Intermediate

5 Steps To Portfolio Rebalancing 

1 minute

One should not keep all its eggs in the same basket. Such a piece of advice rightfully focuses on the importance of different asset classes within the investment portfolio. While one may have invested in various asset classes in an optimal proportion, the ratio can subsequently change due to the relative outperformance/ underperformance of different asset classes. It becomes vital for the investors to periodically rebalance the investment portfolio to keep it aligned with the investor risk appetite.

Here is a step-by-step guide to portfolio rebalancing:

 

5 Steps to Decipher Past Performance 

1 minute

To reach a holistic assessment, performance should be viewed adroitly to unearth a fund’s realistic potential.

5 Steps to Decipher Past Performance

If you have ever invested in mutual funds, chances are that you would have narrowed down on one that put up some very good numbers in the recent past. Despite the bold disclaimers about past performance not necessarily being sustained in the future, investors have a hard time resisting the numbers. Past performance is undoubtedly very luring, but should you rely on it?

Financial Planning Guide for 20-35 Years 

1 minute

Globally, a growing number of ETFs straddle the line between active and passive, offering investors a dizzying array of increasingly complex choices.

5 Principles Of Strategic Beta

"Smart beta," "advanced beta," "alternative beta," "enhanced indexes," "strategy indices," "quantamental indexes"—are the list of monikers describing the intersection of active and passive investing.At Morningstar, we refer to smart beta as strategic beta.

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