How Much Money to Invest in Stocks and Mutual Fund

Calculate How Much Money to Invest in Stocks and Mutual Fund per Month by Age and Diversified Investment Portfolio.

Calculate How Much Money to Invest in Stocks and Mutual Fund per Month by Age and Diversified Investment Portfolio. Stock Market and Share Trading for Beginners.

How Much Money to Invest per Month?

Once you have finalized your investment goals, it is time to finalize how much money you would like to invest per month from your salary or income, where to invest and for how long to invest. Investment goals and money to be invested are related to each other.

Calculate How much Money to Invest

Following tips can help you in deciding how much money to be invested:

1. Finalize the initial investment that you can make.
2. Determine your source of money that you need for investment.
3. Determine your future expected or unexpected expenses.
4. Determine money that you may need for emergencies.
5. Determine how to save money the amount of money that you can save every month or every year on a fixed basis.

Once you have worked on all of the above, you will get clear idea of how much money to invest, where to invest and for how long.

Learn:

• Best Investment Options for Senior Citizens
• What is Equity Investment?
• What is Investment Club?
• Best Investment Options in India for Young Age Adults

Best Investment Options for High Return

S. No	Investment Type		Return
1.	Equities	:	Dividend and Capital Appreciation
2.	Mutual Fund	:	Dividend and Capital Appreciation
3.	Bond	:	Yield
4.	Bank FD	:	Fixed Interest
5.	Real Estate	:	Rental Income and Appreciation

Learn:

• Top 5 Best Performing Technology Mutual Funds in India
• Best Investment Options for High Return
• Mutual Fund SIP Investment @ Rs. 100 Per Month

How Much Money to Invest in Stocks and Mutual Fund by Age

Age		Investment Portfolio
Above 60	:	» 40% in Stocks and Mutual Funds » 10% in Cash » 50% in Fixed Income
50 to 60	:	» 50% in Stocks and Mutual Funds » 10% in Cash » 40% in Fixed Income
40 to 50	:	» 60% in Stocks and Mutual Funds » 10% in Cash » 30% in Fixed Income
30 to 40	:	» 70% in Stocks and Mutual Funds » 10% in Cash » 20% in Fixed Income
Below 30	:	» 80% in Stocks and Mutual Funds » 10% in Cash » 10% in Fixed Income

Learn:

1. Diversified Portfolio – Why?
2. Portfolio Vs Age – Portfolio and Age Relationship
3. Investment Portfolio Management

Conclusion

The Bottom line is that the Less your Age, the more you must invest in Mutual Fund and Stocks. The more your age, the less you must invest in Mutual Fund or Stocks.

I hope now you know How Much Money to Invest in Stocks and Mutual Fund. Please SHARE this with others. Thanks!

Also Read:

• Why Invest in Textile Stocks in India?
• Best Performing Textile Stocks to Buy in India
• When to Buy or Sell Stocks
• Share Trading Mistakes to Avoid
• How to Pick Best Stocks to Buy in India
• US Top 10 Companies by Market Cap
• Stock Market Terminology for Beginners
• Mutual Funds vs Stocks
• Introduction to Stock Market in India
• How Stock Market Works?
• Difference between Open-ended and Closed-ended Mutual Fund with Example
• What is Demat Account?
• How to Open Demat Account in India?
• Where to Open Demat Account Online in India?
• Top 5 Best Performing Technology Mutual Funds in India
• Mutual Fund and SIP FAQs