A model portfolio contains large, midcap cap stocks and ETFs (domestic and international). Invest in companies that can compound shareholders’ value over the long run. The model portfolio invests in stocks listed in NSE500 and newly listed IPO, ETF.

Weekly report will come in tag name - weekly performance report - LT investing #xx

Rebalancing report will come in tag name - Rebalancing portfolio - LT investing #xx

Please refer to the below report for the weekly performance and the Latest news/update on companies invested in the Model portfolio - LT investing.

Overall return:

Portfolio performance: 25th Dec 2023 to 29th DEC 2023

Model portfolio - LT investing - 1 week returns (0.00%) compared to Nifty 50 index (1.79%)

Cash flow:

Model portfolio - Long-term Investing: (25th Dec 2023 to 31st DEC 2023)

The total cash balance in the Demat account is Rs. 7,048.95

The above model portfolio was created on 13th May 2022, it contains 11 equity stocks and 5 ETFs.

Currently it has 00 stocks are in large and midcap companies, whose growth is higher and more consistent return in equity. Companies that can compound shareholders’ value over the long run.

ETF (0 - domestic and 0 - international) and 1 debit ETF - Nippon liquid bees - Liquid funds invest in bonds having a maturity of up to three months. They are suitable to park the amount you have set aside to meet any emergency needs or any surplus money that you don't need for a few weeks up to a year. You can expect to earn better returns than what you would get from a bank account.

The model portfolio has a cash balance in the Demat account: Rs.7,048.95 and 100% invested amount was allocated to cash - 1 debit ETF - Nippon liquid bees), If the market corrects further this quarter Q1 -2024, those cash allocations will be utilized to buy more shares of existing companies in a model portfolio or new opportunities come into the market ( eg: newly listed IPO, where growth is high. NSE may come up with IPO and list in exchange this year 2023)

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Cash flow: Updated (31st Dec 2023)

The total cash balance in the Demat account is Rs. 3,963.10

Post below DEBT ETF dividend credit - cash balance will be Rs. 7048.98

DETIALS:

Divided amount of DEBT ETF – Liquid bees was added to model portfolio – compounder for Year 2023.

So, we have added divided in table form with Qty - End of each day holdings.

DEBT ETF holdings - amount earned in dividend Rs: 3,428.75, will be added to the model portfolio - Compounder - cash flow statement as cash credit in demat account.

In Investing in market _ this NIPPON INDIA ETF LIQUID BEES’ ETF will not credit dividend as cash in your bank account or Demat account.

Instead after some holding days, they will reduce the average price below 1000 rs to sum the original ETF price Rs.1000 and they will show it as return in NAV.

Eg (3 to 5 % for per year in liquid funds)

Source:

https://mf.nipponindiaim.com/

Source:

Mutual Funds Dividend | Mutual Funds Dividend - Money control

ETF details calculation:

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A model portfolio contains large, midcap cap stocks and ETFs (domestic and international). Invest in companies that can compound shareholders’ value over the long run. The model portfolio invests in stocks listed in NSE500 and newly listed IPO, ETF.

Weekly report will come in tag name - weekly performance report - LT investing #xx

Rebalancing report will come in tag name - Rebalancing portfolio - LT investing #xx

Please refer to the below report for the weekly performance and the Latest news/update on companies invested in the Model portfolio - LT investing.

Overall return:

Portfolio performance: 11th Dec 2023 to 15th DEC 2023

Model portfolio - LT investing - 1 week returns (0.15%) compared to Nifty 50 index (2.32%)

Portfolio performance: 18th Dec 2023 to 22nd DEC 2023

Model portfolio - LT investing - 1 week returns (-0.00%) compared to Nifty 50 index (-0.50%)

Current holdings:

Cash flow:

Model portfolio - Long-term Investing: (10th Dec 2023 to 24th DEC 2023)

The total cash balance in the Demat account is Rs. 3,963.10

The above model portfolio was created on 13th May 2022, it contains 11 equity stocks and 5 ETFs.

Currently it has 00 stocks are in large and midcap companies, whose growth is higher and more consistent return in equity. Companies that can compound shareholders’ value over the long run.

