Ask Basant: ₹100 crore का Portfolio & Other Stocks?
ฝัง
- เผยแพร่เมื่อ 19 มิ.ย. 2024
- One of our TH-cam friends wants to reach a ₹100 crore portfolio. We talk about the problems of reaching ₹100 crore from ₹10 cr. We take your other queries relating to stocks, market and the portfolio.
This along with other queries forms today’s crux of ‘Ask Basant’.
Listen to know all this and more:
0:00 Intro
0:11 US Market & INDIAN Market
0:46 Mid&Smallcap Rally will it Continue ?
1:24 Always Focus on Wealth Creation
1:58 1 Crore To 10 Crore Journey Is Easy ?
5:06 NYKAA Multibagger?
6:26 1 Crore Portfolio Allocation
8:28 75k Invest In 20 Stocks
13:55 US Stocks Podcast
15:17 Which SMALLCASE to Subscribe For Longterm
15:35 JUBILANT FOODWORKS
18:31 15 Lakh Aggressive Investment Strategy Or Defensive ?
20:30 FII Buying Selling
21:26 Low P/E And High Growth Stocks
23:45 Why You Buy TCS & INFY?
27:54 Most Of The TH-camRS Are Fake ?
28:29 Companies Inventory
29:31 What Is Good Will For A Company?
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www.thethoughtfulinvestor.in
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For Personal Consultation on business or finance: Please send a WhatsApp message at +91 85918 66511 or email to support[at]TheEquityDesk dot com
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--- Invest in our Smallcase : Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com --- Buy my book: The Thoughtful Investor only from our website: www.thethoughtfulinvestor.in --- For Personal Consultation on business or finance: Please send a WhatsApp message at +91 85918 66511 or email to support [at] basantmaheshwariinvesting dot com ---
Jai Shri Krishna
Sir aap bolte ho 20 k upar stock nai rakhna and I’m subscriber of vision and focused small cap. Please confusion clear kare cause I’m holding more than 20 with these 2 small cases.
Also I have mote chote haathi.. want to move that money to vision and small case. Already have 40 lakh invested and planning to bring these mote and chote hathi. Kaise kare? Around 40 lakhs more.
(Affordable robotics and automation) "ARAPL" per apka views Kiya hai please boliye bohat muskil mai hai !
Namste sir fine organic 40
Prince pipe 220
Polycabw26
Bajaj finance 21
IRCTC 220
Bdl40inka kaise rhega sala ke tor pe
L
Dear Basant Sir I am your Small case subscriber. You have said that one should not have more than 20 stocks in a portfolio otherwise you will not make money.
But you also have suggested many times to various Queries that if we have more money to invest then invest in a ratio in BM three small cases which are having 12+15+20= 47 stocks(although I know some stocks are overlapping).
So how do we go about it
Thank You and Regards
The stock market is the hardest place to get quick money because money there moves from the hasty to the patient. The biggest hurdle for investors is maintaining mental control through losses, and most investors fail here.
The elements around the stock market generate tons of useful & useless info. If you want to make money you need to understand the fundamentals & keep your mind steady by carefully picking apart recc & opinions of others on businesses that you want to or are invested in.`
@@hushbash2989 I've heard lots of good things about this lady you mentioned in Fin Market. How can i get in touch with her.
@@hushbash2989 Thank you for this tip. It was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her résumé.
खुशी महसूस होती है जब आप करोड़पति को और सामान्य निवेशक को समान सम्मान देते हैं।
Sir my name is khalik qureshi . I am 17 years old. My father watch your videos 24/7 and asks me to translate it bcz my father is not that educated to understand your English. And he likes your videos so much . And told me to watch your videos and do the same in stock market . Lots of love from my father ❤
Hi ser Ravi from Kolkata
Ser mughe VBL ,HINDUSTAN FOOD,DEEPAK NITERIED,HAPIES MIND? Me sip karna he ples sajest ser thenku
English kaha bol rahe hai
आइडिया फोर्स का आईपीओ सर मुझे मिला और मुझे 14000 का प्रॉफिट हो गया आपकी आपके एजुकेशन से हम अभी सीख रहे हैं सर आप को शत शत प्रणाम सर
Sir Mere Paas 10 lakh Hai Aur mera bhi Goal bahut bada Hai …🙏 Sir Aap ka Ashirvad Gyan ke Roop me Roj mil raha Hai…🙏
Nahi sir सब karorpati नहिं हैं mere pass. Fund nahi है. फिर भी आपको sunta हू और dekhata हू very follower
NAMASKAR SIR.....
