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Conservative V/s Balanced PortfolioHi mates, By this post i am trying to explain the what are the Conservative and Balanced portfolios what are the differences and how they work so let's start from the introduction i am sharing below. ⚡what is a conservative portfolio As such, a conservative investment portfolio will have a larger proportion of low-risk, fixed-income investments and a smaller smattering of high-quality stocks or funds. A conservative strategy necessitates investment in the safest short-term instruments, such as Treasury bills and certificates of deposit. usually A conservative portfolio targets an asset allocation of 70% in defensive assets, and 30% in growth assets: This portfolio is recommended for investors who are uncomfortable with investment risk, and/or require modest returns to meet their objectives. 💡how it works Conservative investing prioritizes preserving the purchasing power of one's capital with the least amount of risk. Conservative investment strategies will typically include a relatively high weighting to low-risk securities such as Treasuries and other high-quality bonds, money markets, and cash equivalents. One may adopt a conservative outlook in response to a shortening time horizon (including older age), the need for current income over growth, or a view that asset prices will decline. ⚡what is a balanced portfolio. A balanced portfolio is a crucial element for any investor looking to build a long-term investment strategy. In essence, it refers to a diversified portfolio that includes a mix of different asset classes, such as stocks, bonds, and cash, with the aim of reducing risk and maximizing returns. 💡how it works A balanced investment strategy is one that seeks a balance between capital preservation and growth. It is used by investors with moderate risk tolerance and generally consists of a fairly equal mixture of stocks and bonds. Balanced investment strategies sit at the middle of the risk-reward spectrum. ⚡difference The more conservative your investments, the steadier your returns will be, while a portfolio that's more aggressive is apt to experience more of a roller coaster effect, typified by higher highs, but potentially lower lows. ⚡Elements Typically the conservative portfolio contains defensive assets high in allocation (70-80%) like cash, bonds fixed interest and rest is in growth assets (infrastructure and listed real estate stocks) While a balanced portfolio includes different financial assets, such as stocks, bonds, mutual funds, real estate, bank fixed deposits, etc., that investors hold for a particular period. ⚡ Which one for whom Generally, more conservative investment options tend to work best for those who need shorter terms or need to reduce overall risk exposure. These include your emergency funds, savings for an upcoming vacation or other short-term While the Balanced portfolios are good for suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation. The amounts this type of mutual fund invests into each asset class usually must remain within a set minimum and maximum. ⚡So the essence of this publication is that before making any kind of investment, you should identify your needs and ability to take risk so that you can enjoy the investment made by you and can consume it at the right time, Wishing you a happy investment journey. Best Regards- Amit
NSE:NIFTYEducation
by AMIT-RAJAN
6
Is Mirza international at sweet spot for buying purposes?The Redtape shoe-making company has given solid returns over the past year, increasing the investor's wealth by 5x but is it the right time and place to buy the stocks? The chart clearly shows a good rally but it is falling down and if you take the help of Fibonacci retracement then you can clearly see it had taken support at .6 levels. The best place to buy the stock would be around the 30 to 32 price level because there is strong support at 30. Apart from this, if you look at the book value of the stock that is 32. So, it double confirms the level for buying the stock at 32 price level.
