Economic TimesLean R·
Rethinking wealth creation: Why a 70:30 portfolio is gaining traction
Mumbai: For years, the debate has been whether staying fully invested in equities is the best way to build long-term wealth. A growing number of money managers and wealth advisors now argue that mixing equities with debt may offer a better balance between returns and volatility.A study by WhiteOak Capital Mutual Fund showed that a portfolio with 70% equity and 30% debt, which is rebalanced whenever the equity allocation falls below 65% or rises above 80%, generated an annualised return of 14.3%…
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