It's not often that you hear us asking you to act. 'Keep calm and carry on' has been our investing mantra through the ups and downs of the market. And our single-minded focus on preventing you from acting unnecessarily would have handsomely rewarded those who paid heed to it. So what has changed now? Why is the headline of this article a call to action? Well, simply because we believe it is time to act. But it's not in contradiction to our long-established 'do less to do more' approach to investing, as you would realise a bit ahead. Trim your mid and small-cap allocations We are saying so not because we have magically attained a foresight into an impending crash, but in keeping with the disciplined approach to asset allocation we always advocate. Investors should operate within their sphere of influence, and asset allocation is something that only you have control over. As a Premium subscriber, if you've been carefully following our advice, you know that mid and small-cap funds are, at best, meant for a supplementary allocation of no more than 25-30 per cent of your portfolio. But the current appreciation in the mid and small-cap space has likely led your portfolio to be more aggressive than that (see 'Out of Balance'). This shift calls for trimming your positions in this space and restoring them to no more than 25-30 per cent of your equity
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How's my portfolio doing? What do I need to fix? Where should I invest next? Fund Advisor answers each one. The Advisor Note every Saturday. A live session with Dhirendra Kumar every second Saturday.
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