Sir u only person who always attach the worksheet & help the investors to upgrade their knowledge. No one in ur field didn't share worksheet just insist to take personal classes
@@nandkishorsonawane2511 aap apna msg to hindi me likh nhi paa rhe ho.. or hindi ki understanding ki baat karte ho.. abhi hindi me science padhayega to samajh aayega tujhe
SN, My take aways 1. We can copy shamelessly the portfolio of selected but their Convictions? 2. Good for people who want to dive in small & micro cap & ready to become self fund manager. 3. May be effective if no of stocks are more in portfolio considering only 1/3 rd last the marathon. 4. Your ability to simplify most complex ,confused & marketing driven fin.products is of great help to average retailers. Thanks for same.
How underrated this channel is Me: Yess I remember subscribing to this channel when it was little below 2,000 subscribers, now it's over 1,48,000 subscribers Still way below what Shankar Nath deserve to be (over 1 million easily)
Hi Shankar Nath, just wanted to drop a quick note to say thank you for the incredibly useful videos you create. They've been very helpful and informative. Keep up the fantastic work!
I agree. I wish all Indians speak like this. He does not have any put-on Western accent, but at the same time speaks clearly with a good diction, and a trace of Indian accent - but a nice accent. I am in the UK, and frankly now find it almost impossible to decipher when many of the young Indians speak (particularly the young North Indians), because for whatever reason they seem to think they need to imitate the American/Western accent. But in the process, they end up with a mish-mash and a poor/unclear diction, and worst of all they speak incredibly fast (as if they are an Express train desperate to get out the words out of their mouths as fast as possible). The South Indians are somewhat clearer in their diction, maybe because they do not try to put on a false American accent to the degree some of the young North Indians do. All that the people need to do is speak slowly, and clearly and without putting on any fake accent - just as the gentleman in this video. And it sounds so perfect!
Hi I had changed my regular index SIP to your suggested nifty momentum and nifty value SIP strategy and I am really thankful to you for sharing such a unique info with historical data as we see significantly much more return than niftyIndex regular SIP. Thank you, these in depth analysis really teach us a lot
Since I watched the 1st video on this channel I unsubscribed all other channels and never missed a single TH-cam video of this channel. Quality and only quality.
Thanks Shankar as always with 1. Quality and useful video 2. Sharing not only knowledge but also the work did. Both these characteristics make you one of my most favorite Finance TH-camr. I still can't understand why you are still underrated in terms of subscribers. You should be leading the group honestly. Keep up your good work!
So nice of you, thank you for kind words. Honestly, it's a trick many fall into by measuring a channel on the basis of subscribers. For instance - reaching 1 million subscribers is not that difficult and publishing 1 short a day for 7-8 months or topics like "best mutual fund" will get me there. In my view, this is a problem because in many case, a large non-targeted viewership seeps into the channel and over time, the views start falling. E.g. Rachana (who has done a incredible job over the last 3-4 years) seems to be going through that phase. She's has 48 lakh subscribers, is still clocking 40k subscribers every month but is having only 100k views per day. The reasons can be many although I think it's more of viewer fatigue -- which is something my channel will also go through over time I've been looking at these phases and assessing TH-cam from a viewer & creator perspective has been helpful. My own read is that -- out of the 150k subscribers I have now or wherever I reach, it will come down to just 5-10k loyal fans who will continue with me & subscribe to the valuable services (like newsletter, community, smallcase etc.) I plan to introduce over the months & years. This suits me perfectly as I want to work with & for a smaller number of patrons and do more for them. Infact, let me close this with something I observed recently. So, I've had around 75 1:1 consultation calls and of the 75, only 8 persons had ever posted a comment on my channel. Which means 90% of the people who paid, discussed & got value from those interactions were a part of the silent majority. If I had assumed that only the ones who comment are the loyalists (much like how everyone says "underrated" and "subscribers"), then I would have been wrong. There's a bigger chunk out there and building a participation loop for them has to be my endeavour
Shankar, very few youtubers have this level of clarity and conviction and I compliment you for that. I discovered you today and you deserve many more followers. Perhaps some Hindi videos as they get more traction? Most importantly, you came across as very knowledgable and one with integrity. Will look forward to seeing your other videos. Cheers! Sumeet
It will be interesting to see the performance of this copy clone portfolio during the bear phase, requesting SN to make part 2 of it more deeply in this strategy- thanks and regards.
