Initial Steps to setup your portfolio and FAQs1 min read

A detailed operating manual and FAQs can be seen here

Thanks to a gracious userĀ  who has shared this following step-wise graphic, the same can be used in conjunction with the FAQs above and the Videos (links below) to better understand the steps needed to set up your portfolios (Same steps for all , Mi20, Mi25, Mi50, Mi40 products)

 

Steps V.2 (1)

 

Links:
https://weekendinvesting.files.wordpress.com/2018/01/procedure_to_setup_own_portfolio_sheetpdf.pdf
https://weekendinvesting.files.wordpress.com/2018/01/how-to-update-your-portfolio-sheet1.pptx
https://weekendinvesting.files.wordpress.com/2018/01/mi25faq2.pdf

Videos

https://youtu.be/-2xoLZvSrCg

https://youtu.be/iT5O4RlvYiM

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    Santhosh Shetty
    Santhosh Shetty
    4 years ago

    Thanks

    Subhajit
    Subhajit
    4 years ago

    Hi Alok,

    I am planning to invest around 3L, but a bit confused between Mi20 & Mi25. What would be your suggestion.

    Satabdi
    Satabdi
    4 years ago

    1st time portfolio formation is made by the tool which auto calculates no of shares of each company basis allocated capital- say 5 lacs for ex. the proportion or weightage mimicks the master portfolio. Unused sits in liquidbees. HOWEVER, new purchase if any in coming weeks will be by default 4% of that day portfolio value. so initial formation and subsequent purchase are done in 2 different ways. Is my understanding correct ?

    Sachin.mirpuri
    Sachin.mirpuri
    4 years ago

    Can the investment be raised after a period of six month in Mi30

    Varun Gupta
    Varun Gupta
    4 years ago

    Hi Alok Ji,
    I registered for Mi-20 portfolio, can you please suggest when I will get to know if my registration has been accepted, when I can think to start investing and when/where to transfer the fees?
    I will like to arrange/freeze my funds for investing in the same.

    Subhash Donga
    Subhash Donga
    4 years ago

    What would be minimum amount required to invest in mi20 and how would I do it ?