portfolios

Quarterly Review: Prime Portfolios performance review & quarter changes

PrimeInvestor Research Team / Mutual funds & ETFs, Categories, Premium, Recommendations, Strategies / January 5, 2023

Prime Portfolios are a set of 19 unique portfolios that meet over 30 different investor timeframes and needs. Prime Portfolios are listed under Ready-to-use-portfolios in the Recommendations dropdown. These portfolios primarily use mutual funds, but where there are better-suited products such as deposits or government schemes, the portfolios include those as well.

We review these portfolios every quarter and make changes to remove underperformers or to include any new investment opportunity or product that may come by. At the end of each year, we review the performance of key portfolios, in addition to discussing the changes we make.

Quarterly Review: Prime Portfolios performance review & quarter changes Read More »

Quarterly Review – Changes to Prime Portfolios

PrimeInvestor Research Team / Research Reports, General, Premium / October 14, 2021

We’ll explain the Prime Portfolios where we have made changes in this review cycle and the reasons for the same. We’ll also tell you what to do with existing investments in the portfolios.

Quarterly Review – Changes to Prime Portfolios Read More »

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portfolios

Quarterly Review: Prime Portfolios performance review & quarter changes

Quarterly Review – Changes to Prime Portfolios

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