What is profit booking in mutual funds?

[@parthasaradhi7718]

Great Sir.

[@arunprakashj7502]

Sir while rebalancing , instead of profit booking the Equity and moved to Debt . Shall I stop investing in equity and invest only in debt until rebalance 50%-50%.

[@pattufreefincal]

This is a question asked by those whose portfolios are small (incl the three who have liked it). That is why I said in the video, wait until your portfolio becomes big. Then automatically you will not ask this :)

[@arunprakashj7502]

@@pattufreefincal Thank you sir , now I understand the logic.

[@giteshchavan3072]

Wow, much waiting topic thanks🙏

[@thyagabdvt]

Thank you sir for explaining it in simple way. It clarified many of my basic questions and confusions.

[@guruhemalatha9241]

Well explained.I have learnt by explaining. So do I have to sell the entire units fund in that case.

[@adsharma916]

As a young investor (24yo) can we avoid rebalancing for the first few years if the "goal allocation" wasn't reached ? (70E, 30D) EDIT: You answered my question in the video, thanks

[@tamilselvans8437]

Simple and clear 👌

[@eprasadji]

After watching your so many videos I checked my asset allocation and realised that I have 78%in Debt (NPS, PPF etc) and 22% in Equity. To make even 50:50 allocation it will take 10 years. In such situation shall I withdraw ( will be allowed to withdraw 50 % after April 2021 from PPF) some amount from my PPF to equity to quickly rebalance??

[@pattufreefincal]

Excellant question. Will write an article about this. Short answer it depens on your goals and mindset (risk taking ability) if you trust AA more than "safety of PPF" go ahead but with the understanding of risks

[@eprasadji]

@@pattufreefincal waiting for article Sir

[@arunprakashj7502]

Thanks sir 🙏

[@maheshdeshmukh1888]

Great Sir, As usual...

[@amol8764]

Sir can u provide this excel sheet? Or any link for these formulas?

[@pattufreefincal]

I have no idea where this sheet is

[@amol8764]

@@pattufreefincal No problem sir.. I ll try myself..Thank u for u r quick response

[@m.a.shettar4786]

Sir, after one year if I redeem invested amount leaving gains in it in equity mutual funds, then also whether I shall have to pay LTCG TAXES?

[@sunilwagh7852]

Please let me know about profit booking strategy. I was started my investments in SIP from last five yeras but am confused in word of profit booking. What is exactly profit booking means? Should i withdraw my ( Entire invested amount + profit ) or ( withdraw only profit amount on my total invested amount )?? Please reply

[@aravindanandan]

Pull some money out of equity means selling some units?

[@pattufreefincal]

Is there any other way?

[@aravindanandan]

@@pattufreefincal sir, in one video you told that if we take back only the profit we are actually selling some units. I am little confused

[@giteshchavan3072]

Watching KZbin video I design my mutual fund portfolio, but all r in negitive from last 5 years. Can u help me to redesign my portfolio

[@giteshchavan3072]

Sir, pls share ur view ps

[@pattufreefincal]

I have enough free resources available to build a simple portfolio. You can simply use 50% index fund (nifty) and 50% fixed income. To build a portfolio in a goal based manner use the free seminar mentioned in the description above

[@giteshchavan3072]

@@pattufreefincal thanks got my path👍

[@Amit-online]

Sir, While rebalancing, we additionally pay for taxes and loads. It further reduces the return. How to handle this?

[@pattufreefincal]

Would you rather suffer a loss and not pay tax?

[@Guysatgym]

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