Portfolio Review - Dec 2021
I started my investing journey in the second half of 2019. 2021 has been a great year with respect to learnings. I have restructured my portfolio based on the learnings. So here is my PF as of Dec 2021.
Milestones in 2021
- Increased investments in Equity
- Created an MF Portfolio
- Created a Satelite Portfolio
Portfolio
- Coffee Can Portfolio
- Mid Cap Portfolio
- MF Portfolio
Overall PF Spread
Coffee Can Portfolio
Updates
- Increased allocation to AsiaPaint/HCL Tech
- No new Stocks were added
Mid Cap Portfolio
Updates
- Reduced stocks from 16 to Just 8
- Improved allocation
- add Jubilant Ingrevia
MF Portfolio
- Motilal Oswal Nasdaq 100
- Edelweiss Greater China
- PPFAS Flexi Cap
Goal 2022
- Increase allocation to MF, Identify two more MF (Preferably IT, Nifty50)
- Stop Greater China SIP as allocation exceeds 5% of the overall fund and this fund has inherent risks
- Identify at least one good Midcap and start investing (Preferably from IT/Platform/EV/Renewable Space)
- Increase allocation to Midcap stocks
I will be posting my PF update in next 6 months
Your inputs are most welcome 