Key Points
A simple portfolio comprising bluechip stocks and a mix of equity funds can easily deliver 12% annualised returns over the long term..
Note: He has been investing in stocks for several years, but has not fixed the asset allocation for his portfolio..
Note: The new investors who started investing in stocks 1-2 years ago will learn the hard way..
During the same period, the worst performing flexi-cap equity funds delivered low but positive returns for investors..
Though he is bullish on equities and has built a sizeable portfolio by investing small amounts in stocks and equity funds, Maheshwari regularly books profits to ensure that his allocation to this volatile asset class does not exceed 60%..
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