Time to Rebalance Mutual Fund Portfolio in this Market Situation 2024

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  • เผยแพร่เมื่อ 20 พ.ย. 2024

ความคิดเห็น • 429

  • @torahulj
    @torahulj  27 วันที่ผ่านมา +9

    Daily insightful analysis on my TH-cam Member Community, Join:
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    • @sumitsen7756
      @sumitsen7756 27 วันที่ผ่านมา +1

      If I switch my existing fund amount to another suitable fund to secure the capital gain
      Stcg or ltcg will be charged. Which one is better the fund amount remained in same fund without paying tax or switching to another fund after paying tax, pl guide

    • @amak050776
      @amak050776 27 วันที่ผ่านมา

      Can’t buy membership

  • @michaelschiemer3
    @michaelschiemer3 4 วันที่ผ่านมา +616

    Well I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.

    • @Olsontim21
      @Olsontim21 4 วันที่ผ่านมา +3

      Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown

    • @Dantursi1
      @Dantursi1 4 วันที่ผ่านมา +3

      Diversifying your portfolio is crucial. Good stocks are a good starting point, but you should diversify your risk with a variety of assets. Fortunately, I can vouch for the effectiveness of this strategy with the help of expert advice, since my 330,000 portfolio has increased by 25% only this year alone. Maybe thats what you need.

    • @derrickholfman2
      @derrickholfman2 4 วันที่ผ่านมา +3

      @@Dantursi1 This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation

    • @Dantursi1
      @Dantursi1 4 วันที่ผ่านมา +3

      A good FA is critical for portf0lio diversification. My advisor is 'Annette Christine Conte' who can be found readily and has great understanding of the financial markets.

    • @derrickholfman2
      @derrickholfman2 4 วันที่ผ่านมา +1

      She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.

  • @nicolasbenson009
    @nicolasbenson009 19 วันที่ผ่านมา +579

    I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my inherited portfolio of about $2.5m. I’m used to just buying and holding assets which doesn’t seem applicable to the current rollercoaster market plus inflation is catching up with my portfolio. I’m really worried about survival after retirement.

    • @Vincent-j8u
      @Vincent-j8u 19 วันที่ผ่านมา +2

      True, I mostly just buy and hold stocks, but my portfolio has been mostly in the red for quite awhile now. Unfortunately to be able to make good gains, you’ll need to be consistent and restructure your portfolio frequently.

    • @ClarkeGriffiny7
      @ClarkeGriffiny7 19 วันที่ผ่านมา +3

      In my opinion, it was much easier investing back in the 60s but it’s a lot trickier now, those making consistent profit in these times are professionals reason I’ve been using an advisor for the past 5 years to consistently build my portfolio in preparations for retirement.

    • @BellamyGriffin19
      @BellamyGriffin19 19 วันที่ผ่านมา +4

      My partner’s been considering going the same route, could you share more info please on the advisor that guides you?

    • @ClarkeGriffiny7
      @ClarkeGriffiny7 19 วันที่ผ่านมา +3

      Finding financial advisors like Sophia Maurine Lanting who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.

    • @SandraDave.
      @SandraDave. 19 วันที่ผ่านมา

      I greatly appreciate it. I'm fortunate to have come upon your message because investing greatly fascinates me. I'll look SOPHIA up on google and send her a message. You've truly motivated me. God's blessings on you.

  • @PaulWard-nr5rj
    @PaulWard-nr5rj 21 วันที่ผ่านมา +554

    Given the volatility in the market this year, I'm wondering if now is a good time to rebalance my mutual fund portfolio. What are everyone's thoughts on this?

    • @KatelynnCox-qb5er
      @KatelynnCox-qb5er 21 วันที่ผ่านมา

      I think it might be wise to consider rebalancing, especially if your asset allocation has shifted significantly due to market fluctuations. Are you looking to adjust your risk exposure?

    • @ArthurJones-v2i
      @ArthurJones-v2i 21 วันที่ผ่านมา

      Absolutely! If some of your funds have performed exceptionally well and others haven't, rebalancing can help you lock in those gains and maintain your desired risk level. Just make sure to consider any tax implications if you're in a taxable account.

    • @rodgertim2881
      @rodgertim2881 21 วันที่ผ่านมา

      Good point about taxes! I’ve noticed that my equity funds have outperformed my bond funds lately. How much should I shift back into bonds to stay balanced?

    • @HectorBailey-zi7du
      @HectorBailey-zi7du 21 วันที่ผ่านมา

      It depends on your risk tolerance and investment goals. A common strategy is to return to your original allocation. If you initially aimed for a 60/40 split, for example, see where you stand now and adjust accordingly.

