Samco CEO urges 20% split across caps, gold and global stocks as market stays flat

Samco Securities founder and CEO Jimeet Modi says investors should hold a deliberately balanced portfolio, allocating 20% each to large‑caps, mid‑caps, small‑caps, gold and global equities. He adds that the Indian market is likely to stay range‑bound for the next ten to twelve months, with no immediate bull run or deep panic‑driven bear fall. Modi’s advice is to avoid putting too much money in any single asset class and to resist the current rush into small‑cap stocks. He stresses that spreading risk across the five categories can protect investors as the market undergoes a prolonged correction period. The recommendation comes as large‑caps lack strong growth drivers while mid‑ and small‑caps appear expensive. By keeping a diversified mix, investors can navigate the uncertain environment without over‑exposing themselves to any one segment. ## Context The five‑way split mirrors a classic diversification principle, where holding different types of assets reduces overall portfolio volatility when market direction is unclear.