How do you all trim down your portfolio?
I've 14 funds in so many categories. Some of them aren't performing well atm. Shud i exit them? Or wait until they perform so there's no loss?

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Posting as :
works at
You are currently posting as works at

Do you mean 14 mutual funds? Then yes, it's unusual and 'irrational' to have 14 mutual funds. At max you should have 4-5 mutual funds at any given time.

I don't want to type long messages here.
But to guide, study/research about these:

- Mutual Fund Composition
- Large Cap Vs Small Cap Vs Mid Cap Funds
- Sector Specific Funds Vs Mixed Funds
- Diversification of Investments (in multiple sectors/products/commodities)

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Adding to what he said there's a website valueresearch.com where you can do almost anything..

The only thing they don't support right now is transactions from their website. But it will help you.

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Hi please dm. Or WA at 8968412775
We will review your portfolio for free.

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