The debate on whether equity investments are better or worse than real estate investments has been going for the longest time. Since, both have their positives and negatives, let us look at both options in a little more detail. Equity: There are several benefits to owning financial assets over real estate assets, such as lack of safety concerns since all the assets are in electronic form. They have the benefit of diversifying into various sectors, better liquidity, and if held for over a year, the capital gains from equity are tax free. You have the option of either directly investing in equity or via mutual funds. If investing directly, then you will need to do your research and based on this, you can buy or sell stocks.
Year-end portfolio rebalancing: Are you on track?
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