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

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.


IN CONVERSATION WITH

Mr. Vivek Bajaj

The passion for data, analytics and technology is what makes Vivek Bajaj a financial market survivor. The journey as a market participant started in 2002 when the first trade was executed in the options contract of ITC. Life was simpler and easier during that time. Since then technology and Big data have taken over totally. As an early adapter to the complex tools, Kredent was formed to capitalise on the opportunities. He is co-founder of StockEdge and is committed to bring simplicity in the complex world of market data. He is a Chartered Accountant, Company Secretary and an MBA from IIM Indore. He is a part of various committees of exchanges and regulator and he has been an active contributor in the evolution of Indian Derivatives Market.


About this Face2Face:

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 in a prop desk. He has been in his current role for the past 5-6 years.

 

While building a portfolio, some of the common questions that arise are related to Asset Allocation. Which basically 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 if you are 30 years old, according to this method, 70% of your portfolio should be allocated towards Equity.

 

The speakers will also discuss extensively all aspects of index funds and ETFs and whether they should form a part of our portfolios. Mr. Bajaj will then also ask questions about the importance of Gold as an asset class. During this discussion, queries about government securities and bonds will also be answered. Another great topic which Mr. Kapoor will emphasise on is something which would really help young investors to build a portfolio. He will talk about something called Satellite Portfolios and how it has benefitted him in the past.

 

Towards the end, Mr. Bajaj will enquire about the current rising trends in the stock markets and whether momentum investing is something that must be looked at. To this Mr. Sahil will explain with the help of a strategy how one can identify 9 long side and short side trades which can be a part of a momentum portfolio.

 

So this is not a video you want to miss out. 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.