Page 2 - Equity Portfolio

Move money that you might require over next three years out of equities

But avoid becoming excessively conservative as only equities have the ability to produce inflation-beating returns over long term

Rebalancing equity portfolio more frequently reduces risk, but raises costs

Adopt an approach that you understand and can adhere to in the long run

Majority of PMS schemes underperform Nifty in October, shows data

The schemes returned 0.2 per cent on average - worse than the 0.3 per cent generated by the benchmark

Avoid severe portfolio moves as markets scale new highs, suggest experts

Going 100% into equity SIPs, or getting wholly into debt, will hurt in the long run, say experts

Need to reduce your portfolio risk by rebalancing, say analysts

Avoid extreme steps like investing more in equities amid the bull run, or exiting completely for fear of a correction

Fortify your equity portfolio by diversifying into value-oriented funds

Both value and dividend yield funds benefit from market downturns by investing more aggressively on such occasions

Rerating of Indian equity?

However, this will be tested with the economy clearly in slowdown mode