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  • Name: Shubham Patil Date:3rd Sept 2019 Type of Security Company Name Units Price Value Allocation Equity

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    Shubham Patil
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    Shubham patil's investment portfolio as of 3rd September 2019 consisted of investments in 5 stocks, 1 debt fund, and a fixed deposit. The portfolio had the highest allocation to TCS at 47.28%, followed by investments in ICICI Bank, ITC, Wipro and Asian Paints. It also included 10% allocation to India Bulls Consumer Finance and 17.93% in an SBI fixed deposit. The notes section explained that stock market investments were chosen for their returns and ICICI Bank for its market leadership, while the fixed deposit was included to reduce portfolio risk.

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    portfolio

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    portfolio.xlsx

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    Shubham patil's investment portfolio as of 3rd September 2019 consisted of investments in 5 stocks, 1 debt fund, and a fixed deposit. The portfolio had the highest allocation to TCS at 47.28%, followed by investments in ICICI Bank, ITC, Wipro and Asian Paints. It also included 10% allocation to India Bulls Consumer Finance and 17.93% in an SBI fixed deposit. The notes section explained that stock market investments were chosen for their returns and ICICI Bank for its market leadership, while the fixed deposit was included to reduce portfolio risk.

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    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
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    9 views2 pages

    Name: Shubham Patil Date:3rd Sept 2019 Type of Security Company Name Units Price Value Allocation Equity

    Uploaded by

    Shubham Patil
    Shubham patil's investment portfolio as of 3rd September 2019 consisted of investments in 5 stocks, 1 debt fund, and a fixed deposit. The portfolio had the highest allocation to TCS at 47.28%, followed by investments in ICICI Bank, ITC, Wipro and Asian Paints. It also included 10% allocation to India Bulls Consumer Finance and 17.93% in an SBI fixed deposit. The notes section explained that stock market investments were chosen for their returns and ICICI Bank for its market leadership, while the fixed deposit was included to reduce portfolio risk.

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    © All Rights Reserved
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    of 2

    Name: Shubham patil

    Date:3rd sept 2019

    Type of Security Company Name Units Price Value Allocation

    Equity wipro 200 253.65 50730 5.07%


    asian paints 150 469.55 70432.5 7.04%
    ICICI Bank 200 392.15 78430 7.84%
    ITC 200 241.55 48310 4.83%
    TCS 210 2251.6 472836 47.28%

    Debt India bulls consumer finance 100 1000 100000 10.00%

    others SBI fixed deposit 179261.5 17.93%

    Total 1000000 100.00%

    Note :
    1 I have chosen the to invest in more in the stock market because these stock seems to be very good a
    2 icici bank is market leader among the india banks and has a huge customer base in india and there a
    3 To reduce the portfolio risk i have invested the 16.24% amount in the sbi fixed deposit. in case the
    Expected Returns (p.a) Standard Deviation

    13.00%
    10.00%
    13.00%
    12.00%
    9%

    10.60%

    6.70%

    74.30%

    ck seems to be very good at returns


    r base in india and there are also expanding their operation as fintech banks through upi
    fixed deposit. in case the market will become a volatile the the risk is lower in that segement

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