ETF (0 - domestic and 0 - international) and 1 debit ETF - Nippon liquid bees - Liquid funds invest in bonds having a maturity of up to three months. They are suitable to park the amount you have set aside to meet any emergency needs or any surplus money that you don't need for a few weeks up to a year. You can expect to earn better returns than what you would get from a bank account.

The model portfolio has a cash balance in the Demat account: Rs.3,963.10 and 100% invested amount was allocated to cash - 1 debit ETF - Nippon liquid bees), If the market corrects further this quarter Q4 -2023, those cash allocations will be utilized to buy more shares of existing companies in a model portfolio or new opportunities come into the market ( eg: newly listed IPO, where growth is high. NSE may come up with IPO and list in exchange this year 2023)

Kindly like, share, and subscribe now to receive the newsletter directly to your email box.

A model portfolio contains large, midcap cap stocks and ETFs (domestic and international). Invest in companies that can compound shareholders’ value over the long run. The model portfolio invests in stocks listed in NSE500 and newly listed IPO, ETF.

Weekly report will come in tag name - weekly performance report - LT investing #xx

Rebalancing report will come in tag name - Rebalancing portfolio - LT investing #xx

Please refer to the below report for the weekly performance and the Latest news/update on companies invested in the Model portfolio - LT investing.

Overall return:

Portfolio performance: 04th Dec 2023 to 08th DEC 2023

Model portfolio - LT investing - 1 week returns (0.43%) compared to Nifty 50 index (3.46%)

Current holdings:

Cash flow:

Model portfolio - Long-term Investing: (04th Dec 2023 to 09th DEC 2023)

The total cash balance in the Demat account is Rs. 843.10

The above model portfolio was created on 13th May 2022, it contains 11 equity stocks and 5 ETFs.

Currently it has 01 stocks are in large and midcap companies, whose growth is higher and more consistent return in equity. Companies that can compound shareholders’ value over the long run.

ETF (0 - domestic and 0 - international) and 1 debit ETF - Nippon liquid bees - Liquid funds invest in bonds having a maturity of up to three months. They are suitable to park the amount you have set aside to meet any emergency needs or any surplus money that you don't need for a few weeks up to a year. You can expect to earn better returns than what you would get from a bank account.

The model portfolio has a cash balance in the Demat account: Rs.843.10 and 96.80% allocated to cash - 1 debit ETF - Nippon liquid bees), If the market corrects further this quarter Q4 -2023, those cash allocations will be utilized to buy more shares of existing companies in a model portfolio or new opportunities come into the market ( eg: newly listed IPO, where growth is high. NSE may come up with IPO and list in exchange this year 2023)

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Please rebalance the Model portfolio - LT Investing - (11/12/2023)

Kindly execute all the below transaction after 9.20 AM

Cash in Virtual Demat account - Rs. 843.10

Market order: (SELL)

Life Insurance Corporation of India - QTY - 4

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Share Investmenttalk Newsletter

A model portfolio contains large, midcap cap stocks and ETFs (domestic and international). Invest in companies that can compound shareholders’ value over the long run. The model portfolio invests in stocks listed in NSE500 and newly listed IPO, ETF.

Weekly report will come in tag name - weekly performance report - LT investing #xx

Rebalancing report will come in tag name - Rebalancing portfolio - LT investing #xx

Please refer to the below report for the weekly performance and the Latest news/update on companies invested in the Model portfolio - LT investing.

Overall return:

Portfolio performance: 27th Nov 2023 to 01st DEC 2023

Model portfolio - LT investing - 1 week returns (-0.03%) compared to Nifty 50 index (2.39%)

Current holdings:

Cash flow:

Model portfolio - Long-term Investing: (27th Nov 2023 to 03rd DEC 2023)

The total cash balance in the Demat account is Rs. 843.10

The above model portfolio was created on 13th May 2022, it contains 11 equity stocks and 5 ETFs.

Currently it has 01 stocks are in large and midcap companies, whose growth is higher and more consistent return in equity. Companies that can compound shareholders’ value over the long run.

