On 3rd March we have posted one article about suggested portfolio as per our research.(Click here to view article posted on 3rd March 2009) We had suggested good blending of mid cap, small cap and large cap with small allocation to balance fund too. We bat on JM funds after direct meeting with fund manager and research analyst, JM worked in our suggested portfolio as a black horse.
We have kept 12 % in liquid fund to average in funds whose NAV falls more after investment or to take advantage of sharp correction by investing in to any Index fund.
You can see we have allocated 88% in equity fund which have generated 96% absolute return in three month time.
Now, if you have got returns as per your expectation than you must move out of equity.
If you want to book partial profit, we advice you to take out 20 to 25% from equity mutual fund to liquid fund and start weekly STP in the same fund for next five month.
I do not want to take much of your time; let me present you a suggested aggressive portfolio result as on 3rd June 2009.
We have kept 12 % in liquid fund to average in funds whose NAV falls more after investment or to take advantage of sharp correction by investing in to any Index fund.
You can see we have allocated 88% in equity fund which have generated 96% absolute return in three month time.
Now, if you have got returns as per your expectation than you must move out of equity.
If you want to book partial profit, we advice you to take out 20 to 25% from equity mutual fund to liquid fund and start weekly STP in the same fund for next five month.
I do not want to take much of your time; let me present you a suggested aggressive portfolio result as on 3rd June 2009.
If you are not able to view it properly click here or click here to get attachment
Note: Portfolio allocation and requirement changes from individual to individual.
Posts
No comments:
Post a Comment