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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

13 comments:

  1. ShirazMay 10, 2012 at 3:15 PM

    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. Anand VijayakumarMay 10, 2012 at 9:39 PM

      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. ShirazMay 10, 2012 at 3:16 PM

    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. Deepak 9764636965May 15, 2014 at 1:23 AM

    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. Anand VijayakumarMay 16, 2014 at 8:00 PM

      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. UnknownFebruary 17, 2015 at 7:13 PM

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

    ReplyDelete
    Replies
    1. Anand VijayakumarFebruary 19, 2015 at 10:54 AM

      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. UnknownOctober 11, 2015 at 10:03 AM

    Hello Sir,
    How can I buy mf SIP directly?

    ReplyDelete
  6. Vity.reddyJuly 21, 2017 at 10:36 AM

    Hi...

    Greetings of the day.

    I am an engineer, 33yrs, working in UAE. I am looking for financial advise/planning.
    My Aim: to achieve financial freedom in 4-5 years. I mean I should get current income(2.5Lakhs per month) after 5 years, apart from salary which is the only income source.
    My current income after expenses: 2.5Lakhs per month
    My current savings (Liquid cash) : 20 Lakh
    Family size: 6 including parents and 2 boys < 4 yrs.

    How do I plan my investments with moderate risk or mix of high and moderate risk.

    ReplyDelete
    Replies
    1. Anand VijayakumarJuly 23, 2017 at 1:39 PM

      Dear mr Reddy, sorry, such info cannot be shared on a blog comment. If you want financial planning advise, pls feel free to drop me an email at anandvijayakumar007@gmail.com and I will be more than happy to help you out for a nominal fee.

      Thanks.

      Delete
  7. Sandeep SehrawatAugust 6, 2017 at 9:15 PM

    Child Plans
    Sir what is the advantage of buying a child plan. how is it different from conventional investment plans.
    Which type of child plan should one subscribe to....
    Thanks

    ReplyDelete
    Replies
    1. Anand VijayakumarAugust 12, 2017 at 11:19 AM

      Child plans are just regular investment plans where the payout is structured in such a way that you receive them when your child grows to a certain age (mostly college time)

      If the plan isn't too costly (fees wise) and performs well then it is not a bad idea to invest in child specific investment plans.

      Which plan to subscribe - that would require a personalised financial consultation which if you are interested pls reach me at anandvijayakumar007@gmail.com

      Delete