Do you have a core portfolio in place?

A t Personalfn, we regularly interact with investors who need assistance with their financial planning. And often the latter entails (among others), conducting a review of their existing investment portfolios. An increasingly common and rather disturbing trend is the absence of a solid 'core' portfolio.

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In recent times, we have met several investors (most were new to investing in mutual funds) whose investment portfolios were constituted of only thematic and sectoral funds. To further complicate matters, these investments were made in new fund offers launched at a time when markets were surging northwards. Expectedly, such portfolios are in dire straits at present. The core portfolio By the core portfolio, we are referring to a mix of investment avenues that is capable of delivering an enduring performance across market cycles.

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