40%+ pa in Bull Market, FD+ Return even in a Crash | Part3- Market Timing Based on Fed Balance Sheet

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  • เผยแพร่เมื่อ 3 พ.ย. 2024

ความคิดเห็น • 156

  • @IndraanilGuha
    @IndraanilGuha  2 หลายเดือนก่อน +14

    In Part 1 and 2 of this series, I discussed some of the fatal flaws of a conventional SIP-based investment approach, which can have grave implication for investors, especially if he/she is trying to achieve a financial goal that is due in let’s say, 4-5 years, through a SIP investment over this time horizon. We saw how a financial goal could be in serious jeopardy if the SIP aimed at achieving the financial goal ends at a time when equity markets are going through a downturn. In Part 3, I discuss a unique investment strategy that is geared to help investors capture the upside of equity markets presented by strong Bull market conditions, but at the same time, help investors exit their investment with returns that are at least comparable, if not higher than that offered by bank fixed deposits, even if there is a large stock market correction during the investment horizon.

    • @vishwanathgangavati2267
      @vishwanathgangavati2267 2 หลายเดือนก่อน

      Hi sir all I like all ur analysis.. I am in market from last 20 years . I am predicting market to crash from november

  • @nayanjyotidas230
    @nayanjyotidas230 2 หลายเดือนก่อน +2

    You are the Lime light of Middle Class Indians in the Darkness of Investment world .
    May God Bless you 🎉🎉🎉🎉

  • @khadyotha
    @khadyotha 2 หลายเดือนก่อน +7

    Thank you Indraanil for this presentation. You have the gift of teaching. Content of the presentation is very well made and presented. The way in which you explain concepts by going from simple to complex (overlayed) graphs is commendable. Math is simple and easy to follow. You even went to the extent of explaining the difference between average and median :). Epilog of the presentation which is contrary to the popular belief seemed quite obvious after listening to your lecture. Top class!

    • @IndraanilGuha
      @IndraanilGuha  2 หลายเดือนก่อน

      Many thanks... glad you liked the video

    • @kraushan213
      @kraushan213 2 หลายเดือนก่อน

      @@khadyotha I think median was calculated wrong. We can take mid value, in this case position 112 while arranging in ascending/descending order only when there is common gap in sequence.

  • @ganesansivalingam9046
    @ganesansivalingam9046 2 หลายเดือนก่อน +4

    I like your video even before listening
    I trust your content better than the modern food quality

  • @1987vyomkumar
    @1987vyomkumar 2 หลายเดือนก่อน +8

    Just this evening, i was wondering when your next video will be coming and here it is!

  • @saifullahkhan1202
    @saifullahkhan1202 2 หลายเดือนก่อน +1

    Mind blowing video, cant wait for part 4. Time is the biggest enemy of an investor and an investor's job is to expose himself to investment instruments for least amount of time for the highest amount of return. Thank you for sharing financial knowledge that was sort of held back from general public.

    • @IndraanilGuha
      @IndraanilGuha  2 หลายเดือนก่อน +1

      Many thanks... glad you liked the video

  • @NikolasTesla-g1s
    @NikolasTesla-g1s 2 หลายเดือนก่อน +1

    The calculation and the analysis is excellent eye opener for new bies like me.. Thanks for the ideas

    • @IndraanilGuha
      @IndraanilGuha  2 หลายเดือนก่อน

      Many thanks... glad you liked the video

  • @shivanandapandey6097
    @shivanandapandey6097 2 หลายเดือนก่อน +22

    Indraanil I have been investing in mf for last 15 years .let me tell all investor the for you make changes the less will be your return. Best strategy is invest and forget

    • @onkarbhadra4079
      @onkarbhadra4079 2 หลายเดือนก่อน +2

      True

    • @rsubhasify
      @rsubhasify 2 หลายเดือนก่อน +2

      It helps to rebalance when your portfolio value is in crores where losses are significant if you don't rebalance

    • @shivanandapandey6097
      @shivanandapandey6097 2 หลายเดือนก่อน +1

      @rsubhasify do u think people who have portfolio of crores will watch this video . Ha ha

    • @fulldakait1408
      @fulldakait1408 2 หลายเดือนก่อน

      There is always a way to make returns better. If u don't wanna do the hard work u won't reap the rewardZ

    • @shardulmandloi
      @shardulmandloi 2 หลายเดือนก่อน

      You think Warren Buffet became Warren Buffet by investing and forgetting?

