Portfolio Research

Portfolio Research

It is easy for everyone to say that they want the highest possible return, but simply choosing the asset with the highest "Potential" isn't the answer. The crashes of 1929, 1981, 1987 and the most recent declines of 2000-02, 2008 are examples of times when investing in only stocks with the highest potential return was not the most prudent plan of action. Hence at WaytoGoals, we go for periodic review under our portfolio review module wherein we suggest the asset allocation to be maintained for your portfolio as well as scheme to scheme recommendation.

Asset Allocation

Asset allocation is the single most important determinant of a person's wealth in the long run. An appropriate asset allocation hence is very critical to be decided and followed. Consider the following facts:

Determinants of Portfolio Performance in long run*

2% - Market Timing

6% - Security Selection

Fixed Income Products

92% - Asset Allocation

* Research Paper "Determinants of Portfolio Performance" in Financial Analyst Journal, 1986 by Brinson, Hood, and Beebower

What our Investment Portfolio Review Includes?

Net Asset Report.

Current Asset Allocation, Equity & Debt. What is decided and what is actualy.

Equity & Debt Micro Review with AMC Exposure & Type of Equity Scheme

Performance & Observation on existing investment Portfolio

Recommendations & Actions to be taken

Have Queries, Doubts or Suggestions?

Please contact us now. We will happy to hear from you.

Go to contact