Here's a guide to the other
side of a balanced portfolio.
Not exact matches
Thanks for prompt response Vipin My goal is to distribute my Debt
portfolio from Bank FDs Debt funds are as good as FD but with TAX benefit I beleive because
of the small equity component (0 % to 30 %) in Aggresive MIPs they can offer a good return in debt
portfolio with low risk which makes it better than
Balanced Equity Funds and Debt Funds on eiher
side of investments Hence I believe along with Bank FDs, Debt Mutual Funds a person should also diverisfy and invest in Agrresive MIPs as one
of the debt instruments
I believe because
of the small equity component (0 % to 30 %) in Aggresive MIPs they can offer a good return in debt
portfolio with low risk which makes it better than
Balanced Equity Funds and Debt Funds on either
side of investments.
«Barbelling» a
portfolio worked for many years where there was a
balance between the short - end
of the curve on the left
side of the barbell and longer maturities invested on the right
side.
Ben Felix is to be commended for including a run with lower brackets (which, TLDR, also found a much lower benefit to optimizing vs. just keeping a
balanced portfolio in each account — so if your income is closer to $ 70k / yr than $ 200k / yr, then there's even less potential savings on the table so again, just
side - step the thorny issue
of asset location entirely).