@@shankarnath Oh in that case it will be impossible to make a more detailed version to test it, but seriously you did an amazing job sir. I am doing the same method with some of the best-renowned investors and the returns are quite impressive! Good luck to you and your team- Thanks
While I personally don’t believe in investing a large corpus outside the major indices, I really like your well researched approach to these active/quantitative investing. I think you should create a few smallcase baskets for novice investors who’ll love to invest in such ideas but have no idea/inclination to research and rebalance regularly. It think could be a good source of income for you as well
The video felt like a lecture in a top B school. I personally used this strategy last year and made some profit in Asahi Glass and then got greedy and trapped at 598. However, I still think for beginners like me, this was the best way to go. I wish to learn more from your immaculate presentation skills and like-minded thought process. Also, much appreciate for attaching the Excel sheet. subscribed.
Wow, after Aswath Damodaran you are the only financial expert I have seen who shares spreadsheets people can use to replicate and experiment with their process.
What an amazing shameless share @shankarnath, amazing. Will like to test it someday soon. Look forward to hearing more on your further experiments. Thanks!
You deserve more subscribers than you have now. Truthful content is so rare. Thank you so much for putting out this perspective on investing… great work!! 👍👍
Since you arent a fund manager and we don't care what your resume says, I'm certain many of us would pay you a hefty amount to create a basket of stocks using this method every few weeks/ months. Would you ever consider creating such a smallcase with a fee?
Good video Shankar. Could you make a copy cat for Mutual.Fund portfolios as well? Is it possible? We have so many financial influencers churning out daily bulletins. Forget the skeptics, we trust you! 😅
This is the whole practicality which I think can not be cloned exactly in the same time frame as big whales do as there is huge time lag between information coming out publicly and deals actually made.
I really like your content, Shankar. No fluff content conveyed with a sense of humility! I’d definitely consider buying your smallcase based on this strategy if you plan to take that route. Probably, a lot of your viewers feel this way
Awesome, thank you! 🙌 Smallcases have some regulatory hurdles that need to be crossed. Many think it's the registration but it's the maintenance part which is an overkill by the regulator. I'll certainly go for it i.e. smallcase & the pre-registration once SEBI makes it easier for people like me to do business. I'll keep you & all posted on my newsletter & community post
Shankar, your knowledge, research, presentation and vocabulary are superb. Not just this video but everyone of them. I got some great insights from some of your earlier videos and take this opportunity to thank you.
You are always creative with deep perceptions of each content... very informative. By the way regarding chemicals sector part 2 video is still pending 😅 - kind reminder
if one isn't comfortable with small and microcap can one add a filter of using only mid and large cap of the stocks found if any when looking t invest in the long term?Or is this adding bias to the stock picking and may lead to potential losses?
Thank you - this is very helpful and appreciate your good work @shankarnath sir... appreciate you going that extra mile and making the spreadsheet available for amateurs and beginners like me. Regards
Very good content Shankar, thanks for this and even the spreadsheet. It is very informative. Appreciate and love your contents as always. Very good perspective. Never imagined with copycat strategy one can create huge returns, as most of it are small cap or micro cap at times like now, it will fall brutally. Investor to have bigger stomach to hold it for 5-10Yrs.
can you do a video where instead of percentage share holding you take the total invested amount against the amount invested in that company and then pick top 5-6 companies
You are so underrated! Your content is exceptional, and I resonate deeply with it. I have occasionally emulated investors without hesitation, and it has proven to be successful. However, when I share this approach with others, they often raise concerns about dependency on someone else. While this perspective holds merit, I see no issue in persisting with this strategy. In various aspects of our lives, such as health, career, and law, we rely on expert advice. why not apply the same principle to personal finance? :)
Thank you! I'm glad you liked this video. In my view, the general human behaviour (inspite of what one says) is to a) either work towards an output or b) pay for advice. That's why DIY investing or managed investing via MF, PMS, smallcase, advisor works well. The cloning strategy is outside the scope of both approaches i.e. it doesn't require much work nor is someone pushing us or enforcing a transaction/advice on us. I feel that's why most people think twice before using screeners, cloning and similar approaches. Plus, there is the fear factor point i.e. "what if I am wrong". Which is strange because everyone's relatively OK if "the fund manager is wrong" and we all have a natural recourse in villifying the fund manager or exiting the fund (but beyond that we can't do much)
Its my first time watching your video and your video is very clear and informative. I subscribed and i dont know i will use your shared sheet but i want to appreciate your effort and i can understand ypur research how intense. Thanks i will share your video to some of friends
Hi Shankar, great video like always. Here is quick tangential question and hope you may please answer - I like the quality of your videos - the way they are presented is just right with voice, commentary and very fine graphics. Just curious what recording devices for audio and video do you use? And any software? Thank you 😊
Thank you very much 🙌 1. Audio recording happens via a regular 700 rupee Boya mic that can be bought on Amazon 2. Video recording is done via a Sony camera (an expensive one .. almost 2 lakhs) that my videographer brings with him. I don't own a camera myself. 3. For editing, the editor uses Adobe Premiere Pro 4. The invisible quotient is the graphics you see on screen. I create that using Powerpoint; slide by slide and the editor replicates it 5. For thumbnails, I use Canva
Nice work and thank you. Do you happen to know whether I could do this from the UK to check shareholder investments (lookup individual investors' investments online ).
