Top SMALLCASES for BEST RETURNS in the 2023 MARKET! | Investing for Beginners | Ankur Warikoo Hindi
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- เผยแพร่เมื่อ 13 มี.ค. 2023
- Where should you start your investing journey from?
What is the difference between buying a single stock vs. buying a portfolio of stocks on smallcase?
And which are my favorite smallcases?
I have talked about all of these questions in this video in hopes of making your first-time (and subsequent) investments smooth.
Check out the smallcases mentioned in the video here:
1. All weather investing - link.smallcase.com/uVCr4TVCIib
2. Dividend Aristocrats - link.smallcase.com/tLQCyqNHnrb
3. Mi_Mt_Allcap - link.smallcase.com/TxSlW3fa5wb
4. CapitalMind Momentum - link.smallcase.com/GkbHkikZjsb
5. Electric Mobility - link.smallcase.com/O7pKrkfsihb
6. IT Tracker - link.smallcase.com/K4Z9Z2I0rqb
7. Value and Momentum - link.smallcase.com/UbFKbJ4CIib
8. House of Tata - link.smallcase.com/qOIZP4wcWpb
9. Top 100 stocks - link.smallcase.com/jn3yGXka5wb
10. BM Vision 2030 - link.smallcase.com/BtfKPKpa5wb
This video comes with notes. Check them out here: bit.ly/3lay8Nb
Check out my former videos on Smallcase investing I mentioned in the video:
Rebalancing smallcase: bit.ly/3JcIPXz
Charges of investing in smallcase: bit.ly/3JeR7yi
Horizon smallcases: bit.ly/3JdiJny
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#smallcase #investing #warikoo
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Check out the smallcases mentioned in the video here:
1. All weather investing - link.smallcase.com/uVCr4TVCIib
2. Dividend Aristocrats - link.smallcase.com/tLQCyqNHnrb
3. Mi_Mt_Allcap - link.smallcase.com/TxSlW3fa5wb
4. CapitalMind Momentum - link.smallcase.com/GkbHkikZjsb
5. Electric Mobility - link.smallcase.com/O7pKrkfsihb
6. IT Tracker - link.smallcase.com/K4Z9Z2I0rqb
7. Value and Momentum - link.smallcase.com/UbFKbJ4CIib
8. House of Tata - link.smallcase.com/qOIZP4wcWpb
9. Top 100 stocks - link.smallcase.com/jn3yGXka5wb
10. BM Vision 2030 - link.smallcase.com/BtfKPKpa5wb
Check out my former videos on Smallcase investing I mentioned in the video:
Rebalancing smallcase: bit.ly/3JcIPXz
Charges of investing in smallcase: bit.ly/3JeR7yi
Horizon smallcases: bit.ly/3JdiJny
Should I buy Equity and gold smallcase please suggest me sir🙂
Wariko Sir jo Comments mein fake trader bethe hain unka kuch kro...
Pta nhi kon Bruce
Chutiya bna rha hai sabko
how is gullak gear 6
Sir how can I buy a windmill subscription, which is common.
P
I began my investment journey at the age of 38, primarily through hard work and dedication. Now at the age of 42, I am thrilled to share that my passive income exceeded $100k in a single month for the first time. This success reinforces the importance of the advice mentioned earlier. It is not about achieving quick wealth, but rather ensuring long-term financial prosperity
Investors should exercise caution with their exposure and exercise caution when considering new investments, particularly during periods of inflation. It is advisable to seek guidance from a professional or trusted advisor in order to navigate this recession and achieve potential high yields.
I 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 adviser
Through closely monitoring the performance of my portfolio, I have witnessed a remarkable growth of $483k in just the past two quarters. This experience has shed light on why experienced traders are able to generate substantial returns even in lesser-known markets. It is safe to say that this bold decision has been one of the most impactful choices I have made recently.
wow ,that’s stirring! Do you mind connecting me to your advisor please. I desperately need one to diversified my portfolio
The adviser I'm in touch with is 'Jude Ryan Mcdonough' He works with Merrill, Pierce, Smith incorporated and interviewed on CNBC Television. You can use something else, for me his strategy works hence my result. He provides entry and exit point for the securities I focus on.
