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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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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Where Value Research is really useful is when it comes to new or lesser known funds that are the emerging stars of tomorrow.
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In early 2006, I came across Dhirendra Kumar talking about mutual funds on a news channel and soon I started reading every page on the Value Research website. I use the Value Research database for trends, as well as individual fund ratings and portfolio changes from time to time.
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