Monthly Portfolio- Mar, 21

What a month February was ! It took us on wild seesaw across asset classes. The range of volatility was quite phenomenal. When there was a great bull run from 2003–2008, Equity markets correct 15–30% for four times. Bull Markets are not unidirectional. They bring with them sharp corrections & yet move northwards. We are seeing the inflation building up & we are ready with our arsenal. We would be doing some rebalancing to take the advantage of a predictable situation happening ;thanks to world macros. There is nothing surprising what has happened post corona and going forward we will steer the storm accordingly across various asset classes. Gold has been loosing its shine and this would be a good time to add some more.

Portfolio Inception: 31/10/2020 (How we created it ?)

Portfolio Theme/Suitability :This is a generic portfolio suitable for medium risk profile with medium (5 years) to Long term(15 years) horizon to get the best out of all the asset class. Someone who is looking for Above Fixed returns taking help of equity to beat the inflation. And with our routine rebalancing and tactical moves we would try to achieve this goal for a lumpsum investments.

Portfolio Corpus : 10 lacs

Portfolio Value(As on 28/02/21) : 10.67 lacs

Targeted Return (CAGR): 10 %

Achieved Return (CAGR) : 27.14%

Portfolio Asset wise Performance:

You may also want to know how did we create this portfolio and which factors drives us to choose a scheme that will help us achieve and beat the target by miles in the long term by going through this article.

Disclaimer: Kindly note this portfolio should not be replicated without consulting your advisor . Your execution should be backed by proper risk profiling and suitability check before investing. Portfolio Returns tends to be non-linear but will smoothen over the period of time.