Investment: 1000000

period:10 years
expected returns:20% CAGR

Moderately Aggressive customer

Time horizon: Ultra long term

investment
debt
equity(sensex)
gold
equity(BSE 200)
equity(MF)
Total

Sectors
Infrastructure
Oil and Gas
Banking
Capital goods
Power/Energy
Agriculture

return%
9
20
15
24
19

weight
50000
400000
100000
300000
150000
1000000

Total
54500
480000
115000
372000
178500
1200000

Year
Invst
1 year
2 year
3 year
4 year
5 year
6 year
7 year
8 year
9 year
10 year

e(R)
1000000
1200000
1440000
1728000
2073600
2488320
2985984
3583181
4299817
5159780
6191736

Scenario
1/1/2011 Investment : 1000000
E(R) : 20%
Duration: 1yr
6/30/2011 Portfolio value : 800000
7/1/2011 meeting with the client

Sensex has gone down by 25%

1/1/2011 ########
20000
15000

portfolio:
Stock
Maruti
Dhnlxmi bk
K f oil o&g
Orchid Chemical
syntex
power grid
A
Reliance industry
TCS
Jain irrigation
Dish TV
B
Total(A+B)

Sector
Automobile
Banking
Oil & Gas
Chemilcal
Diversified
power
Oil & Gas
IT
Agricluture
M&E

Weight
0.2
0.15
0.1
0.11
0.05
0.1
0.71
0.05
0.1
0.11
0.03
0.29
1

returns% Total

710000

(-30)

511200

290000

10

319000

830200