Studies have enormously stressed that returns from a portfolio are guided and obtained through proper composition. Assets mainly include Equities, Debt, Real estate and Bullion.
Not only this, the assets should also determine if any geographical diversification needed.
The composition should consider the nature of various constituents and the opportunities they provide.
The design of the portfolio with various asset classes need not be static. Periodic assessments are needed and necessary rebalancing needs to be done based on Individual’s risk profiling , their life schedules and the performances of various assets in the portfolio.
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