    • @HaroldSimmons-mf3ep
      @HaroldSimmons-mf3ep 21 วันที่ผ่านมา

      Also, keep an eye on market trends and economic indicators. If interest rates are expected to rise, for instance, you might want to be more cautious with bonds. Rebalancing isn't just about percentages; it's about aligning your portfolio with the current market landscape.

  • @MablePauls
    @MablePauls 13 วันที่ผ่านมา +200

    Now, the election is over. DID you miss out on the bull run? Bitcoin is at it's ATH now and all I can say is thank you to this channel and Julianne Iwersen Niemann, for keeping me informed.

    • @TianaManeO
      @TianaManeO 13 วันที่ผ่านมา

      you are lucky, One of the most brillian investing advice i have ever gotten on youtube came from watching an interview with Julianne Iwersen Niemann. Indeed, A solid investment strategy is like a well-planted tree-it can withstand storms and still grow strong

    • @tahirisaid2693
      @tahirisaid2693 13 วันที่ผ่านมา

      I know this lady you just mentioned. Julianne Iwersen Niemann is a portfolio manager and investment advisor. She gained recognition as an employee of neuberger berman; a renowned investor she is. Julianne Iwersen Niemann has demonstrated expertise in investment strategies and has been involved in managing portfolios and providing guidance to clients.

    • @PajinakStanovska
      @PajinakStanovska 13 วันที่ผ่านมา

      I’ve heard of her
      How can i reach her, if you don't mind me asking?

    • @tahirisaid2693
      @tahirisaid2693 13 วันที่ผ่านมา

      ⁠ her name is 'JULIANNE IWERSEN NIEMANN'. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.

    • @PajinakStanovska
      @PajinakStanovska 13 วันที่ผ่านมา

      I appreciate this. After curiously searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get

  • @Jones21554
    @Jones21554 22 วันที่ผ่านมา +174

    I lost over $150,000 investing in $GME and $BBBY, which was very depressing. Now, with low risk tolerance, I want to invest wisely. I’ve been researching index funds, ETFs, mutual funds, and growth stocks. I want a simple portfolio with about 3 holdings.

    • @corbinbarron-pk
      @corbinbarron-pk 22 วันที่ผ่านมา +2

      Directionally this makes sense; VOO, VGT, SCHD. Dollar-cost averaging into these ETFs will likely outperform most investors.

    • @KevinCollins-kg5hl
      @KevinCollins-kg5hl 22 วันที่ผ่านมา

      I love SCHD and currently own 604 shares. I regularly buy more shares, but I also invest in growth stocks/ETFs. Right now, I focus on growth, but I plan to switch to dividend-paying value stocks/ETFs eventually. It’s advisable to engage guidance for a well-diversified portfolio instead of relying solely on speculations.

    • @Infinitymazepa7920
      @Infinitymazepa7920 22 วันที่ผ่านมา +1

      I’m in line with advisory services cos, my job doesn't permit me the time to analyze stocks myself. Thankfully I got fully invested 2020 amid covid-outbreak, and as of today, my portfolio has 5X in 4 years, summing up nearly $1m.

    • @brianmurphy-j4h
      @brianmurphy-j4h 22 วันที่ผ่านมา

      i'm blown away! mind sharing basic info please? i am a young adult living in Miami where i've encountered several millionaires, and my goal is to become one as well

    • @Infinitymazepa7920
      @Infinitymazepa7920 22 วันที่ผ่านมา +1

      Glen Howard Chester is the licensed advisor I use. Just google the name. You’d find necessary details to work with and set up an appointment. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.

  • @Ballesteros-d
    @Ballesteros-d 27 วันที่ผ่านมา +409

    60% equities 40% cash. I plan to take advantage of the current market situation as leading indicators predict a bullish S&P 500 by 2025, my only concern is how to properly allocate a large stock/bond portfolio for maximum potential returns.

    • @Linette-g-y
      @Linette-g-y 27 วันที่ผ่านมา

      I don’t see a problem fully invested into stocks as long as you know what you're doing, whereas it's best to consider advisory services

    • @M.Herlihy
      @M.Herlihy 27 วันที่ผ่านมา

      Agreed, investing with the help of an advisor did the trick for me in barely 5 years. I worked hard everyday as a teacher for 32 years and my salary was over 100k, enough to get me invested. I'm semi-retd today with nearly $1m, and only work 7.5 hours weekly.

    • @AstridJohansen-z
      @AstridJohansen-z 27 วันที่ผ่านมา

      @@M.Herlihy how to put my money to work has been my daily thought, did my research and most suggestions pointed at the stock market, the thing is i'm an absolute noob at investing... mind sharing info of this professional guiding you please?

