A Quick Take on Index Rebalancing

An index is designed to measure the performance of securities. For example,…

A Quick Take on Fund of Funds (FoFs)

Fund of Funds (FoFs) is a type of mutual fund that invests…

Personal Investment: A Quick Take on Coffee Can Portfolio

Coffee can portfolio is a buy-and-forget investing approach in the company shares…

Mutual Funds: All About Portfolio Turnover Ratio

The portfolio turnover ratio (PTR) is one of the metrics highlighting the…

Multi-Asset Allocation Funds: A Tool Against Market Volatility

Multi-asset allocation funds remain a relatively safer bet to beat the volatility…

Create Inflation-Proof Investment Portfolio

From the point of view of financial planning, inflation is required to…

Measuring Performance of Investment: Sharpe Ratio

An investor needs to evaluate the return of an investment compared to…

How to Build a Strong Investment Portfolio

It remains a healthy finance practice to review investment portfolio periodically to…

Personal Finance Portfolio: Time for Year-End Assessment

It is that time of the year when it is essential to…

Building an Investment Portfolio: Index Funds Versus Stocks

While building an investment portfolio, it is essential to understand the key…