Hello Shankar, Can you pls review smallcases in general? As most of the smallcases rebalance on need basics or very often. How does tax play a role when invested amount is large? It might be of lots of use to the viewers as many invest via smallcase these days. Thanks
I can try .. even spoke to Vasant on this a few months back. I had sought some enhanced access but the team couldn't offer it then (and they were right as some of my ask violated the investment advisor's IP). But I can certainly do what you are referring to here. Pls give me a few weeks to get back on this.
Friends, I am new to investing and loved the simplicity of this video. However, I am finding it difficult to understand where to start as in which videos to watch from Shankar’s channel as a beginner? I will appreciate the help of this community 👍
@@shankarnath Thank you Shankar. What you are doing here is worth appreciating and I wish you more power👍 I will definitely view the playlists that you hyperlinked. However, I have another question. Have you made a video on investing for NRI investors? There is a huge interest to invest in India but the majority of the people I know find it challenging to understand the dynamics.
@@ryansood2651 No. I haven't made any video for NRIs specifically. That's because the techniques/schemes/portfolio I would hint at for expats would be the same as I'd have a resident Indian consider. But yes -- NRIs will have queries on taxation, repatriation etc. which is best answered by a tax advisor/CA. I'm not really good at that. My apologies
why not create a smallcase of those companies and keep updating ? just thinking out loud., charge some fees if you want per year.. great video, thank you.
Hi sir , I have 2 questions: 1. Do you pick stocks from 1 investor or from multiple investors? 2. The last 1 year was too good for small and midcap, so do you think this might be the reason for high accuracy rate and high returns?
Hello: 1. Kindly examine the worksheet 2. Yes, the market was kind to small and midcaps. Having said this, it's important to measure one strategies performance with a comparative benchmark & I took the Quant Small Cap Fund to base the performance
It never struck that I should copy the big investors' early bets on these small and midcaps...I made my own set of rules and followed blindly...I will experiment with this when I have some cash to spare and will update you here if Im able to make any good returns..
Hi Shankar, it is not clear what should be the entry or exit point, if we start today, when markets are close to all time highs, when should we exit and would we able to make such returns?
7:40 - step 6 query Hi Shankar, thanks for the amazing video. My query is that isnt it obviously impossible to get the same or even nearly same entry point as these marquee investors since those points would hav been crossed long back and gloomy chances of looking back in rallying Nifty scenario? Then what should be the entry/exit points?
Most welcome. With re: your query and atleast in my case, I didn't care on finding the "perfect" entry point because if I were to even ask Vijay Kedia, Rekha Jhunjhunwala & others -- these investors aren't going to tell me. My mindset is that information is always imperfect (actually true) and I worked this model based on what & when I receive it. However imperfect, this model gave me 41% CAGR over 2 years against the Nifty 50's 12%
You are the best @shankarnath. You have extra ordinary ability to explain complex concepts easily. Further more, I followed Monish Pabrai and his approach, but could not get to the point of finding HNI's portfolio and copy them. Thanks a lot.
Absolutely Amazing!!! Quite a practical approach to the stock picking... But I think the returns would drastically reduce in assumption 3 is accounted for (Delay in receipt of shareholding change data)... I believe it would be very close to actively managed small cap funds..
As a data engineer, I've build automated tool & using it from last 1 year with some additional data & automated reports for my own. Which leads to multiple multi-baggers. I can say your strategy will lead more than 41% XIRR easily if someone use it wisely. I have other reports also, if required I can help & share. Thanks for sharing such kind of informative video which will really helps to the serious investors.
