Currently 60% of total portfolio is in mutual funds. These are mainly goal specific and for expected expenses.
Direct stock portfolio is 40% currently, but my plan is to make direct stock weightage more, upto 70% and keep MFs at 30% in next 4-5 years.
Purpose of both are different. Direct stocks are mostly for growth (with risks) and dividend income for future, say after 10 years or so. Prices of stocks doesn’t matter much for my investing purpose, as long as fundamentals are intact, i don’t plan to sell much.
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