Current Debt portfolio: PF — 1500 & RD — 2000 per month Current Equity portfolio: (all Direct Growth plan monthly SIP for 3 years)-------------------------------------------------------------------------------- SBI bluechip — Rs 2000 ICICI value discovery - Rs 1000 — > Need to remove this multi cap as I am planning to add one ELSS (multi cap) DSP BR Micro Cap — Rs 1000 Franklin smaller comp - Rs 1000 I was having two small caps as their portfolio overlap is 15 %.
Not exact matches
Crockett, who is bullish on SeaWorld, notes that even if things get much worse, the company has a
portfolio of properties that, in its IPO filings, was valued at $ 5 billion; that's more than two times the
current value of its market cap and
debt.
Checking up on your long - term financial planning should include reviewing your
current expenses, evaluating any
debt balance, analyzing your savings accounts and ensuring you understand how the products in your retirement
portfolio will help you achieve your goals.
Great info thanks.This site actually helped me shave money off my
current debt and allowed me to turn around and re-invest it into my
portfolio.
An Open ended Balanced Scheme with the objective to generate long term growth of capital and
current income, through a
portfolio with a target allocation of 60 % equity and 40 %
debt and money market securities.
As per my
current portfolio total savings per year is Rs 1,20,000 and
portfolio allocation is
Debt — 50 % and Equity 50 %.
After about 3 months of research, this is how I have designed my
portfolio based on my
current income and expenses: Equity /
Debt Exposure in medium and long term: 70/30, my age is 25 1.
Personal finance is definitely personal, but there are some things that are pretty black and white... one of those is the fact that 6.2 % is not only greater than 3.5 % (the
current yield on your
portfolio), but eliminating the 6.2 % interest on your
debt is a sure bet, while who knows what might happen to the
portfolio.
Birla SL Balanced 95 Fund is an open ended balanced scheme which aims to generate capital growth in the long term along with
current income via a
portfolio with specified allocated investment of 65 percent in equity and 35 percent in
debt and money market instruments.
After a spate of
debt - related issues with
portfolio holdings in 2014 (of which Tesco was one) I changed the
debt ratio to its
current, more conservative incarnation, including this rule of thumb:
Current management has reshaped Brunswick's
portfolio, improved operations, and repaid
debt since the financial crisis.
To generate long term growth of capital and
current income from a
portfolio of equity & fixed income securities The scheme will invest a maximum 40 % of its net assets in equity while the balance will be invested in a diversified
portfolio of
debt and money - market instrument of varying maturities
Colony purchased the
portfolio with cash and
debt, not new secondary equity as imagined, leading analysts to predict a 10 % ROE projection on the new assets that will add $ 0.25 - $ 0.30 per share to
current 2016 consensus.»
Since assuming my
current role, highlights have included $ 11.5 billion of commercial loan originations for our
portfolio in 2013 and our successful launching of a third - party
debt asset management platform that continues to grow in number of clients, products and assets under management.