How to build an Investment Portfolio

JavaScript isn't enabled in your browser, so this file can't be opened. Enable and reload.

Quiz on the various investment options, How much in Equity, How much in Debt? How to make a Debt Portfolio? How much in stocks, How much in Equity Mutual Fund

Email *

How many of following Investment Options have you heard or invested in? *

1 point

Emergency Fund

EPF

PPF

Debt Mutual Funds

Equity Mutual Funds

Gold

Real Estate

Cryptocurrency

Stocks

International market

Index Funds/ETFs

Fixed Deposit

NPS

Other:

Required

What is Equity Investing? *

1 point

you lend money to an individual, corporation, or government entity and receive a fixed income in return.

Investing in stocks (and thus owning a small fraction of a company) entitles the owner to a portion of the company’s profits through dividends, share buybacks or reinvestment that increases the company’s and stock’s value.

Why should you invest in Debt Instruments? *

1 point

Preserve your money

Give big returns

Provide stability to your portfolio

Another way of investing

Only for oldies

Required

Why should one diversify? *

1 point

Reduces the impact of market volatility

Reduces the time spent in monitoring the portfolio

You get advantage of different investment instruments

Helps achieve long-term investment plans

Helps avail of benefit of compounding of interest

Helps keep the capital safe

Offers peace of mind

Required

How much should be in Equity and How much should be in Debt? *

1 point

70-30

100-Age

50-50

One that makes you sleep peacefully in night

What is required to make an Investment Portfolio *

1 point

Know your risk tolerance

Have an understanding of various investment options

The amount you want to invest

Decide the frequency of Investment: Is the investment lump sum or you want to set up SIP, STP, SWP

Understand the tax on various investment options.

Rebalancing the portfolio

Just do it..

Required

When the Fixed Deposit interest rate changes will you get more or less than when you invested in Fixed Deposits *

1 point

Yes, you will get the fixed interest rate at the time of investment for entire tenure of investment. But interest rate on Fixed Deposit keeps on changing.

No, as the interest rate changes your returns from Fixed Deposit will change.

Not sure

Why does interest rate keep on changing? *

1 point

Demand for and supply of money,

government borrowing

inflation

Central Bank's monetary policy objectives

Global factors

Required

Why does price of the stock keep on changing *

1 point

supply and demand at that point in time in the market.

Fundamental factors drive stock prices based on a company's earnings and profitability from producing and selling goods and services.

Technical factors relate to a stock's price history in the market pertaining to chart patterns, momentum, and behavioral factors of traders and investors.

Required

Who all participate in the Stock market?

1 point

Companies

Stock Exchanges (BSE/NSE)

People(Investors and Traders)

Financial Intermediaries (Banks, Clearing Corporation etc)

Stock brokers(zerodha, ICICIDirect etc)

Regulator(SEBI, RBI)

Government

What are advantages of choosing Mutual fund over stocks

1 point

In Mutual Fund an expert manages stocks

Portfolio Diversification (Mutual fund manager buys and sells many stocks)

Moderate returns

How many companies in Sensex can you name? *

1 point

What is your risk tolerance? Investments that have potential to generate higher returns are also more risky. Only you can decide how comfortable you are with that trade-off. The more time you have to save, the more likely it is that undertaking a little higher risk can pay off.
*

1 point

Aggressive

Moderately aggressive

Moderate

Moderately conservative

Conservative

What was the return of NIFTY 50 in 2021?

1 point

4.3%

24.12%

11.2%

17.7%

Clear selection

A company has 60,000 shares trading in public and 40,000 are held by the promoters and family.
Face value of each stock is Rs 5.
Stock price is Rs 50

What is free float market cap?

1 point

5,00,000

50,00,000

30,00,000

3,00,000

If one investment falls by 50% how much percentage gain is needed to recoup it? *

1 point

100

200

Send me a copy of my responses.

Submit

Clear form

Never submit passwords through Google Forms.

reCAPTCHA

Privacy Terms

This content is neither created nor endorsed by Google. Report Abuse - Terms of Service - Privacy Policy

Forms