I AM AMAZED THAT YOU STILL REMEMBER THAT SHER SHAH SURI'S TOMB IS IN SASARAM......
YOU HAVE ELEPHANTS MEMORY.....IMPECCABLE KNOWLEDGE....
धन्यवाद 😊
Thank u sir for sharing ur Knowledge!!
Sir, Good Evening, A big salute to you.The way you present your show it is Mesmerizing, You explain the content in a darling way. I have learnt a lot from your videos. Keep it up. Thanks nd regard.🙏🌹
Thank you Basant sir. I will never forget the example that you shared. War is won by Arjun and Bhim and not by the others. Amazing analogy. It has given me a lot of perspective, not just in investing, but in life!
Basant Sir, I am Yogish Mallya, I am an NRI and an ardent fan of your videos and I have greatly benefitted on your valuable ideas on investing.
Sir, you are already sweet + Jalebi khake you have become extra sweet - that’s why Makkhiyan aap ke paas hee goom rahe hein.
Chota Hathi - Kotak, Mota Hathi - HDFC, Kumbhakarn Hathi ? Non Performing Hathi ? Khoonkar Hathi ?
Thanks 🙏
You are absolutely right sir, midcap IT will lead, because they are innovating a little bit .
I like the format of 2 videos daily. Love, to be exact.
Kindly let us know about your journey of taking leverage. You always mention that you took leverage. Kindly share what exactly did you do. Please mention the leverage amount in terms of your income that time (not actual amount of course). This will make picture clear. Thanks once again.
Thank you
Very nice session Sir.... 👌👌
Excellent excellent excellent update ❤
Sir
Please give your views on Adani Enterprises and Adani power can we start buying now for multibagger returns ❤❤
Hello sir, just listening to ur video is a learning experience.. keep it up 💐💐
जय सिया राम जी सर जी.... पिछले कुछ महीनों से पता चल रहा है की share market असल में होता क्या है. जब से आप को सुन रहे है... Aap हर दिन इतनी महत्व पुर्ण जानकारी दे रहे हैं... उसी में क्या कब कैसे कितना खरीद ना और बेचना चाहिए बता दिया करते है... आप के उदाहरण देकर सम झा ना बेहद सरल स्वाभविक् है... आप का हार्दिक आभार सर जी.... Future growth in auto parts Manufacturing companies, ev batteries, etc pls
Thank you sir .
Sir... Really you are very very innocent person... Your guidance is play very important role to take right investment dicission.... Heartiest thanks Sir.... 🙏
Good evening sir 😊😊 Aaj ka din bahut tiring thha. Aap ke video ne thakaan mita di 😊
You are doing great work.
Sir you are best on U tube...I am reading your book...I am getting motivation from your video...
Please give your view on data pattern.
Enjoying your video......your view on icici lombard....average price 1195 ....can hold for long term....vipul sheth ahmedabad.
Thank you sir
AT 19.50 BEST WAY IS 'ONCE BITTEN TWICE SHY'
Ordered the Thoughful investor from original site for 1499. Though Amazon is selling for 600 bucks. Thanks Basantji for the spreading the knowledge. Very insightful - An Vision 2030 investor!
Can you explain the stock inventory calculation? I didn't get it😅 Thank you in advance
Thanks
Sir ji namaskar.BIg fan of you. Gossip and gyan (knowledge) at the same time for free.Thank you for clear-cut vision on every aspect of economy and stock market. If possible give view on dcm shriram industries and CESE.
bahot maja a gaya basnt sir video sunte jao sunte jao ....esa lagta he
😊sir jee, you are a very optimistic legend. One day please specially cover 2, 3 strong micro companies.
Sir,
I am big fan of You,
I am tryimg to absorb your knowledge.
Thank You so muchh Sir for sharing your knowledge.
Bahut sare blogs and books padne ke baad bhi, aap jaisi to the point knowledge kahin nahi mili.
Good bless you Sir
Hi sir,
Thank you for your effort in teaching us practical aspects of stock market. I watch your videos daily and purchased your book as well.
In one of the investment series video you said we should see if similar business model exists in USA, example dmart and Wal-Mart/costco. But when it comes to startups like Ola or paytm or flipkart same theory work ?
Thank you 😊
Sir
You really enlighten us with your wisdom and knowledge.
