Quick Guide to Portfolio Review 1
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1 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
2 Quick Guide to Portfolio Review 2 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
3 Quick Guide to Portfolio Review 3 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
4 Quick Guide to Portfolio Review 4 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
5 Quick Guide to Portfolio Review 5 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
6 Quick Guide to Portfolio Review 6 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
7 Quick Guide to Portfolio Review 7 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
8 Quick Guide to Portfolio Review 8 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
9 Quick Guide to Portfolio Review 9 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
10 Quick Guide to Portfolio Review 10 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
11 Quick Guide to Portfolio Review 11 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
12 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
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