This portfolio is more of value based portfolio especially the ones with higher dividend yield.
Planning for retirement requires a thoughtful approach to investing, focusing on building a portfolio that provides both growth and stability. A well-structured retirement portfolio can help ensure you have the necessary funds to enjoy your golden years without financial stress.
Building a retirement-based portfolio is a critical step toward achieving financial security in your later years. By defining your goals, choosing the right asset allocation, and regularly monitoring your investments, you can create a robust portfolio that supports your retirement dreams. Remember, starting early and staying disciplined are key to long-term success.
Note* - These figures are indicative and actual may vary in the similar range.
Row Label | Market Cap Allocation |
---|---|
Large | 90% |
Middle | 5% |
Small | 5% |
Total | 100 |
Row Label | MCA |
---|---|
Bluechip | 15% |
Growth | 10% |
Value | 70% |
Speculative | 5% |
Grand Total | 100 |
Row Lebels | ISA |
---|---|
Agriculture | 4% |
Automobileancillaries | 15% |
Banking | 7% |
Capital goods | 14% |
Chemicals | 8% |
Crude oil | 2% |
Diamond Jewellery | 5% |
Finance | 7% |
Healthcare | 4% |
Hospitality | 3% |
Information Technology | 8% |
Infrastructure | 6% |
Iron Steel | 6% |
Logistics | 1% |
Realty | 3% |
Plastic Products | 3% |
FMCG | 4% |
Grand Total | 100 |