ETF (0 - domestic and 0 - international) and 1 debit ETF - Nippon liquid bees - Liquid funds invest in bonds having a maturity of up to three months. They are suitable to park the amount you have set aside to meet any emergency needs or any surplus money that you don't need for a few weeks up to a year. You can expect to earn better returns than what you would get from a bank account.

The model portfolio has a cash balance in the Demat account: Rs.843.10 and 97.20% allocated to cash - 1 debit ETF - Nippon liquid bees), If the market corrects further this quarter Q4 -2023, those cash allocations will be utilized to buy more shares of existing companies in a model portfolio or new opportunities come into the market ( eg: newly listed IPO, where growth is high. NSE may come up with IPO and list in exchange this year 2023)

Kindly like, share, and subscribe now to receive the newsletter directly to your email box.

Share Investmenttalk Newsletter

A model portfolio contains large, midcap cap stocks and ETFs (domestic and international). Invest in companies that can compound shareholders’ value over the long run. The model portfolio invests in stocks listed in NSE500 and newly listed IPO, ETF.

Weekly report will come in tag name - weekly performance report - LT investing #xx

Rebalancing report will come in tag name - Rebalancing portfolio - LT investing #xx

Please refer to the below report for the weekly performance and the Latest news/update on companies invested in the Model portfolio - LT investing.

Overall return:

Portfolio performance: 20th Nov 2023 to 24th Nov 2023

Model portfolio - LT investing - 1 week returns (0.27%) compared to Nifty 50 index (0.32%)

Current holdings:

Cash flow:

The total cash balance in the Demat account is Rs. 843.10

Model portfolio - Long-term Investing: (20th Nov 2023 to 26th Nov 2023)

The above model portfolio was created on 13th May 2022, it contains 11 equity stocks and 5 ETFs.

Currently it has 01 stocks are in large and midcap companies, whose growth is higher and more consistent return in equity. Companies that can compound shareholders’ value over the long run.

ETF (0 - domestic and 0 - international) and 1 debit ETF - Nippon liquid bees - Liquid funds invest in bonds having a maturity of up to three months. They are suitable to park the amount you have set aside to meet any emergency needs or any surplus money that you don't need for a few weeks up to a year. You can expect to earn better returns than what you would get from a bank account.

The model portfolio has a cash balance in the Demat account: Rs.843.10 and 97.10% allocated to cash - 1 debit ETF - Nippon liquid bees), If the market corrects further this quarter Q4 -2023, those cash allocations will be utilized to buy more shares of existing companies in a model portfolio or new opportunities come into the market ( eg: newly listed IPO, where growth is high. NSE may come up with IPO and list in exchange this year 2023)

Kindly like, share, and subscribe now to receive the newsletter directly to your email box.

A model portfolio contains large, midcap cap stocks and ETFs (domestic and international). Invest in companies that can compound shareholders’ value over the long run. The model portfolio invests in stocks listed in NSE500 and newly listed IPO, ETF.

Weekly report will come in tag name - weekly performance report - LT investing #xx

Rebalancing report will come in tag name - Rebalancing portfolio - LT investing #xx

Please refer to the below report for the weekly performance and the Latest news/update on companies invested in the Model portfolio - LT investing.

Overall return:

Portfolio performance: 06th Nov 2023 to 10th Nov 2023

Model portfolio - LT investing - 1 week returns (0.00%) compared to Nifty 50 index (1.53%)

Portfolio performance: 13th Nov 2023 to 17th Nov 2023

Model portfolio - LT investing - 1 week returns (0.02%) compared to Nifty 50 index (1.58%)

Current holdings:

Cash flow:

The total cash balance in the Demat account is Rs. 843.10

Model portfolio - Long-term Investing: (06th Nov 2023 to 19th Nov 2023)

The above model portfolio was created on 13th May 2022, it contains 11 equity stocks and 5 ETFs.

Currently it has 01 stocks are in large and midcap companies, whose growth is higher and more consistent return in equity. Companies that can compound shareholders’ value over the long run.