    • @M.Herlihy
      @M.Herlihy 27 วันที่ผ่านมา

      Sophia Verdekal O'neal is the licensed advisor I use. Just google the name and you'd find basic info. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.

    • @AstridJohansen-z
      @AstridJohansen-z 27 วันที่ผ่านมา

      thanks for sharing, I must say Sophia appears to be quite knowledgeable... just inputted her full name on the web and at once came across her consulting page, she seems impeccable

  • @Benedictrud
    @Benedictrud 27 วันที่ผ่านมา +247

    I have a 3 fund portfolio consisting of 33% S&P, 33% Total stock, and 33% international. I feel a need to focus on complete growth so I went 100% stocks, but does the SP500 and TSM overlap too much to make sense holding both? However I’ve been in the red for a month now. I work hard for my money, so investing is making me a nervous sad wreck. I don’t know if I should sell everything, sit and just wait but watching my portfolio dwindle away is such an eye -sore.

    • @Adambarking
      @Adambarking 27 วันที่ผ่านมา

      There are many other interesting stocks in many industries that you might follow. You don't have to act on every forecast, so I'll suggest that you work with a financial advisor who can help you choose the best times to purchase and sell the shares or ETFs you want to acquire.

    • @AmithKaury
      @AmithKaury 27 วันที่ผ่านมา

      *I agree, that's the more reason I prefer my day to day investment decisions being guided by an advisor seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not out-perform, been using my advisor for over 2years+ and I've netted over 2.8million.*

    • @Vivienedouglass
      @Vivienedouglass 27 วันที่ผ่านมา

      I actually subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your coach?

    • @AmithKaury
      @AmithKaury 27 วันที่ผ่านมา

      *''TRUDY ELIZABETH STOUFFER’'* a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market

    • @Vivienedouglass
      @Vivienedouglass 27 วันที่ผ่านมา

      Thanks, I found it. I booked a call with her on her website, her résumé seems pretty tight.

  • @DebeaumontCadiz
    @DebeaumontCadiz 27 วันที่ผ่านมา +219

    *Amazing video, you work for 40yrs to have $1M in your retirement, meanwhile some people are putting just $10K into trading from just few months ago and now they are multimillionaires*

    • @QuentinHufton
      @QuentinHufton 27 วันที่ผ่านมา

      wow this awesome 👏 I'm 47 and have been looking for ways to be successful, please how??

    • @DebeaumontCadiz
      @DebeaumontCadiz 27 วันที่ผ่านมา +1

      It's Lisa Annette Robinson doing, she's changed my life.

    • @Michaelfloud2333
      @Michaelfloud2333 27 วันที่ผ่านมา

      I do know Ms. Lisa Annette Robinson , I also have even become successful....

    • @henryngige
      @henryngige 27 วันที่ผ่านมา

      After I raised up to 325k trading with her I bought a new House and a car here in the states 🇺🇸🇺🇸 also paid for my son's surgery (Oscar). Glory to God.shalom.

    • @veromudia5721
      @veromudia5721 27 วันที่ผ่านมา

      Good day all👍🏻 from Australia 🇦🇺. I have read a lot of posts that people are very happy with the financial guidance she is giving them ! What way can I get to her exactly ?

  • @SaintYvess
    @SaintYvess 25 วันที่ผ่านมา +469

    I’m considering rebalancing my $2M portfolios, So I'm curious about the best strategies to sell and buy stocks for my portfolio to hedge against market downturns and generate profits. Is it a good time to buy?

    • @FelineAirstrip
      @FelineAirstrip 25 วันที่ผ่านมา +4

      I guess it's important to reassess your investment strategies based on current market conditions. You should also consider a market expert to guide you.

    • @WestonScally7614
      @WestonScally7614 25 วันที่ผ่านมา +3

      Accurate asset allocation is crucial, and some people utilize hedging tactics or devote a portion of their portfolio to defensive assets in anticipation of market downturns. Expert advice is essential for attaining this. This strategy has helped me maintain financial security for the past five years, earning approximately $1.5 million in returns on assets.

    • @Redwood4040
      @Redwood4040 25 วันที่ผ่านมา +3

      How can I reach this adviser of yours? because I'm seeking for a more effective investment approach on my portfolio.

    • @WestonScally7614
      @WestonScally7614 25 วันที่ผ่านมา +3

      My advisor is *Victoria Louisa Saylor* and she has years of experience in the financial market. You can simply search her name on the web to reach her and book an appointment.