  • @deepakarora3532
    @deepakarora3532 2 หลายเดือนก่อน +1

    The data analytics that you share is mind blowing .. so much food !

  • @RohiShetty
    @RohiShetty 2 หลายเดือนก่อน

    Thanks a ton, Indraanil!
    Many smiles and much metta.

  • @sulabhmangal
    @sulabhmangal 2 หลายเดือนก่อน +3

    Looking forward for part 3.. don't be too late

  • @basantchoubey5137
    @basantchoubey5137 2 หลายเดือนก่อน

    content of the video is new and explained in details.. for retail doing such extensive churning of portfolio would be biggest challenge. I personally feel equity investing for a period of 5 yrs should be avoided as there are higher risk of getting low returns. Ideally for SIP, the time period should be between 10-15 yrs.

  • @imageofparadox
    @imageofparadox 2 หลายเดือนก่อน +2

    Thanks, excellent information. I'm already waiting for the next episode!

    • @IndraanilGuha
      @IndraanilGuha  2 หลายเดือนก่อน

      Many Thanks... glad you liked the video

  • @dryatinbhole7504
    @dryatinbhole7504 2 หลายเดือนก่อน +1

    thanks a lot sir... "PE+QE concept" new addition to our small knowledge. Well done!

    • @IndraanilGuha
      @IndraanilGuha  2 หลายเดือนก่อน +1

      Many thanks... glad you liked the video

  • @Shri102
    @Shri102 29 วันที่ผ่านมา

    Strategy will definitely generate excellent returns for fund house and strategy managers, don't know about investors. Anyway thanks for different take on sip. Booking profit from conventional sip at high pe and putting money in (liquid or long term) appropriate debt funds, while continuing sip may earn better returns and of course better liquidity.

  • @actionakash
    @actionakash 2 หลายเดือนก่อน

    Too good... This video is gold... I am looking forward for the last video in this series 👏👏👏👏

    • @IndraanilGuha
      @IndraanilGuha  2 หลายเดือนก่อน

      Many thanks... glad you liked the video

  • @HARESHNARANG-j8l
    @HARESHNARANG-j8l 2 หลายเดือนก่อน +1

    Good Logical explanation for good positive results - thank you
    Great work of simplify a work thank you

    • @IndraanilGuha
      @IndraanilGuha  2 หลายเดือนก่อน

      Many Thanks... glad you liked the video

  • @omprakashpandey3904
    @omprakashpandey3904 2 หลายเดือนก่อน

    Eagerly waiting for your video bcz it's always awsome and we learn new new things of investment

    • @IndraanilGuha
      @IndraanilGuha  2 หลายเดือนก่อน

      Many thanks... glad you liked the video

  • @jashansubhedar8637
    @jashansubhedar8637 2 หลายเดือนก่อน +1

    This is good analysis but the PE is also a function of the underlying stocks. If we have more retail/FMCG stocks then PE will obviously be higher. For eg, LTIM is removed and Trent is added to nifty which will impact the nifty PE. So we may have to adjust the thresholds accordingly

  • @dhawalwade1995
    @dhawalwade1995 2 หลายเดือนก่อน

    Great insights sir. Loved your startegy and analysis. ❤

    • @IndraanilGuha
      @IndraanilGuha  2 หลายเดือนก่อน

      Many thanks... glad you liked the strategy

  • @suhaskachru
    @suhaskachru 2 หลายเดือนก่อน

    This is gold. Very nicely explained to a layman.

    • @IndraanilGuha
      @IndraanilGuha  2 หลายเดือนก่อน +1

      Many thanks... glad you liked the video

    • @suhaskachru
      @suhaskachru 2 หลายเดือนก่อน

      @@IndraanilGuha please try for a weekly video. 🙏

  • @SanjeevKumar-d8r2k
    @SanjeevKumar-d8r2k 2 หลายเดือนก่อน +1

    Thanks for the video, after a long wait.

    • @IndraanilGuha
      @IndraanilGuha  2 หลายเดือนก่อน

      Many thanks... glad you liked the video

  • @shock-t3768
    @shock-t3768 2 หลายเดือนก่อน +2

    This is my exact strategy. How the hell did you know? Are you a mind reader. Jokes aside, I am following the exact same thing for my portfolio since last 2 weeks. I am shocked how you said the exact same thing. Here I was thinking, I am the only one doing gold-debt-nifty allocation based on Nifty's PE.

