Aggressive Portfolio
I am Young and ready to invest in Risky Investment Instruments.
I want a good Long Term Return to earn more and Retire early.
Investment Solution
| Equity | 100% |
| Fixed income | 0 |
| Portfolio | ||
| Equity | Large Cap | 65% |
| Mid Cap | 20% | |
| Small Cap | 15% | |
Dynamic Portfolio
I am ready to take Risks to get high returns in the Long Term even if the Short Term returns are negative
| Equity | 75.00% |
| Fixed income | 25.00% |
| Portfolio | ||
| Equity | Equity Large Cap | 50.00% |
| Equity Mid Cap | 15.00% | |
| Equity Small Cap | 10.00% | |
| Debt | Debt – Corp Bonds | 9.00% |
| Debt – Short Duration | 12.00% | |
| Debt – Ultra Short Duration | 4.00% | |
Balanced Portfolio
I want a Balanced investment portfolio that is a mix of Equity and Debt.
| Equity | 50.00% |
| Fixed income | 50.00% |
| Portfolio | ||
| Equity | Equity Large Cap | 30.00% |
| Equity Mid Cap | 20.00% | |
| Equity Small Cap | 10.00% | |
| Debt | Debt – Corp Bonds | 15.00% |
| Debt – Short Duration | 24.00% | |
| Debt – Ultra Short Duration | 7.00% | |
Moderate Portfolio
I am looking for a Low-Risk Moderate Returns portfolio, as I am Low-Risk Taker
| Equity | 75.00% |
| Fixed income | 25.00% |
| Portfolio | ||
| Equity | ||
| Equity Large Cap | 20.00% | |
| Equity Mid Cap | 5.00% | |
| Debt | Debt – Corp Bonds | 27.00% |
| Debt – Short Duration | 32.00% | |
| Debt – Ultra Short Duration | 16.00% | |
Conservative Portfolio
My Long Term goal is to have slightly Higher Returns and unwilling to take any Risk
| Equity | 85.00% |
| Fixed income | 15.00% |
| Portfolio | ||
| Equity | Equity Large Cap | 15.00% |
| Debt | Debt – Corp Bonds | 30.00% |
| Debt – Short Duration | 35.00% | |
| Debt – Ultra Short Duration | 20.00% | |