You always tell that big elephant will not make you rich but what about companies like Diwan housing finances, ADA companies, etc. Such a companies make a person bankrupt.
Sir, Namaste, very nice explanation of fundamentals, balance sheet , numbers and ratios.
Wonderful, your are a true teacher & no doubt a great investor.
Can you help understanding the same for indiabulls real estate and Rajesh exports? And your view.
Thank you.
Thanks guru g
Sir Pls tell me your opinion on
1. Shalby
2. LT foods
3. Manyavar
4.Sobha
Hum din bhar humlog apka video dekhenge mujhe 24 ghanta apka voice acha lagta hai
BM Sir 🎉 your real life examples are too gooood ❤
Can you explain the stock inventory calculation? I didn't get it😅 Thank you in advance
I luv ur wisdom basant sir
Great free knowledge sir
Hello sir.
I am from UP
Your view on pbfintech and sonata software.
Please advise.
Thanks.
Great content 💯👍
Good evening sir, love to hear you sir and learning lot. Sir what is your views on Tata Motors, Ashok Leyland, Olectra Greentech.JBM Auto
Namaste Sir in your book you said ""A company captures market share by pushing its products towards its customers either through lucrative pricing or better distribution or advertising whereas mindshare capture is more of a pull strategy where the customer himself comes looking for the product not because he has seen it advertisements but because he perceives the product to be of superior quality with a more than sufficient utility."" so if in a sector their is a large cap company that is dominating the market and is having astronomical valuations and there is a stock 1/100 of the company which is growing much faster than the big company but does not have the same branding and pricing so what should we conclude.
Hi Basant SIr,
Genuinely thankful for your knowledge sharing, love your simple & easy style of explanation. Please take my question as I am confused on this concept.
I have Tesla & Rivian, and in the long term, I understand that Rivian is high-risk & less favorable stock. Since it is high debt, hence was impacted most by rate hikes, so could it also increase more with future rate cuts? Also as you say "kharaab stocks jyada tezi se badhenge."
PS: Not asking for this specific stock tips but to clarify on this concept.
Hello Basant sir, I am trying to understand the bond market and how it indicates rate hikes and rate declines. Are you comparing the current Fed Interest Rate (5.25) with US Federal 3M bond rates(5.437) ,US Federal 6M bond rates (5.536) & US Federal 1Y bond rates (5.481) ? If the current Fed Interest rate is lesser than the 3M bond rates, then there will be a rate rise in 3M . Am i correct? Please take this question. Thanks in advance. Loads of luv, Sankalp from Melbourne
Sir thank you for the videos.. this must take a lot of effort and I really appreciate all that you do for me.. Love your jabeli and kachori examples. I give it to my friends ( giving you all the credit ) my 4 friends have become your subscribers.. sir I have one question What is your view on Edelweiss stock.
Honest view excellent video sir
Hi sir, can you please suggest 4 stock for 5years mid or small cap stock
BM Sir 🙏🏻, Maine kai baar question kiya lekin aap ne mera sawal nahi liya. Lekin apki sujhaw awesome hota hai. Mere pas Bajaj FINANCE, TIINDIA, DMart, Havels, Polycab, Kotak Bank, ACE, Fine Org, Home First, Astral,VBL hai. Your Views important for me. Please please please 🙏🏻
Thank you Basant sir for your knowledge. Can you please enlight on Securities Lending and Borrowing? Is it useful for long term investors?
Attempt #2
Can you explain the stock inventory calculation? I didn't get it😅 Thank you in advance
Hello Sir
Asking this question from Last 2 Months
Requesting you to please give your views on age Ev companies - Lucid and Rivian Motors
How can they effect Tesla
Can they become Multibagger Like (Tesla) ?
Dear sir, please do >2 times video..I am enjoying.., thanks, coz of you..I am learning stocks market❤
Good evening sir..thank you for another super video..😁🙏
Pranam Basant Sir, hope you and all in the family is doing well. Sir, Castrol review kijiye, ROE: 45%, PE: 16.0
Hi basant sir, please clear the difference between stock split and bones shear.
In both cases stock price reduce.
Sir please do keep the same tempo during the downside and guide us during that time.