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Hi Shankar, do you manage any smallcase that I can subscribe to? As always an extremely informative video.
Not currently but I'll consider having one in the 2nd half of this year. Right now, it's just my TH-cam channel & the newsletter.
I was looking for this hack and you made a video on it. Thank you for sharing valuable insights.
Sir u only person who always attach the worksheet & help the investors to upgrade their knowledge.
No one in ur field didn't share worksheet just insist to take personal classes
Thank you. I'm glad you are finding the worksheet useful and it enhances your knowledge
Absolutely right said👍
most undervalued youtube channel. This channel should be shamelessly promoted with 100% XIRR!!
Thank you!
Because all his videos are in English. If he started making videos in Hindi he will be star in TH-cam.
@@nandkishorsonawane2511 aap apna msg to hindi me likh nhi paa rhe ho.. or hindi ki understanding ki baat karte ho.. abhi hindi me science padhayega to samajh aayega tujhe
SN, My take aways 1. We can copy shamelessly the portfolio of selected but their Convictions?
2. Good for people who want to dive in small & micro cap & ready to become self fund manager.
3. May be effective if no of stocks are more in portfolio considering only 1/3 rd last the marathon.
4. Your ability to simplify most complex ,confused & marketing driven fin.products is of great help to average retailers.
Thanks for same.
Glad you found it informative 🙌
How underrated this channel is
Me: Yess
I remember subscribing to this channel when it was little below 2,000 subscribers, now it's over 1,48,000 subscribers
Still way below what Shankar Nath deserve to be (over 1 million easily)
Thank you for the vote of confidence 🙌
That means you found out a small cap multibagger 😊😊
Best channel for investing on youtube. Your ability to simplify complex topics is top notch.
Wow, thanks!
Hi Shankar Nath, just wanted to drop a quick note to say thank you for the incredibly useful videos you create. They've been very helpful and informative. Keep up the fantastic work!
Most welcome and thank you very much for your kind appreciation 🙌
Your spoken English is very nice. No grammatical errors and good vocab. I like it.
Thank you! 🙌
I agree. I wish all Indians speak like this. He does not have any put-on Western accent, but at the same time speaks clearly with a good diction, and a trace of Indian accent - but a nice accent.
I am in the UK, and frankly now find it almost impossible to decipher when many of the young Indians speak (particularly the young North Indians), because for whatever reason they seem to think they need to imitate the American/Western accent. But in the process, they end up with a mish-mash and a poor/unclear diction, and worst of all they speak incredibly fast (as if they are an Express train desperate to get out the words out of their mouths as fast as possible).
The South Indians are somewhat clearer in their diction, maybe because they do not try to put on a false American accent to the degree some of the young North Indians do.
All that the people need to do is speak slowly, and clearly and without putting on any fake accent - just as the gentleman in this video. And it sounds so perfect!
Hi I had changed my regular index SIP to your suggested nifty momentum and nifty value SIP strategy and I am really thankful to you for sharing such a unique info with historical data as we see significantly much more return than niftyIndex regular SIP. Thank you, these in depth analysis really teach us a lot
Most welcome. I'm glad it helped.
Is it the 'Why Momentum investing is now 15% of my portfolio' video?
@@reomurphy dont know, but this can be "why in bull market nifty index investing should be swapped by momentum investing"
I may not follow your method but will say you are a genuine person.
Thank you
Your channel is underrated man
Quality is often ignored for quantity bro
Since I watched the 1st video on this channel I unsubscribed all other channels and never missed a single TH-cam video of this channel.
Quality and only quality.
Thank you
due to english language
Good but won't work
Thanks Shankar as always with 1. Quality and useful video 2. Sharing not only knowledge but also the work did. Both these characteristics make you one of my most favorite Finance TH-camr. I still can't understand why you are still underrated in terms of subscribers. You should be leading the group honestly.
Keep up your good work!
So nice of you, thank you for kind words. Honestly, it's a trick many fall into by measuring a channel on the basis of subscribers. For instance - reaching 1 million subscribers is not that difficult and publishing 1 short a day for 7-8 months or topics like "best mutual fund" will get me there. In my view, this is a problem because in many case, a large non-targeted viewership seeps into the channel and over time, the views start falling.
