When investors talk about performance, the conversation often skips ahead to returns. But the decision that most shapes your ...

As NPS opens to 100% equity allocation, broader market exposure is key to maximising gains. NPS equity funds have delivered ...

Asset allocation balances risk by mixing investment types to optimize returns and stability. Diversified portfolios, even with different investments, perform similarly if their asset mix is the same.

Asset allocation is a way for investors to meet their financial objectives while keeping their risk in check and ensuring they remain on the right path to reach their goals. While there are many ...

In the most recent run-up from early 2009 through the end of 2021, this passively allocated 60/40 portfolio delivered about 9 ...

Talks about portfolio asset allocation are often reignited whenever stock market investors are facing uncertainty. When the Trump administration’s tariff policies sent many stock market indexes into ...

Quant Mutual Fund’s secret VLRT formula is rewriting fund playbooks with 4 schemes outpacing benchmarks and compounding over ...

The rapid appreciation of the largest U.S. stocks has shifted the asset allocation playing field in ways that aren’t widely recognized. Many fewer companies now meet the conventional definition (used ...

Before zeroing in on a mutual fund scheme, investors tend to give priority to the ones which have delivered higher past returns against their peers in the same category. Although past returns are not ...

The AAII Asset Allocation Survey has been conducted monthly since November 1987 and asks AAII members what percentage of ...