ETF (0 - domestic and 0 - international) and 1 debit ETF - Nippon liquid bees - Liquid funds invest in bonds having a maturity of up to three months. They are suitable to park the amount you have set aside to meet any emergency needs or any surplus money that you don't need for a few weeks up to a year. You can expect to earn better returns than what you would get from a bank account.

The model portfolio has a cash balance in the Demat account: Rs.843.10 and 97.40% allocated to cash - 1 debit ETF - Nippon liquid bees), If the market corrects further this quarter Q4 -2023, those cash allocations will be utilized to buy more shares of existing companies in a model portfolio or new opportunities come into the market ( eg: newly listed IPO, where growth is high. NSE may come up with IPO and list in exchange this year 2023)

Kindly like, share, and subscribe now to receive the newsletter directly to your email box.

A model portfolio contains large, midcap cap stocks and ETFs (domestic and international). Invest in companies that can compound shareholders’ value over the long run. The model portfolio invests in stocks listed in NSE500 and newly listed IPO, ETF.

Weekly report will come in tag name - weekly performance report - LT investing #xx

Rebalancing report will come in tag name - Rebalancing portfolio - LT investing #xx

Please refer to the below report for the weekly performance and the Latest news/update on companies invested in the Model portfolio - LT investing.

Overall return:

Portfolio performance: 23rd OCT 2023 to 27th OCT 2023

Model portfolio - LT investing - 1 week returns (-0.12%) compared to Nifty 50 index (-2.53%)

Portfolio performance: 30th OCT 2023 to 03rd OCT 2023

Model portfolio - LT investing - 1 week returns (0.01%) compared to Nifty 50 index (0.96%)

Current holdings:

Cash flow:

The total cash balance in the Demat account is Rs. 843.10

Model portfolio - Long-term Investing: (23rd OCT 2023 to 05th Nov 2023)

The above model portfolio was created on 13th May 2022, it contains 11 equity stocks and 5 ETFs.

Currently it has 01 stocks are in large and midcap companies, whose growth is higher and more consistent return in equity. Companies that can compound shareholders’ value over the long run.

ETF (0 - domestic and 0 - international) and 1 debit ETF - Nippon liquid bees - Liquid funds invest in bonds having a maturity of up to three months. They are suitable to park the amount you have set aside to meet any emergency needs or any surplus money that you don't need for a few weeks up to a year. You can expect to earn better returns than what you would get from a bank account.

The model portfolio has a cash balance in the Demat account: Rs.843.10 and 97.40% allocated to cash - 1 debit ETF - Nippon liquid bees), If the market corrects further this quarter Q4 -2023, those cash allocations will be utilized to buy more shares of existing companies in a model portfolio or new opportunities come into the market ( eg: newly listed IPO, where growth is high. NSE may come up with IPO and list in exchange this year 2023)

Kindly like, share, and subscribe now to receive the newsletter directly to your email box.

A model portfolio contains large, midcap cap stocks and ETFs (domestic and international). Invest in companies that can compound shareholders’ value over the long run. The model portfolio invests in stocks listed in NSE500 and newly listed IPO, ETF.

Weekly report will come in tag name - weekly performance report - LT investing #xx

Rebalancing report will come in tag name - Rebalancing portfolio - LT investing #xx

Please refer to the below report for the weekly performance and the Latest news/update on companies invested in the Model portfolio - LT investing.

Overall return:

Portfolio performance: 09th OCT 2023 to 13th OCT 2023

Model portfolio - LT investing - 1 week returns (-0.04%) compared to Nifty 50 index (0.50%)

Portfolio performance: 16th OCT 2023 to 20th OCT 2023

Model portfolio - LT investing - 1 week returns (0.00%) compared to Nifty 50 index (-1.06%)

Current holdings:

Cash flow:

The total cash balance in the Demat account is Rs. 843.10

Model portfolio - Long-term Investing: (09th OCT 2023 to 22nd OCT 2023)

The above model portfolio was created on 13th May 2022, it contains 11 equity stocks and 5 ETFs.

Currently it has 01 stocks are in large and midcap companies, whose growth is higher and more consistent return in equity. Companies that can compound shareholders’ value over the long run.

