Model portfolio - compounders
weekly performance report - compounders #07
Investmenttalk
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 in companies invested in the Model portfolio - compounders.
Model portfolio - compounders - 1 week returns (-0.05%) comparing to Nifty 50 index (-0.57%). In 1 Month returns (-0.56%) comparing to Nifty 50 index (-2.71%).
Model portfolio - compounders have very low volatility compared to the Nifty 50 index.
The above model portfolio was created on 23th Jan 2022, It contains 16 equity stocks and 1 debit ETF.
16 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.
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.
Model portfolio has 23% allocated to cash - 1 debit ETF - Nippon liquid bees, If the market corrects further this quarter Q12022, those cash allocation will be utilized to buy more shares of existing companies in a model portfolio or new opportunities comes in 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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