Hi Friends
I am trying to figure out the right mix of various investment classes to freeze on a portfolio strategy for myself. Not looking for a stock specific strategy, but at category level.
I have created a few different portfolios to kick off this discussion. Please share your thoughts and help me (and every one else) arrive at the most effective portfolio.
Additionalquestion I am hoping to find an answer to:
#0. What is the right Portfolio mix?
#1. How will you take the current market levels into account, will that effect your portfolio mix?
#2. How do distribute say a lum sum amount (sayreceivedfrom selling another class of asset or bonus, etc) ?
#3. How will you distribute monthly stream of fresh investment money (like a SIP), since stock single stockopportunity might have vanished.
Portfolio Sheet Editable by everyone: I am currently restructuring to get to Portfolio #4.
Few assumptions: All (exceptions below) your investment capital is considered under this portfolio.
Exceptions:House one lives in,Shops / Businesses one owns or haveinheritedthat drives the monthly income.
Cheers
Puneet