ETF (0 - domestic and 0 - international) and 1 debit ETF - Nippon liquid bees - Liquid funds invest in bonds having a maturity of up to three months. They are suitable to park the amount you have set aside to meet any emergency needs or any surplus money that you don't need for a few weeks up to a year. You can expect to earn better returns than what you would get from a bank account

The model portfolio has a cash balance in the Demat account: Rs.843.10 and 97.30% allocated to cash - 1 debit ETF - Nippon liquid bees), If the market corrects further this quarter Q4 -2023, those cash allocations will be utilized to buy more shares of existing companies in a model portfolio or new opportunities come into the market ( eg: newly listed IPO, where growth is high. NSE may come up with IPO and list in exchange this year 2023)

Kindly like, share, and subscribe now to receive the newsletter directly to your email box.

Share Investmenttalk Newsletter

A model portfolio contains large, midcap cap stocks and ETFs (domestic and international). Invest in companies that can compound shareholders’ value over the long run. The model portfolio invests in stocks listed in NSE500 and newly listed IPO, ETF.

Weekly report will come in tag name - weekly performance report - LT investing #xx

Rebalancing report will come in tag name - Rebalancing portfolio - LT investing #xx

Please refer to the below report for the weekly performance and the Latest news/update on companies invested in the Model portfolio - LT investing.

Overall return:

Portfolio performance: 02nd OCT 2023 to 06th OCT 2023

Model portfolio - LT investing - 1 week returns (-0.02%) compared to Nifty 50 index (0.08%)

Current holdings:

Cash flow:

The total cash balance in the Demat account is Rs. 843.10

Model portfolio - Long-term Investing: (01st OCT 2023 to 08th OCT 2023)

The above model portfolio was created on 13th May 2022, it contains 11 equity stocks and 5 ETFs.

Currently it has 01 stocks are in large and midcap companies, whose growth is higher and more consistent return in equity. Companies that can compound shareholders’ value over the long run.

ETF (0 - domestic and 0 - international) and 1 debit ETF - Nippon liquid bees - Liquid funds invest in bonds having a maturity of up to three months. They are suitable to park the amount you have set aside to meet any emergency needs or any surplus money that you don't need for a few weeks up to a year. You can expect to earn better returns than what you would get from a bank account

The model portfolio has a cash balance in the Demat account: Rs.843.10 and 97.30% allocated to cash - 1 debit ETF - Nippon liquid bees), If the market corrects further this quarter Q4 -2023, those cash allocations will be utilized to buy more shares of existing companies in a model portfolio or new opportunities come into the market ( eg: newly listed IPO, where growth is high. NSE may come up with IPO and list in exchange this year 2023)

Kindly like, share, and subscribe now to receive the newsletter directly to your email box.

A model portfolio contains large, midcap cap stocks and ETFs (domestic and international). Invest in companies that can compound shareholders’ value over the long run. The model portfolio invests in stocks listed in NSE500 and newly listed IPO, ETF.

Weekly report will come in tag name - weekly performance report - LT investing #xx

Rebalancing report will come in tag name - Rebalancing portfolio - LT investing #xx

Please refer to the below report for the weekly performance and the Latest news/update on companies invested in the Model portfolio - LT investing.

Overall return:

Portfolio performance: 11th SEP 2023 to 15th SEP 2023

Model portfolio - LT investing - 1 week returns (-0.03%) compared to Nifty 50 index (1.88%)

Portfolio performance: 18th SEP 2023 to 22nd SEP 2023

Model portfolio - LT investing - 1 week returns (-0.07%) compared to Nifty 50 index (-2.57%)

Portfolio performance: 25th SEP 2023 to 29th SEP 2023

Model portfolio - LT investing - 1 week returns (0.00%) compared to Nifty 50 index (-0.18%)

Current holdings:

Cash flow:

The total cash balance in the Demat account is Rs. 843.10

Model portfolio - Long-term Investing: (11th SEP 2023 to 30th SEP 2023)

The above model portfolio was created on 13th May 2022, It contains 11 equity stocks and 5 ETFs.

