How to build a winning portfolio
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- čas přidán 28. 06. 2024
- Watch this episode of Investors' Hangout to decode the art and science of building winning portfolios.
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Here are the key takeaways:
* Divide your investment goals into three categories: short-term, medium-term, and long-term.
* Invest in equity for the long-term, debt for the medium-term, and short-term debt funds, bank deposits, or cash for short-term goals.
* New investors should start with a diversified vehicle, like an aggressive hybrid fund.
* Retirees must maintain a three-year consumption fund and a diversified asset allocation, avoiding an all-equity approach.
* Focus on asset allocation as your portfolio grows. Review or rebalance your portfolios annually.
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Chapters:
00:00 Introduction
00:37 How would you describe a well-constructed portfolio? What does it look like?
02:39 What steps should beginners take to start building their investment portfolios?
03:53 Should the salaried employees and freelancers approach investments
and portfolio construction differently?
05:45 How should investors determine their investment goals and risk tolerance when building an investment portfolio?
07:44 Should investors consider alternative assets like real estate and cryptocurrencies as part of their portfolio diversification strategy?
08:58 What role should the time and investment horizons play in portfolio construction, especially for retirement planning?
11:01 Are there any common mistakes people should avoid when constructing
a portfolio?
12:10 How often should investors review and rebalance their portfolios?
13:59 Viewer's question: I am 36 years old; I have just bought a house for Rs 1.3 crore, out of which Rs 81 lakh is the loan at 8.4% for 20 years. I didn’t use all my investments as a down payment as markets are giving me much higher returns than the loan interest. I still have Rs 30 Lakh as invested money. I want to retire early, around 48-50 years. My current expenses, including home loan EMI, are Rs 1,45,000. What should be my FIRE number? And how can I achieve that?
16:30 Key Takeaways
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Thank you very much Dhirendraji for your valuable knowledge sharing 🎉
Thanks and welcome
So well presented and explained by Dhirendra Sir. Very sober, practical advisor. Thankyou so much for your very valuable inputs.
You are most welcome
Really impressive
Thank you
As always, we have Dhirendra sir coming up with sensible and practical tips for MF investments. Although Ms.Shruti did a good job, I missed Ms.Ruchira on the show today!
woww
every beginner should watch..
Glad you think so!!
Please bring back Ruchira Ma'am! She is such a confident interviewer for these sessions and actually seems to be representing us and our questions
Thank you Dhirnder sir for sharing the knowledge.
It's our pleasure
Great information
Glad it was helpful!
Very useful information about investment in MFs, for our younger brothers and sisters and son's, starting early is very important for investment in MFs, well said thanks🎉
Yes, you are right
Bring back Ruchira Sharma 😭😭
FA❓LT🙄 HU 🤷♂️ 🤪👎
True
You've mentioned (re retirement ) 3yrs expense fund (liquid). Are you talking about 3yrs expenses flat out or 3yrs worth of expenses as corpus for the fund?
Sir , there's a negetive co relation between equity and commodity. So is this rule applicable for commodity mutual fund too? And can we buy commodity mutual fund instead of commodity gold fund. Pls reply
Ruchira Sharma 😮
Where is Ruchira Sharma?
This channel has the best content but the presentation is like the Doordarshan of 90. Please change it.
"Promosm"