    • @Christine-wp2bw
      @Christine-wp2bw 25 วันที่ผ่านมา +2

      I found her page, and sent an email to schedule a meeting. Thank you

  • @OwenFlex
    @OwenFlex 27 วันที่ผ่านมา +502

    Investing in this economy is a hell at times for the average person that wants full control of their finances, Even investing in EFT stocks can be risky

    • @RobertDamanii
      @RobertDamanii 27 วันที่ผ่านมา +3

      Well, I gotta admit, I took a hit in the profit department with my stock moves. But hey, every red chart has a chance to turn green, right? Time to step up my trading game and flip that chart for the better.

    • @TheDuke792
      @TheDuke792 27 วันที่ผ่านมา

      The question to be asked at times is not if the government or the economy is responsible for the sudden dramatic shifts in the economy but if we are taking the necessary measures to avoid making losses no matter the situation even if the pay roll is not in your favor.

    • @TheRothschild770
      @TheRothschild770 27 วันที่ผ่านมา

      One of the reasons i follow up these stock videos is to improve the returns of my investments and i can’t really say I’ve been seeing noticeable change though …. I’ll keep following to improve my investment philosophy anyway and find better ways to create smarter investments.

    • @RoseBalerus
      @RoseBalerus 27 วันที่ผ่านมา

      What would you consider the necessary measures though? I was at a seminar two days ago where investors gave their opinions on how we can better investment for proper returns.

    • @RoseBalerus
      @RoseBalerus 27 วันที่ผ่านมา

      Sometimes not just creating smart investments but also buying assets can improve your profit margin in the long run.

  • @nikhiljaitly1334
    @nikhiljaitly1334 27 วันที่ผ่านมา +31

    The whole idea of SIP investing in MF is you spread your investments through peaks and troughs and plus you’re already paying a fund house to do the balancing act for you or else one just might simply invest in direct equities instead … not sure if a long term investor would really keep on doing this rebalancing every 6 months and complicate the things

    • @CuriousInvestors
      @CuriousInvestors 27 วันที่ผ่านมา +9

      agree . need content for video creation. on one hand they say compounding ka jaadu other hand they say rebalance. on one hand they say don't look at past returns on the other hand they say look at sortino ratio. funny

  • @Cristian_M_
    @Cristian_M_ 17 วันที่ผ่านมา +16

    Wealth is built in both bull or bear market and also wealth transfers from the impatient to the patient. One of the best ways to succeed in crypto is by trading your assets with a good strategy.

    • @geralyncainglet2626
      @geralyncainglet2626 17 วันที่ผ่านมา

      I want to compliment you, you have said it all. I am a little business owner and I really want to expand my business to the next level by making myself an investor but I really don't know how to go about it..

    • @Kennet.Bell.
      @Kennet.Bell. 17 วันที่ผ่านมา

      imagine investing in Btcoin earlier.... You could have been a multi millionaire precently

    • @patricklemmy679
      @patricklemmy679 17 วันที่ผ่านมา

      ​@@Kennet.Bell. You are right. Been thinking of going into gold and cyptocurrency

    • @RuthBailee
      @RuthBailee 17 วันที่ผ่านมา

      Assets that can make you rich
      *FX
      *Btcoin
      *Stocks
      *Gold
      *Real estate

    • @EudoraChristanne
      @EudoraChristanne 17 วันที่ผ่านมา

      You’re right but a lot of people remain poor due to ignorance

  • @Mbrown234
    @Mbrown234 23 วันที่ผ่านมา +316

    I'm tired of runing into loses Trying to trade this market and it's really fulstrating. I have liquidited my trade foe the 3 time in a months.. I don't think these online videos can help any more. I need help

    • @florencejasper6425
      @florencejasper6425 23 วันที่ผ่านมา

      The loses is much, on me also, I wanna try to move on
      Over a month $50,000 was liquidated and I don't really know which pattern or stretegy go try right now because all I know and have learnt have been used yet no possitive results

    • @Sundaypascal-y6s
      @Sundaypascal-y6s 23 วันที่ผ่านมา

      I lost my saving of $20,000 😭😭 to wrong trading signals. Is this how much people loose to get a good success or this is just a red flag sign.. Need help to navigate all this through. 😢

    • @Sundaypascal-y6s
      @Sundaypascal-y6s 23 วันที่ผ่านมา

      If I get a good and caoch or guide, all my wrong moves and stretegy will be guided right, I'm fed up and need a help

    • @mrnicholas-e9l
      @mrnicholas-e9l 23 วันที่ผ่านมา

      I wonder how people run at loses when there are proffesional traders who give good returns and give quality coaching
      I had all this kind of experience before till I met my coach that has been helping me