BSE:MIRZAINT
by kaushal980950
nifty near all time high but ...nifty cmp 18226 yesterday made 18864.70 previous all time high 18887.60 what next ? technical setup : rising wedge pattern stochastic rsi at 100 weekly highly overbought index perfect rising wedge pattern in weekly setup with price near trend line resistance . weekly stochastic rsi at 100 is indicating highly overbought indication too its good setup to sell with minimum stop loss above trend line close targets given are bold but as per pattern trade with minimal stop loss & to contra trade against over bullish sentiments , this technical can deliver happy trading trade set up : weekly sell in zone 18880 to 18920 keeping 19050 as closing basis stop loss positional sell in zone 1880 to 18950 keeping 19235 as closing basis stop loss targets : 18535 / 18305 / 18045 / 17863 / 17553
NSE:NIFTYShort
by HARMONICSANAND
10
XAU, VIX, and the Great Reset Dear new and experienced investors, I'd like to draw your attention to a troubling trend in the financial markets. It appears that the current focus is on making retail traders emotional and undisciplined, which are leading to significant trader losses. The media is busy distracting us with divisive political agendas while the unelected global powers continue to destroy the world economy. Banks are failing, and the US financial monetary system is in bad shape. However, instead of addressing these issues, we are arguing about radical left gender ideologies, misleading climate change 'data', and unreleased FBI documents that we may never even see. In such uncertain times, it's crucial to focus on investments that provide stability and value. That's why I believe that Gold is poised for a massive breakout soon. Gold has historically been a safe haven asset during times of economic turmoil, and I believe it will continue to be so. When everything else fails, what will be left? True tangible assets. J.P. Morgan stated in his testimony before Congress in 1912, “Gold is money. Everything else is credit.” The idea that markets are designed to make retail traders lose is not a foreign concept. Smart money tricks retail traders into making emotional decisions that create liquidity at the expense of said retail trader. This leads to a strategic and consistently profitable transfer of wealth from retail traders to smart money. Smart money creates liquidity not only to convince you to enter a bad trade - but also by manipulating Price Action to persuade novice traders into staying in bad trades. This may seem counterintuitive, but it's a tactic that has been used by Wall Street for a long time. By playing with retail traders' hope and fear, smart money can keep them in bad trades, creating more liquidity for the inevitable reversal. Low volatility is another way in which smart money creates liquidity. Low volatility means that there is less money flowing through the market, which leads retail to continue taking mediocre trades. This is because retail traders tend to buy high and sell low, and when there is less liquidity, the bid-ask spread widens, making it even more difficult for them to execute trades at a reasonable price. As retail traders, it's essential to be aware of these smart money tactics and avoid falling into their traps. Managing your risks and knowing when not to trade is crucial to your success in the market. It's also important to stay disciplined and focus on self-awareness. The best traders know and understand themselves intimately. Always seek a deeper understanding of the unknown. Stay informed and formulate your own conclusions rather than citing something you saw on the news. Use your greatest asset - Your Brain. The financial markets are facing significant challenges, and it's essential to be cautious and focus on investments that provide stability and value - rather than the 'safe' longer term assets your banker uncle makes a 2% commission on. So in other words; focus on the real Gold. XAU/USD... Do your own research. This is an opinion piece - not financial advice. You are responsible for your finances. Yours Truly, Luke Sullivan Sources: "Why Markets Are Designed to Make Retail Investors Emotional" by Nir Kaissar, Bloomberg Opinion "How Wall Street Fools You Into Staying In Bad Trades" by Matt Levine, Bloomberg Opinion "Low Volatility Markets May Be A Trap For Investors" by Validea, Forbes "The Psychology of Trading: How to Remain Disciplined" by Trading Education "The Importance of Self-Awareness in Trading" by Rande Howell, TraderPlanet.
FOREXCOM:XAUUSDLong
by sully357
1
"BEL" anticipated range breakoutNSE:BEL is expected to break the range as it is heading towards 50 Day MA upwards. Target 1 = INR 97.50 Target 2 = INR 101.55 Stop Loss = INR 93.65 The analysis is based on the Fibonacci numbers, MACD and other technical indicators involved. Disclaimer : The following information is for educational and informational purposes only and should not be construed as financial advice or a recommendation to buy, sell or hold any stock or investment. Technical analysis is a method of evaluating securities by analyzing statistics generated by market activity, such as past prices and volume . However, the future performance of a stock or investment cannot be guaranteed based on technical analysis alone, and other factors, such as economic conditions and company fundamentals, should be considered when making investment decisions. Before making any investment decisions, please consult with a licensed financial advisor and conduct your own research to determine if an investment is suitable for your individual circumstances and risk tolerance. Past performance is not indicative of future results, and investing involves risk, including the possible loss of principal.{/i]
NSE:BELLong
by finogent