The classic 60/40 portfolio has lost fans. They’re intrigued by 25/25/25/25.

It’s no secret investors have been disappointed lately with the classic 60/40 investment strategy. Can the so-called “permanent” portfolio provide an alternative? Recent returns look good, but there are risks. The permanent portfolio is a nickname some investors give to a strategy of splitting your holdings equally among four major asset classes: stocks, bonds, gold,…

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Should you consider a fund tracking 1,000 stocks?

Motilal Oswal Asset Management Company’s proposed new fund—Motilal Oswal BSE 1000 Index Fund—will be passively managed and track the newly launched BSE 1000 index. But should investors consider putting their money into a fund tracking a 1,000-stock index? First, let’s look at the numbers. BSE 1000 vs BSE 500 Motilal Oswal’s new fund will invest…

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