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Portfolio Revision

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Veed for Portfolio Revision

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6onstraints of Portfolio Revision

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Portfolio Revision Strategies

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 tive management
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Passive Management Strategy

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aormula Plans

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ssumptions

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ypes of aormula Plans

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Rupee 6ost veraging Plan

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Rupee 6ost verage Plan
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Total realize
Vo. of d verag vg.
Pri e shares Share Invest. 6um. Mkt. Profits e 6ost Pri e
Quarters (Rs.) Bought s (Rs) Invest. Value (Rs.) (Rs.) (Rs.)

1 2 3 4 5 6 7 (2x4) 8 [ 7-6] 9 [ 6/ 4 ] 10

23245 226 74 74 24484 24484 24484 9999 226 226

23:45 2:63 ;4 254 77;3 64433 66844 6;:3 263< 26;

23;45 256 56 666 244:: <4477 <375: 3853 2<35 2<7

23244
5 2<4 ;; 677 24424 :4247 <88;4 +26<7* 2<:2 2<;

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4; 236 55 <53 244<6 342:2 33:84 3<<7 2<;: 2:4
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6onstant Rupee Plan

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6onstant Rupee Plan
Mkt. Value of
Pri e Total Vo. of Value of Sto k Defensive
Period (Rs) Shares Portfolio Portfolio Total

2 34 644 24444 24444 64444

6 :: 644 8844 24444 28844

< :4 644 8444 24444 28444

: :4 634 24444 8444 28444


Bought 50 Shares

3 :: 634 22444 8444 27444

5 34 634 26344 8444 64344

; 34 634 24444 24344 64344


Sold 50 Shares
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6onstant Ratio Plan

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6onstant Ratio Plan
Total Value Value of Ratio of Sto k
Mkt. Pri e Vo. of of Sto k Defensive Total Pa Portion to Defensive
(Rs) Shares Portfolio Portfolio Value Portion

34 244 3444 3444 24444 2

:8 244 :844 3444 7844 475

:3 244 :344 3444 7344 47

Rs. 248 transferred form bond portion and 5.5 shares pur hased

:3 2433 :;:8 :;36 7:773 2

:43 2433 :6;< :;36 746:;3 47

Bought 5.9 shares by transferring Rs.239 from bond portion

:43 222: :326 :322 746< 2

::3 222: :73; :322 7:58 22

p 5Shares are sold and invested in bonds to make the equal 1:1
 
 
Variable Ratio Plan

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Variable Ratio Plan
Ratio of
Sto k Shares
Share Value of Value of Total Portion to Pa in
Pri e Sto k Defensive Pa Defensive djustm Sto k
(Rs.) Portfolio Portfolio Value Portion ent Portion

244 24444 24444 64444 34 999 244


74 7444 24444 27444 :;: 999 244
84 8444 24444 28444 ::: 999 244

84 265:4 3:44 284:4 ;42 >


38 238
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74 2:664 3:44 27564 ;63 238
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244 23844 3:44 62644 ;:3 %  238
244 24844 24844 62544 344 248

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6osts of Revision

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Trading aees

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Market Impa t

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Management Time

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Tax Impli ations

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£indow Dressing

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