Investment Portfolio

The following are the articles in this blog that deal with an Investment Portfolio. Please click on the links to read more about them.

1. What is an Investment Portfolio
2. Conservative Portfolio
3. Aggressive Portfolio
4. Balanced Portfolio

9 comments:

  1. Hello
    I am 39 yrs old ,single and have been investing since 2 years in these Mutual Funds via SIP Monthly.
    My time horizon is 15 yrs.
    How is my portfolio? Does it need any correction?
    Roughly how much can I generate from this portfolio.
    Franklin India Blue Chip- Rs 4K
    Hdfc Top 200- Rs 6k
    IDFC Premiur Equity- 3K
    ICICI Pru DIscovery Fund- 3k(will start this next month)
    SBI Dynamic Bond Fund- 3K
    Reliance Gold Saving Fund- 2K (Since last yr)
    PPF – Rs 1.5 K
    New Pension Scheme- Rs 3K
    All r monthly SIPS…
    R these funds Ok…do i need changes…
    Pls analyse my portfolio and suggest me accordingly..
    Thanks…

    ReplyDelete
    Replies
    1. Hi Shiraz,
      You have selected some top performing mutual funds and so, on a high level your portfolio looks good.

      Unfortunately I do not provide personalized investment advise in this blog. Apologies.

      Anand

      Delete
  2. Hello
    I am 39 yrs old ,single and have been investing since 2 years in these Mutual Funds via SIP Monthly.
    My time horizon is 15 yrs.
    How is my portfolio? Does it need any correction?
    Roughly how much can I generate from this portfolio.
    Franklin India Blue Chip- Rs 4K
    Hdfc Top 200- Rs 6k
    IDFC Premiur Equity- 3K
    ICICI Pru DIscovery Fund- 3k(will start this next month)
    SBI Dynamic Bond Fund- 3K
    Reliance Gold Saving Fund- 2K (Since last yr)
    PPF – Rs 1.5 K
    New Pension Scheme- Rs 3K
    All r monthly SIPS…
    R these funds Ok…do i need changes…
    Pls analyse my portfolio and suggest me accordingly..
    Thanks…

    ReplyDelete
  3. Hi Anand
    I am interested in investing in blue chip mutual fund .Can you please suggest best performing mutual fund?Also what is minimum locking period and minimum amount to be invested?

    ReplyDelete
    Replies
    1. Deepak - For one time investments minimum is 5000 rupees (for most funds) and for SIP it is Rs. 500 or 1000 (Depending on the fund)

      there is no minimum lock-in period but if you sell before 1 year there will be an exit load of 1%.

      Anyways - Sorry, i dont provide customized portfolio advise. If you want, you can purchase my book where i have listed down the top performers in the various mutual fund categories.

      Let me know if you are interested.


      thanks.

      Delete
  4. could you tell me what are bond, debentures ,prefrences shares ,how can one but this kinds of securities

    ReplyDelete
    Replies
    1. Read these articles

      http://anandvijayakumar.blogspot.sg/2013/05/debuntures-demystified.html
      http://anandvijayakumar.blogspot.sg/2013/04/debt-markets-in-india.html
      http://anandvijayakumar.blogspot.sg/2009/03/bond-glossary.html
      http://anandvijayakumar.blogspot.sg/2009/04/investing-in-corporate-bonds.html

      Delete
  5. Hello Sir,
    How can I buy mf SIP directly?

    ReplyDelete

© 2013 by www.anandvijayakumar.blogspot.com. All rights reserved. No part of this blog or its contents may be reproduced or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without prior written permission of the Author.

Google+ Badge

Google+ Followers

Followers

Popular Posts

Important Disclaimer

All the contents of this blog are the Authors personal opinion only and are not endorsed by any Company. This website or Author does not provide stock recommendations. The purpose of this blog is to educate people about the financial industry and to share my opinion about the day to day happenings in the Indian and world economy. Contents described here are not a recommendation to buy or sell any stock or investment product. The Author does not have any vested interest in recommending or reviewing any Investment Product discussed in this Blog. Readers are requested to perform their own analysis and make investment decisions at their own personal judgement and the site or the author cannot be claimed liable for any losses incurred out of the same.