E.g. Rachana (who has done a incredible job over the last 3-4 years) seems to be going through that phase. She's has 48 lakh subscribers, is still clocking 40k subscribers every month but is having only 100k views per day. The reasons can be many although I think it's more of viewer fatigue -- which is something my channel will also go through over time
I've been looking at these phases and assessing TH-cam from a viewer & creator perspective has been helpful. My own read is that -- out of the 150k subscribers I have now or wherever I reach, it will come down to just 5-10k loyal fans who will continue with me & subscribe to the valuable services (like newsletter, community, smallcase etc.) I plan to introduce over the months & years. This suits me perfectly as I want to work with & for a smaller number of patrons and do more for them.
Infact, let me close this with something I observed recently. So, I've had around 75 1:1 consultation calls and of the 75, only 8 persons had ever posted a comment on my channel. Which means 90% of the people who paid, discussed & got value from those interactions were a part of the silent majority. If I had assumed that only the ones who comment are the loyalists (much like how everyone says "underrated" and "subscribers"), then I would have been wrong. There's a bigger chunk out there and building a participation loop for them has to be my endeavour
One of the best videos in recent times.
Glad you like it. Thank you very much
10/10 for your creativity 😂👍. Keep up the good work. 💯
Thanks!
Shankar, very few youtubers have this level of clarity and conviction and I compliment you for that. I discovered you today and you deserve many more followers. Perhaps some Hindi videos as they get more traction? Most importantly, you came across as very knowledgable and one with integrity. Will look forward to seeing your other videos. Cheers! Sumeet
Welcome aboard Sumeet ji. I'm glad you like my work! 🙌
Shankar, i picked up a rare gem which wasn't explored.. that's u. Great knowledge sharing bro
My pleasure
It will be interesting to see the performance of this copy clone portfolio during the bear phase, requesting SN to make part 2 of it more deeply in this strategy- thanks and regards.
Thanks for the suggestion. Yes, the trendlyne data was available for the last 8 quarters only hence couldn't extend the time period
@@shankarnath Oh in that case it will be impossible to make a more detailed version to test it, but seriously you did an amazing job sir. I am doing the same method with some of the best-renowned investors and the returns are quite impressive! Good luck to you and your team- Thanks
@@StockMarketWithDrRahul Thank you so much 🙌
omg! what an amazing video and ur speaking skills are really impressive
Thank you! 😃
While I personally don’t believe in investing a large corpus outside the major indices, I really like your well researched approach to these active/quantitative investing. I think you should create a few smallcase baskets for novice investors who’ll love to invest in such ideas but have no idea/inclination to research and rebalance regularly. It think could be a good source of income for you as well
Thank you for the appreciation and suggestion! I might build smallcases in the 2nd half of this year.
The video felt like a lecture in a top B school. I personally used this strategy last year and made some profit in Asahi Glass and then got greedy and trapped at 598. However, I still think for beginners like me, this was the best way to go. I wish to learn more from your immaculate presentation skills and like-minded thought process. Also, much appreciate for attaching the Excel sheet. subscribed.
Thank you 🙌
This is a an excellent paradigm. How did you find out the entry and exit points ? Can you please elaborate on that? Great Work, Shankar!
Thanks. I didn't complicate matters and used basic observation skills for entry and exit points. For example .. if shareholding % went from "
Thank you for the clarification Shankar. Will take this forward.
Wow, after Aswath Damodaran you are the only financial expert I have seen who shares spreadsheets people can use to replicate and experiment with their process.
I'm glad you like my work!
What an amazing shameless share @shankarnath, amazing. Will like to test it someday soon. Look forward to hearing more on your further experiments. Thanks!
Most welcome. I'm glad you liked it. It requires more time as it's only 8 quarters of data (that's all that was available on Trendlyne)
Excellent job man👍…. Day by day your videos showing us how much deep study you are doing… 👍 great
Thank you very much 🙌
Wow this is next level revelation Shankar ji , great video , thank you. :)
My pleasure 🙌
You deserve more subscribers than you have now. Truthful content is so rare. Thank you so much for putting out this perspective on investing… great work!! 👍👍
Wow, thank you!
Shameless...What a strategy & analysis. Thanks Shankar. You always stand out with your strategies....
My pleasure! Thank you for the encouragement
Since you arent a fund manager and we don't care what your resume says, I'm certain many of us would pay you a hefty amount to create a basket of stocks using this method every few weeks/ months. Would you ever consider creating such a smallcase with a fee?
Yes I would, Sachin. Maybe 2nd half of this year after I have received all necessary certifications & once I established my newsletter/community.
