Will Indian Markets' Boom Last ? I WeekendInvesting DailyByte 26 Sept 2024
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Alok is the Founder of Weekend Investing. He has been in the Indian stock markets for almost three decades now and is passionate about building rule based - non discretionary momentum investing models to invest in the markets that can generate superior returns compared to benchmarks . His dream is to try to help others achieve Financial Independence early so that life can be lived to the full, like it has for him.
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Thank you for the update, I already own shares of PALANTIR, TSLA, NVDA and APPL. I don't mind having other equities sit around for a while, but I'd also appreciate short term opportunities that could fetch huge return! I've got a $200k portfolio that I want to grow into 7 figure before staying 100% cash.
no one knows when the market is going to hit its peak, nor do we know when it is going to bottom out, but ideally, it is best to consult a well knowledgeable advisor both for short and long term investing
True, a lot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $550k to nearly a million as of today
glad to have stumbled on this comment, quite inspiring! could you be kind enough with details of this professional assisting you please? in dire need proper asset allocation
- ‘’Aileen Gertrude Tippy’’ is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.
Thanks a lot for this suggestion. I needed this myself, I looked her up, and I have sent her an email. I hope she gets back to me soon.
I am out of stocks , the risk side is much more likely than the rewards , if some upside gets missed, let it be moved into capital preservation and watching madness from sidelines
Ok keep watching
Exactly
Why not invest in China? Their bare market is about to end.
Same
Made my money and now don’t want to lose it in Greed , will come back to equity when valuations are right , till that time happy with fixed 7-8% / Year in debt funds . May happen in 1 month , 1 year no rush .
Hi! My simple funda is, if the popular opinion ( from Financial News Channels) is that the market should correct, it won't! I have come to understand, painfully though, that the Market is not here to oblige us to make money, rather the opposite! If one understands this, there is no confusion! Just my two boys from my humble learning! 😢
*sorry boys should be read as bits! Mea culpa! 😊
By the way, every single financial news channel is bought out and hell-bent to bias your common sense. Money magic working there. I've stopped listening to those for years now. They don't give you tips,they give you advertisement. Usually we overanalyze the markets and we feel good about it because we've spent a long time analysing it. It's human psychology. You want your maths to be right. But there's too much randomness in the market to appease your own thoughts. You're just a drop in the ocean. And the fact that you're learning constantly and trying to get the most of what is common sense, is a clear indication that you have already done superb financially in the markets, or will do so in the very near future. Fingers crossed for you! 😊
Yeah
Thank you Sir, Stock markets always get gittery even at the fall of a hat. Not resilient
Very true
Wisdom is you invest in spexifix small cap which later become large cap .
If anyone knew that art of knowing all would have been crorepati 😊
It’s luck. Not wisdom
@@RazrmanNot entirely. But partly, I agree.
True, but who knows which ones will grow big, which ones will disappear.... Our capital is limited... Can't risk going to zero
Sure
SBI is a good buy now
Bad to bank especially near lunchtime
Alok Sir, I believe that every humble investor is a leader in the market. Your opinion matters. The very thought that we need to follow the markets is flawed, because we define the market ourselves, however tiny a drop in the ocean we might be. It should be led by common sense, technical analysis with our own tools and metrics, that is very individual in nature. We all just make an educated guess, nothing else. There are bo right or wrong answers. And that's the beauty of it. In the current scenario, where the markets are choppy and every portfolio (including momentum ones) that is not index-based, is taking a hit and sectors are rotating all around with no stability, it is a clear sign that people are playing the defensive game with large caps. The steam is bound to run out soon, as the liquidity can't be absorbed anymore by these over-valued large caps anyway, leading to a crash that'll again make headlines and unnecessary panic. Money will rotate to financially healthy companies, large, mid, or small cap, doesn't matter. And the index, now, I think is measuring the market sentiment wrongly, giving a false confidence, due to confidence only in large caps and index based funds, leading to their increase. We're going through that phase of the market where momentum is out (unless you have a very high churn rate) and value is in. And patience will bear fruit to all value-and-momentum combined investors in the near future.