@ankurwarikoo I recently began investing in smallcase after watching your video where you said that smallcase take only one time charges of 118 rupees. However, I accidentally discovered that smallcase charges an additional fee of 100 rupees plus GST EACH TIME I make a lump sum investment. In your video, you mentioned that smallcase only imposes a one-time fee of 118 rupees. As a responsible content creator, I trusted your advice and started investing around 10-15k every 3-4 days. I kindly request you to create videos with more responsibility, considering the significant impact they have on investors.
Is this true?
yes it is. they charge 118 per lumpsum. you can create a sip ( if it is available in that smallcase) . they charge 10Rs + GST per sip i think . ( as they mentioned in charges)
PS: i never did a sip in smallcase.
This again proves that don't believe TH-cam influences blindly....they are here to make money in TH-cam and share their limited understanding
on for zerodha
not on angel broking or dhan
Yeah same here
@@pratyushasatpathy557
My portfolio has good companies, however it has been stalling this year. I’ve approximately $700k stagnant in my reserve that needs growth, any suggestions to grow my portfolio will be highly appreciated.
Find stocks with market-beating yields and shares that at least keep pace with the market for a long term. For a successful long-term strategy I recommend you seek the guidance a broker or financial advisor.
@@Isaacmeide very true, I started investing before the pandemic and that same year I pulled a profit of about $600k with no prior investing experience, basically all I was doing was seeking guidance from a financial-advisorr, you can be passively involved with the aid of a professional.
@@vivianecardoso0 wow ,that’s stirring! Do you mind connecting me to your advisor please. I desperately need one to diversified my portfolio.
@@ellamezo Isabel Linda Dueri” is my portfolio-coach, I found her on Bloomberg where she was featured, I looked up her name on the internet. Fortunately I came across her site and reached out to her, you can verify her yourself.
@@vivianecardoso0 She appears to be well-educated and well-read. I ran a Google search on her name and came across her website; thank you for sharing..
This information is really helpful.
Hey Ankur, I have been following you for couple of years now, and what I am observing is that you are now making more videos on Finance related topics. But I would love to see more videos on Personal development as well : Like Public Speaking, Time Management etc. Please try to include these types of videos also in your upcoming agenda.
Thanks
Thanks for yet another awesome video.
It would really help if you could also speak about the percentage portfolio allocation to each of those Smallcases. And a vision for 2023-24 what would be your suggested portfolio split between (MF, Smallcases, Cash in hand for a market dip opportunity and so on)
Once again, thank you for all the awesome videos
Well done Warikoo sir most of the viewers will dont even realise that this whole video is a ad.
Managing money is different from accumulating wealth, and the lack of investment education in schools may explain why people struggle to maintain their financial gains. The examples you provided are relevant, and I personally benefited from the market crisis, as I embrace challenging times while others tend to avoid them. Well, at least my advisor does too, jokingly.
Investors should exercise caution with their exposure and exercise caution when considering new investments, particularly during periods of inflation. It is advisable to seek guidance from a professional or trusted advisor in order to navigate this recession and achieve potential high yields.
This is superb! Information, as a noob it gets quite difficult to handle all of this and staying informed is a major cause, how do you go about this are you a pro investor?
Through closely monitoring the performance of my portfolio, I have witnessed a remarkable growth of $483k in just the past two quarters. This experience has shed light on why experienced traders are able to generate substantial returns even in lesser-known markets. It is safe to say that this bold decision has been one of the most impactful choices I have made recently.
Wow, that’s stirring! Do you mind connecting me to your advisor please. I desperately need one to diversified my portfolio.
I’ve actually been looking into advisors lately, the news I’ve been seeing in the market hasn’t been so encouraging. who’s the person guiding you?
Your research is very helpful for me . I have started investments without any fears based on your work.
Thank you sir ...
Hi Ankur... Myself Vikas Bansal...
Must Say.. Your Way of Presenting and Explaining Concepts is Just Outstanding... Just got connected with you in the last 7-8 days... Just now focusing on your content... Really Awesome... Recently purchased few of your books from Amazon.
Current Video of yours is showing the best smallcases stocks of six months back... Can we get some latest update of preferences as per your understandings as on current date...if possible kindly update how it can be updated.
