Investment Portfolio for 3

Lacs

9th May, 2024

1) Dividend Yield Basket 4 Units Rs. 10,108
2) Ballot Booster Basket 1 Unit Rs. 15,844
3) Oil & Gas Basket 4 Units Rs. 10,860
4) Daily Delight Basket 2 Units Rs. 45,688
5) Rooftop Solar Basket 5 Units Rs. 10,910
Total of All 5 Baskets is Rs. 93,500/- Approx.
For Tax Saving
Investment
Rs. 25,000/-
Investment
Rs. 25,000/-
For Wealth Creation
Investment
Rs. 25,000/-
Investment
Rs. 25,000/-
Investment
Rs. 25,000/-
Investment
Rs. 25,000/-
Diversified Stock
Portfolio
1) KEI Industries @ Rs. 3,844 X 4 Shares = Rs. 15,376
2) ICICI Lombard @ Rs. 1,694 X 8 Shares = Rs. 15,000
3) Varun Beverages @ Rs. 1,469 X 10 Shares = Rs. 14,690
4) CDSL @ Rs. 2,128 X 3 Share = Rs. 7,000 Approx.
5) Marico @ Rs. 586 X 12 Shares = Rs. 7,000 Approx.

12th Man Stocks (Reserve Stocks): Stocks that are fundamentally good, but
technically are in down trend.

Apollo Hospital, L&T, LIC, HUL, Cipla, Titan, HDFC Bank, Angle One, Ashok Leyland
Rs. 93,500 for Stock Basket
+ Rs. 50,000 for Tax Saving Mutual Funds
+ Rs. 1,00,000 for Wealth Creation in Mutual Fund
+ Rs. 60,000 required for Diversified Stock Portfolio
Building
= Total Rs. 3,05,000/- Approx.