Different Assets Will Do Well At Different Time

In 2020, Small cap stocks has done better than rest

In 2019, it was international fund with exposure to US Tech stocks and NASDAQ Index

In 2018, Gold has done better than Stock across world markets

In 2017, it was Small cap stocks again which has done better than rest

There must be a negative or low co-relation bet performance of different funds and asset in portfolio

In simple words, if everything in portfolio doing well at same time, there is problem in portfolio

Idea to make good investment return is to have diversified mix of assets in portfolio across market cap and asset classes

We do not know what will do well next time….

 

Happy Investing in 2021

Alok Surana

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