Showing posts with the label my portfolio

My Investment portfolio – updated as on November – 2018

My Investment portfolio – updated as on November – 2018 Ups and Downs are trending in the stock market for the past few weeks. As everyone can see their portfolio with a Volatility. The Indian Stock market worsened on October this year and it was quickly recovered in the month of November 2018. Due to the weaken of market, i had invested a little in my stocks section. My Stocks or Equity funds had a higher allocation of 25 percent, following by Debt funds with 19 percent. I have not increased any value on Bank deposits, currently the bank rates are not up to the mark. So, i may continue with the current percentage on bank deposits for this Financial year 2018-19. I am always eager to give much importance for my retirement savings . Currently, the Retirement savings on my investment portfolio stands at 55 percent on total. Global Factors like as - Crude oil prices, Currency change, GDP, Inflation leads the market and it also gives an opportunity to invest, on the market fall. Benjamin D

My Portfolio – Stocks – Updated on August 2018

My Portfolio – Stocks – Updated on August 2018   Keep Learning and to teach the Fundamental Analysis is a regular skill for me, I am an avid value investor. The Previous quarter (Q4FY18) of my stock portfolio returns are at 11.21 percent. I am just telling the exact returns that what i am holding now, but not on the booking profits (Realized Gain). Already you know that the worst part of my stock portfolio, TATA Motors are making a loss of nearly 20 percent in the previous quarter (April 2018). Now, it's adding a loss of 10 percent i.e. (-30.12) percent and awaiting for the results of Expansion :) Currently, my stock portfolio returns are at 18.99 percent as on 31st August, where National Aluminium making a profit of 64 % and the next one is Infy at 50 percent. I accumulated a few in the Oil Sector. The Sector diversification stood at 40.37 percent on IT , 14.34 % with Banking, 12.55 percent on FMCG / Tobacco. Pharma stocks holding with 14.87 percent, Aluminium of 2.88 percent

My Investment portfolio – updated as on August – 2018

My Investment portfolio – updated as on August – 2018   You can view my last investment portfolio updated on April month of this year .  As i said in my previous part, retire early is not an easy task while we are committed to our daily needs and wants. One cannot avoid the basic needs, but we have to create a secondary source of income, if we really stick to the retirement plan. I have updated or added one percent on my stocks / equity funds, as the stock market reacted at its high. I am not worry about the trend of the stock market, because the investment made by me are purely for the long term. So, take a little bit of risk earlier is not a concern :) You can also notify that the basic deposits (Bank RD or FD) were reduced to one percent, due to the addition on stocks. Still, i am not concurring with the Gold, as the investment of gold went negative from the past 5 years. If we taken the gold as an investment in the year of 2012, it would give today the value of (-6) negative percen

My Investment portfolio – updated as on April - 2018

My Investment portfolio – updated as on April - 2018   Retire Early Plan (REP) is not an easy task for everyone, but investing regularly is a thing that boosts your plan for the Early Retirement. Investment Portfolio is nothing but, the aspect on our current Financial or Physical assets. Assets on Investment Portfolio describes everything like Stocks and Equity related funds, Debt Securities, Bank Savings and Deposits, Real Estate Property, Gold and any other alternate investments. So, it belongs to the transactions and current positions on this regard. On this Post, you can notify the investment portfolio looks with some diversification. As, i had said earlier that i am not investing in Gold and it's my personal view. I had a few changes on my Debt Funds and Bank Deposits. The Increase in Debt Funds were slightly change the percent in my Bank Savings or Deposits. I had also bought some equity shares on my account in the month of march and April 2018. I am believing that more than

My Portfolio – Stocks – Updated on April 2018

  My Portfolio – Stocks – Updated on April 2018   I love to learn and use the Fundamental Analysis for buying or Selling Stocks. Last time, i was updated my stocks portfolio on November 2017 and this time i had a few changes on my portfolio. The Value referred on my stock buying is only based on own analysis, it would not be recommended to buy for anyone. I had tried to investing in various sectors, but specifically invested in Technology at large. HCL and Infosys are the Tech stocks on my portfolio. I had investing in a small on Paint Sector with Berger Paints. You can view my stock portfolio below, updated on April, 2018. There are few changes on allocation on various sectors, due to adding the Castrol India in Oil Industry and some accumulations on Pharma and Auto. Technology is one of my favorite, so that i am holding with more than 30 percent on my stock portfolio. Pharma and FMCG would take the next percent of allocation after the IT-Technology sector. I am used to adding TAT

My Portfolio - Stocks - Updated on Nov - 2017

My Portfolio - Stocks - Updated on Nov - 2017 " My Portfolio " - I am preferring to buy the stocks through Value Investing (Fundamental Analysis). Here-now, i wish to report my portfolio - Stocks which is updated on November, 2017     You can notify that, my investment goes in different sector like Banks, Pharmaceuticals, IT - Technology, Automobiles. I have been heavily invested in Technology about 40 percent with the shares - HCL and Infosys (Infy) and the lowest in Paints with Berger Paints - 1.75 % I am also looking to invest in Energy, but not now with the current valuation. Result Session:   As on November 30, 2017 - My Portfolio (Stocks) returns with 10.22 %  (2017-18) Past three years (Financial) returns are: 10.43 % (2015-16), 12.51 % (2016-17), 10.22 % (2017-18). Currently, 8 of 10 stocks are Advanced (Profit) and 2 stocks are declined (Loss). On my stock portfolio, NALCO performed with the highest returns of  ( 106 % ) on my investment and the

My Investment portfolio - updated as on Oct - 2017

My Investment portfolio - updated as on Oct - 2017   I am believing the Investment Portfolio objectives is the crucial thing not only for the wealth creation, but also gives the detailed knowledge on Investment opportunity. Here is my Investment Portfolio ( Updated as on October 31, 2017) I am also believes that my realty side depends on my father's asset (Non-cashflow). So this is my diversification too, rather than spending my money for owning a home. It's hard to me that i am not interesting to invest in Gold, but may consider in future. I am looking for an alternative investment(s) in the upcoming days. On the above pic, i had mentioned the debt securities splitted as 'Debt mutual Funds' and 'Bank Deposits' and you can note that my majority of investment is behind on my Retirement savings (PPF, NPS). Thanks for the SEBI (Investment adviser) L1 course and exam, it helps me to extract the knowledge of Asset allocation and Investment strategies. Personal Loans