EPISODE · Oct 1, 2023 · 28 MIN
ALL ABOUT REBALANCING AND DE-RISKING! - E 19
from Let's Get RICH With PATTU! · host OfSpin Media Friends
ON THIS EPISODE WE COVER:- If my Equity has spiked, can I focus on investing in fixed income for a few months to Rebalance?- The Fear of tax during Rebalancing- Why is the threshold for Rebalancing at 5%?- How does one decide WHAT to sell in your Equity portfolio while Rebalancing?- What exactly is DeRisking. - The Three types of DeRisking Tapers- How to keep rebalancing in particular DeRisking 'steps'- Thumbrules for Savings Bank Accounts- If Fixed income corpus is 'good', why not keep investing in Equity without any target allocation?- Why it is so important to 'hug that line'- A recap of the last 2 episodesSee omnystudio.com/listener for privacy information.
NOW PLAYING
ALL ABOUT REBALANCING AND DE-RISKING! - E 19
No transcript for this episode yet
Similar Episodes
Jun 15, 2022 ·8m
May 25, 2022 ·20m
May 19, 2022 ·16m
May 15, 2022 ·34m
May 12, 2022 ·1m