I woke up to the tragic drawbacks of our debt-based financial system during the last financial crash. Through discipline, determination and Annette Marie Holt my financial advisor, I was able to retire recently in my early '50s with a bit of land in the Williamson act on the California coast and an investment portfolio that can sustain my daily living. I try to spread the word and encourage many people I meet it is possible to achieve the goal of independence. Living below your means can be enormously rewarding! Practice humility and above all, Invest in the financial markets with expert guidance.
I know this lady you just mentioned. Annette Marie Holt Services is a portfolio manager and investment advisor. She gained recognition as a former employee at Goldman Sachs; a renowned investor she is. Annette Marie Holt has demonstrated expertise in investment strategies and has been involved in managing portfolios and providing guidance to clients.
I was a stay at Home dad with no money in my IRA or any savings of my own, which was scary at 53 years of age. Three years ago I got a part time job and save everything I make. After 3 years, I am 56 yo and have put $9,000 in an IRA and $40,000 in my portfolio with CFA, Annette Marie Holt. Since the goal of getting a job was to invest for retirement and NOT up my lifestyle, I was able to scale this quickly to $150,000. If I can do this in a year, anyone can.
Love to follow you more and more, no special marketing for personal paid classes, no more marketing sales pitches for selling own paid classes , how humble that you unfold your personal folio, without any personal interest. Definitely one day you will become big investment influencer in this country.
I got across your page after sharan’s page , I think you are a gem brother . I no nothing about finances and financial terms but now I can look up to you and learn a lot in simple terms . I will be taking your class soon next month ❤
Hey Shashank, coincidentally my son was also born on May 1st 2021, and after watching this video it really motivates me to create one dedicated portfolio for him. Thank you for your insightful information and motivation
Thank god, was looking out for the way to invest for my wee one, thought of lot of MF'$ but never thought of creating a dedicated portfolio. Much needed one mate, Thanks for the video and may god bless you and your family ❤.
Thanks for the analysis and thought process behind this, now i have a clear understanding to do the same for my son too, really appreciate your efforts!
Thanks for sharing. I am also maintaining one such portfolio fornmy kid but its mainly MF - I am not expert ,so want to sit back and let fund manager handle buying and selling) PPF - 1.To secure some amount from market fluctuations and also interest is tax free. 2.Early starting PPF will help us to be free from lockin period by the time college expense starts.
Thanks again for your openness and sharing your portfolio created for your son.. I think it will do extremely well in the next 30 years. I think it is a right approach to create great wealth for next generation. Regards.
Shashank Bhai this is so apt to learn the fundamentals and reasons why those are chose. Thanks a lot man, you're definitely in a verge of good father/man/human!
@@ShashankUdupa1hi shashank 2 years back you purchased CSK from leadof platform, its changed to precize now. How safe is this platform as you are a long term user and howz your unlisted shares are doing. Do you still purchase unlisted share via this platform. It was promoted today by shankar nath
I am a beginner..Please tell me how to open a SIP portfolio and also every month when u invest how does it work?As the price would have increased. Also,please tell which interface it is and how to choose stocks we want in the portfolio
Thanks for your efforts. Your portfolio looks fantastic. Please keep sharing your hard work for common good. Indians must be richest people in the world and they lead the world as they are doing now in IT field Long Live India.
Can u please create a small case stock sip for someone like me. I am 40 years old working and I want to create wealth with this kind of small case. Please help
He has mentioned it that he bought this stock before split. Don't come to hasty conclusion. When you wear black glasses and see everything will look black. Learn to trust people. This is my reply to the first comment about varun beverages. He has written that its a scam etc
One EV or battery company should have been there for long term bet, we don't have AI or semiconductor companies but Jr. Shashank would be growing with good companies. Sakkath portfolio ❤
Thanks for sharing. I m also in same process for my kids n share some common shares with you. One thing i wud like to knw that u havent included any of like cdsl/ bse/mcx/cams.
