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My India ETF Portfolio - Q2 2019 review

My India ETF Portfolio - Q2 2019 review

TLDR - April to June (Q2) 2019 India Index portfolio review

    After a few week hiatus because of summer school break here in Singapore. I am back to my blog, hope you are all waiting eagerly for this update. My year in review for 2018 is available here and Q1 2019 review here.

Apr to Jun 2019

  The second quarter of 2019, the markets continue to be volatile primarily driven by the Indian elections in May 2019. The pre-election jitters around hung parliament and associated instability were dispelled once the exit poll results were announced and the markets recovered sharply after that. This run-up was not sustained because of

All these add up to the somewhat muted performance of the markets in general in June.

Key index returns

How was the market return on key indexes for Q2 in 2019

  • Sensex = 2.2 %

  • Nifty = 1.9 %

  • Nifty next 50 = (1.9) %

  • Nifty mid cap 100 = (2.4) %

  • Nifty Small cap 100 = (6.8) %

My ETF Investments

  If you have not read my blog post on how i purchase my funds - i recommend you do that.  My purchases follow the market direction. There will be a few months where there are a lot more cash outflow than in other months based on how the prices are triggered.

I have been actively reducing the amount of outflow to equity this quarter as i felt that equity is overbought and the main street vs. Dalal street has a lot of variance. So my outflow this quarter has been reduced. I still keep my monthly investment amount the same, but I have shifted more towards debt instead of equity. I have also started supplementing ETFs with index funds via Kuvera.in. So the reduction is in the outlay is probably explained that way as well.

Index transactions for Q1 2019 as of 30-Jun-2019

So my outlay is less than half of last quarter. My Q2 return is almost zero, compared to how the rest of the indexes have performed, I am ok with this.

Investment by month - Apr to Jun 2019

2018 to now

So how is the ETF portfolio like based on all my trades across the last 18 months?

Portfolio from Jan 2018 to June 2019

Not great, I am down by 32K on a investment of 132K. A monthly SIP on just the NIFTY during this period would have definitely provided better returns. But then again, it is easily explained away as hindsight bias. I will continue to invest in NIFTY, NIFTY Jr, Mid cap index and possibly NASDAQ ETFs and see how this translates over the long term.


How has your equity portfolio performed over the last 18 months?

What is your take on these indexes? What is your outlook for the second half of 2019 and are you planning a change in strategy for the rest of the year?

Leave your comments below.

Happy Investing - #MyFatFIRE

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