What do we learn here?
It is not necessary that one whose opinion is different from yours is wrong. It’s just a different point of view. Instead of arguing, we should try to understand the other point of view. A financial advisor allocates investment portfolios basis the goal horizons & risk appetite of investors. Some may be highly skewed towards equity while some may be skewed towards fixed income.
Some may be skewed towards large-cap funds while some may be towards small & Midcap funds. Each allocation is backed by a financial plan & may end with different return paths. But many a time, investors end up comparing returns with others & feel let down. One must therefore have the knowledge to understand this difference. The focus should be on meeting goals & not beating returns. Hence, let’s be the player who runs for goals & not the referee who looks for faults.
So it is important to stay with your financial plan which is drafted by your Financial Planner and Enjoy the Journey of Wealth Creation. do not look for others Portfolio Happy Investing!