Model portfolio - compounders
weekly performance report - compounders #30
A model portfolio contains large and midcap cap stocks whose growth is higher and more consistent return in equity. Compounders are companies that can compound shareholders’ value over the long run. The model portfolio invests in stocks listed in NSE500 and newly listed IPO.
Weekly report will come in tag name - weekly performance report - compounders#xx
Rebalancing report will come in tag name - Rebalancing portfolio - compounders#xx
Please refer to the below report for the weekly performance and the Latest news/update on companies invested in the Model portfolio - compounders.
Model portfolio - compounders have equal volatility to the Nifty 50 index.
Overall return:
Companies brought/sold this Week: NILL
Portfolio performance: 04th Jul 2022 to 08th Jul 2022
Model portfolio - compounders - 1 week returns (2.70%) comparing to Nifty 50 index (2.97%).
Current holdings:
Cash flow:
The total cash balance in the Demat account: is Rs. 19,646.43
The above cash will be used to buy the liquid bees Tmrw (11-07-2022).
Model portfolio - compounder ( 04th Jul 2022 to 10th Jul 2022) - NILL
The above model portfolio was created on 23th Jan 2022, It contains 17 equity stocks and 1 debit ETF.
Currently 15 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. and 1 ETF - ALPHA50 index Momentum fund.
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 (cash - 19,464.43 and 17.30% allocated to - 1 debit ETF - Nippon liquid bees) - A total of RS. 40,464.43 in cash, So in approx more than 30% in cash. If the market corrects further this quarter Q3-2022, those cash allocations will be utilized to buy more shares of existing companies in a model portfolio or new opportunities comes into the market ( eg: newly listed IPO, where growth is high . NSE may come up with IPO and list in exchange this year 2022).
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