Model portfolio - compounders
weekly performance report - compounders #17
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.
Note: LIC IPO closing on 9th May 2022 - I was not applying for the IPO due to a lack of confidence in the company.
Model portfolio - compounders have equal volatility to the Nifty 50 index in last week and this week's market correction.
Portfolio performance till 29th April 2022
Portfolio performance till 6th May 2022
Portfolio performance - May 2 2022 to May 6 2022
The total cash balance in the Demat account: Rs. 283.28
Cash flow:
 Model portfolio - compounder ( 18th Apr to 06th May 2022) - NILL
As per the Tax slab, we are considering a 10% tax on interest earned in a liquid fund
Total interest earned from Jan to April 2022 - 193.20
Current holdings :
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.
The model portfolio has 17.3 % allocated to cash - 1 debit ETF - Nippon liquid bees, If the market corrects further this quarter Q2-2022, 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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