How to do Asset Allocation the Right Way | Best Mutual Fund Asset Allocation Strategies | ETMONEY

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  • čas přidán 7. 09. 2024

Komentáře • 459

  • @koushikdas9936
    @koushikdas9936 Před 3 lety +169

    The amount of work put into making the videos is remarkable.

    • @ramyasri6093
      @ramyasri6093 Před 3 lety +5

      True

    • @dr.rajeevsharda1022
      @dr.rajeevsharda1022 Před 3 lety +4

      Good presantation

    • @ETMONEY
      @ETMONEY  Před 3 lety +5

      Thank you Koushik Das

    • @raghavendramishra9473
      @raghavendramishra9473 Před 3 lety

      @@ramyasri6093 प्प्प्प्प्प्प्प्प्प्प्प्प्प्प्प्प

    • @sonumeena6878
      @sonumeena6878 Před 2 lety

      कुछ समय से sip की तारीख की nav क्यो नही मिल रही हैं कुछ जानकारी हो तो बताओ।

  • @HareeshSurya
    @HareeshSurya Před 3 lety +57

    Yes ETMoney is the best asset I've allocated

  • @iamkabilash
    @iamkabilash Před 3 lety +11

    I really got the trustworthiness over ETmoney through your videos. Instead of just advertising about your platform, you guys have taken a leap ahead to provide financial education. Great work 👏

    • @ETMONEY
      @ETMONEY  Před 3 lety +1

      Thank you Kabilash Satheesh

  • @ashishpandey9823
    @ashishpandey9823 Před 3 lety +13

    Asset allocation has never been explained to this level tailor made to everyone. Wow 😳

  • @sharanyabadhrinathan9580
    @sharanyabadhrinathan9580 Před 3 lety +36

    Exactly what I was searching for since yesterday and you post this today! Couldn't have asked for a better explanation. Thank you.

  • @loud9090
    @loud9090 Před rokem +93

    I have been following your videos for Months now and i have been wanting to make outstanding progress with my investment. Truly, The SP500 is a self-correcting portfolio, Following this principles, i want suggestions as to a way to protect my portfolio of $580k.

    • @user-3456rtu
      @user-3456rtu Před rokem +2

      Well the bigger the risk, the bigger the reward and such impeccable decisions are better guided by professionals

    • @Marthas-r4c
      @Marthas-r4c Před rokem +1

      Yes true, I have been in touch with a financial advisor. With an initial starting reserve of $80k, my advisor chooses the entry and exit commands for my portfolio, which has grown to approximately $550k.

    • @322dawgg
      @322dawgg Před rokem +2

      @@Marthas-r4c I’ve been looking to switch to an advisor for a while now. Any help pointing me to who your advisor is?

    • @Marthas-r4c
      @Marthas-r4c Před rokem +5

      There are a lot of independent advisors you might look into. But i work with Nicole Desiree Simon and I have been working together for nearly four years, and she is excellent. You could proceed with her if she satisfies your discretion. I endorse her

    • @322dawgg
      @322dawgg Před rokem

      Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.

  • @shankar4005
    @shankar4005 Před 3 lety +13

    I can't thank enough for these videos from Mr. Shankarnath and ET Money. Crisp and concise

  • @sonumeena6878
    @sonumeena6878 Před 3 lety +5

    आपका हर विडियो बहतरीन होता हैं निवेशकों को कुछ ना कुछ नया सीखने को मिलता हैं

  • @fegadeharish
    @fegadeharish Před 3 lety +2

    surprisingly yesterday I got a call from my fund advisor about asset allocation and you posted this video. Now I really need to think about it. Many thanks.

    • @ETMONEY
      @ETMONEY  Před 3 lety

      Do share the ETMONEY videos link to your advisor. We are certain he too will appreciate the content

  • @kalpeshpathare4598
    @kalpeshpathare4598 Před 3 lety +16

    This is nice one. Haven't found any video giving such a detailed information. Complex concepts are explained in a very simplified way. Thanks ET money.