Looking forward to connect with you much strengthier way.
Thanks & Regards
Sir मैं आपकी video dekh kar kafi सीख रही हूं 🙏🙏
Thanku sir 🙏🙏
In your all videos, there are no ads at the starting point or in between. Everyone can watch your videos without any disturbance. Nice.
No offense to Warikoo, but the whole video is kind of an Ad.
Bhai aapke ideas bdi jldi change ho jate h
Ya no ads in the starting and in between because whole video is ad.
@@abhidhaker i completely agree
Love & Respect for your Passion Ankur g💗
Thank you Ankur. You are the best. I am starting investment in 2023. If you could answer my questions I will be very much obliged. The question are as follows. How to disinvest from stocks? For example If you buy a small case and you want some money and you sell some of the stocks then the balancing of the stocks will be disturb then how this rebalance again?
Second question In momentum strategy Do they tell when to sell the stock? if so how ?
If you are not in the financial market space right now, you are making a huge mistake. I understand that it could be due to ignorance, but if you want to make your money work for you, prevent inflation from eroding your savings, build generational wealth, and cultivate good habits and financial knowledge, you must be in the market.
The common mistake we newbie mistake is venturing into the market without help and legit guidance
Job will pay your bills, business will make you rich but investment make and keep you wealthy, the future is inevitable.
NOBODY BECOMES A MILLIONAIRE OR BILLIONAIRE BY WORKING FOR OTHERS AND DEPENDING ON THEM, GOOD INVESTMENT BRINGS MILLIONS OF DOLLARS AND CONSISTENCY BRINGS BILLIONS. THE MARKET IS ALL ABOUT CRYPTO NOW YOU MIGHT WANT TO LOOK INTO IT
Investing in Stocks and Forex is the wisest, it's a place where millionaires and future billionaires come to get inspired. If you've not been involved in any you're missing out. Most importantly If you know how to trade you can make a ton of money no matter where you find yourself
As a beginner who don't understand how Bitcoin trade/forex trading really works and you really want to make profit from it. I will advise you to first start working with a professional broker
Hi Ankur, as usual very useful content, could you help figure a systematic approach to book profits? Now I know how to put money in, but how do I figure a right time and method to take it out of the market?
Hi Ankur, this is very informative video, Thank you very much
Hi Ankur : please provide your commentary on top ten smallcases across Low, medium and High Volatility segments on past 6m performance basis - please include new smallcases which are less than one year old too. Some of these new smallcases will be one year old in a few months from now. You may find a different list all together 😊
Hi Ankur Ji, Very informative session.
I reviewed all the Smallcase baskets which you had advised in March-2023, they all have performed well now. Pls suggest for 2024 now 😊. Thank you
Hi ankur..I am 20 years old, just started with my trading journey..with your ideas of small case and stuff..Just one doubt are these smallcase investment benefits are for long term or short term like monthly or quarterly? ..and how do I transfer my profits and when should I?
Thanks for sharing this again. had a question regarding investments done via SIPs , are these paid smallcases suitable for one doing regular investments through SIPs ?
Super. Thanks for the Video. IF you could recommend on whats the payment method you adopted or which one is better. SIP or lumsum or intermittent
He is the best financial advisor...we should feel proud that we have got his guidance...Hats off to you sir🙏🙏
Thanks Sir. I enjoy all your videos as they are very informative. Please make video on Top Smallcases for 2024 Market.
I invested in Value and Momentum smallcase early in around 2021 when it was free. Now I feel like king of the world bcos it's part of paid subscription lol
Wariko I respect you but you should mention the cost of rebalancing frequently and it eats up the returns. Please recheck and help us to understand more
Been following you from lockdown.your content was amazing and I personally learnt a lot from this channel so Thank you so much for that. But I see that the content nowadays you are making is redundant and lot of it is repeated with some improvisation..... It's my humble request for you to come up with better and more unique content atleast unique from your own channel I am a fan of your explanation. By the way the podcast that you conduct are amazing please continue doing that.
Course becho paisa kmao
Thanku so much sir for many videos 🙂study hack pr bhi aur videos banaye 🙏
Great Video Ankur! Thanks for your suggestions.
