Need Review On This
Current portfolio (~₹1.08 lakh):
- 30.6% NIFTYBEES
- 30.6% Abakkus Flexi Cap Fund
- 38.8% Quantum Gold Savings Fund
- 9.0% Franklin U.S. Opportunities FoF
Total invested: ₹1.07 lakh
Current value: ₹1.08 lakh
Overall gain: ~₹730 (+0.68%)
I’m in my late 20s with a 10-15 year investment horizon and open to aggressive portfolio risk wise. Looking for feedback on whether the allocation between Nifty 50, active Indian equity, gold, and US equities makes sense, or if I’m overallocated to any one asset class. What else can I do to make this better? While I understand the finance in general, I am a bit out of touch inexperienced on the fundamentals of ‘selection and research’ so some tips on learning that will help too. Thanks in advance!