This is a very helpful video for a novice like me, thank you for sharing. Can you please let me know after investing in any of these stocks how often should we check the performance? Should it be after 7 years or less?
Sir I also want to make portfolio for my son's for long term like u doing but after that can we transfer the shares to there account or should we sell the share give money to them. Can we open demat for children and directly buy shares on behalf of them.
Nice informative.. Just want to know if we can invest into energy sector for long term growth for newborns? Or the one which you mentioned in this videos.
Thanks for sharing your thought process and awareness. Even i want but stocks for my son, but do i need to create demate account in his name? Can you please share some info on this or make a video on this please.
It seems like you have chosen a smallcase instead of investing in each stocks individually. Can you let us know the smallcase? then we dont have to buy each stock individually.
Hi Shashank. Can we open a demat account in the name of an infant/child. Have you done the same or have you invested in a fresh demat account with your son as the nominee ??
Hi Shashank.. Really very nice and informative video... I am also doing same kind of SIP in divercified sectors since 2019. I have one question that is it good to take partial profit after 2X in large cap or 1.5X in mid cap and buy on dips again in same stocks? Really very helpful if you answer this query. Many thanks!
First of all many congrats on becoming a father. Well I am following your videos since 2020. Through your videos I had started an investment in an IT sector called "Happiest Minds". Over all the company is good fundamentals r also strong, but a fatal error happened. The error was that I picked too many pieces at a higher price due to which my average price is at 1154 rs(around 30% loss). Do u have any suggestions for me regarding this stock?? Your present video is quite good as well.
@@Devil-pg1xo Since I am at 30 to 31% loss. Will wait till I get a 40 to 45% profit and then sell it. Well by then if the company is in a better shape I will keep it. Thank u for your input.
I sir can you make a video for beginners who don't know anything about sip mutual fund website and how to check which mutual is give you best returns plz 🙏🏻 sir its my humble request to you love from nepal 🇳🇵❤️❤️
hey @shashank , the content is really helpful :) thank you , but have 1 doubt , Varun Beverages stock price is 594 around , why it is shown as 1500 in your dashboard ?
Hi bro.. what about your view on semiconductor stocks like (vatec wabag water treatment stock) and data center stocks like anant raj , aurionpro. May be semiconductors and data centers theme will play main role in coming years. This is my opinion only
I woke up to the tragic drawbacks of our debt-based financial system during the last financial crash. Through discipline, determination and Annette Marie Holt my financial advisor, I was able to retire recently in my early '50s with a bit of land in the Williamson act on the California coast and an investment portfolio that can sustain my daily living. I try to spread the word and encourage many people I meet it is possible to achieve the goal of independence. Living below your means can be enormously rewarding!
Practice humility and above all, Invest in the financial markets with expert guidance.
I know this lady you just mentioned. Annette Marie Holt Services is a portfolio manager and investment advisor. She gained recognition as a former employee at Goldman Sachs; a renowned investor she is. Annette Marie Holt has demonstrated expertise in investment strategies and has been involved in managing portfolios and providing guidance to clients.
I was a stay at Home dad with no money in my IRA or any savings of my own, which was scary at 53 years of age. Three years ago I got a part time job and save everything I make. After 3 years, I am 56 yo and have put $9,000 in an IRA and $40,000 in my portfolio with CFA, Annette Marie Holt. Since the goal of getting a job was to invest for retirement and NOT up my lifestyle, I was able to scale this quickly to $150,000. If I can do this in a year, anyone can.
@@hasede-lg9hj How can i reach her, if you don't mind me asking?
How can i reach her, if you don't mind me asking?
Well her name is Annette Marie Holt. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
Love to follow you more and more, no special marketing for personal paid classes, no more marketing sales pitches for selling own paid classes , how humble that you unfold your personal folio, without any personal interest. Definitely one day you will become big investment influencer in this country.
Thanks, in this world of negativity really appreciate your positive content
This is an example for a good father on process.
