While browsing through one of the reader questions, How is your last one-year equity portfolio?. I realized, we keep on checking index chart but, we don't check our portfolio chart. Thanks to Zerodha, I could easily check my portfolio chart in a minute.

As most of my holdings are in equity, excluding All Whether Investment Smallcase which inclusive all equity, debt, and gold (Drop a comment below, if you need a detailed review of All Whether Investment Smallcase). I realized my equity portfolio has survived the bear phase and is again in its uptrend. 





Past and Present and Future

During my first year of equity trading, I realized those small traders especially college going or office freshers don't actually make money for themselves but, for their brokers and government (short term taxes of 15% on profit). Actual money is made by investors, who invest for long term like Warren Buffet. 

But, now the situation has changed. You can enjoy trading through discount brokerages directly through mobile with the lowest brokerage. Also, with the implementation of long term capital gain at 10%. The tax saving difference for an investor in terms of taxes remains muted at just 5%. So make the best use of the trading opportunities without worrying about brokers and taxes. 



What lies in the Future? 

More and more focus on investors will simplify investment at a much lower cost in upcoming days. 
So, it is important to take make the best use of all investment options available - NPS, ELSS, Mutual Funds, Index Investing, etc. Many chart readers are expecting the next bull run soon, in the upcoming year.  


Drop in the comment below:  What would you do to take the opportunity of next bull run?



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