Neutral impactStocks
The simplest portfolio: Half Nifty, half S&P 500, rebalance on your birthday: Saurabh Mukherjea
The Economic Times 49 min ago·31 Oct 2026, 9:55 am
Saurabh Mukherjea suggests a straightforward portfolio strategy: split your investments equally between the Nifty 50 and the S&P 500. This approach relies on the theory that combining India's top domestic companies with the world's largest economy provides a balanced mix of growth and stability. The key rule is to rebalance your holdings on your birthday, selling assets that have appreciated and buying those that have lagged to maintain the 50/50 split.
This method is designed to simplify investing for retail investors by removing the need for complex stock picking or frequent monitoring. It forces a disciplined approach, ensuring that investors regularly take profits from winners and add to underperformers. By adhering to this simple rule, investors can potentially smooth out market volatility and capture growth from both the Indian and global markets over the long term.
What to watch next is how this strategy performs during periods of extreme market stress. Investors should also consider the tax implications of rebalancing annually. While the concept is simple, its long-term success depends on the investor's ability to stick to the plan without emotional interference during market downturns.
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- Category: Stocks.
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