Thanks
@@ShashankUdupa1 from 1%club I started to see your videos I am becoming your fan boy thanku for a good job , keep going
I got across your page after sharan’s page , I think you are a gem brother .
I no nothing about finances and financial terms but now I can look up to you and learn a lot in simple terms .
I will be taking your class soon next month ❤
Shashank bhai Kitna sochte ho ap hmare bare me...hats off to u🎉
Sometimes I wonder why this guy is so transparent! This is good info , thank you!
My pleasure!
been jumping across investment videos..landed on yours ..was wonderful to see the no-drama, transparent approach. Well done.
Long term waiting !!
Hey Shashank, coincidentally my son was also born on May 1st 2021, and after watching this video it really motivates me to create one dedicated portfolio for him. Thank you for your insightful information and motivation
Thank god, was looking out for the way to invest for my wee one, thought of lot of MF'$ but never thought of creating a dedicated portfolio. Much needed one mate, Thanks for the video and may god bless you and your family ❤.
Thanks Shashank was looking for something like this for my children. This is so timely. Good to see you back after somtime.
great one man, i wish you and your son All the very best
Thanks for the analysis and thought process behind this, now i have a clear understanding to do the same for my son too, really appreciate your efforts!
ತುಂಬು ಹೃದಯದ ಧನ್ಯವಾದಗಳು ಶಶಾಂಕ್ 🎉🎉
english saar 😂
Thanks for sharing. I am also maintaining one such portfolio fornmy kid but its mainly
MF - I am not expert ,so want to sit back and let fund manager handle buying and selling)
PPF - 1.To secure some amount from market fluctuations and also interest is tax free.
2.Early starting PPF will help us to be free from lockin period by the time college expense starts.
Very good bro!! Thanks for sharing!!! Wishing best of luck to both you and your son!! 🙏❤
I do SIP in CDSL apart from VBL , Titan n some other . NH has more potential then max due to lower valuation , smaller market cap and top class mgt
Honesty is the best policy...proved by you on sharing the portfolio for long run 20-25 years🎉
Outstanding 🎉
Thanks alot 🎉
That's impressive! not only stocks, but your thought process and the purpose behind it. 🙌
Good Job buddy, thnxx for the efforts and sharing valuable info..Keep it up
Thank you so much for sharing. From this we can learn perspective people think and invest. Great learnings.
I have invested in kpit, tata power, vbl. I'm not an investor but i chossed good scripts with my own analysis
Feel proud shashank for being good father :)
How a modern father should be👍🏻
Thanks again for your openness and sharing your portfolio created for your son.. I think it will do extremely well in the next 30 years. I think it is a right approach to create great wealth for next generation. Regards.
Why you haven’t included CDSL or CAMS ? …there is a future potential !! Please reply 😊
nsdl coming into market maybe thats the reason
Shashank Bhai this is so apt to learn the fundamentals and reasons why those are chose. Thanks a lot man, you're definitely in a verge of good father/man/human!
Thank you shashank 👍
4-month-old son's net worth is 6.5 lakhs. Think when he will be 25 years old
@@safaririder6530 that's why I'm working hard to ensure he's fine
@@ShashankUdupa1 🫡🙌
Raise him in such a way that he can work hard and earn more than what you could offer... Same like you... He will definitely be fine in that way
@@ShashankUdupa1hi shashank 2 years back you purchased CSK from leadof platform, its changed to precize now. How safe is this platform as you are a long term user and howz your unlisted shares are doing. Do you still purchase unlisted share via this platform. It was promoted today by shankar nath
@@ahappysoularoma2127aa gaya bhai gyan ch**dane
Great father
Simply explained..
THIS IS ONE OF THE VERY IMPORTANT THING THAT EVERY PARENTS MUST DO IT FOR THEIR KIDS FUTURE. VERY GOOD SHASHANK
Sir u very visionary person and giving a good information 👏👏👏
I am a beginner..Please tell me how to open a SIP portfolio and also every month when u invest how does it work?As the price would have increased.
