Module 09 · Intermediate
Portfolio & Risk Management
Diversification, allocation, risk metrics like volatility and drawdown, attribution, factor tilts, optimisation, Indian capital-gains tax and tracking a watchlist.
- 1Portfolio diversification for beginnersSpreading holdings across sectors and regions reduces reliance on one name. It does not remove market risk.4 min read · Try it: Portfolio, Allocation
- 2Tracking holdings, activity and your watchlistImport holdings, log trades and keep a watchlist for names you want but do not yet own.4 min read · Try it: Portfolio overview, Watchlist
- 3Risk metrics: volatility, drawdown, VaR, beta and SharpeWhat each number measures, in plain language, and how to read them for your own book.7 min read · Try it: Portfolio Risk, Stress Index
- 4Attribution and factor exposureFind out why you made or lost money: sector bets, stock picks or style tilts.5 min read · Try it: Attribution, Factor Exposure
- 5Rebalancing and the portfolio optimizerBring a drifting portfolio back to target, and what an optimizer can and cannot do.5 min read · Try it: Optimizer, Allocation
- 6Capital gains tax on Indian equitiesSTCG, LTCG, holding periods and how realised gains are estimated from your trades.5 min read · Try it: Tax, Activity