This is the monthly update of my stock portfolio. Readers may recall a detailed analysis was published in Dec 2020: Stock portfolio analysis: total return 22.58% and in Jan 2021 it was first compared with the NIfty. An update is presented below. Important please do not ignore: The direct equity portfolio is only about 17%…

I compare the returns of my stock portfolio as on 8th Jan 2021 with that of the Nifty. The portfolio is relatively young, and therefore the returns numbers you see would mellow down with age. The critical point of this is exercise is to see how my version of lazy investing fares against the Nifty….

This is an analysis of my stocks portfolio which has so far fetched a total absolute return of 22.58% (including dividends).  Before we begin, several caveats and considerations are necessary. (1) The stock portfolio is about 16.5% of my equity mutual fund retirement portfolio; (2) The portfolio is relatively young and both the absolute returns…