Quarterly review and changes to Prime Portfolios – a set of eighteen unique portfolios that meet several investor timeframes and needs.
Quarterly Review – Changes to Prime Portfolios Read More »
A performance review of Prime Portfolios – our readymade portfolios – and changes we’ve made this quarter.
Quarterly Review – Changes to Prime Portfolios Read More »
A few changes in portfolios to capitalise on debt yield and the current market rally
Quarterly review – changes to Prime Portfolios Read More »
The Nifty Next 50 houses the 50 top companies by market capitalisation, after the Nifty 50. This index caught the limelight over the past month for featuring a handful of the Adani group stocks.
As we had pointed out a couple of weeks ago in our write-up on Adani stocks and index funds, the presence of a few shaky stocks in an index is not reason enough to exit it. But even before the Adani-fuelled upheaval, the Nifty Next 50’s once-outstanding performance was being eroded.
Nifty Next 50 – what should you do with your investments? Read More »
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 »
In this quarter’s review, we have made some changes to Prime Portfolios to replace underperforming funds with newer ones. We have explained whether you need to exit or hold the funds we have removed.
Quarterly review: Changes to Prime Portfolios, our readymade portfolios Read More »
Prime Portfolios are a set of 19 unique portfolios that meet over 30 different investor needs, aspirations, and timeframes. You will find them under the head Ready-to-use-portfolios (listed in the Recommendations menu, post login). With Prime Portfolios completing close to 2 years, we are now presenting the performance of some of the key portfolios in this article.
Prime portfolios – Performance review and quarterly changes Read More »
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 »
Our quarterly review and changes to our Prime Portfolios for the June quarter has some changes to accomodate better returning debt options
Quarterly review – What’s changed in Prime Portfolios, our readymade portfolios Read More »
Our quarterly review and changes end with the review of the 18 unique portfolios we have for 35 different needs. We had already changed some of the portfolios that had fixed deposits in late March/early April when deposit rates underwent changes and when we completed the Prime Deposits review.
Quarterly review: Changes to Prime Portfolios Read More »
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