- Wealth PMS
Welcome to Capitalmind’s Fixed-Income portfolio for Premium members.
Research says Asset Allocation trumps Security Selection over the long-term. Debt is an effective counter-balance to equity in any portfolio. Like the boring parent who is constantly reminding you to wear your helmet when you're about to go biking, debt cushions market falls and allows you to sleep better at night.
Step 1 for any investor needs to be to determine their Debt-Equity allocation. Contrary to the 100 minus age formula, the right allocation is person-specific. If a 20% drop in markets will give you . . .