Portfolio Analysis - Shailesh

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View 2024 …

BULL in BEAR Market

My view for 2024 2023 was a surprise year . In line with my view that market is overvalued esp in context of higher interest rate , I kept shifting my asset allocation from equity ( 90% to 80%) to debt … But Crazy market movement meant I had sell lot more equity than I had planned in absolute term . Overall PF return was 50%+ inspite of huge shift to debt and movement from midcap to large cap. That indicates level of craziness that markets is in . Last 4 year CAGR of 40% even on my conserv…

II have updated my portfolio view in this thread