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Beginner

Practice Drills: Building a Sample Diversified Portfolio

A practice-first course for anyone who has read about diversification but never actually built a portfolio. Working through a sample investor profile, you will run the same drills a first-time investor should run before putting real money to work: setting a risk and goal profile, splitting money across equity, debt, and gold, choosing funds and stocks without overlap, sizing positions so no single bet can hurt too much, and stress-testing the mix against a market correction. Every drill uses Indian tools and context: NSE, BSE, Nifty 50 weights, screener.in-style research, and Zerodha-style demat statements. Built for college students, first-time demat account holders, salaried professionals, homemakers, and retirees who want a repeatable checklist, not just theory.

Risk ProfilingAsset AllocationPortfolio ConstructionDiversification and OverlapPosition SizingRebalancing

MODULES

3

DURATION

4 Hours

TRACK

Stock Market Basics

What You'll Master

Define a sample investor profile by goal, time horizon, and risk appetite before allocating a single rupee

Split a portfolio across equity, debt, and gold using a simple allocation framework

Pick large cap, mid cap, and small cap mutual funds and check them for overlap before buying

Add direct equity sensibly using Nifty 50 weights as a sanity check, not a rulebook

Size each position so that no single stock or fund can do outsized damage to the portfolio

Check a finished portfolio for correlation and concentration risk

Simulate a market correction and decide what, if anything, to rebalance

Recognise the most common mistakes first-time portfolio builders make and avoid them

Access Level

LEARNER

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Everything included

Full Text Playbooks

Actionable Exercises

Mobile Reading Mode

Lifetime Updates

Curriculum Breakdown

Chapter 1: Setting Up for the Drill

3 Lessons

Why Practice Building a Portfolio Before You Invest Real Money8 min read

Defining Your Sample Investor Profile9 min read

The Asset Allocation Framework You Will Use9 min read

Chapter 2: The Portfolio-Building Drill

4 Lessons

Drill 1: Allocating Across Equity, Debt, and Gold10 min read

Drill 2: Picking Large Cap, Mid Cap, and Small Cap Mutual Funds11 min read

Drill 3: Adding Direct Equity Using Nifty 50 Weights as a Reference10 min read

Drill 4: Sizing Positions and Avoiding Overconcentration9 min read

Chapter 3: Reviewing and Stress-Testing the Sample Portfolio

3 Lessons

Drill 5: Checking for Overlap and Correlation Across Your Holdings10 min read

Drill 6: Simulating a Market Correction and Rebalancing11 min read

Common Mistakes First-Time Portfolio Builders Make9 min read