Your Stock selection is impeccable but I don’t understand the reason for having 70% Investment is divided income stocks whose capital appreciation is very limited. Is the plan to invest the dividends into your SIP portfolio? Or some other conservative approach?
Also you mentioned your overall portfolio returns are just -4.5%, better than the Nifty returns but that can be because of the high weightage to Invits and REITs and dividend stocks. If you find the average return of your equity investments, then you might get a clearer picture of your portfolio.
Is this allocation deliberate in order to protect capital?
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