Daily insightful analysis on my TH-cam Member Community, Join: 👉 th-cam.com/channels/2MU9phoTYy5sigZCkrvwiw.htmljoin ----------------- You can follow me here as well: 👉Insta: instagram.com/torahulj/ 👉LinkedIn: www.linkedin.com/in/connectwithrahuljain/ 👉Twitter: twitter.com/torahulj -----------------
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
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.
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
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.
@@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
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.
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.
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.
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.
Finding financial advisors like Melissa Terri Swayne 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.
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.
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?
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?
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.
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?
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
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.
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.
*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.*
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?
*''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
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.
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
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.
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
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
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
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. 😢
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
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
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
*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*
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.
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 ?
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
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.
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.
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.
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.
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.
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?
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.
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.
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.
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?
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.
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?
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
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.
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.
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.
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.
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?
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?
Long and Short Term Capital gains tax will eat up if I sell some MFs.. is it better to give to govt vs let the mkt fall a bit ? Do you have some advice wrt this?
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 ?
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.
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.
Rahul Sir can you please analyse Refex Industries future prospects. I recently came back to India and all my colleagues in Mackenzie is going gaga about it.
![[LIVE] : ONE ลุมพินี 91 | คู่เอก "คมอาวุธ vs อเล็กเซย์"](http://i.ytimg.com/vi/V0RkEfYFsgM/mqdefault.jpg)
Daily insightful analysis on my TH-cam Member Community, Join:
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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
Can’t buy membership
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.
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
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.
@@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
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.
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.
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.
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.
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.
My partner’s been considering going the same route, could you share more info please on the advisor that guides you?
Finding financial advisors like Melissa Terri Swayne 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.
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.
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?
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?
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.
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?
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.
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.
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.
Directionally this makes sense; VOO, VGT, SCHD. Dollar-cost averaging into these ETFs will likely outperform most investors.
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.
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.
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
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.
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.
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
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.
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.
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.
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.
*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.*
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?
*''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
Thanks, I found it. I booked a call with her on her website, her résumé seems pretty tight.
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.
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
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.
I’ve heard of her
How can i reach her, if you don't mind me asking?
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.
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
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
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
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. 😢
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
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
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
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
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
*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*
wow this awesome 👏 I'm 47 and have been looking for ways to be successful, please how??
It's Lisa Annette Robinson doing, she's changed my life.
I do know Ms. Lisa Annette Robinson , I also have even become successful....
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.
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 ?
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
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.
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.
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.
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.
Sometimes not just creating smart investments but also buying assets can improve your profit margin in the long run.
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.
imagine investing in Btcoin earlier.... You could have been a multi millionaire precently
@@Kennet.Bell. You are right. Been thinking of going into gold and cyptocurrency
Assets that can make you rich
*FX
*Btcoin
*Stocks
*Gold
*Real estate
You’re right but a lot of people remain poor due to ignorance
Not because of ignorance, it’s because of the high rate of unprofessionalism in the cypto market
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?
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.
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.
How can I reach this adviser of yours? because I'm seeking for a more effective investment approach on my portfolio.
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.
I found her page, and sent an email to schedule a meeting. Thank you
What about Multi Cap instead of Large, Mid & Small Caps
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?
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.
Dhanyawaad Rahul ji for credible analysis/ advice❤❤❤
As always yet another very informative video, especially loved the discussion on the Sectorial and Thematic funds. Cheers 👍
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?
Thanks for continuously providing relevant information of Stock Market. 🎉
Good evening sir,
Pl guide me how can I book loss in bankrupt companies like Kingfisher, Punj Lloyd, Videocon etc.
You Suggested KPIT. My bad bought it completely crashed.
It's a suggestion not recommendation
U deserve to be subscribed ..
First time i heard about “investment style”
In wich ETF you are investing in this fall??? Please share
Wonderful insights Rahul 👏👏🎉🎉
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
right
Needed this guidance urgently Rahul ji. Thnx a lot
Thanks Rahul. The much needed recommendation at this time.
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.
Exactly long term investors should close their eyes and go to sleep
Totally agree, if we could do that much hustle then no point in investing in MF directly pick stocks.
