MODEL PORTFOLIO - COMPOUNDERS

weekly performance report - compounders # 105

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:

Portfolio performance: 07th AUG 2023 to 12th AUG 2023

Model portfolio - compounders - 1 week returns (0.20%) compared to Nifty 50 index (-0.45%)

Current holdings:

Cash flow:

The total cash balance in the Demat account is Rs. 895.24

Model portfolio - compounder: (05th AUG 2023 to 12th AUG 2023)

The above model portfolio was created on 23rd Jan 2022, It contains 17 equity stocks and 1 debit ETF.

Currently 02 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. 895.24 and 92.60% allocated to cash (1 debit ETF - Nippon liquid bees). If the market corrects further in quarter Q3 -2023, those cash allocations will be utilized to buy more shares of existing companies in a model portfolio or new opportunities comes into the market (E.g.: newly listed IPO, where growth is high. NSE may come up with IPO and list in exchange this year 2023).

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