    • @ignatiusibe471
      @ignatiusibe471 23 วันที่ผ่านมา

      What's the name of your caoch because I need a good realiable trader to help over come this loses. I run at $10,000 loses weekly with wrong signals

  • @KuldeepKumar-ne7ef
    @KuldeepKumar-ne7ef 16 วันที่ผ่านมา

    Thanks for continuously providing relevant information of Stock Market. 🎉

  • @rameshradhakrisshnan5686
    @rameshradhakrisshnan5686 27 วันที่ผ่านมา

    Dhanyawaad Rahul ji for credible analysis/ advice❤❤❤

  • @IshanGupt-ef8cq
    @IshanGupt-ef8cq 27 วันที่ผ่านมา +16

    long term investors should close their eyes and go to sleep

  • @kcsnew
    @kcsnew 27 วันที่ผ่านมา +1

    As always yet another very informative video, especially loved the discussion on the Sectorial and Thematic funds. Cheers 👍

  • @balwinderrajput3204
    @balwinderrajput3204 19 วันที่ผ่านมา

    U deserve to be subscribed ..
    First time i heard about “investment style”

  • @timothydaniel1200
    @timothydaniel1200 26 วันที่ผ่านมา

    Thank you so much for your work in helping the community. God bless you.

  • @2023gainer
    @2023gainer 27 วันที่ผ่านมา +1

    The EV and AI sectors Surging in Oct. VHAI .up over 80 % week. Vocodia. NKLA. Nikola up 4 % with earnings Oct 31 st. Archer Evtol Jets. ACHR..Lilm. Lillium bankruptcy filing ..Xos Trucks.. Tata Motors... Tata Power.. Zapp Electric motorcycles.. Frey EV batteries up 20 % on grant news. Thumbs Up video/ comments.

  • @rohitgupta-h2k
    @rohitgupta-h2k 27 วันที่ผ่านมา +10

    Be greedy when others are fearful..warren buffet had said. So better to keep investing in small/mid caps on every dips and make more profit when bull run comes again. I dont care if it takes years to come

  • @imashwinikr
    @imashwinikr 27 วันที่ผ่านมา +21

    Choose Flexi Cap and forget about Rebalancing. Mutual Funds are supposed to be non-fussy instruments don’t make it complicated. Let the fund manager do the work for which you are paying them.

    • @IshanGupt-ef8cq
      @IshanGupt-ef8cq 27 วันที่ผ่านมา +1

      Exactly long term investors should close their eyes and go to sleep

    • @paragroy5359
      @paragroy5359 27 วันที่ผ่านมา +1

      Totally agree, if we could do that much hustle then no point in investing in MF directly pick stocks.

    • @jituhero007
      @jituhero007 27 วันที่ผ่านมา +1

      Agreed

    • @manimudi8617
      @manimudi8617 27 วันที่ผ่านมา +1

      I agree that we need not to strain , because fund manager has to do the task profitable way

    • @udayshankar765
      @udayshankar765 27 วันที่ผ่านมา +1

      Agreed 👍

  • @sureshkamalay7775
    @sureshkamalay7775 27 วันที่ผ่านมา

    Really a very good tutorial to new investors, thank you Rahul ji

  • @durgarani4193
    @durgarani4193 27 วันที่ผ่านมา +2

    In wich ETF you are investing in this fall??? Please share

  • @sumankhanna110
    @sumankhanna110 23 วันที่ผ่านมา

    Needed this guidance urgently Rahul ji. Thnx a lot

  • @AXH24
    @AXH24 27 วันที่ผ่านมา

    Thanks Rahul. The much needed recommendation at this time.

  • @pushpakchandra2751
    @pushpakchandra2751 26 วันที่ผ่านมา +2

    Please review my portfolio -
    * Parag parikh flexi cap fund
    * Tata small cap fund
    * Motilal Oswal midcap fund
    * ICICI prudential bluechip fund

  • @sarathbabuBadveli
    @sarathbabuBadveli 24 วันที่ผ่านมา

    Thank you sir, really this very useful information for MF investors like me.I note all the key points discussed in the video to review my portfolio. I expect more useful videos from you in future.

  • @swsipn
    @swsipn 27 วันที่ผ่านมา +2

    Good evening sir,
    Pl guide me how can I book loss in bankrupt companies like Kingfisher, Punj Lloyd, Videocon etc.

  • @mukundansampath1228
    @mukundansampath1228 27 วันที่ผ่านมา

    *An Excellent & very useful video. Thanks a ton Rahul. Keep making & posting more such videos👌👍💓🙏*

  • @santoshkumarch4583
    @santoshkumarch4583 27 วันที่ผ่านมา +2

    Irrespective of the market conditions, our SIP shouldn't be stopped was the fundamental principle which was taught. High PE no step up however when Low PE a lumpsum will be the mantra. Agreed sir?

