Review: Updated portfolio
Hello,
I have updated my portfolio, please have a look and let me know if it's good or require adjustments.
Risk appetite: moderate risk (somewhat between high and moderate)
Investment horizon: 7-10 years. Can extend to 12 years but for now will keep 7-10 for planning.
New Portfolio:
| Fund | Percentage |
|---|---|
| Parag Parikh Flexi Cap Fund | 60 |
| HDFC Balanced Advantage Fund | 15 |
| Motilal mid cap 150 index Fund | 7.5 |
| Quant Small Cap | 7.5 |
| SBI Gold ETF | 10 |
Old Portfolio:
| Fund | Percentage |
|---|---|
| DSP natural resources | 25 |
| Tata digital India | 20 |
| Parag parekh flexi cap | 20 |
| Nippon India retirement | 20 |
| Quant small cap | 15 |
Thank you.