Wednesday, February 19, 2020

Diversification has many layers. Going global is one of them.

The decision to invest in mid cap, multi-cap or small cap funds should ideally be based on your investment goals and risk appetite.

Should I stay invested or take the hit is something you should think of when you invest.

Timing the entry and exit is crucial when it comes to a sector or thematic fund.

Should you exit your fund because of poor performance and bad paper?

The entire retirement corpus should not lie in bank fixed deposits. It must be strategically allocated to grow.

A reader has a 3-year time frame and is pondering on which is a better option.

A lot of readers are perturbed when a particular strategy does not play out in certain market conditions.

The financial-services industry spends a lot of time discussing financial products, but this is just a small part of the picture for investors. We want to look beyond the markets and focus on the tremendous potential for people to become investors and for current investors to meet and exceed their goals.

Morningstar has always served as an independent voice for investors and the individual investor has always been our true north.

The team at Morningstar will now endeavor to answer queries ONLY related to mutual funds and portfolio planning from our readers.

As Steve Wendel, Morningstar’s head of behavioural science, says, “Morningstar is a champion of investors”.

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