    • @ETMONEY
      @ETMONEY  Před 3 lety +1

      Thank you very much

  • @SG-js3xt
    @SG-js3xt Před 3 lety +16

    These tables are gold 05:00, 09:18, 12:43,

  • @cryptocapitalventure2483
    @cryptocapitalventure2483 Před 3 lety +1

    You are right, investing is the quickest way to financial freedom...

  • @zombietwenty
    @zombietwenty Před 3 lety +2

    Thank you for the insightful video. I have few queries.
    1. How do we realise gains every year with different asset allocations.
    2. We all have multiple financial goals. Is asset allocation in different assets recommended to be done for all goals?
    Will love to see 1 video with end to end process of goal setting, asset allocation, realising gains and exiting investments to generate the cash for goal.

  • @stpsupernova
    @stpsupernova Před 3 lety +2

    If you start making notes as you see video, you can be sure it really has value. This is by far best video I have seen on asset allocation. @Shankar, the way you explain it cherry on top as its so easy to grasp the concepts and new perspectives you put forward. Thank you

    • @ETMONEY
      @ETMONEY  Před 3 lety +1

      Great to hear that. Thanks for the kind appreciation Sudarshan Patil

  • @Rishi-gl3kf
    @Rishi-gl3kf Před 3 lety +2

    I have never seen such an adequate data-backed and well-informing video for asset allocation in the Indian personal finance youtube space, good job guys keep it up !!

    • @ETMONEY
      @ETMONEY  Před 3 lety +1

      Thanks for the vote of confidence

  • @bvisvana
    @bvisvana Před 3 lety +2

    Well !! Each video is gold that I wouldn't mind putting this comment on all the videos. For me who never invested seriously, you have touched the right cords.

  • @abhishekarora1
    @abhishekarora1 Před 3 lety +6

    Thanks Shankar! for yet another amazing video. Being into data analytics field. I know how much effort you and your teams put to create data backed insights for us. Keep it up! Really wish to talk to you someday. Maybe plan live Q&A on CZcams someday...

    • @ETMONEY
      @ETMONEY  Před 3 lety +1

      Thank you very much

  • @Rayudu62640
    @Rayudu62640 Před 3 lety +1

    This one videos is equal to 100 pages book... really great effort Sir. ...

  • @teammoneymatters
    @teammoneymatters Před 3 lety +3

    Thank you so much for this beautifully simple primer. Eagerly await the video on Portfolio Rebalancing

  • @tamalinaskar
    @tamalinaskar Před rokem +1

    Better than many paid courses I had previously done ❤️

  • @gauravbansal148
    @gauravbansal148 Před 3 lety +5

    This channel is a gem! Such meaningful advice presented in a concise mannner.

  • @naveenkm84
    @naveenkm84 Před 3 lety +6

    Insightful content.. Pls post a video to understand ones risk profile.

  • @RamnathSundar
    @RamnathSundar Před 3 lety +8

    Crystal clear presentation. Kudos to the research behind the whole production. ❤️

  • @ThePunkster101
    @ThePunkster101 Před 3 lety +2

    Thank you Shankar for such a clear explanation on such complex subjects. Cannot thank you enough.

  • @run.rahul.runitall
    @run.rahul.runitall Před 3 lety +2

    Sir, I would like to rate this video as one of the best ever finance videos I have ever seen. Kudos to you.

    • @ETMONEY
      @ETMONEY  Před 3 lety

      Thank you very much Rahul Banerjee

  • @drmanasghosh2150
    @drmanasghosh2150 Před 3 lety +3

    Wonderful discussion. Learned so much. Thanks ET money for this exhaustive information. 🙏🙏

  • @anilsakala3360
    @anilsakala3360 Před 3 lety +2

    best video ever on asset allocation

  • @sachin_2601
    @sachin_2601 Před 3 lety +2

    Simply wow. The amount of information and clarity is awesome. Thank you for the great job.