Also,please tell which interface it is and how to choose stocks we want in the portfolio
Love you bruh thanks for being so transparent
Really u r awesome thinking man .. Really appericate u r hard work ..
Thanks for sharing the portfolio and being very transparent
Thanks for your efforts. Your portfolio looks fantastic. Please keep sharing your hard work for common good. Indians must be richest people in the world and they lead the world as they are doing now in IT field Long Live India.
Will keep doing it as long as I can :)
Can u please create a small case stock sip for someone like me. I am 40 years old working and I want to create wealth with this kind of small case. Please help
I need to buy everything in sets of 2 😂
❤the content. Thank you making the video.
Thanks Shashank for sharing this.
He has mentioned it that he bought this stock before split. Don't come to hasty conclusion. When you wear black glasses and see everything will look black. Learn to trust people. This is my reply to the first comment about varun beverages. He has written that its a scam etc
Thank you Shashank!
Hey
really nice - keep up the good work
Amazing stuff! Don't you think Trent would also be a good addition?
One EV or battery company should have been there for long term bet, we don't have AI or semiconductor companies but Jr. Shashank would be growing with good companies.
Sakkath portfolio ❤
Thanks for sharing. I m also in same process for my kids n share some common shares with you. One thing i wud like to knw that u havent included any of like cdsl/ bse/mcx/cams.
Congratulations!
This is a very helpful video for a novice like me, thank you for sharing. Can you please let me know after investing in any of these stocks how often should we check the performance? Should it be after 7 years or less?
Quant flexi will do than this PF
Simple way to compound
Bull market PF managers are all over there
Everything is good but all r overvalued stock .is it ok to buy these overvalued .or waiting for it correct os good idea
Sir I also want to make portfolio for my son's for long term like u doing but after that can we transfer the shares to there account or should we sell the share give money to them. Can we open demat for children and directly buy shares on behalf of them.
Good portfolio, thanks for information
Nice informative.. Just want to know if we can invest into energy sector for long term growth for newborns? Or the one which you mentioned in this videos.
Thank you 🎉
Hi, sir. Could you kindly prepare a video on creating long-term wealth by SIP through STP. Where to invest for STP and to what type of funds. Please.
Debt fund u shd choose
Do you invest under your dmat (your pan) or you have separately opened your baby’s account ?
Short and simple. Keep updating if you make changes.
Can you please tell me what is the fund name
Shashank why there are no banks
Hi can you plz show us your portfolio so that we can learn how you choose good stocks what is the mentality behind it
Is masterclass pre recorded session that run every Saturday ? Or is it live session?
Bhai can you name the stock that you were discussing in the podcast with finance with saran.
That one stock he was talking about which was supposed to be from the TATA Group or some conglomerate? A microcap company.
he was talking about ZOMATO.
How was talking about Zomato and He was also talking about a Stock from green energy sector which I don't know
Please analysis video on sun Pharma vs divi's lab vs cipla vs torrent pharma vs mankind vs Dr. Reddy ? Which is best for portfolio as pharma share?
Hi Udupa sir, u said u r doing SIP for VB stock, is it worthy doing SIP for stock??
Can I get link to this small case ?
What do you think of ntpc green sir
Hi Shashank. Firstly, great video! Loved it. Would you recommend these same stocks for a slightly medium term, say 15-20 yrs too??
Excellent information.
You should add cdsl & cams
Thanks for sharing your thought process and awareness. Even i want but stocks for my son, but do i need to create demate account in his name? Can you please share some info on this or make a video on this please.
How can one create a dedicated bank account for children ?
It seems like you have chosen a smallcase instead of investing in each stocks individually. Can you let us know the smallcase? then we dont have to buy each stock individually.
