Stick to the basics, and you are very likely to have an outperforming portfolio in your hands!✔ï¸Goal-based portfolio • Serves as a rationale for your portfolio• Likely to do better; from your perspective✔ï¸Rebalance at regular intervals• It has cost in terms of transaction charges & taxes• Justified only if it is likely to be value accretive✔ï¸Balanced liquidity• Should be designed to meet emergencies• Liquidity around milestones reduces your risk✔ï¸Passive rule-based approach• Best way to outperform over the longer run• Involves minimum subjectivity & human discretion✔ï¸Plan in post-tax terms• Avoids nasty surprises with respect to goals• Helps you outperform the market ⬇ï¸Download the app now! - MO Investor App👉 Research 360 App🔗 For disclaimer, visit our Share this with your investing or trading buddy.🔖 Save this post for future reference.â˜‘ï¸ Follow @motilaloswalgroup for more knowledge-based content. #linkinbio #MotilalOswal #KnowledgeFirst #portfolio #Investing #StockMarket #Investing101 #stockmarketinvesting #experttips #chooserightstocks #investmentadvice #stockratings #stockanalysis #technicalresearch #marketanalysis #expertadvice #investingtips
Posted on : 28 Feb 2023 11:00 AM