  • @dharmendragupta6698
    @dharmendragupta6698 27 วันที่ผ่านมา

    Your videos are very informative and positive energy booster. Your presentation style is really interesting

  • @PratyushaPatodkar
    @PratyushaPatodkar 27 วันที่ผ่านมา

    Thanks Rahul
    This video is the need of the hour!! kudos

  • @coolmanu55
    @coolmanu55 3 วันที่ผ่านมา

    when the market is down in the current scenario - can I invest lumpsum in MF ? or should I buy stocks ?

  • @chefperu87
    @chefperu87 27 วันที่ผ่านมา

    Wonderful insights Rahul 👏👏🎉🎉

  • @manikantahari9705
    @manikantahari9705 26 วันที่ผ่านมา +4

    You Suggested KPIT. My bad bought it completely crashed.

  • @SrinivasanPMP
    @SrinivasanPMP 26 วันที่ผ่านมา

    Resourceful information - Thanks

  • @santanupaul817
    @santanupaul817 27 วันที่ผ่านมา

    Thank u, Rahul bhaiya🙏

  • @ravindranvelrajan4693
    @ravindranvelrajan4693 27 วันที่ผ่านมา

    Nice Presentation Rahul

  • @shantarampai3990
    @shantarampai3990 22 วันที่ผ่านมา

    Thankyou for your kind informations..

  • @maheshlokhande
    @maheshlokhande 27 วันที่ผ่านมา +1

    @torahulji you're one of the very few people giving a balanced advise in this space.

  • @ravinderkothapalli2945
    @ravinderkothapalli2945 26 วันที่ผ่านมา

    thanks for giving proper suggestion

  • @rupambiswas1185
    @rupambiswas1185 27 วันที่ผ่านมา +1

    Very important video ❤

  • @udayshankar765
    @udayshankar765 27 วันที่ผ่านมา

    Thanks Sir for very informative & useful information 👍

  • @philipsamuel6634
    @philipsamuel6634 27 วันที่ผ่านมา +2

    What about Multi Cap instead of Large, Mid & Small Caps

  • @niansh
    @niansh 27 วันที่ผ่านมา +2

    Great thought 👍
    How are business cycle funds over flexicap funds?
    How are dynamic asset allocation funds over rebalancing mutual funds portfolio?

  • @mananshah519
    @mananshah519 27 วันที่ผ่านมา +1

    Hi Rahul
    If any person is going for new tax regime & also has sip in ELSS scheme should they continue or should they stop ?

  • @prakashchandramohapatra4606
    @prakashchandramohapatra4606 27 วันที่ผ่านมา

    Excellent video Rahul. 👍

  • @madankcg
    @madankcg 27 วันที่ผ่านมา +5

    My mind is stuck between "Comparing current PE ratio to the last 5 years PE ratio" and "Past doesn't guarantee you future returns". In short, do we need to consider past data or not?

    • @punitharajs2541
      @punitharajs2541 27 วันที่ผ่านมา

      Hi @madankcg
      When he mentioned "past doesn't guarantee you future returns". He was discussing about thematic/sectoral mutual funds which is like Trend sector at the moment. So we cannot predict which sector will be growing at a better rate defence sector could have given extra ordinary returns for the past 2 quarters we cannot expect the same there. But other indexes are more diverse in nature, comparing them within its five years performance is like benchmarking them to their standards to understand the index is like standard deviation check. Around mean value seems to be less riskier.

  • @ChrisTunis-yd9zl
    @ChrisTunis-yd9zl 27 วันที่ผ่านมา +1

    I really do have a question. For someone with less than $5,000 to invest, how would you recommend we enter the market? I am looking at studying some traders and copying their strategy rather than investing myself and losing money emotionally. What’s your take on this approach?

  • @mailbox4gayatri
    @mailbox4gayatri 27 วันที่ผ่านมา +1

    Thanks Rahul

  • @perumaljanakiraman9126
    @perumaljanakiraman9126 27 วันที่ผ่านมา

    Thank you Rahul...

