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Example 16: Mr. A has purchased 2000 equity shares of ITC Ltd. @ Rs. 200/- each and 4000 Corporate Bonds @ Rs. 100 each on

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Example 16: Mr. A has purchased 2000 equity shares of ITC Ltd. @ Rs. 200/- each and 4000 Corporate Bonds @ Rs. 100 each on 01-01-2012. The total amount invested is Rs. 800000/- and he desire to maintain constant mix in the ratio of 50:50 with reference to Stock and Bonds. Portfolio will be reviewed at the end of each month and rebalancing will be carried out accordingly. TAA Example 16: Mr. A has purchased 2000 equity shares of ITC Ltd. @ Rs. 200/- each and 4000 Corporate Bonds @ Rs. 100 each on 01-01-2012. The total amount invested is Rs. 800000/- and he desire to maintain constant mix in the ratio of 50:50 with reference to Stock and Bonds. Portfolio will be reviewed at the end of each month and rebalancing will be carried out accordingly. TAA

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