Go ahead sir we waiting for it.
@@shankarnath thats great news! geniunely looking forward to this
Good video Shankar. Could you make a copy cat for Mutual.Fund portfolios as well? Is it possible? We have so many financial influencers churning out daily bulletins. Forget the skeptics, we trust you! 😅
Thank you Yatin sir. I really won't know where to start with mutual funds or the procedure involved. Seems tough and over complicated
Your videos are amazing. Everytime there is something to learn unlike other tons of useless channels out there! Thanks
I appreciate that! Thank you very much
Shankarji, Thank you very much. As always, very informative content presented in a very succinct manner!
Most welcome, Piyush ji. I'm glad you liked it
I started following your videos when you were in ET. I can only thank you for the quality content you put in each video!
I appreciate that! Thank you Arunabh
Good stuff, sir! Good that you included the issues and limitations you noticed during the process of cloning.
Thanks!
sir can u clarify how we would know when the big whales entered and exited and how can we copy them in the same time frame or point of time ??
I have the same question
This is the whole practicality which I think can not be cloned exactly in the same time frame as big whales do as there is huge time lag between information coming out publicly and deals actually made.
I really like your content, Shankar. No fluff content conveyed with a sense of humility! I’d definitely consider buying your smallcase based on this strategy if you plan to take that route. Probably, a lot of your viewers feel this way
Awesome, thank you! 🙌 Smallcases have some regulatory hurdles that need to be crossed. Many think it's the registration but it's the maintenance part which is an overkill by the regulator. I'll certainly go for it i.e. smallcase & the pre-registration once SEBI makes it easier for people like me to do business. I'll keep you & all posted on my newsletter & community post
Excellent and genuine analysis. Subscribed to the channel within 3 mins of the video.
Welcome aboard! 🙌
So much of effort to make this video to simplify concept . Thanks a lot Mr.Shankar. These are innovations on finance/investments
Thank you so much! 🙌 I am glad you liked this video, found it informative
Great work, shankar. Thanks for this wonderful content ... appreciate your efforts
So nice of you. My pleasure 🙌
Shankar, your knowledge, research, presentation and vocabulary are superb. Not just this video but everyone of them. I got some great insights from some of your earlier videos and take this opportunity to thank you.
Thank you very much Mr. Arun for your kind appreciation and warm words
Such a great insight and analysis 😮
Thank you!
So happy I came across your channel , one of the finest wonder why so underated ...kudos to your work and efforts
Thank you very much!
Excellent video Sir. Thank you very much.
You are most welcome
The content in your channel is always informative.Thankyou
Most welcome!
Superb video. One of the best things I liked was your unbiased simulation whereby one out of 3 stocks made loss which is likely close to reality.
Glad you liked it
Thank you sir
First time visited ur page
Nice information
Welcome aboard!
Good video brother, you have explained complex things in understandable manner.
Subscribed.
Welcome aboard!
Wow you are genius strategy to look into for small investors
Thank you very mych 🙌
I am a shameless cloner too...and I'm proud of it.
Very creative idea and very well presented
Thank you very much 🙌
Thanks for being honest and sharing your learnings with the world. God bless 👍
My pleasure!
Awesome video
I started doing it recently and seeing your video is just a cross confirmation to me. I liked it so much.
Glad it was helpful!
You are always creative with deep perceptions of each content... very informative.
By the way regarding chemicals sector part 2 video is still pending 😅 - kind reminder
Many thanks for the reminder
if one isn't comfortable with small and microcap can one add a filter of using only mid and large cap of the stocks found if any when looking t invest in the long term?Or is this adding bias to the stock picking and may lead to potential losses?
Amazing work, it's not as easy as you depicted... cheers!
Thank you very much!
Something quite different .. The content is very useful and like the approach. Thank you for your hard work
Most welcome. I'm glad you liked this analysis.
Great video as your other videos 👏
You could start active index fund on this theme 😊
Thanks for the suggestion
Thank you - this is very helpful and appreciate your good work @shankarnath sir... appreciate you going that extra mile and making the spreadsheet available for amateurs and beginners like me. Regards
So nice of you. You are more welcome 🙌
Very good content Shankar, thanks for this and even the spreadsheet. It is very informative. Appreciate and love your contents as always. Very good perspective. Never imagined with copycat strategy one can create huge returns, as most of it are small cap or micro cap at times like now, it will fall brutally. Investor to have bigger stomach to hold it for 5-10Yrs.