  • @Singh_Sandeep_Bais
    @Singh_Sandeep_Bais Před 2 lety +2

    You are fabulous sir, very useful and knowledge full...
    Keep on guiding us

    • @ETMONEY
      @ETMONEY  Před 2 lety

      Thank you for the kind words and for your appreciation

  • @yogeshpatil4029
    @yogeshpatil4029 Před 3 lety +3

    Clear and crisp. thanks for the efforts you put into gathering the data. I was searching for this content for months.

    • @ETMONEY
      @ETMONEY  Před 3 lety +1

      Glad it was helpful.

  • @shashirekhakamle4655
    @shashirekhakamle4655 Před 2 lety +1

    I like ur videos as they have visual charts n table. This way we can easily understand. Thanks. Grt job

    • @ETMONEY
      @ETMONEY  Před 2 lety

      Most welcome. Glad you found them useful

  • @nomind369
    @nomind369 Před 3 lety +2

    Vow! What a high quality research. Very professional and fact based. These videos deserves a lot

  • @rajendrakumarnj4105
    @rajendrakumarnj4105 Před 3 lety +2

    Very good explanation and thanks for the amount of work being put into.

    • @ETMONEY
      @ETMONEY  Před 3 lety

      Our pleasure! Glad you liked it

  • @adityadora1
    @adityadora1 Před 3 lety +8

    Do you suggest asset allocation for early investors investing through SIP(like myself) or should we do it after generating wealth from the equity market and then using asset allocation for wealth preservation? I would love to know your thoughts on this. Great video btw. I requested this a couple of weeks back only. Thank you so much🙏

    • @adityadora1
      @adityadora1 Před 3 lety

      @@ETMONEY thank you so much😇

    • @vinit33pratap
      @vinit33pratap Před 2 lety

      @@adityadora1 looks like his reply was deleted, even we want to know.

  • @rvarma83
    @rvarma83 Před 3 lety +2

    Masterclass in Asset Allocation! Thank you for doing this!

    • @ETMONEY
      @ETMONEY  Před 3 lety +1

      Our pleasure! Thanks for the appreciation

  • @karunakarreddyism
    @karunakarreddyism Před 3 lety +1

    Excellent analysis behind every video. Thanks for making this available

  • @ajumarshal007
    @ajumarshal007 Před 3 lety +2

    This video cannot be made better... Thank you!

  • @sandy22december
    @sandy22december Před 2 lety +3

    This is remarkable knowledge and the effort they are putting in should hopefully lead them cross many million subs!!

  • @harish100
    @harish100 Před 3 lety +4

    Wonderful explanation with data points. I appreciate the hard work that has gone to explain asset allocation using actual data

    • @ETMONEY
      @ETMONEY  Před 3 lety

      Most welcome and thanks for the appreciation

  • @payaljoshi4001
    @payaljoshi4001 Před 2 lety +1

    This is what is I am finding since couple of years. Very informative video specially the data you have shared. So kind of you Sir. Keep posting knowledge. Regards

    • @ETMONEY
      @ETMONEY  Před 2 lety

      Glad it was helpful! Thanks

  • @sanukurien2752
    @sanukurien2752 Před 3 lety +1

    I have said this before and I'll say it again. These videos must be a benchmark for quality across indian youtubers.

  • @mohithk19
    @mohithk19 Před 3 lety +3

    Really helpful that you included the key points of discussion in the description section of the video! 🙏

  • @ashishkorde
    @ashishkorde Před 3 lety +4

    One of the best prepared video. Kudos to analysts as well

    • @csamitkumar4135
      @csamitkumar4135 Před 3 lety

      Excellent vedio sir, you always do indepth Research and anylysis. One of the best presenter on CZcams....

    • @ETMONEY
      @ETMONEY  Před 3 lety

      Thank you

  • @HarshvardhanKanthode
    @HarshvardhanKanthode Před 3 lety +2

    Definitely earned my trust, kudos ETM!

  • @jagadishbewoor3247
    @jagadishbewoor3247 Před 3 lety

    Very highly worth information,For senior citizens for SWP ,Where to.invest in inmutual funds expecting 7 percent after 1year for long time

  • @rajababu9480
    @rajababu9480 Před 3 lety +1

    One word !! Brilliant. When will we expect a video on Rebalancing on Assest Allocation?

