MF Portfolio: August 27, 2016

This month, there is very little changes in MF portfolio. Apart from standard investments, I landed up topping up our MF a little here and there. Coming up in September review, I will take a look on how these different MF are mapping into different goals and how are we doing towards our financial goals.

Self Portfolio:


Spouse Portfolio:


Suggestions/Comments/Feedback are most welcome.



Stocks Portfolio: August 27, 2016

This month has been pretty momentous for a lot of reasons. With the GST Buzz and peak of earnings season, one could see a lot of stocks going up and down. Personally, I did book some profits in some counters and then added some fresh positions or to existing counters. The main idea behind the churn is to re-balance the portfolio towards a more well-diversified growth-value blend.

Self Portfolio:


Spouse Portfolio:


Suggestions/Feedback/Comments are welcome