Currently it has 01 stocks are in large and midcap companies, whose growth is higher and more consistent return in equity. Companies that can compound shareholders’ value over the long run.

ETF (0 - domestic and 0 - international) and 1 debit ETF - Nippon liquid bees - Liquid funds invest in bonds having a maturity of up to three months. They are suitable to park the amount you have set aside to meet any emergency needs or any surplus money that you don't need for a few weeks up to a year. You can expect to earn better returns than what you would get from a bank account

The model portfolio has a cash balance in the Demat account: Rs.843.10 and 97.30% allocated to cash - 1 debit ETF - Nippon liquid bees), If the market corrects further this quarter Q3 -2023, those cash allocations will be utilized to buy more shares of existing companies in a model portfolio or new opportunities come into the market ( eg: newly listed IPO, where growth is high. NSE may come up with IPO and list in exchange this year 2023)

Kindly like, share, and subscribe now to receive the newsletter directly to your email box.

A model portfolio contains large, midcap cap stocks and ETFs (domestic and international). Invest in companies that can compound shareholders’ value over the long run. The model portfolio invests in stocks listed in NSE500 and newly listed IPO, ETF.

Weekly report will come in tag name - weekly performance report - LT investing #xx

Rebalancing report will come in tag name - Rebalancing portfolio - LT investing #xx

Please refer to the below report for the weekly performance and the Latest news/update on companies invested in the Model portfolio - LT investing.

Overall return:

Portfolio performance: 04th SEP 2023 to 08th SEP 2023

Model portfolio - LT investing - 1 week returns (0.12%) compared to Nifty 50 index (1.98%)

Current holdings:

Cash flow:

The total cash balance in the Demat account is Rs. 843.10

Model portfolio - Long-term Investing: (04th SEP 2023 to 10th SEP 2023)

The above model portfolio was created on 13th May 2022, It contains 11 equity stocks and 5 ETFs.

Currently it has 01 stocks are in large and midcap companies, whose growth is higher and more consistent return in equity. Companies that can compound shareholders’ value over the long run.

ETF (0 - domestic and 0 - international) and 1 debit ETF - Nippon liquid bees - Liquid funds invest in bonds having a maturity of up to three months. They are suitable to park the amount you have set aside to meet any emergency needs or any surplus money that you don't need for a few weeks up to a year. You can expect to earn better returns than what you would get from a bank account

The model portfolio has a cash balance in the Demat account: Rs.843.10 and 97.30% allocated to cash - 1 debit ETF - Nippon liquid bees), If the market corrects further this quarter Q3 -2023, those cash allocations will be utilized to buy more shares of existing companies in a model portfolio or new opportunities come into the market ( eg: newly listed IPO, where growth is high. NSE may come up with IPO and list in exchange this year 2023)

Kindly like, share, and subscribe now to receive the newsletter directly to your email box.

A model portfolio contains large, midcap cap stocks and ETFs (domestic and international). Invest in companies that can compound shareholders’ value over the long run. The model portfolio invests in stocks listed in NSE500 and newly listed IPO, ETF.

Weekly report will come in tag name - weekly performance report - LT investing #xx

Rebalancing report will come in tag name - Rebalancing portfolio - LT investing #xx

Please refer to the below report for the weekly performance and the Latest news/update on companies invested in the Model portfolio - LT investing.

Overall return:

Portfolio performance: 28th AUG 2023 to 01st SEP 2023

Model portfolio - LT investing - 1 week returns (-0.01%) compared to Nifty 50 index (0.88%)

Current holdings:

Cash flow:

The total cash balance in the Demat account is Rs. 843.10

Model portfolio - Long-term Investing: (28th AUG 2023 to 03rd SEP 2023)

The above model portfolio was created on 13th May 2022, It contains 11 equity stocks and 5 ETFs.

Currently it has 01 stocks are in large and midcap companies, whose growth is higher and more consistent return in equity. Companies that can compound shareholders’ value over the long run.

