Tips to maintain a good investment portfolio
By: chandna preeti kaur on Tuesday, August 05, 2008, 05:35:04 PM
2 Reponses

If you are intending to invest some money,. then there are some important points that you must keep in mind before you deicide on the various investment options. There are many investment experts available to advice you on developing a decent porfolio nd make your own task easy, still it is always a good thing to arm yourself with the right information to help yourself to enhance profits.

1. Analyse your ability to absorb the level of risk tolerence and decide on the category of risk you would be able to take, a low risk of course would also bring lower returns from your investment, but it would also eliminate the excessive exposure to volatility, a medium risk taker would like wise get greater returns but may also be exposed to greater chances of losses, Similarly is the case with high risk taker.

2 Diversify your portfolio well, but that dosen't necessarily mean that you have too many schemes on your portfolio. A well-balanced portfolio, has the right level of exposure to different segments of the equity market like large cap, mid-cap and small cap. In addition, for a decent portfolio size, it is all right to have some exposure in the sector and specialty funds.

3. Volatility is the characteristic feature of Stock market, this simply implies that if the markets slide, they are sure going to climb too. In other words you must not worry too long about the stock market fluctuations. It would be a good idea to stay invested for long to reap significant amount of gains. A patient, disciplined aproach would help you to manage the market volatility well.

4. Study the past performance of the scheme and analyse its risks and returns well, before planning on any investment. Schemes that provide you with decent returns may also be subjecting you to equal amount of risk. Such schemes cannot be considered as good performing schemes.

5. Decide on the right time and sell off the fund. For this you would have to study the cycle of rise and fall properly before you plan to exit. This may require requisite time of say arround three to four years. Many investors commit the grave mistake of either exiting too early or holding on for too long. The timing of selling is important and may lead to potential gain amount, if well decided. it is also better to rid yourself of the non-performing shares that have only been losing out for long.

6.Review your portfolio periodically depending on your term goals. You must regularly analyise the performance of fund in respect to others in the same category. Also keep tag of your risk tolerance, financial goals and the term of investment.


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1.  Saurabh Gupta Says:

Wednesday, August 06, 2008, 05:59:06 PM
nice post..
i also apricate it..
and good tips for maintainng investments...

2.  Ramesh N Thete Patil Says:

Wednesday, August 06, 2008, 05:58:56 PM
The investment planning basically depents upon the the factors like type of investor and the risk he can undertake i.e. whether he is risk averse of not. Where a person whose age is above fifty will think of secutiry more than return, since expecting more return will call for risk and in his downturn he cannot think of risk unless and untill his financial position and other jusfiable factors are very strong. Where an young person can take risk as against above unless his finaicial position and other factors dont permit him. After taking the decision what level of risk one is ready to undertake, we can plan investement opportunies and then plan the investments.....

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