Sign up with Google
What should be your ideal mutual fund portfolio?
Depending upon your risk appetite, there are 3 types of portfolios an investor can have–
Aggressive portfolio– suitable for people with a high-risk appetite.
An ideal portfolio may be constructed with
- 30% Large-cap stocks
- 15% Mid-cap stocks
- 15% Small-cap stocks
- 15% Intermediate-term bonds
Moderate portfolio– suitable for people with moderate to high-risk appetite.
An ideal portfolio may be constructed with:
- 40% Large-cap stocks
- 10% Small-cap stocks
- 30% Intermediate-term bonds
- 5% Cash/Money market
Conservative portfolio– suitable for people with low-risk appetite.
An ideal portfolio may be constructed with:
- 5% Large-cap stocks
- 5% Small-cap stocks
- 45% Intermediate-term bonds
- 30% Cash/Money market