  • @pawansingh2488
    @pawansingh2488 Před 3 lety +2

    Asset allocation makes life simpler thanks got sharing more insights about it 🤗🤗

  • @tarunjoshi2428
    @tarunjoshi2428 Před 3 lety

    This is so much better than the age method asset allocation strategy.
    Thank you sir for giving a practical way to allocate our assets. So that we can minimise the risk while maintaining the return or creating higher return when the market are down in one sector.

  • @prateexit
    @prateexit Před 3 lety +2

    Very informative and well researched.
    Thank you Team ET Money

  • @shinuignatious308
    @shinuignatious308 Před 3 lety +8

    Absolutely liked the content and presentation. Unlike other channels u present in most simple explanations n that too in English

  • @mukulkukreti
    @mukulkukreti Před 3 lety +2

    Excellent channel. This channel should have atleast a milliom subscribers.

    • @ETMONEY
      @ETMONEY  Před 3 lety

      Apna bhi time aayega :) .. Thanks!

  • @rohitvashisht3771
    @rohitvashisht3771 Před 3 lety +2

    Very informative Video, but I have not find any ready made some of solution on ET money
    Request you to Please provide ET Smart solutions having growth oriented solutions and aggressive solutions having Equity, bonds, gold, other assets class
    That would be a great help for Investor.

  • @swamivivekananda-cyclonicm8781

    Lot of research represented in comprehensive way, Thnk you 🙏

  • @bharatdedhia5555
    @bharatdedhia5555 Před 3 lety +1

    Very good learning & Presentation on Asset allocations

  • @Gaura-NitaiDas
    @Gaura-NitaiDas Před 2 lety +1

    Best ever video i come across CZcams.

    • @ETMONEY
      @ETMONEY  Před 2 lety

      Thank you. Glad you liked our content

  • @intellogo
    @intellogo Před 3 lety +2

    This video was very insightful!
    Thank you for making this and explaining the core concept of asset allocation and why it's the most important thing when investing! Great video!

  • @dr.anilravi747
    @dr.anilravi747 Před 2 lety

    Inspite of good explanation, I make a note here that, sodium is not volatile chemical. It's a metal

  • @girishkharat717
    @girishkharat717 Před 3 lety +1

    Very useful information especially for beginners, thanks for this video Shankar sir!

    • @ETMONEY
      @ETMONEY  Před 3 lety

      Thanks and welcome. Yes, we too learned a lot from this video.

  • @vishwanathareddyk7869

    Thank you very much sir, it is a great financial education for beginners in MF world, I am getting more clarity on technicalities which aid in framing investment strategy

  • @subhasisbandyopadhyay1789

    Excellent data, no selling,great work

  • @adityabansal3209
    @adityabansal3209 Před 3 lety +2

    really Kudos to the channel and presenter for such as amazing and insightful video... lots of respect !!

  • @vinaysanath5419
    @vinaysanath5419 Před 3 lety +2

    Wonderful work . This sort of analytical approach is the way to go rather than expressing opinions like others.Your work makes understanding personal finance easy and interesting . Please keep generating such great work shankar Nath sir👍

    • @ETMONEY
      @ETMONEY  Před 3 lety

      Will do. Thank you Vinay Sanath

  • @nallasiddureddyalumni8162

    Shankar Nath's explanation decent, simple also easy to grasp Explanation.

  • @divyabajpai9821
    @divyabajpai9821 Před 2 lety +1

    Excellent work... Admirable.. Great learning!!

