We advocate a fixed but dynamic allocation of 70% stocks, 20% bonds, and 10% gold, adjusting based on sentiment indicators. Currently, we hold 50% stocks, 10% bonds, and 40% in money market due to ...
Category data from 2017–2025 indicates hybrid strategies delivered narrower return ranges than pure equity, reinforcing their ...
You can expect a change in your preferences as you age. What appealed to you in your 20s will most likely not appeal to you as you approach your 60s. A brokerage account is a good place to start, but ...
Stocks are expected to return to last year's lows due to the decline in long-term bond prices and record high, long-term interest rates. Our new investment allocation is 50% stocks, 10% GLD, 25% Zero ...
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Balanced advantage funds continue to attract investors seeking dynamic equity-debt allocation amid volatile markets. These funds adjust equity exposure based on valuations, making them suitable for ...
Dynamic Asset Allocation Funds (DAAFs) provide a tax-efficient solution to the challenges posed by India's long-term capital gains tax on investment goals ...
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