WigglyNarwhal
WigglyNarwhal
4mo

Portfolio review | 27M

Stocks: 1.60L Mutual funds: 12.26L US Stocks (personal investment): 1.17L Working Company vested stocks: 18.65L Smallcase: 79830

Total current assets: 34.47L

Debt: None

Apart from this i have 2.5Cr life insurance cover

Monthly 40k i invest in Mutual funds and some 25k into company stocks. Also i get quarterly stocks from my current company.

Can you guys let me know if this is right way and amount to invest or should diversify and if i have to diversify what should be the fields which i should look into.

4mo ago
SleepyBurrito
SleepyBurrito

Cut out Smallcase. The fees are atrocious.

Apart from that, your strategy is great. Don't "diworsify" more.

Some idiot will come and post, to buy gold and silver. Now. After it has gone up 60%. The time to buy an asset is when it is reasonably priced.

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