  • @aDroid_247
    @aDroid_247 2 หลายเดือนก่อน

    Very unique content sir thanks

  • @AbhishekJain-yw3ot
    @AbhishekJain-yw3ot 2 หลายเดือนก่อน

    One of the ways to avoid the taxation issue is that Metacaps does all this jugglery instead of a retail investor :)

  • @henrymohan1325
    @henrymohan1325 2 หลายเดือนก่อน +1

    Excellent video and very informative.

    • @IndraanilGuha
      @IndraanilGuha  2 หลายเดือนก่อน

      Many thanks... glad you liked the video

  • @srikanthkn1975
    @srikanthkn1975 2 หลายเดือนก่อน

    Thanks for the Video. If feedback has to be shared in 1 word, its "Wonderful video".

    • @IndraanilGuha
      @IndraanilGuha  2 หลายเดือนก่อน

      Many thanks... glad you liked the video

  • @kraushan213
    @kraushan213 2 หลายเดือนก่อน +1

    I will see the video later but thanks in advance. I know this video too will be eye opener as like your other videos backed by data

  • @autumntrader4736
    @autumntrader4736 หลายเดือนก่อน

    Indraanil, Interesting take on timing the market. Did you try Equity + Gold for timing the market?

  • @rishibansal8722
    @rishibansal8722 2 หลายเดือนก่อน +1

    Staying invested is most important. You try to time the market and surely end up being case study for analyst what you shouldn't do.

  • @anupam6080
    @anupam6080 2 หลายเดือนก่อน

    Thanks again Sir.
    Will wait for part 4

  • @jemijohn3779
    @jemijohn3779 2 หลายเดือนก่อน

    Hi Indraanil the PE reaching 42 is also a function of not only liquidity..... Yes liquidity flow supported the price expansion, but 2020 Covid destroyed earnings of almost all industry baring Pharma sector. This drop in earnings expanded PE as well and price escalation due to strong liquidity flow from DII... MF SIP, so this 2x the PE of Nifty. Now that Earnings have expanded the PE are down at 23. Still in the upper band. If earnings dont expand further and price sustains the upturned then the real problem starts. Which I think will happen if there is a global shake up. That can lead to future FII outflows. So far we have sustained it with DII flow.

  • @StockMarketWithDrRahul
    @StockMarketWithDrRahul 2 หลายเดือนก่อน

    Precious knowledge sir, Thanks alot. Regards

    • @IndraanilGuha
      @IndraanilGuha  2 หลายเดือนก่อน

      Many Thanks... glad you liked the video

    • @StockMarketWithDrRahul
      @StockMarketWithDrRahul 2 หลายเดือนก่อน

      @@IndraanilGuha Please upload more frequently sir. Regards

  • @ak-rz2cp
    @ak-rz2cp 2 หลายเดือนก่อน +1

    The one thing i like about is ur research is based on facts rather than on opinions.
    Hats off 2 u.
    One suggestion from my side.
    Need video on what will happen to global markets if US has soft recession and if US has hard recession.
    For how much time we may see bear markets .

  • @rat9821
    @rat9821 2 หลายเดือนก่อน

    Top video

  • @jsharichandra
    @jsharichandra 2 หลายเดือนก่อน

    @indraaniGuha - I agree with you. That's why instead of investing in MF, it is better go with Nifty's Index ETFs where we don''t have any exit load. By applying your logic on ETF we can get more profits 🙂. Any way all the best Sir for your AlphaSip business strategy.

