Diversified Portfolio Key Amid US Tariff Cut & Equity Euphoria

• US tariff cut on Indian goods sparked market euphoria, with equities zooming nearly 3 percent.
• Despite positive sentiment and brighter earnings, investors should prioritize diversification and asset allocation over short-term market movements.
• Experts like Lt Col Rochak Bakshi and Yash Sedani emphasize that portfolio decisions must align with an investor's risk profile and long-term goals, not market speculation.
• Investors already overweight on Indian equities due to recent gains should avoid further fine-tuning based on positive sentiment alone.
• Rebalancing should be triggered by significant deviations from target asset allocation and periodic reviews, not short-term market noise or outperformance.

Why It Matters: Maintain a diversified portfolio aligned with your risk profile and long-term goals, ignoring short-term market swings.