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 |