    • @fulldakait1408
      @fulldakait1408 2 หลายเดือนก่อน

      But if the nifty falls the etf falls

  • @amitshah5261
    @amitshah5261 2 หลายเดือนก่อน +1

    Great content ❤

    • @IndraanilGuha
      @IndraanilGuha  2 หลายเดือนก่อน

      Many thanks... glad you liked the content

  • @chandrayan18
    @chandrayan18 2 หลายเดือนก่อน

    Outstanding content sir

    • @IndraanilGuha
      @IndraanilGuha  2 หลายเดือนก่อน

      Many thanks... glad you liked the content

  • @namanbhayani1016
    @namanbhayani1016 2 หลายเดือนก่อน +1

    Really nice analysis

    • @IndraanilGuha
      @IndraanilGuha  2 หลายเดือนก่อน

      Many thanks... glad you liked the video

  • @yashvarhade3500
    @yashvarhade3500 2 หลายเดือนก่อน

    Sir, you are the best 🔥🔥❤️

    • @IndraanilGuha
      @IndraanilGuha  2 หลายเดือนก่อน

      Many thanks... glad you liked the video

  • @pravinmedical2006
    @pravinmedical2006 หลายเดือนก่อน +1

    FED printing press,Newyork

  • @himanshunegi488
    @himanshunegi488 2 หลายเดือนก่อน

    Key corp Ltd share ....PE-1.67, CMP - Rs. 263.75/-, Intrinsic value - Rs. 1,685/- , ROCE- 57.2 %, ROE -57.2 %, Piotroski score - 7, Graham Number- Rs. 611/-, Pledged percentage - 0%

  • @marketfunda767
    @marketfunda767 2 หลายเดือนก่อน +4

    This is called quality content.....Its my privilege to be a subscriber of your channel

    • @IndraanilGuha
      @IndraanilGuha  2 หลายเดือนก่อน

      Many thanks... glad you liked the video

  • @raject1234
    @raject1234 2 หลายเดือนก่อน +1

    Hello sir nice teaching

  • @TusaGirl3
    @TusaGirl3 2 หลายเดือนก่อน +1

    Superb sir !

    • @IndraanilGuha
      @IndraanilGuha  2 หลายเดือนก่อน

      Many thanks... glad you liked the video

  • @prabodhparakh4705
    @prabodhparakh4705 2 หลายเดือนก่อน

    Mr Guha, Thanks for very informational video on SIP based investment strategy for Nifty. Could you please also make a similar video for investment in Nasdaq also?

    • @IndraanilGuha
      @IndraanilGuha  2 หลายเดือนก่อน +1

      NASDAQ is not my area of strength...but I'll be doing a video soon for my NRI clinets explaining how the historical performance of this strategy when applied to NIFTY and a few other India focused equity instruments has consistently been better than that of S&P 500 and NASDAQ

  • @amitkumarpakhira5163
    @amitkumarpakhira5163 2 หลายเดือนก่อน +1

    দাদা, you rockz, AlphaSIP Stregegy টা কবে জানাবেন,

  • @rahulverycool12
    @rahulverycool12 2 หลายเดือนก่อน

    Please tag the video caption with part numbers for easy reference in the future

  • @sanketpawar269
    @sanketpawar269 2 หลายเดือนก่อน

    Can you please advise good liquid fund ?

  • @narasimmamurthyr2534
    @narasimmamurthyr2534 2 หลายเดือนก่อน

    Superb sir 👏🎯✅
    It is not clear why rebalancing is necessary every month when the P/E is within specific band where equity allocation is constant ?
    In case of band change from 23-28 to say 18-23 it is one time measure . Not often ratio tumbles from one set to another . Have I understood the earlier video ? Here the example discussed is when fed balance sheet has not changed by 25% . Of course I am agreeable to 22% adjustment for standalone becomes consolidated !
    Please clarify

    • @IndraanilGuha
      @IndraanilGuha  2 หลายเดือนก่อน

      You do NOT have to rebalance every month if the PE continues to be in the same band... you should only review prevailing PE and year-on-year growth in Fed's balance sheet size every month on the first trading day. If PE continues to remain in the same band as previous month and y-o-y growth of Fed's balance sheet size also continues to remain in the same bucket as previous month (above 25% y-o-y growth or less than 25% y-o-y growth), then NO NEED TO REBALANCE that month!

  • @MrArunavasengupta
    @MrArunavasengupta 2 หลายเดือนก่อน

    Got the tweak here, liquidity. Wow this can be traded easily. Sir what about the current market condition like how long will the market rally? I am still going by previous assumption of looking at treasury security which is now 312 Bil, effective rate is 5.33 hoping to get a rate cut next month and 10 yr interest rate is still -1.44% . Can you make a video on this. Thank You!