  • @sabyasachidash683
    @sabyasachidash683 Před 3 lety +2

    Excellent video. 👏👏

  • @shashirekhakamle4655
    @shashirekhakamle4655 Před 2 lety +1

    Exactly what I was looking for. Thanks

    • @ETMONEY
      @ETMONEY  Před 2 lety

      Glad you found it useful

  • @yogeshdixit3973
    @yogeshdixit3973 Před 2 lety +1

    As always outstanding.. Recently started watching your videos & its worth every bit. Thanks a Ton

    • @ETMONEY
      @ETMONEY  Před 2 lety +1

      Glad you like it! Most welcome

  • @gunasekaranrengaswamy6595

    Education on asset allocation at its best. Thank you very much Shankar Nath. Learnt a lot

    • @ETMONEY
      @ETMONEY  Před 3 lety +1

      You are most welcome

  • @manmohanrao3026
    @manmohanrao3026 Před 24 dny

    Lots of doubts cleared
    Thanks 🙏

  • @shivamkabra6104
    @shivamkabra6104 Před 3 lety +2

    Time and time you guys outdo yourselves! Another informative video.... Kudos to you guys 👏👏👏

    • @ETMONEY
      @ETMONEY  Před 3 lety +1

      Much appreciated! Thx

  • @anujoybardhan
    @anujoybardhan Před 3 lety +6

    Great explanation as always,@shankar: I always love the way analysis and strategies and all the data presentation of your videos, I must congratulate your team for doing such good work and always coming up with such excellent data and analytics...😍

    • @ETMONEY
      @ETMONEY  Před 3 lety +1

      Thank you Anujoy Bardhan

  • @vinaykumaradepu3732
    @vinaykumaradepu3732 Před 3 lety +1

    Great with realistic approaches. Very much useful video

  • @shakthis_view
    @shakthis_view Před 3 lety +2

    Shankar sir ji, your videos are always awesome and informative with good insights on the topic being discussed. Lots of thanks

    • @ETMONEY
      @ETMONEY  Před 3 lety +1

      Thank you very much for the kind appreciation

  • @tusharkaore
    @tusharkaore Před 2 lety +1

    Best video on Asset Allocation 🙏

  • @vivekjimkoshy
    @vivekjimkoshy Před 2 lety +1

    Too good sir... Don't have enough words to praise the quality of your content and presentation... hats off

    • @ETMONEY
      @ETMONEY  Před 2 lety

      Thanks a ton. Glad you are liking our content

  • @arjunraj3974
    @arjunraj3974 Před 3 lety +2

    Very valuable content, this persuaded me to change my current asset allocation.. Data u shown here is incredibly great... Appreciate u & ur team behind this research.. Hat's off.. Here I'm becoming ur subscriber🥰

  • @commsncommunities
    @commsncommunities Před 2 lety

    Thats the best video on the subject so far, such a complex thing explained so very well. Thank you for sharing your knowledge.

  • @kanaujia018
    @kanaujia018 Před 3 lety +1

    Great explanation with graphical representation as well as facts...
    Please keep doing the good work for new investors like me thank you @etmoney

  • @SaitejaDuggaraju
    @SaitejaDuggaraju Před 2 lety +1

    Unbelievable quality of content

  • @abhijitdebnath9811
    @abhijitdebnath9811 Před 3 lety

    First of all, thanks for making a video asset allocation that I've requested quite earlier and the research you and your team have done is excellent. Once an expert told asset allocation may or may not increase return but surely reduce the volatility of the portfolio and I assume your research concludes the same. However, I think an investor should consider his house or any type of real estate asset as a part of the portfolio. In fact, it plays a significant role in overall return. I request you to make a separate video on tactical asset allocation and suggest me some books, blogs, or any article to understand asset allocation especially tactical asset allocation more deeply. I usually take screenshots of your researches and note accordingly. It would be great if you put all data in one place in pdf form and provide a link to download it. Thanks again and best wishes to both you and your team.

  • @adityatripathy8868
    @adityatripathy8868 Před 3 lety +2

    Great clarity. Thanks

  • @DEEPAKKUMAR-dv3zr
    @DEEPAKKUMAR-dv3zr Před 3 lety +3

    Wonderful...Thanks for detailed analysis!

  • @sureshkumarsat
    @sureshkumarsat Před 2 lety +1

    Hi Mr.. Shankar nath,I happened to see your one session in you tube yesterday, from then on i could not stop going thru all your sessions....
    The way you put across the concept and details are excellent and easy to understand. In no time i become a fan of you.
    I have one query..
    In the overall financial planning, where the real estate component fits in.
    Traditionally majority of the Indian residents, invests in real estate by default. Though i understand real estate may not be considered as investment due to liquidity etc..
    Is there any rule like X % shall be invested in real estate (because people with more than one house consider it as investment, be it land or flat or estates).
    Appreciate if you can help to understand it.

