Portfolio Review

Portfolio Review

Please download the file in attachment and fill the Excel Sheet and send it back to us!
GPE Sheet is for review of your investments and not trades!
Goela Trading Journal is for review of trades and not investments! Make sure you enclose the link of Analysis Charts too!
    • Related Articles

    • Portfolio Management Quiz Solution

      Solution to Q1: To start the investing journey for any financial goal one should first be clear about the goal i.e. amount required and time of investment. Then they should use the wealth formula to break down the goal in form of SIP. The goal has to ...
    • Portfolio Management FAQ

      -Don't panic seeing the portfolio management excel sheet firstly. Go through the videos of the Portfolio Management videos first and then try to simultaneously solve the excel sheet. -Here is the conceptual solution of question 6 of the Portfolio ...
    • Fundamental Analysis 101

      Sectoral Analysis: Starting Fundamental Research of Sectors Cashflow Analysis: Cash Flows Explained Portfolios 101: Portfolio Review and Management  GSS Sheet, Moats and Risk / Qualitative Analysis: GSS Sheet IPO 101: IPO psychology and ...
    • Bonus Modules Section

      Portfolio Management Section: Portfolio Management FAQ Money Management Blueprint: Money Management Blueprint FAQ
    • DEMAT SECTION

      Brokerage Plans available with us: https://desk.zoho.com/portal/goelasf/en/kb/articles/brokerage-plans-available-with-us How to use Angel Mobile App: https://www.youtube.com/watch?v=KB4cf2mU8Kc&list=PL9J62M_j7f3sSXNgl63_lF6FyYkiiplxj Account Opening ...