  • @sudhakarpatil6788
    @sudhakarpatil6788 11 วันที่ผ่านมา

    Thank you

  • @nikhilkraleti267
    @nikhilkraleti267 16 วันที่ผ่านมา

    Please review
    1. Quant flexi cap 4k
    2.Parag parek tax saver 3k
    3.Canara robeco small cap 3k
    4. Motilal mid cap 2k
    5. Edelweiss mid cap 3k

  • @cckarthikayan
    @cckarthikayan 26 วันที่ผ่านมา

    Thank you Rahul ji

  • @PriyaRanjith-z4s
    @PriyaRanjith-z4s 27 วันที่ผ่านมา +9

    I've been making a lot of losses trying to make profit trading. I thought trading on a demo account is just like trading the real market. Can anyone help me out or at least advise me on what to do?

    • @MohdAejas-t4r
      @MohdAejas-t4r 27 วันที่ผ่านมา

      I will advise you should stop trading on your own if you keep losing.

    • @MohdAejas-t4r
      @MohdAejas-t4r 27 วันที่ผ่านมา

      If you can, then get a professional to trade for you I think that way your assets are more secure.

    • @NidhiBhasin-v7y
      @NidhiBhasin-v7y 27 วันที่ผ่านมา

      I'd recommend Stacie Felix. Her profit is great even when there's a dip

    • @NidhiBhasin-v7y
      @NidhiBhasin-v7y 27 วันที่ผ่านมา

      123k from Stacie Felix, looking up to acquire a new House, belssings🥰🥰🎉

    • @BhupathiNagaseshu
      @BhupathiNagaseshu 27 วันที่ผ่านมา

      I thought I was the only one who knew her well.
      1 guess her reputation speaks for her now...

  • @amolshevde7103
    @amolshevde7103 27 วันที่ผ่านมา

    Just continue your SIP for long term. If possible invest more(not at one go) in this falling market.

  • @sanjeevsharma-ll8kl
    @sanjeevsharma-ll8kl 18 วันที่ผ่านมา

    Thanks Sir

  • @dr.pranabsamanta5345
    @dr.pranabsamanta5345 27 วันที่ผ่านมา

    You too keep rocking sir.

  • @pradeeprockzzz
    @pradeeprockzzz 18 วันที่ผ่านมา

    thank bhai

  • @arunns3104
    @arunns3104 23 วันที่ผ่านมา

    How about balanced advance fund? Is it a low risk mutual fund investment option at this kind of market crash situations?

  • @udayshankar765
    @udayshankar765 27 วันที่ผ่านมา +2

    Why we have to rebalance by ourselves as we are paying fee to MF Houses. If any type of mutual fund is not found profitable, it is the responsibility of particular MF House to rebalance it.

    • @CuriousInvestors
      @CuriousInvestors 27 วันที่ผ่านมา

      agree

    • @poomarimuthukumarm1297
      @poomarimuthukumarm1297 27 วันที่ผ่านมา

      Are they doing or will they do?

    • @CuriousInvestors
      @CuriousInvestors 27 วันที่ผ่านมา

      @@poomarimuthukumarm1297 this is there job. invest for long term and trust them. they know their job

  • @AB034TX
    @AB034TX 12 วันที่ผ่านมา

    Conclusion, move away from small and mid. Move towards large and flexi.

  • @ravirairam8943
    @ravirairam8943 27 วันที่ผ่านมา

    Good video but too late, I think this could have been beneficial when the market was all time high

  • @nandeeshans3688
    @nandeeshans3688 27 วันที่ผ่านมา

    Thank you sir, as usual..

  • @nandkishorgaidhani8983
    @nandkishorgaidhani8983 27 วันที่ผ่านมา

    Thanks for this updation, really helpful 🙏🏻

  • @itsmeram5761
    @itsmeram5761 27 วันที่ผ่านมา

    Nice video, hope Motilal Oswal Flexi cap is good to go with flexicap fund, please suggest??

  • @phacocataractdrlvkraju5
    @phacocataractdrlvkraju5 26 วันที่ผ่านมา

    Niiiice Analysis Thank you

  • @shoukathali8349
    @shoukathali8349 12 วันที่ผ่านมา

    good content for this time

  • @komarlasheshachalam5475
    @komarlasheshachalam5475 27 วันที่ผ่านมา

    Thank you Sir.🙂🙏

  • @paulchakalakal4324
    @paulchakalakal4324 27 วันที่ผ่านมา

    Thankyou Rahul.❤

  • @kc52125
    @kc52125 12 วันที่ผ่านมา

    Thanks

  • @nagendra.t
    @nagendra.t 27 วันที่ผ่านมา

    Thank you, Rahul. Despite the market downturn, as a long-term investor, I plan to continue investing in mid-cap and small-cap funds, since I already have flexi-cap funds in my portfolio.