  • @manishgdave1474
    @manishgdave1474 2 หลายเดือนก่อน

    Hi, you echo my beliefs for mkt timing. Can we have blog or video what if we do market timing on quarterly basis or instead of total sell start with 4 mf schemes such as nifty 100, agressive hybrid for 75%, equity savings (such Edelweiss eq saving which invest around 25% in equity) and liquid fund to get tax efficient return.
    This model will work on your just 1 basic principles only whenever trailing nifty pe and allocation as you have suggested. And check rolling return 3 & 5 for this model for 10 and 15 years.
    Awaiting for your blog or video on this

    • @manishgdave1474
      @manishgdave1474 2 หลายเดือนก่อน

      For 50% allocation choosing balance hybrid such WOC or 360 one

  • @stan19799
    @stan19799 2 หลายเดือนก่อน

    Regards the Part 2, can we have some sense here ---- what abt the tax aspect when re-balance is done.......pls explain

  • @chandrurulz82
    @chandrurulz82 2 หลายเดือนก่อน

    In one of the chart where you discussed about the FED QE with NIFTY 50 level I observed even though the FED curve starts declining around 2022 we still see the Nifty going up is this because of the domestic SIP amount... Can you tell or do an analysis of how much the domestic flow can withstand the FED quantitative tightening along with proposed raising interest rates.

    • @IndraanilGuha
      @IndraanilGuha  2 หลายเดือนก่อน +1

      Have already covered this in an earlier video... have a look at:
      th-cam.com/video/boaUli4oAkg/w-d-xo.html
      Have explained in this video why the NIFTY has continued to rally despite the Fed cutting liquidity by way of shrinking its balance sheet size... basically, Fed has effectively been doing QE thru the backdoor, especially since 2023 - while it has been shrinking the size of its balance sheet, liquidity conditions have still been net positive because of the outflows from Fed's Reverse Repo (RRP) facility

    • @chandrurulz82
      @chandrurulz82 2 หลายเดือนก่อน +1

      @@IndraanilGuha forgot about the RRP part and it has been sometime since I saw that video and now I can connect the dots…

  • @thepratikkulkarni3088
    @thepratikkulkarni3088 2 หลายเดือนก่อน

    Minus 20% STCG minus brokarage charges minus exit loads

    • @IndraanilGuha
      @IndraanilGuha  2 หลายเดือนก่อน

      I mentioned at least twice in the video that this monthly rebalancing approach would lead to a lot of short term capital gains and exit load charges. However I also mentioned that I will provide a very elegant solution to get around this in Part 4

  • @curiousbutton-6g
    @curiousbutton-6g 2 หลายเดือนก่อน +1

    What about 20% STCG that I had to pay as the cost of rebalancing, which will bring your worst case in negative territory.

  • @varun.poonia
    @varun.poonia 2 หลายเดือนก่อน +1

    Wow. Investment become so simple now 😅

  • @moneekdilawari4508
    @moneekdilawari4508 2 หลายเดือนก่อน

    Earnings yield at PE=25, (1/25)*100=4%, FD @ 7% no risk. Make your choices smartly.

  • @himschatful
    @himschatful 2 หลายเดือนก่อน

    May I request you to consider a video on the greatest variable in all financial equations --- death?
    I do appreciate the fact that this field is maybe outside your core competency. May be outsourced knowledge!
    But an ordinary person, who can't afford a PMS/CA/lawyer, would benefit knowing how things would pan out for his/her loved ones, once he/she is not around, before deciding asset class allocation.

  • @TheGsinghg
    @TheGsinghg 2 หลายเดือนก่อน

    I have done similar simulations after the Part-2 video. I could not validate the claims made here, particularly the part-2 one. Can you please share the code that yields these numbers?

  • @sankardevc
    @sankardevc 2 หลายเดือนก่อน

    Q:is it true for only large cap indices or also true for Nifty 500 Equal weight type indices also?

  • @GauravSingh-fw2xf
    @GauravSingh-fw2xf หลายเดือนก่อน

    36:40 I don't how was 223 Months and returns thing came up? There are 12 months in a year , 5 yr should give 60 months how did 223 came up?

  • @shivkapoor5474
    @shivkapoor5474 หลายเดือนก่อน

    Sir one question from my side during the pandemic the pe of nifty reached to 41 as the earnings of company declined in my opinion nifty can't fall below 21k because the earnings of companies are increasing rapidly if the pe of nifty reaches 28 and then earnings explode nifty will not fall there will only be a time based correction

  • @Down_with_Plutocrats
    @Down_with_Plutocrats 2 หลายเดือนก่อน

    Good strategy

    • @IndraanilGuha
      @IndraanilGuha  2 หลายเดือนก่อน

      Many thanks... glad you liked the video

  • @twelvetonineshift9
    @twelvetonineshift9 2 หลายเดือนก่อน

    Moving investments from one fund to another invites long term capital gain also.

