Sunday, August 19, 2018

A greater emphasis is on safety of capital and income, over growth.

Save specifically for certain goals. And keep a high equity exposure if the time period is long.

Within the equity allocation, diversify across fund houses and across categories.

Diversification must be smart. Don't go overboard with too many funds.

There is more that goes into fund selection than just topping the performance chart.

It is a personal decision depending on your cash flow.

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 related to savings, investment 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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