Hi Shashank can you please tell me how good is multi cap mutual fund for long term perspective of my daughter who is 3 years old now
Shashank bro, pls inform my request to ur father: consider bringing SME IPO on securens, waiting for it
Hey Shashank thank you for such insightful Information. Is there any specific reason why Banking stocks is not there?
Hey
Yes please tell
Appreciate ❤
Thank u very much
Any particular reason for not considering Banking and Insurance sectors as both can play out well in coming years.
Hi Shashank. Can we open a demat account in the name of an infant/child. Have you done the same or have you invested in a fresh demat account with your son as the nominee ??
I'm in the process of doing but got stuck at the pan card level so figuring that out
@@ShashankUdupa1 Please let us know the process once you have accomplished
Bro, this is shares to ur son. Please make video of mutual fund for ur son.
What is your opinion on ETFs?
Hi Shashank.. Really very nice and informative video... I am also doing same kind of SIP in divercified sectors since 2019. I have one question that is it good to take partial profit after 2X in large cap or 1.5X in mid cap and buy on dips again in same stocks? Really very helpful if you answer this query. Many thanks!
Shahskank is it accessible for everyone ?? Or only its u can private one. Bcz yes its SIP based investment however we don't when you will sell
How to mange and use SmallCase and are you planning to provide service via Small Case to retail Investors
Can you show similar portfolio for a working professional as of now?
Can you share the smallcase so we can also invest and follow your strategy ?😀
Haha they dont allow to share but you can create yourself
@@ShashankUdupa1 please recommend some new future stocks to invest now. Waiting for ur video. And should l go for Suzlon now?
Very nice video.
Just asking did u think of adding any proxy to real estate like polycab or kei ind ??
Good idea didn't add actually. Apar and kei would be good plays
Also any lifestyle stock like trent or ethos ??
First of all many congrats on becoming a father.
Well I am following your videos since 2020.
Through your videos I had started an investment in an IT sector called "Happiest Minds". Over all the company is good fundamentals r also strong, but a fatal error happened. The error was that I picked too many pieces at a higher price due to which my average price is at 1154 rs(around 30% loss).
Do u have any suggestions for me regarding this stock??
Your present video is quite good as well.
Keep holding !!! Wait for the next IT rally .. probably next year ( you can sell it off or u can hold it too if you have more patience left )
@@Devil-pg1xo Since I am at 30 to 31% loss. Will wait till I get a 40 to 45% profit and then sell it. Well by then if the company is in a better shape I will keep it. Thank u for your input.
Happy to see one of my long-term max india🎉
I sir can you make a video for beginners who don't know anything about sip mutual fund website and how to check which mutual is give you best returns plz 🙏🏻 sir its my humble request to you love from nepal 🇳🇵❤️❤️
Congratulations Shashank 🎉😊
Hey
Hi Shashank, Nice video. Thank you. Please can you share this small case link.
PLEASE SUGGEST SOME FOR LONG TERM LIKE 5 TO 10 YEARS ...A LUMPSUM PORTFOLIO...
Do sip. In this mkt timing lumpsum investment rgt nw wud nt be a gud idea, go partial or sip the best.
I think there is no such thing as long term. You need to make video after one year and revisit the stocks and analyse them.
Lol who said there is no such thing like long term😂😂😂?
Kuch bhi
Sidha bol tujhe short term k liye Paki pakaai Kher chahiye
hey @shashank , the content is really helpful :) thank you , but have 1 doubt , Varun Beverages stock price is 594 around , why it is shown as 1500 in your dashboard ?
It is before split.
What type of stock brokers that u are used...Sir ???
Good info..!
Hi bro.. what about your view on semiconductor stocks like (vatec wabag water treatment stock) and data center stocks like anant raj , aurionpro. May be semiconductors and data centers theme will play main role in coming years. This is my opinion only
What website are you using for ur child’s portfolio?
Smallcase
How do you decide on which scrip to buy in sip.
Is it automated or you buy manually by seeing scrip price
Smallcase does it automatically