MF Portfolio: 27 Sept 2016

Disclaimer:

This is just a running diary where I consolidate my portfolio status on a monthly level, usually at the end of the month. This is in NO WAY an Investment Advice and is not intended to be a recommendation. Please check with a SEBI registered financial adviser for legal advice before investing.

Legend:

  • Cells with *** and ORANGE background indicate DIRECT Funds
  • Cells with GREEN background indicate Debt Funds

MF portfolio – Self:

mf_pf_2016_09_27_1.png

MF Portfolio – Spouse:

mf_pf_2016_09_27_2.png

Comments /  Suggestions / Feedback is always welcome.

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Stocks Portfolio: 27 Sept 2016

Disclaimer:

This is just a running diary where I consolidate my portfolio status on a monthly level, usually at the end of the month. This is in NO WAY an Investment Advice and is not intended to be a recommendation. Please check with a SEBI registered financial adviser for legal advice before investing.

This month, we consolidated some of our investments, booked profits in some and reinvested the proceeds in our efforts to diversify our holdings across different sectors, while constantly trying to reduce the number of stocks being held in the portfolio.

Announcement:

Some days back, I wrote about starting a SIP in stocks and I got around to starting a same this month onwards.

Core Stocks Portfolio – Self:

stocks_pf_2016_09_27_1.png

Core Stocks Portfolio – Spouse:

stocks_pf_2016_09_27_2.png

SIP Portfolio – Self:

stocks_pf_2016_09_27_3.png

SIP Portfolio – Spouse:

stocks_pf_2016_09_27_4.png

Comments/Suggestions/Feedback is always welcome..