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Built for Retirees, Not Market Timing: Rajeev Thakkar on the PPFAS Dynamic Asset Allocation Fund

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Manage episode 496745134 series 3488085
Content provided by Value Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Value Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

What should a retiree’s investment plan really look like? And how do you invest when the next market cycle might look nothing like the last?

In this episode, Rajeev Thakkar, CIO of PPFAS Mutual Fund, joins us to talk about their Dynamic Asset Allocation Fund — a strategy designed not for market timing, but for real-life goals like cash flows, capital preservation, and inflation protection.

We explore:

  • Why equity returns aren't guaranteed in the short term

  • How PPFAS balances debt and hedged equity

  • The logic behind staying in the 35–65% equity tax bracket

  • Why this fund may underperform in bull markets — by design

  • And who it’s really meant for: conservative investors, especially retirees

If you’re looking for a calmer, more predictable way to stay invested — this episode is for you.

  continue reading

1000 episodes

Artwork
iconShare
 
Manage episode 496745134 series 3488085
Content provided by Value Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Value Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

What should a retiree’s investment plan really look like? And how do you invest when the next market cycle might look nothing like the last?

In this episode, Rajeev Thakkar, CIO of PPFAS Mutual Fund, joins us to talk about their Dynamic Asset Allocation Fund — a strategy designed not for market timing, but for real-life goals like cash flows, capital preservation, and inflation protection.

We explore:

  • Why equity returns aren't guaranteed in the short term

  • How PPFAS balances debt and hedged equity

  • The logic behind staying in the 35–65% equity tax bracket

  • Why this fund may underperform in bull markets — by design

  • And who it’s really meant for: conservative investors, especially retirees

If you’re looking for a calmer, more predictable way to stay invested — this episode is for you.

  continue reading

1000 episodes

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