My Year on Year performance for the fianancial year 2023

 This is the performance for the financial year 2023. It includes overall performance starting from Bank accounts to fix deposits, Stock portfolio to mutual fund portfolio. Have a look;

If  you see minutely then we have outperformed on all fronts, but if you compare it with last year then its not that well, but stock market has not given any returns in last year and hence we can definitely say that our performance is quite well. One more thing, we have used "Buy and Hold - Long Term Investing Strategy" and that has started giving results. Now every upmove in stock market will result in additional profits. 

Have a look;

My Year on Year Performance for the Calendar year 2022.

 Here, is my performance for the calendar year 2022. The volatile year has given volatile returns but it's ok we will continue investing and once the stock market start moving up significantly we will enjoy good returns.

My performance for the financial year 2022.

 Here is my performance for the financial year 2022. Have a look;

2021 - 36 Lakh to 46 Lakh - Achieving targets with Money management.

2020 - 27 lakh to 36 lakh. - Sailing through the market corrections.

Just like Harry Potter movie dialouge, "One more year has passed" and with that its a time to check the portfolio, how it has performed.

This year was special as it brought so many twists and turns starting from the stagnation in economy to COVID-19 pendamic that resulted into stock market crash and then a v shape recovery in markets.

In last one year, I have seen the fastest correction in the market and sailed it well, just because of the well designed strategy. I am not having any losses, instead I am able to grow the money substantially during the year.  In the previous year, the wealth grew to rupee 27,29,695 and this year it has grown to rupee 36,41,864. Now, right now stock market is trading at high valuation and hence I am having less exposure to markets and major portion of the funds is invested in debt funds and fix deposits (sitting on cash) with a view to grab opportunity as and when appear.

Here are the screen shots for more insights.

Numbers as of 27-07-2020...

The Investment Portfolio for the year 2019

1 Year has passed since I last posted my portfolio. In the last one year so many things have changed and that has impacted my investment decisions. The one big change is, shifting from investing into individual companies to index funds. And besides that parking the money into the bank Fix deposits awaiting the good investment deal.

The Stock Portfolio for the year 2018 - Where the money moves?

The first thing that came into my mind when I decided to start this blog and share my knowledge that I have gain since last 6 years (since June 2012) investing and trading into the stock market is that I should tell everyone about my journey in this stock market and what I have achieved and make more practical; what I have learnt and continuously learning. Learning is continuous process and everyday adds more experience to my trading and investment skills. 

Once upon a time, When I started my career in stock market in June 2012, frankly speaking I didn't knew anything about stock market and how to enter it. I was not doing any job and hence I was not having my PAN Card as well and the Bank account too was yet to open. The only thing that  I was sure about was, I wanted to enter the stock market and hence after little bit efforts I got my PAN Card and Bank account and opened stock market trading account with reknown stock broker. 

Now, as I have the account and initial 10,000 rupees that my father has given me to start stock market investments. I jumped into the stock market and I started with the Intraday trading (biggest mistake) and I traded the KOTAK MAHINDRA BANK counter on buy side and got profit of 1 rupee(as the trade size was very small). Now as I seen the profits I got excited and told to myself that Its very easy and I can make more money and hence I increased the quantity and taken the second trade on the long side and this time I got LOSS of 675 rupees. The first day in the stock market and I lost 674 rupees. So that was the beginning of my journey into the stock market. 

After that time passes and I started gaining knowledge about stock markets and stocks of different companies, learn the fundamental analysis and technical analysis and slowly and steadily started building the wealth in the stock market. In last 8 years  I have tried INTRADAY TRADING, SHORT TERM TRADING, SWING TRADING BTST(Buy Today Sell Today), FnO(Future and Option Trading) and after that years of experience this is my STOCK PORTFOLIO;

  So, this is my #StockPortfolio , and the portfolio showing returns till 27th July 2018. 

So, this is the 1st post that I have posted on my blog #SIPWealthCreator and in which I have shown you my returns. Now in next I will discuss something else.