Model Portfolios
See how a portfolio is built
Three illustrative portfolios maintained for educational purposes — showing how allocation, selection, and rebalancing decisions are made in practice.
⚠Educational illustrations only · Not investment advice · Do not invest based on this content
PORTFOLIO 01
Long-term Wealth Builder
80% large cap, 20% mid cap. 5-year horizon. Illustrates how a conservative equity portfolio is constructed and rebalanced quarterly.
HORIZON
5 yrs+
STOCKS
10
RISK
Moderate
REBALANCE
Quarterly
ALLOCATION
Large Cap80%
Mid Cap20%
SAMPLE HOLDINGS
RELIANCE
Energy
18%
INFY
Technology
16%
HDFCBANK
Banking
15%
TCS
Technology
12%
* Illustrative only. Not a recommendation.
PORTFOLIO 02
Dividend & Income
High-yield, low-volatility equities. Illustrates screening and weighting for consistent dividend income alongside capital preservation.
HORIZON
3 yrs+
STOCKS
8
RISK
Low
REBALANCE
Half-yearly
ALLOCATION
Dividend Stocks70%
REITs/Bonds30%
SAMPLE HOLDINGS
ITC
FMCG
20%
COALINDIA
Commodities
18%
POWERGRID
Utilities
16%
ONGC
Energy
14%
* Illustrative only. Not a recommendation.
PORTFOLIO 03
Active Trader Watchlist
High-liquidity stocks with strong F&O interest. Illustrates how an active trader scans for setups — not a buy recommendation.
HORIZON
Short-term
STOCKS
12
RISK
High
REBALANCE
Weekly
ALLOCATION
Large Cap F&O60%
Mid Cap F&O40%
SAMPLE HOLDINGS
NIFTY50
Index
25%
BANKNIFTY
Index
20%
TATAMOTORS
Auto
10%
SBIN
Banking
8%
* Illustrative only. Not a recommendation.
Methodology
How these portfolios work
Selection criteria
Each stock is chosen to illustrate a specific concept — liquidity, dividend yield, F&O availability, or sector balance. No personal financial situation is considered.
Rebalancing logic
Rebalancing decisions are documented with reasoning — showing how drift is corrected, when to trim, and how weights are restored to target allocation.
What we track
We track allocation drift, dividend income, and drawdowns over time. The goal is to make portfolio management decisions visible and learnable.
Subscriber Access
Subscribe to follow along
Track how these portfolios evolve month by month. Trader Pro and above.
These model portfolios are maintained purely for educational purposes to illustrate portfolio construction principles. Stock names mentioned are for illustrative purposes only and do not constitute buy, sell, or hold recommendations. They do not constitute investment advice or SEBI-registered research. Past illustrative performance does not guarantee future results. Do not invest based on this content without consulting a SEBI-registered financial advisor or research analyst.