Investment

Allocation steps to Build Balanced Portfolio

By Rajendra

Oct 11, 2022

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Risk reward

Successful investments are all about balancing risks and rewards.

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Diversification

Diversified fund allocation is the quintessence of a healthy investment portfolio to beat volatility and create wealth.

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Winners change over time

Wide performance swings over the past decade prove that asset returns and rankings vary from year to year.

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Winners change over time

No asset class outperforms at any point of time.

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Winners change over time

The idea is not to chase winners and losers, but to diversify allocation to have a bit of all.

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Allocation rule

Investors should allocate their money across the investment avenues to get the best out of all.

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Balance

Equities possesses growth potential, debt offers stability.

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protection

underperformance or non-performance of one asset class can be evened out by others, thereby applying brakes on the downside.

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