Risk and Return in an Unpredictable Market

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.

A Coding Implementation to Portfolio Optimization with skfolio for Building Testing, Tuning, and Comparing Modern Invest...

In this tutorial, we explore skfolio, a scikit-learn compatible portfolio optimization library that helps us build, compare, and evaluate different investment strategies in a struc...

Portfolio-Level Risk Management Through Equity Isolation

Creating The Perfect Portfolio

Does it make sense for someone in their 20s to hold a 60/40 portfolio? The post Creating The Perfect Portfolio appeared first on A Wealth of Common Sense. ...

7 best performing PMS that delivered up to 43% returns in FY26

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,...

Davenport Multi-Asset Portfolios Q1 2026 Update

12 Investment Must Reads for This Week (May 19, 2026)

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...

One fund for all seasons

MAAF funds can hold 20 to 70 per cent in equity under the same label. We classified 38 funds into five buckets by actual equity exposure to show you what you really own.

Are you looking for the best mutual funds for SIPs in April? Here is help for conservative investors

ETMutualFunds outlines ready-made SIP portfolios for conservative investors across three investment brackets. The allocation blends large-cap and hybrid funds to balance risk and r...

10 Mutual Funds Are Too Many at 30: Build a Leaner Portfolio

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.

Fixing a weak MF portfolio: How to fix underperformance and cut costs with direct mutual fund plans

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...

AlphaCore Puts Alternatives at the Heart of its Strategy

The La Jolla, Calif. RIA allocates 20% to 25% of client portfolios to private markets, far exceeding industry norms, while maintaining international exposure across asset classes.

UK portfolios increase fixed income allocations to de-risk from macroeconomic and geopolitical backdrop

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...

Sunday links: a rich and deep portfolio

MarketsThe top 10 companies in the S&P 500 generate over a third of its earnings. (apollo.com)Have you checked out China's stock market recently? (trendlabs.com)UK stocks are h...