Core-Satellite Portfolio Construction: Combining Passive and Active Strategies
Core-Satellite Portfolio Construction: Combining Passive and Active Strategies Quick answer: A core-satellite portfolio keeps most of your money in low-cost, passive investments such as Nifty 50 index funds, and uses a smaller slice for active bets such as mid-cap funds, sector funds, international funds, or direct stocks. In India, the core usually holds 60 to […]
Strategic vs Tactical Asset Allocation: Managing Portfolios Across Market Regimes
Strategic vs Tactical Asset Allocation: Managing Portfolios Across Market Regimes Most Indian investors spend weeks choosing a mutual fund and about five minutes deciding how much money should go into equity, debt and gold. That order is backwards. Studies going back to the 1980s, and the Brinson, Hood and Beebower paper is the one people […]