My pleasure, glad you found it informative
can you do a video where instead of percentage share holding you take the total invested amount against the amount invested in that company and then pick top 5-6 companies
Thanks for the suggestion
You are so underrated! Your content is exceptional, and I resonate deeply with it.
I have occasionally emulated investors without hesitation, and it has proven to be successful. However, when I share this approach with others, they often raise concerns about dependency on someone else. While this perspective holds merit, I see no issue in persisting with this strategy. In various aspects of our lives, such as health, career, and law, we rely on expert advice. why not apply the same principle to personal finance? :)
Thank you! I'm glad you liked this video.
In my view, the general human behaviour (inspite of what one says) is to a) either work towards an output or b) pay for advice. That's why DIY investing or managed investing via MF, PMS, smallcase, advisor works well. The cloning strategy is outside the scope of both approaches i.e. it doesn't require much work nor is someone pushing us or enforcing a transaction/advice on us. I feel that's why most people think twice before using screeners, cloning and similar approaches.
Plus, there is the fear factor point i.e. "what if I am wrong". Which is strange because everyone's relatively OK if "the fund manager is wrong" and we all have a natural recourse in villifying the fund manager or exiting the fund (but beyond that we can't do much)
Its my first time watching your video and your video is very clear and informative. I subscribed and i dont know i will use your shared sheet but i want to appreciate your effort and i can understand ypur research how intense. Thanks i will share your video to some of friends
Welcome aboard! I'm glad you like my work
Great information shared by you and it leads towards economic growth. 🎉 Thanks alot 🏆👍
Glad it was helpful! My pleasure
Hi Shankar, great video like always. Here is quick tangential question and hope you may please answer - I like the quality of your videos - the way they are presented is just right with voice, commentary and very fine graphics. Just curious what recording devices for audio and video do you use? And any software? Thank you 😊
Thank you very much 🙌
1. Audio recording happens via a regular 700 rupee Boya mic that can be bought on Amazon
2. Video recording is done via a Sony camera (an expensive one .. almost 2 lakhs) that my videographer brings with him. I don't own a camera myself.
3. For editing, the editor uses Adobe Premiere Pro
4. The invisible quotient is the graphics you see on screen. I create that using Powerpoint; slide by slide and the editor replicates it
5. For thumbnails, I use Canva
@@shankarnath Fantastic! Much Helpful.
Nice work and thank you. Do you happen to know whether I could do this from the UK to check shareholder investments (lookup individual investors' investments online ).
Most welcome. Sorry, I wont know; have not tested this on the stock exchange there
Thank you so much for the Analysis and Information 🙏🙏🙏🙏🙏
Most welcome
Hello Shankar, Can you pls review smallcases in general? As most of the smallcases rebalance on need basics or very often. How does tax play a role when invested amount is large?
It might be of lots of use to the viewers as many invest via smallcase these days.
Thanks
I can try .. even spoke to Vasant on this a few months back. I had sought some enhanced access but the team couldn't offer it then (and they were right as some of my ask violated the investment advisor's IP). But I can certainly do what you are referring to here. Pls give me a few weeks to get back on this.
Thanks so much for the effort. Looking forward to it👍
Friends, I am new to investing and loved the simplicity of this video. However, I am finding it difficult to understand where to start as in which videos to watch from Shankar’s channel as a beginner? I will appreciate the help of this community 👍
I have created playlists based on varied viewer interest. Pls have a look: www.youtube.com/@shankarnath/playlists
@@shankarnath Thank you Shankar. What you are doing here is worth appreciating and I wish you more power👍 I will definitely view the playlists that you hyperlinked.
However, I have another question. Have you made a video on investing for NRI investors? There is a huge interest to invest in India but the majority of the people I know find it challenging to understand the dynamics.
@@ryansood2651 No. I haven't made any video for NRIs specifically. That's because the techniques/schemes/portfolio I would hint at for expats would be the same as I'd have a resident Indian consider.
But yes -- NRIs will have queries on taxation, repatriation etc. which is best answered by a tax advisor/CA. I'm not really good at that. My apologies
Absolute gem of a man who always brings in the best content.
Thank you so much
Great ji, u have variety content & educative too.😊
So nice of you. Thanks!
what was the drawdown of this portfolio compared to Small Cap index?
Wonderlful analysis Shankar Sir, your content is unique.