Sir ji me abhi kuch dino se apke youtube vedio dekh rahA hu
Mujhe bhut acche lge
Mene 5 lakh portfolio bnaya
9 stock h
Iska 80 % sirf 4 stock me h
Divis lab
HAL
HCl
Dmart
Baki 5 stok
Rout mob
Cdsl
VBL
Fine organic or hdfc bank jo abhi liya h
Good evening sir 😊
It was wonderful session
Thank you 🙏🏻
Big fan of yours
Saurabh
Jai Hind 🇮🇳
Can you explain the stock inventory calculation? I didn't get it😅 Thank you in advance
Basant bhai ❤❤❤
Hello sir I have three questions
1. Sir, I heard mostly about, check the 5-10 year past record of a company, so I have a question: when Reliance and Infosys took their IPO, this was a new company with not much track record (5-10 years), but these companies make tonnes of money (and there were also companies that failed), so how do I relate this to the present time as an individual retail investor?
2. Which kind sectors will be benefited if AI use in these sectors?
3. How to find business opportunities in the market? I mean how do you find stocks in the market?
Sir i am homemaker and watch your videos religiously 🙏. Sir kindly share your view on Mafang( Mirae Asset) Etf to invest in US stocks for long term
Sir aapko nykaa ke bussiness model mein kya acha lag raha hai nah working capital negative debtor kam hai inventory bhi jyada hai neither patent iska smaan skip bhi kra ja sakta hai ocf bhi negative operating margin bhi kam ?
Powell said this in june that 2 rate hikes will be there this year.
World markets r falling but not india.
Some good economist was saying that fed will lead America into recession in early 2024. As he keeps on increasing rates.
Hello sir, I am Ramakant Jagtap From Nashik, a Primary Teacher.
I like your videos and enjoy it. Thank you, for your valuable Advice.
Please tell me how can we decide if a share is overvalued or undervalued.
Also, Initially, I had 25 types of shares in my portfolio. Now I keep only seven types of shares in my portfolio.
1)Laxmi organic
2) campus shoes
3)Tracxn technology
4)Cdsl
5)Mtar
6)IRCTC
7)SBI cards
Please Give Your opinion.
sir mein ekbar i dekhta din ka .. sham wala video best hai
Sir I love your analysis. How to pick small cap & middle cap stock?
Hello Sir..... My whole office staff conduct indepth analysis of your every video...... We try to absorb absolutely everything that you say in your videos.....Hum sabne apna portfolio rebalance kiya hai apko sun ne ke baad..... Now we have concentrated portfolios.....
Sincerely yours...... Ashwani
Basant Sir, mazedaar videos bnate ho... haste haste sikhne ka maza hi kuch or h....1lacs+ ka mera portfolio h last 2years se every month 4k invest kr rha tha...smallcase me kru kya ?? Mere stocks : Itc, Newgen Software, Infosys, IDFC First Bank, Titan, Icici bank, RBA, IHCL, Berger Paints
Pranam Sir, after interest cut in us ...which sector is most affected.. positively or negatively....
which company is better ROE is high or EPS high, Company is Shri Ram Piston ROE 21 EPS 134
Sir it seems from your videos that , now is not the right time to enter? So should we deploy money in a phased manner on dips ?
Sir ek maje ki baat batata hu. I invested 10 lakh in vision and focused smallcap 3 weeks back. Mai charts pe Bharosa nahi karta. Khushi ho jati hai jab mai kisi ko batata hu Maine ye stock liye hain, most of time chaartist friends bolte hain mast hai in shares ne weekly monthly break out diya hai. Unke charts hamare small case se slow chal rahe 🥰🥰. Love you sir. Wish you healthy and wealthy life 🍀🥰
Your videos will humour me atleast once a day 😊
Basant,sixth attempt. My question is on matters general. Dont you think, in theory, at point of time, an investor should try and hold a concentrated portfolio of stocks with only businesses with tailwinds or sunrise sector? Please do take my question as i am sort of 70% convinced but request you to validate the same
Attempt 16 : Sir please share your views on equitas small finance bank.
Its Very nice 🎉
When profit booking is to be done? Even for a long term investor? Is it 3 years or 5 years or a flexible time as per gut feel? Also please comment on partial profit booking? Effy from davangere
You could be a very good teacher/processor in a college. Don't know your capabilities in creating wealth. However, I watch your each video regularly.