  • @firdauslalkaka1363
    @firdauslalkaka1363 2 หลายเดือนก่อน

    Thought proviking as always!!!
    Quick question Indranil :
    As rebalancing one's portfolio between a SIP in Nifty to a Liquid Fund on a monthly-basis would attract short-term capital gains tax, I'm curious to know whether you've done any numbers to know how such frequent switching would impact the return vis-a-vis protecting one's investment from the risk of a downfall.
    Looking forward to watching the last & concluding part to know how one could escape this heavy tax burden.

    • @sudheerk67
      @sudheerk67 2 หลายเดือนก่อน

      Why are you summarising the same question he said he would answer in his next video? He mentioned the taxation concern at least 3 times in this video.
      Funnily, you have answered your own question in your very own post 😀

    • @fulldakait1408
      @fulldakait1408 2 หลายเดือนก่อน

      ​@@sudheerk67there is no dheer in u

    • @sudheerk67
      @sudheerk67 2 หลายเดือนก่อน

      @@fulldakait1408 Haha.. You don't even know the real meaning of Dheer. It is not what you assume. So, chill. 😉

  • @raviei426
    @raviei426 2 หลายเดือนก่อน

    sir, can you suggest a plan to invest a bulk amount right now- say 10L. what should be the right ratio

    • @fulldakait1408
      @fulldakait1408 2 หลายเดือนก่อน

      fD

    • @IndraanilGuha
      @IndraanilGuha  2 หลายเดือนก่อน

      Ravi, I refrain from providing feedback on these kind of queries because the answer to this is NOT static... the right ratio as per prevailing liquidity conditions could be very different next month compared to what it is right now... hence I refrain from providing such advice other than where the portfolio is under our management, and we can adjust asset allocation as required.

  • @akshayraut100
    @akshayraut100 2 หลายเดือนก่อน +1

    Hey man ! Post more

  • @Vijay-od8sn
    @Vijay-od8sn 2 หลายเดือนก่อน

    Sir please explain what a retail investor should invest now.

    • @IndraanilGuha
      @IndraanilGuha  2 หลายเดือนก่อน

      Hi, I refrain from providing feedback on these kind of queries because the answer to this is NOT static... the right asset allocation (between equity and debt) as per prevailing liquidity conditions could be very different next month compared to what it is right now... hence I refrain from providing such advice other than where the portfolio is under our management, and we can adjust asset allocation as required.

  • @99gaurav
    @99gaurav 2 หลายเดือนก่อน +1

    super

  • @aritrabhattacharya1530
    @aritrabhattacharya1530 2 หลายเดือนก่อน

    which site to refer to check the FED graph?Thanks,

  • @SaurabhGupta1
    @SaurabhGupta1 2 หลายเดือนก่อน

    Instead of debt and nifty, try the combination of gold and nifty

  • @Prashantsaini4
    @Prashantsaini4 2 หลายเดือนก่อน

    Pe ratio went beyond 40 because with liquidity in hand market waited till earnings caught up back to original… in actual more after the standstill in 2020..

  • @rat9821
    @rat9821 2 หลายเดือนก่อน

    Are u suggesting juggling the investment every month

    • @IndraanilGuha
      @IndraanilGuha  2 หลายเดือนก่อน

      Yes, but wait for Part 4 of this series before you act

  • @ajiaipe1029
    @ajiaipe1029 2 หลายเดือนก่อน

    What about the exit load and the taxes

    • @IndraanilGuha
      @IndraanilGuha  2 หลายเดือนก่อน

      I mentioned at least twice in the video that this monthly rebalancing approach would lead to a lot of capital gains and exit load charges. However I also mentioned that I will provide a very elegant solution to get around this in Part 4

  • @sunilpanthari8355
    @sunilpanthari8355 2 หลายเดือนก่อน +1

    1st attendance.