Thank you very much!
why not create a smallcase of those companies and keep updating ?
just thinking out loud., charge some fees if you want per year..
great video, thank you.
Thanks for the suggestion. I will when the time is right
Hi sir ,
I have 2 questions:
1. Do you pick stocks from 1 investor or from multiple investors?
2. The last 1 year was too good for small and midcap, so do you think this might be the reason for high accuracy rate and high returns?
Hello:
1. Kindly examine the worksheet
2. Yes, the market was kind to small and midcaps. Having said this, it's important to measure one strategies performance with a comparative benchmark & I took the Quant Small Cap Fund to base the performance
Your presentation skills are amazing
Thanks a lot 😊
It never struck that I should copy the big investors' early bets on these small and midcaps...I made my own set of rules and followed blindly...I will experiment with this when I have some cash to spare and will update you here if Im able to make any good returns..
Pls do share your results
Thanks Shankar for brining another Star and Congrats for 18K Subscribers
Thank you so much 🙌
Great work... Immense knowledge.... Thank you Shankarnath ji.... But only wish is, please make more and more videos and do different stock analysis
Thank you for the suggestion & appreciation
Dear Sir, This is the best video I have ever seen on TH-cam.
Wow, thanks! 🙌
Something new . Well done !
Thanks!
Hi Shankar, it is not clear what should be the entry or exit point, if we start today, when markets are close to all time highs, when should we exit and would we able to make such returns?
7:40 - step 6 query
Hi Shankar, thanks for the amazing video.
My query is that isnt it obviously impossible to get the same or even nearly same entry point as these marquee investors since those points would hav been crossed long back and gloomy chances of looking back in rallying Nifty scenario?
Then what should be the entry/exit points?
Most welcome. With re: your query and atleast in my case, I didn't care on finding the "perfect" entry point because if I were to even ask Vijay Kedia, Rekha Jhunjhunwala & others -- these investors aren't going to tell me. My mindset is that information is always imperfect (actually true) and I worked this model based on what & when I receive it. However imperfect, this model gave me 41% CAGR over 2 years against the Nifty 50's 12%
different and effective content shankar ji :)
Thanks
can you do a followup vedio on shameless cloning which has less variables (can expect lesser returns too) so that we can try this out as a swing bets
Thanks for the suggestion
We trust you and your efforts. Thanks for your guidance. You are God for investors like us. Tq once again.
So nice of you, Keshav ji. It's my pleasure
YOU ARE MAN OF SMART PEOPLE
The man of Shankarnath ji are ismart
arre sirji , im new to all this clonning investment , all thanks to you specially for the excel sheet .
You are most welcome
You are the best @shankarnath. You have extra ordinary ability to explain complex concepts easily. Further more, I followed Monish Pabrai and his approach, but could not get to the point of finding HNI's portfolio and copy them. Thanks a lot.
Thank you so much for your kind appreciation. I'm glad you liked my work
Sir this video is a gem, hence I purchased a Rs 100 Thanks for you, cant find the qorksheet
Hello, the worksheet link is in the video's description
Can you please explain about the cleanup, how you find the entry and exit point from the given chart
Sky is limit for you. All the best. Continue enriching us with your videos. Subscribed.
Thank you so much 🙂
Great video, as usual. Thank you.
Glad you enjoyed it
Outstanding video Sir!
Glad you liked it! Thank you 🙌
Quality content always, thank you!!
My pleasure!
Thank you sir
I am 18 teen year old who has know clue how to build a passive income can u make a video about it
Thanks for the suggestion
Absolutely Amazing!!! Quite a practical approach to the stock picking... But I think the returns would drastically reduce in assumption 3 is accounted for (Delay in receipt of shareholding change data)... I believe it would be very close to actively managed small cap funds..
Thanks! If you have any data, research or actual experience around the delay point, pls do share.
Very interesting concept 👌
Thanks for excel attachment 🎉
Most welcome. Glad you liked it! 🙌
PL statement please .. better to be verified
Hat's off to the work sir Thank you for the work
My pleasure
Is there a latest version of the work chart list of stocks and to track the investments so we can know ?
As a data engineer, I've build automated tool & using it from last 1 year with some additional data & automated reports for my own. Which leads to multiple multi-baggers. I can say your strategy will lead more than 41% XIRR easily if someone use it wisely. I have other reports also, if required I can help & share.
Thanks for sharing such kind of informative video which will really helps to the serious investors.
I'm glad you like my work
Another great video, thanks Shankar
My pleasure!