Portfolio For tracking and measuring related task on it.
We are trying to see how it weathers on monthly or quarterly basis.
Plan is to move allocation in ideas for long term wealth generation with concentrated bets
We will be moving around sectors and market caps as and when it warrants.
We take cash calls and allocation rotation at time to maximize return.
We try to make targeted cash infusion in ideas as well.
We reduce allocation to create cash buffers as well.
We will be having Equity + SGB(gold)+cash only strategy.
We are trying to see how it weathers on monthly or quarterly basis.
Plan is to move allocation in ideas for long term wealth generation with concentrated bets
We will be moving around sectors and market caps as and when it warrants.
We take cash calls and allocation rotation at time to maximize return.
We try to make targeted cash infusion in ideas as well.
We reduce allocation to create cash buffers as well.
We will be having Equity + SGB(gold)+cash only strategy.
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Current look :
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Allocation changes snippet:
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Portfolio as well as Nifty NAV doesn't include dividend so it it comparable with each other.
Will not be sharing entry price and dates on it.
Will be updating NAV to see how PF is shaping up.
Happy to take questions or suggestions if any.
Twitter page: https://twitter.com/max_mitul
