Monthly Portfolio- Feb, 21

Three Months completed for our portfolio. And its staying strong. January was a month of huge volatility for Equity and Gold. The advantage of having a Multi Asset Portfolio is that it is made to weather volatility and gives us confidence in staying through the course to achieve the Targeted Return. No Rebalancing is required this month. Lets stay on the course as the Portfolio is already beating all the asset classes in its monthly performance. Though Monthly Portfolio is not even down 1 % .

Portfolio Inception: 31/10/2020

Portfolio Theme/Suitability :This is a generic portfolio suitable for medium risk profile with medium (5 years) to Long term(15 years) horizon to get the best out of all the asset class. Someone who is looking for Above Fixed returns taking help of equity to beat the inflation. And with our routine rebalancing and tactical moves we would try to achieve this goal for a lumpsum investments.

Portfolio Corpus : 10 lacs

Portfolio Value(As on 31/01/21) : 10.55 lacs

Targeted Return (CAGR): 10 %

Achieved Return (CAGR) : 22.34%

Portfolio Asset wise Performance:

Disclaimer: Kindly note this portfolio should not be replicated without consulting your advisor . Your execution should be backed by proper risk profiling and suitability check before investing. Portfolio Returns tends to be non-linear but will smoothen over the period of time.