portfolio review

New launch – Introducing Portfolio Review Pro

PrimeInvestor Desk / Mutual funds & ETFs, Categories, Strategies / August 6, 2023

The most comprehensive tool to get research insights and review of your live MF portfolio

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Quarterly review: Changes to Prime Portfolios, our readymade portfolios

PrimeInvestor Research Team / Mutual funds & ETFs, General, Premium, Research Reports / July 10, 2022

In this quarter’s review, we have made some changes to Prime Portfolios to replace underperforming funds with newer ones. We have explained whether you need to exit or hold the funds we have removed.

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Quarterly review: Changes to Prime portfolios

PrimeInvestor Research Team / Mutual funds & ETFs, Recommendations, Research Reports / October 16, 2020

Our passive portfolios have seen a new addition this quarter.

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Quarterly review – What’s changed in Prime Portfolios, our readymade portfolios

PrimeInvestor Research Team / Mutual funds & ETFs, Recommendations, Research Reports / July 21, 2020

Our quarterly review and changes to our Prime Portfolios for the June quarter has some changes to accomodate better returning debt options

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Quarterly review: Changes to our review recommendations (and how to use our tool)

PrimeInvestor Research Team / Mutual funds & ETFs / April 19, 2020

Our MF Review Tool is a recommendation tool providing our view on funds. That is – whether a fund is a buy or hold or sell. We do a quarterly review of these views or change them as appropriate. Our first quarterly review is complete and at the end of this report we have highlighted some of the interesting and important changes.

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