Quick Guide to Portfolio Review - Motilal...
Transcript of Quick Guide to Portfolio Review - Motilal...
Quick Guide to Portfolio Review 1
Key Highlights
Comprehensive analysis of your Equity portfolio
MOSL 's view on your equity holdings
Recommended Equity Portfolios for Traders and Investors
Comprehensive analysis of your Mutual Fund portfolio with MOSL views
Recommended Mutual Fund Portfolios across risk profiles
MOSL outlook on the market
This is a sample report and is meant to be used for training or illustrative purposes only
Quick Guide to Portfolio Review 2
Page Summary
Key Features
Actionable
This page highlights the 4 key products of MOSL, offering you a complete investment experience
Idea Dashboard
Lite
My Motilal Oswal
Portfolio Review
Review the recommendations and take necessary steps to align your portfolio to your investment objectives
Quick Guide to Portfolio Review 3
Page Summary
Key Features
Actionable
The page highlights your investments across segments
Your Equity and Mutual Fund holdings overtime, with key indices for the same period
Your holdings by asset allocation/capitalization/MF categorization
Current valuation across asset classes, along with realized and unrealized gains/losses
Identify underperforming segments which require your attention
Compare segment performance with key indices and identify gaps if any
Quick Guide to Portfolio Review 4
Page Summary
Key Features
Actionable
This page analyses your Equity holdings across multiple parameters
Equity portfolio v/s Benchmark (BSE 200) over 6 months
Equity holdings by capitalization & sector allocation
Top gainers/losers, realized & unrealized gains/losses & top scrips by market value
Realign your current portfolio to achieve the desired sector/capital allocation
‘Top losers’ scrips can be reviewed for taking necessary action
Quick Guide to Portfolio Review 5
Page Summary
Key Features
Actionable
This page presents a detailed view of your equity holdings sorted by percentage of holding and MOSL research view
Performance of individual scrips in your Equity portfolio
MOSL research view for taking necessary action
Review the scrips in 'Neutral' and 'No view' segments for taking corrective action
You might also want to review the BUY recommendation to accumulate more of the scrip
Quick Guide to Portfolio Review 6
Page Summary
Key Features
Actionable
This page provides Model Advisory Portfolio for Investors with various risk profiles
Well diversified portfolios created by experts for a 6 to 12 month horizon
Periodic review & realignment of portfolio
Use these recommendations to realign existing portfolios to your investment objectives
Quick Guide to Portfolio Review 7
Page Summary
Key Features
Actionable
This page provides Model Advisory Portfolio for Traders, for different investment amounts
Well diversified portfolios created by experts for investment in stocks and ETFs
Periodic review & realignment of portfolio
Use these recommendations to realign existing portfolios to your investment objectives
Quick Guide to Portfolio Review 8
Page Summary
Key Features
Actionable
This page analyses your Mutual Fund holdings across schemes and multiple parameters
Your MF Portfolio valuation over 6 months
MOSL's research view on your Mutual Fund holdings with scheme performance over defined time duration
Your Mutual Fund Portfolio by asset allocation and category
Review schemes under Sell/Hold recommendations for taking corrective action, if any
Realign portfolios asset allocation as per the investment objectives
Quick Guide to Portfolio Review 9
Page Summary
Key Features
Actionable
This page provides model Mutual fund portfolios across risk profiles
Well diversified portfolios across scheme types i.e. Debt & Equity
Professional management & periodic review
Use these recommendations to realign existing portfolios to your investment objectives
Quick Guide to Portfolio Review 10
Page Summary
Key Features
Actionable
This page highlights the performance of key indices along with market views updated twice daily
Track movements of relevant indices over time
Fresh positions/Change in holdings can be initiated on the basis trends and patterns in the indices
Quick Guide to Portfolio Review 11
Page Summary
Key Features
Actionable
The page highlights MOSL's advisory product bouquet across risk profiles and time duration
MOSL calls from few hours upto few years perspective
Intelligent system-based trade signals
Use research calls to take informed trading decisions
Initiate fresh portfolios by participating on both sides of the market
Choose the advisory as per your investment style
Quick Guide to Portfolio Review 12
To Summarize...
Review & restructure your portfolio regularly
Use MOSL research based recommendations to realign your holdings
Align your portfolio to your investment objectives and risk profile
Monitor Top gainers and Top losers in your portfolio and take corrective actions periodically
Refer our Model portfolios to enhance your trading and investment experience
Keep yourself updated of the latest products and developments
Use our advisory calls to take informed trading decisions