portfolio optimizer

How Much of Your Portfolio Should be in Fixed Income – Asset Allocation

April 18, 2017 by Rajat Sharma 2 Comments

View on the Market: From these levels it is unlikely that the markets will fall much. As always, stocks and indices can move up or down 10% in either direction without a real reason. Like you, everyone is waiting for the market to fall so they can invest at better value. Any 2-3% fall will…

How to Rebalance Your Portfolio?

August 10, 2016 by Rajat Sharma 1 Comment

Today, I will try to answer 2 questions that I’ve been asked more than a few times: How should you rebalance your portfolio to replace underperforming stocks? How frequently should you rebalance your portfolio? Naturally, the answer to both these questions will depend upon many things most importantly – risk profile of the client and…