by prudentfinvest | Nov 6, 2025 | Wealth Creation
Continuing with our monthly returns tracker, the month of October 2025 was characterized by increasing uncertainty around high AI driven stocks valuations and risk of US economy slipping into a recession and dragging global economy with it. In this scenario we...
by prudentfinvest | Oct 5, 2025 | Wealth Creation
Continuing with our monthly returns tracker, the month of September 2025 was characterized by uncertainty around tariff situation and other global factors. In this scenario we maintain our 60:40 debt equity allocation. Portfolio highlights September 2025: Despite a...
by prudentfinvest | Sep 3, 2025 | Wealth Creation
Continuing with our monthly returns tracker, the month of August was characterized by uncertainty around tariff situation and other global factors. In this scenario we maintain our 60:40 debt equity allocation. Portfolio actions August 2025: Debt fund HDFC Low...
by prudentfinvest | Jul 31, 2025 | Wealth Creation
Starting this month, we are introducing our dynamic asset allocation strategy wherein we will track a balanced portfolio of a debt fund and stocks (including global stocks). The portfolio mix between debt fund and stocks will be determined by equity market conditions....
by prudentfinvest | Aug 25, 2023 | Uncategorized
It has been consistently proven with historical returns data that equity as an asset class has delivered the best returns compared to other assets such as debt, real estate or gold. Yet, many investors still avoid investing in equities for fear of volatility and...
