Portfolio Update : Apr-2023

Hello all, hope you all are doing good, In June last year I completed a decade of equity investing, i.e 10 years back i made my first equity purchase, over the years i have learnt a few lessons, so i made a quick post about it, please take a look at it. Ten years of Mutual Fund investing, what are my returns?

Now a quick update on the portfolio

Emergency Fund: For some renovation works, i had to pull out money from this corpus. Overall XIRR as of today is around 5.14%.

Retirement: Market has been going no where in the last few months, i have not changed my strategy, just kept my investments going. Direct equity is now 4.51% of the equity portfolio.

Equity MF XIRR for this goal is 13.81%

Child’s Education: Same here as well, no change in strategy, just kept my investments going

Equity MF XIRR for this goal is 13.29%

See you all in my next update.