ETF (0 - domestic and 0 - international) and 1 debit ETF - Nippon liquid bees - Liquid funds invest in bonds having a maturity of up to three months. They are suitable to park the amount you have set aside to meet any emergency needs or any surplus money that you don't need for a few weeks up to a year. You can expect to earn better returns than what you would get from a bank account

The model portfolio has a cash balance in the Demat account: Rs.843.10 and 97.30% allocated to cash - 1 debit ETF - Nippon liquid bees), If the market corrects further this quarter Q3 -2023, those cash allocations will be utilized to buy more shares of existing companies in a model portfolio or new opportunities come into the market ( eg: newly listed IPO, where growth is high. NSE may come up with IPO and list in exchange this year 2023)

Kindly like, share, and subscribe now to receive the newsletter directly to your email box.

A model portfolio contains large, midcap cap stocks and ETFs (domestic and international). Invest in companies that can compound shareholders’ value over the long run. The model portfolio invests in stocks listed in NSE500 and newly listed IPO, ETF.

Weekly report will come in tag name - weekly performance report - LT investing #xx

Rebalancing report will come in tag name - Rebalancing portfolio - LT investing #xx

Please refer to the below report for the weekly performance and the Latest news/update on companies invested in the Model portfolio - LT investing.

Overall return:

Portfolio performance: 21st AUG 2023 to 25th AUG 2023

Model portfolio - LT investing - 1 week returns (-0.01%) compared to Nifty 50 index (-0.23%)

Current holdings:

Cash flow:

The total cash balance in the Demat account is Rs. 843.10

Model portfolio - Long-term Investing: (20th AUG 2023 to 27th AUG 2023)

The above model portfolio was created on 13th May 2022, It contains 11 equity stocks and 5 ETFs.

Currently it has 01 stocks are in large and midcap companies, whose growth is higher and more consistent return in equity. Companies that can compound shareholders’ value over the long run.

ETF (0 - domestic and 0 - international) and 1 debit ETF - Nippon liquid bees - Liquid funds invest in bonds having a maturity of up to three months. They are suitable to park the amount you have set aside to meet any emergency needs or any surplus money that you don't need for a few weeks up to a year. You can expect to earn better returns than what you would get from a bank account

The model portfolio has a cash balance in the Demat account: Rs.843.10 and 97.30% allocated to cash - 1 debit ETF - Nippon liquid bees), If the market corrects further this quarter Q3 -2023, those cash allocations will be utilized to buy more shares of existing companies in a model portfolio or new opportunities come into the market ( eg: newly listed IPO, where growth is high. NSE may come up with IPO and list in exchange this year 2023)

Kindly like, share, and subscribe now to receive the newsletter directly to your email box.

A model portfolio contains large, midcap cap stocks and ETFs (domestic and international). Invest in companies that can compound shareholders’ value over the long run. The model portfolio invests in stocks listed in NSE500 and newly listed IPO, ETF.

Weekly report will come in tag name - weekly performance report - LT investing #xx

Rebalancing report will come in tag name - Rebalancing portfolio - LT investing #xx

Please refer to the below report for the weekly performance and the Latest news/update on companies invested in the Model portfolio - LT investing.

Overall return:

Portfolio performance: 14th AUG 2023 to 18th AUG 2023

Model portfolio - LT investing - 1 week returns (-0.04%) compared to Nifty 50 index (-0.61%)

Current holdings:

Cash flow:

The total cash balance in the Demat account is Rs. 843.10

Model portfolio - Long-term Investing: (12th AUG 2023 to 19th AUG 2023)

The above model portfolio was created on 13th May 2022, It contains 11 equity stocks and 5 ETFs.

Currently it has 01 stocks are in large and midcap companies, whose growth is higher and more consistent return in equity. Companies that can compound shareholders’ value over the long run.

