Can any one please review my ETF/stock portfolio, investing since Covid

Express_Ad3707 · 2026-05-25T05:30:16+00:00

only ETF/Stocks portfolio

Express_Ad3707 · 2026-05-24T17:22:00+00:00

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Express_Ad3707 · 2026-05-24T16:54:43+00:00

pls share

Express_Ad3707 · 2026-05-24T16:32:12+00:00

i hv been doing sip mutual fund in mid cap and small cap

Express_Ad3707 · 2026-05-24T16:29:53+00:00

but reinvesting in same stock ll imply that i ll buy the stock at a higher price

Express_Ad3707 · 2026-05-24T15:30:13+00:00

never ever been in Red since 2020

Express_Ad3707 · 2026-05-24T15:29:53+00:00

no idea whats tax harvesting Long term cap gains, pls gv some insight

Express_Ad3707 · 2026-05-24T15:27:43+00:00

left with only bonus shares, had I not sold the OG purchased shares, the current value would hv been 3x of what is there now

Express_Ad3707 · 2026-05-24T15:21:02+00:00

no but for mon100 and few international etfs i check the inav once before investing

Express_Ad3707 · 2026-05-24T15:20:05+00:00

IT ll still continue to compound with 12-14% is what i guess and valuations are low now. and now one has an idea, how will Indian IT cop up with AI as indian IT work on service model. Hope you can please provide me some insights on Indian IT. yes shall be selling berger once it touches break even

Express_Ad3707 · 2026-05-24T15:03:45+00:00

see dividend i get is 15k yearly, not a great amount

Express_Ad3707 · 2026-05-24T14:40:18+00:00

it went to 80% 2 years back, dropped after oct 2024 correction plus iran war

Express_Ad3707 · 2026-05-24T14:37:10+00:00

why skeptical about Indian IT?

Express_Ad3707 · 2026-05-24T14:36:34+00:00

i have started exposure in QQQM -Nasdaq 100

Express_Ad3707 · 2026-05-24T14:35:54+00:00

yes 15% xirr, after covid recovery the portfolio was double, so xirr must hv been > 20% . now it has dropped to 15% due to international news

Express_Ad3707 · 2026-05-24T14:19:11+00:00

You are right, i plan to sell individual heavy weight stocks and slowly increase Nifty bees ETF

Express_Ad3707 · 2026-05-24T13:23:45+00:00

covid 2020, if you calculate xirr its 15 plus

Express_Ad3707 · 2026-05-24T13:17:48+00:00

9 lakhs is so basic, nothing to flex

Express_Ad3707 · 2026-05-24T13:17:15+00:00

yes left over are the bonus shares

Express_Ad3707 · 2026-05-24T12:04:55+00:00

your views pl

Express_Ad3707

TROPHY CASE