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In this video, I take you on a detailed journey through my entire equity portfolio worth ₹3.4 CRORES.
This is the first time since 2020 that I’m doing such an in-depth review, so you’re in for a treat!
0:00 Introduction
1:00 Metrics that Matter
2:33 Breakdown of the Metric
4:50 My Current Portfolio
6:11 The 80/20 Analysis
12:03 My Momentum Funds
13:50 Portfolio Split Chart Analysis
18:20 Key Action Points
20:56 Conclusion
We will cover:
⏺ My Investment Strategy: I focus more on my invested amount rather than just returns. For me, the key metric isn’t the XIRR or P&L but how much money I’ve put into the market.
⏺ Portfolio Breakdown: I break down my investments across large, mid, and small-cap funds, including indices like the Midcap 150, Next 50, and Nifty 50. I allocate funds across these categories and prefer index and mutual funds over individual stocks.
⏺ Top Holdings Analysis: What are my top holdings, and what could be my reasoning behind each investment. I will also discuss my past investments in individual stocks, why I’ve shifted away from them, and how I handle dividends.
⏺ Portfolio Rebalancing: My process for reviewing and rebalancing my portfolio, using charts and analysis, I identify key action points for the coming months, including increasing my exposure to small and mid-cap funds and reducing my individual stock holdings to below 10%.
⏺ Future Plans: My long-term strategy, which involves gradually increasing my passive investments, aiming to have a significant portion of my portfolio in index funds as I approach 40 and beyond.
Key Takeaways:
⏺ Understand the importance of consistent investing and how it can grow your portfolio over time.
⏺ Learn how to approach portfolio rebalancing without selling your investments.
⏺ Gain insights into passive investing strategies that require minimal market monitoring.
⏺ Future goals to adjust the portfolio by the end of 2024 and beyond.
👉 If you have any questions or comments about this video or any other, drop them below!
I’ll be featuring and answering your questions in a new video series that I am working on.
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