Retail investors should assign 60% weightage to large cap stocks in their portfolio says experts


Posted May 2, 2018 by nitamittal

For retail investors our advice is to invest wisely in equities, in 60:40 ratio - with 60% of portfolio to be assigned for large caps and 40% for mid-caps, says share market tips experts from 24 Carat Financial Research

 
The NSE Nifty, which rose 30 per cent in the calendar year 2017, looks all set to touch fresh record highs in the year 2018 later and large cap stocks are likely to lead the rally, say experts.

For the year 2017, the Nifty outperformed with annual return of 30 per cent, whereas FD rates were 9 per cent and gold gave negative returns. There are typically five asset classes to choose from for retail investors, namely - equities, gold, fixed income, currency and commodities.

Equities as an asset class is likely to outperform other asset classes in the year 2018 and retail investors should look at buying quality stocks on every dip.

"For retail investors our advice is to invest wisely in equities, in 60:40 ratio - with 60% of portfolio to be assigned for large caps and 40% for mid-caps," says share market tips experts from 24 Carat Financial Research.

"In the year 2018 we are expecting good returns in the mid cap sector, but as risk is high, we cannot put high stakes on it. It is best to concentrate on solid stocks with great long-term growth potential and use the strategy of buying in dips, moreover we are looking forward to provide extra free commodity tips to our regular clients to grab this opportunity.

The experts further added that mutual funds can also be a great option if direct market participation is not feasible or in case there is less risk appetite.

Considering the fact that equities are likely to outperform other asset classes, investors should remain cautious while picking stocks for their portfolio. One can look for a company that offers unique products or has a foothold in a niche market.
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Issued By Nita Mittal
Website 24 Carat Financial Services
Phone 9111015608
Business Address 604 Shekhar Central
Country India
Categories Business , Finance
Tags commodity tips , share market tips
Last Updated May 2, 2018