A passive portfolio with purpose
A practical framework for building a passive portfolio, from defining your goals and time horizons to the glide path, rebalancing, and taxes.
What this guide will teach you
- How to define your goals clearly and invest in each one
- What to look for when choosing between passive funds
- How to gradually shift your portfolio as a goal draws closer
- How passive investments are taxed and what to keep in mind
What our readers say
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Value Research has helped me in making informed decisions and is still helping me in my retirement plan. It comes as a handy guide when comparing the performance of different funds.
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I just love the 'My Investment' section and keep a close eye on my funds' performance through the Value Research website.
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I guess I have been able to achieve what I wanted to. Thanks to the guidance from the articles on the Value Research website and the advice of Mr Dhirendra Kumar. To switch over from regular schemes to direct growth plans, I chose funds of good standing based on the knowledge I gained from VRO.
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