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ON THIS EPISODE WE COVER:- If my Equity has spiked, can I focus on investing in fixed income for a few months to Rebalance?
- The Fear of tax during Rebalancing
- Why is the threshold for Rebalancing at 5%?
- How does one decide WHAT to sell in your Equity portfolio while Rebalancing?- What exactly is DeRisking.
- The Three types of DeRisking Tapers
- How to keep rebalancing in particular DeRisking 'steps'- Thumbrules for Savings Bank Accounts
- If Fixed income corpus is 'good', why not keep investing in Equity without any target allocation?
- Why it is so important to 'hug that line'
- A recap of the last 2 episodes
See omnystudio.com/listener for privacy information.
ON THIS EPISODE WE COVER:- If my Equity has spiked, can I focus on investing in fixed income for a few months to Rebalance?
- The Fear of tax during Rebalancing
- Why is the threshold for Rebalancing at 5%?
- How does one decide WHAT to sell in your Equity portfolio while Rebalancing?- What exactly is DeRisking.
- The Three types of DeRisking Tapers
- How to keep rebalancing in particular DeRisking 'steps'- Thumbrules for Savings Bank Accounts
- If Fixed income corpus is 'good', why not keep investing in Equity without any target allocation?
- Why it is so important to 'hug that line'
- A recap of the last 2 episodes
See omnystudio.com/listener for privacy information.