The “active vs passive” debate is not of primary importance in portfolio management

The prominence of index funds and ETFs in the last few years due to their visible outperformance has resulted in a heated active vs passive debate on social media, personal finance forums etc. While cost, the underperformance of active management, simplicity of fund maintenance etc are all important factors they are not of primary importance…

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Can we use Balanced Advantage Funds as a one-fund portfolio and save on rebalancing tax?

A reader asks, “I understood the importance of asset allocation/annual rebalancing exercise from your old article. I see the below text by one of the leading BAFs (see link below) – When investors manually move their money between equity and debt, they could be subjected to taxes on the capital gains made in the short…

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