rebalancing
TRANSCRIPT
BISWAJIT DAS Relationship Beyond Advising
Diploma in Wealth Management – IIFP Delhi, Goal Planning Specialist – EDGE Learning AcademyCall – 9339288488, Mail – [email protected]
https://www.linkedin.com/pub/biswajit-das/1a/504/148 https://twitter.com/dbiswajitifcs https://www.facebook.com/dbiswajit.ifcs
Rebalancing
It’s the ultimate art and science of wealth creation. Rebalancing is the periodic adjustment of your portfolio to protect your current gain with effective risk management to achieve your financial goal.
Sensex Normal Equity SIP Value
Rebalancing SIP Value
555000
1982834
6145758Monthly SIP Rs. 5000 in Liquid Fund from Jan 2000 to Mar 2009 & full redeem on 09/03/09, when Sensex CRASH to 8160. Based on economic condition invested amount switch from liquid to equity and equity to liquid.
Sensex Without Rebalancing Rebalancing
151818424294
4717711
4.75% 17.42% 53.45%
Lump sum Equity Investment Rs. 100000 in Liquid Fund from Jan 2000 & full redeem on 09/03/09, when Sensex CRASH to 8160. Based on economic condition invested amount switch from liquid to equity and equity to liquid.
An initiative to promote Financial Awareness by BISWAJIT DAS
Diploma in Wealth Management – IIFP Delhi, Goal Planning Specialist – EDGE Learning AcademyRelationship Beyond Advising
Call – 9339288488, Mail – [email protected]://www.linkedin.com/pub/biswajit-das/1a/504/148 https://twitter.com/dbiswajitifcs https://www.facebook.com/dbiswajit.ifcs