IndiaNivesh & Daljeet Kohli started the concept of Model Portfolios in November 2013.
The Portfolios are in three categories: Balanced, Aggressive and Conservative.
The Balanced Portfolio has given an absolute return of 53.2%. The Aggressive Portfolio has given an absolute return of 52.2%. The Conservative Portfolio has given an absolute return of 64.3%. All three have heavily out-performed the Benchmark BSE 500 return of 34.2%.
The 9 month return of 64% of the Conservative Portfolio works out to an annualized return of 85%.
There has been a shuffling of several stocks such as HIL (Hyderabad Industries), Godavari Power & Ispat, Reliance Inds, Ipca Labs, Bharti Airtel, ICICI Bank, Meghmani Organics, Capital First, J B Chemicals, Thinksoft Global, HDFC Bank, JP Associate etc from one to the other so as to balance risk.