quick guide to portfolio review - motilal...

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


Page Summary

Key Features

Actionable

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


Page Summary

Key Features

Actionable

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


Page Summary

Key Features

Actionable

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


Page Summary

Key Features

Actionable

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


Page Summary

Key Features

Actionable

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


Page Summary

Key Features

Actionable

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



Page Summary

Key Features

Actionable

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


Page Summary

Key Features

Actionable

This page provides model Mutual fund portfolios across risk profiles

Well diversified portfolios across scheme types i.e. Debt & Equity

Professional management & periodic review



Page Summary

Key Features

Actionable

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


Page Summary

Key Features

Actionable

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


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

quick guide to portfolio review - motilal...

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