    • @ETMONEY
      @ETMONEY  Před 2 lety +1

      Thank you very much for your kind appreciation

    • @sureshkumarsat
      @sureshkumarsat Před 2 lety

      @@ETMONEY Thanks for the clarification

  • @ghostghost4027
    @ghostghost4027 Před 3 lety +2

    One of Best one by Shankar, waiting eagerly for next one

  • @abhijitc6954
    @abhijitc6954 Před 2 lety +1

    Needless to say that your channel is the most watched & very informative.
    Thanks again for coming up with a great video Shankar. Keep up the good work.
    Btw, 06:20 (Time Stamp) was the best part of this video :)

  • @attyuttamsaha8
    @attyuttamsaha8 Před 2 lety +2

    In mere 18 minutes, the amount of information that has been put up and the awesome explanation that has been done is remarkable !

    • @ETMONEY
      @ETMONEY  Před 2 lety +1

      Thank you. Glad it was helpful!

  • @kishorsisodiya315
    @kishorsisodiya315 Před 2 lety +2

    Excellent presentation

  • @ashutoshmadhwani2335
    @ashutoshmadhwani2335 Před 3 lety +2

    sincere gratitudes to et money team 🙏

  • @alixilviashah7166
    @alixilviashah7166 Před 3 lety +1

    Thank you so much Shankar Sir. ET money and you are doing an excellent job

    • @ETMONEY
      @ETMONEY  Před 3 lety

      Thank you for your appreciation, Ali Xilvia Shah. Glad you liked the content

    • @prernasharma7107
      @prernasharma7107 Před 3 lety

      czcams.com/video/WEp1gPfFYPc/video.html

  • @rakeshroushan4720
    @rakeshroushan4720 Před 2 lety

    Thanks for this video sir. Please make a video on percentage sector allocation in equity for 22🙏

  • @avicool08
    @avicool08 Před 3 lety +2

    Very matured presentation on Asset allocation.

  • @saivenkatesh7309
    @saivenkatesh7309 Před 3 lety +2

    Sir, I calculated with equal proprtions 25% each and yearly rebalancing and its return is 12.99% that is more than aggressive investor and with volatility similar to balanced investor.
    Whats your comment on this.
    Is this better asset allocation?
    Waiting for your answer.
    Thanks

  • @parthupadhyay5851
    @parthupadhyay5851 Před 3 lety +2

    As usual, awesome content. Thank you for bringing such quality videos. 👍

  • @sushantpradhan8216
    @sushantpradhan8216 Před 2 lety +3

    Sir your view on Tata Balanced advantage fund

  • @mriduljain5066
    @mriduljain5066 Před 3 lety +2

    Thank you so much sir!!
    You are amazing.
    Could you please guide us all about Smart deposit.

  • @bobyluvs
    @bobyluvs Před 3 lety +1

    Very well explained on the strategies...excellent comparisons based on Ages...Thanks ETMoney

    • @ETMONEY
      @ETMONEY  Před 3 lety

      Most welcome. Thanks for your appreciation.

  • @nishinsaxena3719
    @nishinsaxena3719 Před 2 lety +1

    Excellent Video with very nice and simple Explanation. Thanks to whole Et money team for putting such a nice efforts in creating this video.

    • @ETMONEY
      @ETMONEY  Před 2 lety

      You are most welcome. Thanks for your kind appreciation

  • @drvijaymanekar3504
    @drvijaymanekar3504 Před 3 lety +1

    Very useful and specific information. Thank you very much making such great video

  • @rajeevroy4383
    @rajeevroy4383 Před 3 lety

    Very well said Shankar. This is where a financial advisor comes in picture.

  • @santoshkumargupta272
    @santoshkumargupta272 Před 3 lety +2

    Marvelous information, thanks a lot.