Agreed
I agree that we need not to strain , because fund manager has to do the task profitable way
Agreed 👍
Thank you so much for your work in helping the community. God bless you.
long term investors should close their eyes and go to sleep
Nice Presentation Rahul
Resourceful information - Thanks
Really a very good tutorial to new investors, thank you Rahul ji
Very important video ❤
Thanks Rahul
This video is the need of the hour!! kudos
Thank u, Rahul bhaiya🙏
Hi Rahul
If any person is going for new tax regime & also has sip in ELSS scheme should they continue or should they stop ?
Excellent video Rahul. 👍
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.
agree
Are they doing or will they do?
@@poomarimuthukumarm1297 this is there job. invest for long term and trust them. they know their job
Rahul, one request, when mention that “at the time of recording this video” can you mention that “ on xyz date….”
You too keep rocking sir.
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.
*An Excellent & very useful video. Thanks a ton Rahul. Keep making & posting more such videos👌👍💓🙏*
Thanks Rahul
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.
Great thought 👍
How are business cycle funds over flexicap funds?
How are dynamic asset allocation funds over rebalancing mutual funds portfolio?
How about balanced advance fund? Is it a low risk mutual fund investment option at this kind of market crash situations?
Your videos are very informative and positive energy booster. Your presentation style is really interesting
Hi, can you suggest a mutual fund (preferably SIP) for max 1 year where investments are safe and max returns
Go for SBI contra fund
1 year in any mutual fund is a very short period. You better go for bank FD's or short term debt funds.
Nice analysis....
What if i start the sip recently in midcap
Niiiice Analysis Thank you
You shared a video on cochin shipyard couple of days back but now you deleted that video? Why?
it hit lower circuit
@@bigdestroyer9739 This is a very stupid thing to do. I don't trust him anymore
thanks for giving proper suggestion
Thankyou for your kind informations..
Thank you ❤
Thanks Sir for very informative & useful information 👍
Please review my portfolio -
* Parag parikh flexi cap fund
* Tata small cap fund
* Motilal Oswal midcap fund
* ICICI prudential bluechip fund
large cap ?
icici bluechip@@indiancitizen4659
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?
Nice information.
Thank you Rahul...
Thank you sir, as usual..
Which MF Management is sharply acting on the market fluctuations to get benefits to the customers?
Nice video, hope Motilal Oswal Flexi cap is good to go with flexicap fund, please suggest??
Thanks for this updation, really helpful 🙏🏻
Thankyou Rahul.❤
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?
I will advise you should stop trading on your own if you keep losing.
If you can, then get a professional to trade for you I think that way your assets are more secure.
I'd recommend Stacie Felix. Her profit is great even when there's a dip
123k from Stacie Felix, looking up to acquire a new House, belssings🥰🥰🎉
I thought I was the only one who knew her well.
1 guess her reputation speaks for her now...
Which flexicap ( with more of largecap) is best as of today's date considering low exp ratio, best 3 year rolling returns beating benchmarks?
Please explain ETF sir.
Thank you Rahul ji
Please upload videos on mutual funds, tomorrow market trends.Make a series of Index Funds, Large cap funds and so on.
Thank you Sir.🙂🙏
Long and Short Term Capital gains tax will eat up if I sell some MFs.. is it better to give to govt vs let the mkt fall a bit ? Do you have some advice wrt this?
Good evening sir
I have invested in both mutual funds but my amount is very small due think I need withdraw amount and reinvented in flexi fund ,
thanks for nice informative video
Very helpful video
@torahulji you're one of the very few people giving a balanced advise in this space.
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 ?
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.
Thank you Rahul
when the market is down in the current scenario - can I invest lumpsum in MF ? or should I buy stocks ?
good content for this time
thank bhai
God bless you. Is there anyway I can have 1:1 discussion
U are great rahul🎉
Thank you
Ur really grateful sir
Nice content
Very well explained, thank you, Sir
Thanks Rahul❤❤
WHY Poonawalla fincorp expenses was higher in this quarter ???
Rahul is BRICS payment system going to impact stock prices??
I think it will plays a good role in India's market
@@sujatadey2644 i am concerned about short term effect. In the long run it may play out well but there could be some initial discomfort
Thanks Sir
Conclusion, move away from small and mid. Move towards large and flexi.
After 86 months double the amount in mutual funds, @ same time fixed deposit also same. What’s the difference.
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.
Good video
Rahul Sir can you please analyse Refex Industries future prospects. I recently came back to India and all my colleagues in Mackenzie is going gaga about it.
Sir please replace artificial plant to original back to you.