My Stock Portfolio Analysis: May 2025
Last Updated on May 27, 2025 at 9:01 am
This article compares my stock portfolio with an equivalent investment in a Nifty index fund and the Nifty 100 Low Volatility 30 TR index. We post this comparison each month. Before we begin, new readers need to appreciate the context of these investments.
Update: We recently added a new tool to the freefincal investor circle – Identify stocks with earnings power with this new tool. See results: Earnings power valuation of my portfolio stocks.
I started direct equity investing only after achieving a comfortable level of financial independence and ensuring my son’s future portfolio is reasonably secure. At the time of writing, its value is about 9.80% of my equity MF retirement portfolio and…