ETF (0 - domestic and 0 - international) and 1 debit ETF - Nippon liquid bees - Liquid funds invest in bonds having a maturity of up to three months. They are suitable to park the amount you have set aside to meet any emergency needs or any surplus money that you don't need for a few weeks up to a year. You can expect to earn better returns than what you would get from a bank account

The model portfolio has a cash balance in the Demat account: Rs.843.10 and 97.20% allocated to cash - 1 debit ETF - Nippon liquid bees), If the market corrects further this quarter Q3 -2023, those cash allocations will be utilized to buy more shares of existing companies in a model portfolio or new opportunities come into the market ( eg: newly listed IPO, where growth is high. NSE may come up with IPO and list in exchange this year 2023)

Kindly like, share, and subscribe now to receive the newsletter directly to your email box.

A model portfolio contains large, midcap cap stocks and ETFs (domestic and international). Invest in companies that can compound shareholders’ value over the long run. The model portfolio invests in stocks listed in NSE500 and newly listed IPO, ETF.

Weekly report will come in tag name - weekly performance report - LT investing #xx

Rebalancing report will come in tag name - Rebalancing portfolio - LT investing #xx

Please refer to the below report for the weekly performance and the Latest news/update on companies invested in the Model portfolio - LT investing.

Overall return:

Portfolio performance: 07th AUG 2023 to 11th AUG 2023

Model portfolio - LT investing - 1 week returns (0.00%) compared to Nifty 50 index (-0.45%)

Current holdings:

Cash flow:

The total cash balance in the Demat account is Rs. 843.10

Model portfolio - Long-term Investing: (05th AUG 2023 to 13th AUG 2023)

The above model portfolio was created on 13th May 2022, It contains 11 equity stocks and 5 ETFs.

Currently it has 01 stocks are in large and midcap companies, whose growth is higher and more consistent return in equity. Companies that can compound shareholders’ value over the long run.

ETF (0 - domestic and 0 - international) and 1 debit ETF - Nippon liquid bees - Liquid funds invest in bonds having a maturity of up to three months. They are suitable to park the amount you have set aside to meet any emergency needs or any surplus money that you don't need for a few weeks up to a year. You can expect to earn better returns than what you would get from a bank account

The model portfolio has a cash balance in the Demat account: Rs.843.10 and 97.20% allocated to cash - 1 debit ETF - Nippon liquid bees), If the market corrects further this quarter Q3 -2023, those cash allocations will be utilized to buy more shares of existing companies in a model portfolio or new opportunities come into the market ( eg: newly listed IPO, where growth is high. NSE may come up with IPO and list in exchange this year 2023)

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A model portfolio contains large, midcap cap stocks and ETFs (domestic and international). Invest in companies that can compound shareholders’ value over the long run. The model portfolio invests in stocks listed in NSE500 and newly listed IPO, ETF.

Weekly report will come in tag name - weekly performance report - LT investing #xx

Rebalancing report will come in tag name - Rebalancing portfolio - LT investing #xx

Please refer to the below report for the weekly performance and the Latest news/update on companies invested in the Model portfolio - LT investing.

Overall return:

Portfolio performance: 31st Jul 2023 to 04th AUG 2023

Model portfolio - compounders - 1 week returns (0.14%) compared to Nifty 50 index (-0.66%)

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A model portfolio contains large, midcap cap stocks and ETFs (domestic and international). Invest in companies that can compound shareholders’ value over the long run. The model portfolio invests in stocks listed in NSE500 and newly listed IPO, ETF.

Weekly report will come in tag name - weekly performance report - LT investing #xx

Rebalancing report will come in tag name - Rebalancing portfolio - LT investing #xx

Please refer to the below report for the weekly performance and the Latest news/update on companies invested in the Model portfolio - LT investing.

Overall return:

Portfolio performance: 17th Jul 2023 to 21st Jul 2023

(Liquid bees) rebalance not included in virtual portfolio. So, it will not reflect in weekly return generated from virtual portfolio on 22nd JUL 2023

Model portfolio - compounders - 1 week returns (0.09%) compared to Nifty 50 index (0.92%)

Portfolio performance: 24th Jul 2023 to 28th Jul 2023

(Liquid bees) rebalance not included in virtual portfolio. So, it will not reflect in weekly return generated from virtual portfolio on 29th JUL 2023

Model portfolio - compounders - 1 week returns (-0.05%) compared to Nifty 50 index (-0.50%)

Read more