Equity, Bond, Gold, Cash : How much to Allocate for Long Term Wealth Creation?

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In this edition of the face2face series, we have with us Mr. Vivek Bajaj, co-founder, StockEdge, Elearnmarkets, in conversation with Mr. Sahil Kapoor, the chief market strategist of Edelweiss Investment Research. Mr. Kapoor is someone with an incredible amount of experience in the financial markets. He has previously worked as a commodity analyst, equity analyst and also on a prop desk.

While building a portfolio, some of the common questions that arise are related to Asset Allocation, which means how much of our wealth should we divide between different asset classes such as Gold, Bonds, Stocks and Cash. Such questions are answered with great detail by Mr. Kapoor in this video. He will explain in simple terms how we should approach asset allocation. For instance, a method he explains is by subtracting our age by 100 and allocating that much to equity-related instruments. Suppose you are 30 years old, according to this method, 70% of your portfolio should be allocated towards Equity.

Mr. Bajaj and Mr. Kapoor talk about index funds, ETFs, and their use in investment portfolios in this video. They answer questions regarding bonds and government securities, and Mr. Kapoor emphasises the advantages of satellite portfolios for novice investors. Additionally, the topic of momentum investing and current market patterns are discussed. Investors can gain useful knowledge from Mr. Kapoor's strategy for identifying nine long and short-side trades ideal for a momentum portfolio.

So this is not a video you want to miss out on. Complicated topics of Asset Allocation, Long-term wealth creation, portfolio rebalancing, index investing and momentum investing are all explained in the simplest of manners. It will go a long way in helping you build a balanced portfolio.

Sahil Kapoor in Face2Face

Your Speaker

Sahil Kapoor

Sahil Kapoor has over 10 years experience in equity & macro-economic research. His expertise lies in providing investment & portfolio allocation advice to his clients. He assists clients in understanding the direction of the stock markets – when to be optimistic & when to be cautious with their investments. His area of expertise involves macro economics, sectoral analysis & options markets. He joined Edelweiss in the markets team where he traded equity, commodity and bond markets. He moved to investment research and has been the Chief Market Strategist for Edelweiss Investment Research for the past 5 years. He is an expert in catching signals early and devising strategies to profit from them.
Mr. Vivek Bajaj

Your Host

Vivek Bajaj