Site icon Jagoinvestor

PORTFOLIO ANALYSIS

I have my portfolio as under:
Can you please share your comments if i want to go longer with this fund. Is any fund need to stop /remove for better & consistence return.
I have one year old kid in my family.

SIP:
HDFC TOP200- 5500 ( child education ) started Nov-2010
FTI Dynamic PE Ratio FOF – 4500 ( child school expense  after 5 years) started May 2011

HDFC Midcap Opp- 2000 ( Going to start July20 2011)

Fixed:
DSPBR Equity-15000
Reliance MIP- 23000 Market value
STP of 35000 HDFC Equity-34500 Market value ( started Sept 2010)
STP of 40000 Reliance RSF- 40000 Market value ( Started Sept 2010 )

Hard Gold coins: 1 Lac Market value..

 

I want to plan and invest for retirement appx.7000 pm

I have capacity to maintain this within next 4 to 5 Years.

Please share your comments

 

Thanks

Exit mobile version