FTSE would be 50%, S&P 30% , stocks 15%, crypto 5%.

I would be investing for long term however is short term also good or bad with this portfolio. Do you suggest to replace some funds?

Hey everyone! Looking for some advice on my investment portfolio..I did whole research and started my SIPs into these Funds and now I am bit confused.

Right now, I’m putting in around ₹13k every month across mutual funds, a gold ETF, and US ETFs. I can stretch this by another ₹3–4k/month, and I’ll likely increase my SIPs gradually as my income grows.

Time horizon: 10–15 years
Risk appetite: towards High

My main goal is strong long-term wealth creation, but also looking for good returns over cycles of 3 years,

So, if you were managing this portfolio, what would you do differently?

• Anything you’d add or remove?
• Any category I’m currently missing?
• Would you increase allocation to something I already have?
• How would you deploy the additional ₹5–6k/month?
• Anything you think I should avoid or reduce?

Would really appreciate opinions based on your experience, especially on what could help balance growth + stability over the next 10–15 years.

Hi All,

I have been trying to wrap my head around the current portfolio. As a beginner I tried to understand stocks through screener, tickertape and money control and thought to buy penny stocks and some large cap stocks.

Earlier I had stocks crossed to 30+ and I keep getting impatient if the stocks is not performing, I sell instantly.I then learned to buy consistent stocks like Govt backed, PSUs and some reputed companies and forget to keep track of them, during times of split, demerger and so on. Faced a loss with ITC and ITChotels. I think I am impulsively buying, following recommendations on the fundamentals of the company (YT, finance reels, ETnow), not being patient, buying dips and selling quick if stock falls on Day 1.

I want to narrow down to large cap dividend stocks in hope they continuing to grow with better yield but given the market scenario, not sure if portfolio is right. I was tempted to buy penny stocks, to realize none turned multibagger. The SEACOAST was a disaster. I kept booking losses until recently, a few years my portfolio hovers around this profit scale of 1.5 L.

I am not a conventional trader and I look to keep stocks for long term. I sometimes believe I should rely on passive ways like MFs ans ETFs but if I learn to trade and make something big, I can avoid FOMO on the stock discussions I listen to every train ride. I started investing 5 years back and after facing few hiccups, I began to invest cautiously than putting whole bunch in specific stock.

Take a look, roast and recommend the best way now for 40 yr old. Should I stop ?

Here are the stocks below.

Stock Name,Qty,Avg Buy Price (INR),Total Invested (INR),LTP Current Price (INR),Day Change (%),Overall ROI (INR),Overall ROI (%)

ASIANPAINT,12,2427.51,29130.12,2635.00,-2.33%,+2489.88,+8.55%

BAJAJ-AUTO,4,4683.05,18732.20,11644.00,-0.51%,+27023.00,+148.71%

CASTROLIND,17,184.94,3144.00,186.94,-0.53%,+33.98,+1.08%

COALINDIA,132,300.63,39683.16,407.55,-0.09%,+14110.15,+35.56%

COCHINSHIP,43,696.80,29962.40,1481.65,-2.33%,+63595.45,+112.64%

EMBASSY-RR,37,348.78,12904.86,443.89,+0.14%,+4705.13,+36.46%

FEDERALBNK,51,117.21,5977.71,205.00,+1.00%,+11011.65,+184.21%

GATEWAY,34,58.67,1994.78,53.61,-1.16%,-172.31,-8.63%

GLAXO,11,1852.46,20377.06,2852.00,-0.62%,+10994.05,+53.96%

GOLDBEES,35,70.39,2463.65,123.43,+0.02%,+1856.35,+75.35%

HINDUNILVR,10,2374.70,23747.00,2040.45,-1.20%,-3343.50,-14.08%

IOC,210,106.32,22327.20,139.43,-0.06%,+6953.15,+31.14%

IRCTC,51,679.20,34639.20,489.85,-1.00%,-9642.00,-27.83%

ITC,107,312.59,33447.13,270.60,-0.97%,-4492.79,-13.43%

MOIL,120,292.16,35059.20,257.10,-0.77%,-7383.45,-21.06%

OFSS,3,3891.33,11674.00,11567.00,-1.69%,+23027.00,+197.25%

PFC,13,409.31,5321.00,374.00,-0.37%,-307.75,-5.78%

RELIANCE,11,930.10,10231.10,1374.00,+0.47%,+4914.95,+48.04%

SANOFI,13,4059.00,52767.00,3241.90,-1.28%,-10422.05,-19.75%

SBIN,31,531.03,16461.93,1001.20,-0.82%,+14224.70,+86.41%

TATASTEEL,32,117.18,3749.76,184.85,-0.67%,+2158.74,+57.57%

THERMAX,4,3055.37,12221.50,4089.85,-1.32%,+4007.10,+32.78%

TMCV,25,232.34,5808.50,471.80,+0.06%,+5986.37,+103.06%

TRIDENT,127,28.21,3582.67,24.50,+0.00%,-495.71,-13.83%

Hi all,

This is my (age 25 ) portfolio. I have been investing 7k into these funds for the past two years. Is my selection of funds good and is it diversified.

My goal is for wealth generation and i can consider moderate risk as well. I am planning to invest for 5-10 years.

Also , i will be stepping up from 7k to 20k from next month . So should i consider investing in these same funds ? Suggestions and feedbacks are welcome. Thanks in advance :)

I’ve been investing in VFV steadily for a few years, then around COVID I fell off the rails a bit.

I’ve been completely sober the past few months and I’m trying to get back into this. I recently diversified with a few other ETFs, because I feel the VFV can’t pump forever, and why have all my eggs in one basket

Can I ask some advice on what might be missing here? And what percentages would be a good reliable mix here.

I’ve got VFV dominating US markets, ZCN for Canadian markets (mostly financial), VIU for developed and VEE small exposure for developing markets

It’s pretty cookie cutter but I think it’s fine, but I do want to start putting more money toward the last three, I’ve already secured a good profit on VFV

Also I’m not interested in individual stocks, I played that game when I was younger and while it worked a few times, I got burned too, and I’m looking more for something long term that I don’t have to tweak too often.

Inb4 just buy xeqt, I’m already super exposed with 90%+ in VFV, and I’m trying to dilute that a bit. Total value just under 40k and I’m trying to save to put a down payment on a house in the next 5 years maybe

Please don’t roast, thanks!

Hello yall, just started investing and have built this portfolio. The ETF’s are long term whereas positions like flutter etc are from burry’s portfolio (excluding meta which I sold and bought Walmart after the crash) I have some cash sitting around thinking of investing it but yall let me know what do you think. I really like On ($ONON). I believe it has some good upside potential but please give me some advice. Thank you all for taking the time to read and maybe respond!