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Post 1yr adjustments to portfolio

Last post 03-19-2012 3:26 AM by Gopal. 0 replies.
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  • 03-19-2012 3:26 AM

    • Gopal
    • Top 100 Contributor
    • Joined on 03-05-2010
    • Posts 6
    • Points 135

    Post 1yr adjustments to portfolio

    Hello Team,

    I have been going through your portal and its very informative. Hats off for publishing nice articles and educating users. So i thought to seek your guidance on my current portfolio.
    I am 26yrs old single working as software engineer, can take risk and want to make investment 5k additional for long run it could be for 5-10yrs horizon apart from my current investments which are listed below

    I Have Covered with

    Health insurance -- Maxbupa silver heart beat(3L Sum assured) apart from my companies health insurance which is 2L
    Online term insurance -- 60L life insurance + 50L accidental coverage total of 1.1Cr from ICICI i pru option II

    Any comment what i covered so far?

    My investment monthly

    2000 LIC pension plan
    3000 HDFC TOP 200
    2000 IDFC PREMIER EQTY PLAN A(G)
    2000 DSP BR MICRo CAP(G)
    2000 HDFC EQUTY (G)
    2500 FEDELITY TAX ADVANTAGE(SIP will be over this month and planning in Taras Tax sheild for 2012-13)
    2500 HDFC TAX SAVER(SIP will be over this month and planning in Religare tax plan for 2012-13)

    Shall i continue with all these funds as stop date for SIP getting closure for few funds as i have been investing from one year.
    Please suggest in case of any amendments/new funds to be added in my portfolio for extra 5k?
    Looking forward for your valuable guidance.

    Regards,
    Gopal
    • Post Points: 5
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