  • @marvelboy8787
    @marvelboy8787 27 วันที่ผ่านมา +1

    Thank you ❤

  • @sushilyesankar8513
    @sushilyesankar8513 27 วันที่ผ่านมา

    Thank you Rahul

  • @gorantlakrishna1815
    @gorantlakrishna1815 27 วันที่ผ่านมา

    Plz make a video on best ETFs

  • @ohitsyou9001
    @ohitsyou9001 27 วันที่ผ่านมา +2

    Hi, can you suggest a mutual fund (preferably SIP) for max 1 year where investments are safe and max returns

    • @aasifdar8019
      @aasifdar8019 27 วันที่ผ่านมา

      Go for SBI contra fund

    • @poomarimuthukumarm1297
      @poomarimuthukumarm1297 27 วันที่ผ่านมา

      1 year in any mutual fund is a very short period. You better go for bank FD's or short term debt funds.

  • @monasandip
    @monasandip 27 วันที่ผ่านมา

    thanks for nice informative video

  • @kirankumar-pd7ir
    @kirankumar-pd7ir 21 วันที่ผ่านมา

    My investment
    Uti nifty 50 index fund
    Nifty 150 momentum 50 index fund
    Nifty 500 momentum 50 index fund
    Parag flexi fap fund
    Jm flexi cap fund
    Nippon India small cap fund
    Each fund 16.66% allocation
    Good or bad please suggest me guys please 🙏🙏🙏🙏🙏🙏🙏🙏🙏

  • @motativenkatareddy1533
    @motativenkatareddy1533 27 วันที่ผ่านมา

    Ur really grateful sir

  • @Harish.2604
    @Harish.2604 27 วันที่ผ่านมา

    Dear,
    Thank you for your insightful analysis. Could you please elaborate on the advantages and disadvantages of purchasing stocks at low prices stocks versus high prices? Understanding these factors would greatly assist in making informed investment decisions.
    Looking forward to your response.

  • @tarikhussain4903
    @tarikhussain4903 27 วันที่ผ่านมา +1

    Very well explained, thank you, Sir

  • @vishnukesavan8116
    @vishnukesavan8116 2 วันที่ผ่านมา

    Hi @rahulj please do something about these bot comments. Really they are all over the place

  • @LauraJohnson-e1m
    @LauraJohnson-e1m 26 วันที่ผ่านมา

    aistockadvisor AI fixes this. Rebalance Mutual Fund Portfolio 2024

  • @harunalrachid6198
    @harunalrachid6198 25 วันที่ผ่านมา

    Nice analysis....

  • @nikhilkraleti267
    @nikhilkraleti267 16 วันที่ผ่านมา

    What if i start the sip recently in midcap

  • @rdanielretnakumar4368
    @rdanielretnakumar4368 27 วันที่ผ่านมา

    Thank you boss...

  • @advghc1279
    @advghc1279 27 วันที่ผ่านมา

    Very helpful video

  • @PatMayme
    @PatMayme วันที่ผ่านมา

    Hello , I wish to start investing but i dont know where to begin. Any advice or contact for help?

    • @HugginsAntonina
      @HugginsAntonina วันที่ผ่านมา

      As a beginner, it's essential for you to have a guardian to keep you accountable. I'm guided by Evelyn Elaina Nala

  • @ayushgupta2428
    @ayushgupta2428 26 วันที่ผ่านมา

    Thanks a lot

  • @Patelcomedykingg
    @Patelcomedykingg 27 วันที่ผ่านมา

    smallcap is perform best in long term

  • @abhijitbardhan9454
    @abhijitbardhan9454 27 วันที่ผ่านมา

    Nice information.

  • @techworld-tamil3935
    @techworld-tamil3935 27 วันที่ผ่านมา +5

    Please explain ETF sir.

  • @deepak55793
    @deepak55793 25 วันที่ผ่านมา

    God bless you. Is there anyway I can have 1:1 discussion

  • @karmegakannanp3822
    @karmegakannanp3822 25 วันที่ผ่านมา

    thank you bro

  • @ocean1710
    @ocean1710 27 วันที่ผ่านมา

    Which flexicap ( with more of largecap) is best as of today's date considering low exp ratio, best 3 year rolling returns beating benchmarks?

  • @steee8320
    @steee8320 27 วันที่ผ่านมา

    Nothing big difference
    Only patience ll pay u

  • @bolaganisatyanarayana6783
    @bolaganisatyanarayana6783 26 วันที่ผ่านมา

    Tq

  • @pradeeprockzzz
    @pradeeprockzzz 18 วันที่ผ่านมา

    I have Quant mutual funds both small and midcaps. Should I be worried ? I see the performance is not good since the SEBI news on Quant.
    if I want to rebalance the mutual fund portfolio...what should I do with existing funds ? sell them or leave them in the folio ?