Sirji love you content ! I’m a dentist based in Himachal, starting investing in Jan 23. Thank you for the valuable advice day after day. Please advice on TVS Motors and Neogen Chemicals. Holding them, long term view. PF consists of Amara raja, Unominda, M&M, TAMO, HDFC, ICICI, IDFC bank. ITC, Tata consumer, Bajaj Finance, TCS, Infosys,VBL, Mafang & Mon100.Long term view for all stocks)
Which stock to average?stock which is moving uptrend or stock in Downtrend
Please explain Chapter 33, pg 342 of thoughtful investor, the part 'Why Cash goes at a discount' and how you arrive at 64 rs and 81 rs ?
Hello My Favourite , Lovable Sir
Ek question stock market ke related nahi hai.
Aaj ek news aai - Mcdonald Burger me se tomato hata diya due to its price.
Agar ek company jo karodo kharbo ki ye action kar sakta hai,
To middle class or salaried ki to kya dasha hogi.
Pata hai ye temporary rise hai, phir bhi.
Quest) Kya aisi company mein invest karna chaiye.
Ya to phir ye sab brands theybare taking indian customers for granted or inko pata Indian public ko sab chalta hai.
Aapko pata UK ki ek brand - Mothercare wo bandh ho gai UK mein .
Aur yaha zoro se chalti hai aur log luxury mein ginte hai - Funniest thing wo Indian rich class people ke liye hai.
Please throw some light on such issues.
Aapko ye acha laga to please aap ye topic ko lena sir.
Jai Shri krishna
Your assessment on IDEAFORGE was 180 degree apart....................
Please provide us with some hint whether Varun Beverages is still a good bet after stock split. I want to start investing in it.
sir 11th time same question....BM Sir your views are wonderful...plz guide in what stocks i should invest for my kids higher education for 15years ... according to you what should be the cost of education after 15years for MBBS, engineering or MBA...
Pooja here Negative comment -
Episode 87 in Stock Market Investment Series.
Kamse kam 3 se 4 baar apne Shalu mam ko bolte waqt bich main bole. Pure 86 Episode apko hi sun rahe the. Unko unka point of view complete karne dena tha. It's not good. Pls say sorry to Shalu mam agar aapko laga to. Ye main jab aap US main the tab hi dalne wali thi. Anyways your knowledge is tremendous I watch you regularly sir...
Sirji, Maine Infosys bech ke aapke Vision 2030 Smallcase me lagaa diya....
Sirr share india securities bohot sahi lag rha hai
Roe and roce are above 45
Pe ratio 12
Earnings growing at rocket speed
Asset light business
Should I invest
Thanks for freely sharing your insights. Confidence and clarity has gone 100x ❤
Sir, any view on Sofi Tech and MU ...I want to play Fintech theme as its under heat and looks beaten down.
(Holding Splunk, Datadog, Crowdstrike, Tesla, Palantir, Celsius)
Hi @AkshayJain-202, how do you shortlist US stocks? Is there and TH-cam channel or website you can suggest that you use? Thanks!
@@ktm7351I'm not much of a expert. Get some ideas from some US Investors and as I'm from Software background can relate more better.
Splunk we also use in our company.. recently made a long term contract, I see many use cases where Splunk can be used. And with AI it can be lethal.
Crowdstrike is cyber security play (can read McKinsey reports also how cyber security sector is growing and as everything moving to Cloud, cyber security is more important. Rather than nuclear war, cyber warfare is more dangerous)
@@ktm7351 Sofi is fully national digital bank ...with fully owned tech stack ( no dependencies) so cost bhi save hoga. Looking at fundamental values, it might not look good but clarity ke liye wait karenge toh clarity ka bhaav dena padega :) That's why asked Sir about his view.
@@ktm7351 For Tesla, Curious pejjy TH-cam channel ... Die hard Tesla Fan. Provides good insights
Sir, Himalaya from Durgapur. How is Sun TV and RPSG venture if we consider its revenue from IPL?? What is your view in Landmark Car, Ethos/its parent KDDL, Ikio Lighting(got IPO allotment), Syrma SGS?
It's nice learn everyday from you,and yet to wait egarly for next video, thank you so much,my question is why tata chemical pe is less than industry pe
Sir please, advise on CAMS? 2 Saal se tapa raha hai, results bhot achhe nahi lag Rahe as of now. Long term bet lena chahiye kya? Iska exposure CDSL mei shift karna chahiye kya?
Hi sir. I can see many questions related to ethos company. If possible kindly answer them. Our country is currently aspirational and several millennial population is turning for ethos. Also the management said that they are entering in luggage market. The PE is high but the M-Cap is small. Should we go for it?