  • @ahmedmudassar1404
    @ahmedmudassar1404 2 หลายเดือนก่อน +1

  • @basabgupta9238
    @basabgupta9238 2 หลายเดือนก่อน

    Capital gains tax would eat up everything if one tries to rebalance portfolio every month, as mentioned in part 2 of the series

    • @IndraanilGuha
      @IndraanilGuha  2 หลายเดือนก่อน

      I mentioned at least twice in the video that this monthly rebalancing approach would lead to a lot of capital gains and exit load charges. However I also mentioned that I will provide a very elegant solution to get around this in Part 4

  • @qsnâgâ
    @qsnâgâ หลายเดือนก่อน

    🙏

  • @sushilpatel9393
    @sushilpatel9393 2 หลายเดือนก่อน

    Current PE is around 23 not 42

  • @Gmohta1
    @Gmohta1 2 หลายเดือนก่อน +1

    🎉

  • @mangukiyavimal5454
    @mangukiyavimal5454 2 หลายเดือนก่อน

    i must like to point out your views on selling the truth on your sentence “ there is no single balanced advantage fund in this country who can match just two variables strategy…!”
    this is only valid for your worst case scenarios whz don’t you tell that best cas can also have minimum returns on this strategy 🤞🤞..
    look at the video at 09:15 slide where you mentioned normal sip best case 45.43 % ..! that in your stragy is 39% lol. and again at the time 24:59 of videos slide you have comparison changed for best case scenarios and you showing the same percentage 🤓.
    disagree for this video.
    btw i love your knowledge and sharing with us to educate us on markets micro economies.

  • @ak-rz2cp
    @ak-rz2cp 2 หลายเดือนก่อน +1

    Atleast share 2 videos every week

  • @palaniswamyramasamy8180
    @palaniswamyramasamy8180 2 หลายเดือนก่อน

    How can you earn 35% return by investing in liquid fund?!

  • @mehra7690
    @mehra7690 2 หลายเดือนก่อน

    You dont consider tax implications dont you?

  • @sanyal143
    @sanyal143 2 หลายเดือนก่อน

    Given the amount of liquidity and money printing done by various govt I am sure nifty will never come to 15 pe.

  • @rachitharjai
    @rachitharjai 2 หลายเดือนก่อน

    Nifty pe is 23 not 28

  • @nitintanpure1988
    @nitintanpure1988 2 หลายเดือนก่อน

    All your videos thumbnail have word CRASH😢

  • @SamirAggarwal
    @SamirAggarwal 2 หลายเดือนก่อน

    Your analysis is affected with hindsight biased....
    With passage of time you will need to keep introducing new variable resulting in complex strategy limiting your top side ...

  • @Dushyantgiri
    @Dushyantgiri 2 หลายเดือนก่อน

    I got the message if 94k cr fund time to market then what would happen , it would never happen..as this fund will create order of magnitude which no others will simply buy..ie means they cannot react to market, hence it is not possible yhat these funds would provide downturn protection..but implemetingnyour strategies will require automation tools, tax implecation are very high because of we are everytime.mobing whole portforlio..hence this.might not be wise things to do..

  • @ronnyrider722
    @ronnyrider722 2 หลายเดือนก่อน

    You were shouting about a market crash within 1 half 24 ? What happened. Like everyone you just guess and use fancy jargon

  • @JurrasicWorld.
    @JurrasicWorld. 2 หลายเดือนก่อน +1

    Kindly wear different style clothes.
    Just a suggestion.
    It feels you are watching the same video again and again.

    • @IndraanilGuha
      @IndraanilGuha  2 หลายเดือนก่อน +1

      Have ordered a new set of jackets and shirts, just at your prodding :)

    • @JurrasicWorld.
      @JurrasicWorld. 2 หลายเดือนก่อน

      @@IndraanilGuha👍🏼:)

  • @TheDinTen
    @TheDinTen 2 หลายเดือนก่อน

    Sir, can avoid repeating the same sentences again and again. Just a suggestion..it increases noise and misses the message being conveyed.

  • @shantanudutta1539
    @shantanudutta1539 2 หลายเดือนก่อน

    You seem to be a very negatively minded person. I have been following you for the last one year but markets have proved you wrong. Mutual funds know what to do best.

  • @ronits6361
    @ronits6361 2 หลายเดือนก่อน

    we will make history this time when this mkt declines it wont reach the top for next 12 to 15 years... it will be brutal

  • @riturajkundu210
    @riturajkundu210 2 หลายเดือนก่อน

    Do you rely on sixth sense???
    All your previous topic scare people about market crash, better to stop spreading false alarm