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Investmenttalk Newsletter
Model portfolio - Long term investing
Model portfolio - Long Term investing

Model portfolio - Long term investing

weekly performance report - LT investing # 14

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Arunkumar
Jul 17, 2022
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Model portfolio - Long term investing
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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 Jul 2022 to 15th Jul 2022

Model portfolio - LT investing - 1 week returns (-3.65%) comparing to Nifty 50 index (-1.06%).

This week it had Model portfolio - Long-term investing has fallen more due to TCS and Bharti airtel share price fall. In upcoming weeks will add both companies in a SIP manner every fall. Even if allocation will go to 30% both combined.

In this Fed, inflation, RBI rate hike, and unnecessary market fall above both company will help us fall less and it will give good performance to a portfolio in long term.

Without IT and telecom, India cannot develop in near future. once RIL demergers JIO. We can switch from TCS to JIO.

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