I will follow momentum
Thank you sir 🙏
Most welcome
Sir pls correct your sectoral data. Pse index given 110 % return in 1 year till 31st aug 2024. You have mentioned 23 % in a year !!!!!
Hope u correct this problem in the next video
Will check. Apologies if incorrect
was there any video yesterday? I could not find any. I was waiting.
Sorry
Thank u very much sir❤❤
Most welcome
Nilkamal plastics is a good buy. Very small equity.
I like their chairs
How market sentiment is calculated and who decides at what level nifty should be at a particular day.
Nobody can
sir is it a good time to increase portfolio allocation towards safe and defensive sectors like fmcg,gold,pharma??
Why didn’t you already invent in pharma?
I have Mankind, and it already has given gooddddd result.
@@Sayan-IshaanMarkets are very choppy these days, unless you invest in plain-Jane Nifty large caps. People are moving towards safer stocks and index investing. This fad should run out of steam soon, according to my personal calculations. Tread carefully, do a bit of value investing, a bit of momentum. Stay afloat until the next bull run where you can blind guess stocks. For good companies with healthy financials, buy the dip, near your support lines. They have historically shown to perform anyway. Patience is the key. Allocation diversity, always good. Nothing new there. 😊
@@dingdongman1Sir, does it make sense to invest in index funds at this level.
@@vargheseb8602 Disclaimer: I'm not a financial advisor. I try to read the markets to the best of my abilities, and manage my few crores myself. So, read the following with utter caution!
Yes, if you are a new investor waiting to put in new money, I would invest in index funds right now. Because I wouldn't have much experience and just wouldn't want to have a rocky start.
No, if I have substantial money in equities already. The way the sectors are rotating every day or week is maddening. My churn rate to chase the instant momentum would be too high, resulting in very high transaction costs, hence, I would jump from one loss to another most likely. So, I would stay put, incur some interim losses, see where the money in definitely flowing (market-cap-wise and sector-wise) and then join the joyride (the next wave). Of course, my tolerance limit would be reflected in my stop-losses.
Hope this helps. 😊
Gold yes. Others likely
Sir I am a MI Evergreen subscriber.
If more than one of the stocks in portfolio not performing(out if the criteria your team have set), can we expect multiple stocks rebalancing?
Please advise as new to smallcase..
There are cases in the past where more than 1-2 stocks are changed in a single rebalance.
@@raghuramk9987 thanks
Yes for sure
How many times and for how many months you will discuss the same topic….Nifty will cross 3000this year only …then also you will be asking same question,
20 years sounds good to me
Why do you use yesterday’s FII sell data ?
May be during his shoot, same day data not released.
Data comes post our shoot
We can cross 7% GDP if govt keep sucking money via taxes
GDP is not a function of taxation - Unless it is turned back into public spending on stuff such as infra. Just collection of taxes one way will dampen the disposable income and discretionary expenses thereby rather slowing down economy
@@tanmayhaldar7565 Yes, GDP will increase only if taxes are reinvested into the drivers, like education, healthcare, infrastructure and so on. Not in statues and memorials. 😉
@dingdongman1 You mean statues like the Statue of Unity.......surely you must be joking.....a whole city has been setup around tourism for the Statue of Unity.......and you can see the result in the GDP numbers. Come back to whine when the numbers go down
@@tanmayhaldar7565 Only the Indian Civil Engineers & Political contractors have their weath growing in india for this decade, by huge corruption. Look at all the broken bridges, damaged airport, Leaking Vande Bharat railways, newly laid poor quality high way roads in Ayodya, Delhi - Mumbai express, Mumbai - Chennai express that were buit recently with poor quality.
Indian Civil Engineers & Political contractors are the most corrupt groups in this decade.
@@tanmayhaldar7565Yeah, right. 😊