While all three Model Portfolios, i.e. the Aggressive, Balanced & Conservative Portfolios have given market-beating returns, the Conservative Portfolio has surprised with the best returns. Out of 10 stocks in the Conservative Portfolio, only one has given negative returns.
Daljeet Kohli has, in view of the superior performance of the Conservative Portfolio, not made any changes to its constituent stocks. Instead, the Aggressive and Balanced Portfolios have been tweaked to remove a few stocks which have met their targets and to add others with potential.
A detailed rationale for each move has been given.