I recently chatted with a retired couple who were looking for a second opinion about their portfolio's asset allocation. The key question: Is 65% in stocks too high for someone in their situation?

The headline safe withdrawal rate from Morningstar’s 2024 retirement income research was dispiriting: We pegged 3.7% as a ...

Hitting the right asset allocation (stocks versus bonds) can be a tough balance to achieve if you don't fully understand your ...

Asset allocation is essential for successful investing in mutual funds, involving the distribution of investments across ...

Big business has an inside track in the second Trump presidency, and people with a stake in those businesses have reason to ...

YieldMax Ultra Option Income Strategy ETF has significantly improved, with a distribution rate of nearly 86%. Check out why ...

In today’s investment landscape, the debate between active and passive management often misses a critical point: they aren’t ...

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not ...

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all ...

1. Current NAV: The Current Net Asset Value of the HSBC Aggressive Hybrid Fund as of Jan 13, 2025 is Rs 18.11 for IDCW Yearly option of its Regular plan. 2. Returns: Its trailing returns over ...

In the 33rd part of this series, Riju Mehta explains the working of dynamic asset allocation funds. Getty Images Balanced advantage funds are a type of hybrid funds that invest in a mix of equity, ...

Learn about our editorial policies Asset allocation is a very important part of creating and balancing your investment portfolio. After all, it is one of the main factors that leads to your ...