How to manage a portfolio

Comments

Often many retail investors buy stocks but couldn’t sell may. be due to many reasons like lack of interest in the market itself, lack of knowledge, need for money, potential realized loss.

However, it’s good to clean your portfolio once in a while and build good portfolio that you always wanted to.

Now you may not know which stocks to invest. We have a tip for those who can’t actively mange their portfolios.

Just sneak into portfolio of all performing mutual funds across sectors and you will know which companies they trusted the most. Now, you have it. Why wait?

Clean your portfolio and the best time is perhaps when the market is down.  Please contact your financial advisor before performing any actions.

How to choose a portfolio

Comments

This is very critical for every investor and this asset allocation should have broad categories of stocks, bonds - both corporate and government etc. This process is not so easy and has to be derived based on investment objectives and needs, risk taking capability and time horizon. This portfolio should be rebalanced as and when there is a signification change in the value of your assets in your kitty.

No body on this earth can determine the low or high of stock market or for that matter any market. However, we will know that market is at peak or low comparatively. So when it’s at peak, invest less and book profits at the earliest. And when the markets are low, invest more systematically and allow it grow. And after it reaches its target, reduce your exposure by selling some stocks and invest your profits in safer instruments.

Just like you and I can have a portfolio, mutual funds also have a pre determined portfolio. Though some AMCs display portfolio and fund allocation details, some don’t.