{"id":2089403,"date":"2018-10-16T10:15:02","date_gmt":"2018-10-16T04:45:02","guid":{"rendered":"http:\/\/stockviz.biz\/index.php\/?p=2089403"},"modified":"2018-10-16T10:18:11","modified_gmt":"2018-10-16T04:48:11","slug":"equal-iii","status":"publish","type":"post","link":"https:\/\/stockviz.biz\/index.php\/2018\/10\/16\/equal-iii\/","title":{"rendered":"The EQUAL-III Theme"},"content":{"rendered":"

Our recent series on asset allocation walked through how different investment decisions affect portfolio returns and risk.<\/p>\n

    \n
  1. Number of assets: Three is better than two and four.<\/li>\n
  2. Rebalance threshold: Allowing a single asset to drift upto 80% reduces transaction costs and taxes.<\/li>\n
  3. Weighing scheme: Equal weight is better than portfolio optimization methods.<\/li>\n<\/ol>\n

    You can read through the posts and the various factors that went into the analysis in order:<\/p>\n

      \n
    1. Allocating a Two-Asset Portfolio<\/a><\/li>\n
    2. Allocating a Three-Asset Portfolio, Equal Weighted<\/a><\/li>\n
    3. Allocating a Three-Asset Portfolio, Optimized<\/a><\/li>\n
    4. Allocating a Four-Asset Portfolio<\/a><\/li>\n<\/ol>\n

      For investors looking to gain from such a portfolio, we have setup a ready-to-invest Theme, the EQUAL-III<\/a>, that takes care of keeping track of everything. It maintains an equal-weight portfolio of the M100 (Midcap-100 ETF,) N100 (Nasdaq-100 ETF) and the RRSLGETF (Long Term Gilt ETF.) <\/p>\n

      Questions? WhatsApp us +91-80-2665-0232<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

      Our recent series on asset allocation walked through how different investment decisions affect portfolio returns and risk. Number of assets: Three is better than two and four. Rebalance threshold: Allowing a single asset to drift upto 80% reduces transaction costs and taxes. Weighing scheme: Equal weight is better than portfolio optimization methods. You can read … <\/p>\n","protected":false},"author":2,"featured_media":2088893,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3471],"tags":[3913,3923,2541],"class_list":["post-2089403","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing-insight","tag-allocation","tag-diversification","tag-theme","entry"],"_links":{"self":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/2089403","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/comments?post=2089403"}],"version-history":[{"count":0,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/2089403\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/media\/2088893"}],"wp:attachment":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/media?parent=2089403"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/categories?post=2089403"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/tags?post=2089403"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}