Can you please clear weather momentum small cases are good for long-term investment (I'm talking about 30yrs or so)
And can you please suggest small cases for Longterm Investments.. around 20-30 yrs I'm thinking.
Thanks a lot for the information
For me Wright Momentum is best ✌️
Warikoo sir you always save the life of newbies
Fantastic .....very nice guidance...thanks
Nice to see you and your video sir
Today I made my decision to quit trading because it was causing health issues plus I'm trying for two years and wasn't profitable in total. Plus blew 30% of my capital in those years. I'M FEELING REALLY LOW RIGHT NOW. I'M TRYING TO FIND A WAY TO GENERATE INCOME BECAUSE NO ONE WOULD GIVE ME A JOB
Do you carry out trades yourself? If yes then I must say you're on the wrong track
Very good information Thank you
Sir kuch smallcase me jo ₹50000 ya ₹60000 dika rahaha, vo kya per month or par year dena parega, ya phir iis ₹50 to 60k one time dena hota ha?
Hello ankur bhaiya, Im a college student and i have just started to learn about stock market..i had a doubt, why people start investing into a particular company after a good news about that company comes into the market ( due to which the comapny would make profit)
Is it because they are expecting dividends?
Like i was watching scam 1992, there was a scene where harshad mehta predicted that the stock price of a tea company would increase because they are going to export a lot more tea that year and thus make a lot of profit
Ankur sir , my name is rahul , i am watching you actively since last 2 years and i have started my small case almost one and half years ago. I am a bit confused now because once i have entered now i am wondering what will be the right time to exit the small case. Is their any idea time period to stay on a particular small case. I am trying to find out the answer of this question , can you please tell me?
Thanks and regards,
your sincere subscriber
Rahul jha
Sir smallcase has updated (increased) their charges and also introduced sip charges. Please make a updated and detailed video on the small case charges with EXCEL. This is really the need of the hour.
Your previous small case charges video is outdated.
small case is waste never invest through them
Hey @Ankur, Can you please make a video explaining how to check what is the total SIP value on the SIP day so that I can keep that much balance in broker account so that all SIPs (for more than one smallcase) can execute successfully. Note: due to market fluctuation the smallcase investment amount keeps changing every month. TIA.
Can you suggest were to invest for ultra short duration (1-3 months)
Superb sir
Thanks a lot sir ❤ 🙏
Hi Ankur sir, can you talk about STCG and LTCG on small case rebalancing and how it affects salaried and business professionals.
Dear Ankur Sir, i regularly follow your investment videos and I have done most of my investments on your suggestions. I have not been investing in EQUITY/MF in 2023 considering market is too high. Is it a good idea to invest in these smallcases now? P.S I have invested in All weather investment already.
what will be the case incase, stock gets split or Bonus how does that add to our investment?
Sir , Maan ke chalte hai smallcase se ek atcha portfolio le liya ,10 saal invest v kar liya return v atche aa gaye uske baad kaise exit/end/withdraw , end part kaise karte wo thoda help karte toh matlab concept clear hota.
Hi Ankur sir, please make a video on “HOW TO FILE US STOCKS RETURN IN ITR” please please 🙏 am using INDMONEY. please make video to that reference…
Thanks for the video but now,
Extra transaction charges of Rs. 118 has been implemented on the All weather small case which didn't exist before Nov 2022. Though I have been investing for only 1 year 3 months. Now this small case doesn't feel free and seems to eating into my returns big time considering the rebalancing.
Please suggest.
thank you so much sir.
Sir I want to know currently market is doing well and my all smallcases are doing well should I book profit from the smallcase Or keep for the long term
@ankurwarikoo I have only one doubt regarding "Minimum Investment Amount" is this a fee of picking a stock idea? For example "House of tata" Minimum Investment Amount -- is 17k something, just wanted to know is this a fee or it will be my 1st investment and every month when I'll add more money it will be add-on to that 17k.
Sir, is lumsump investment is good for smallcase like all whether investing for 15 years...
Sir plz show how to start investing using applications like grow or ind money. N any risk ?? Wt if apps shut down?? Wt to do then? I want to invest for 20/25 years for my son so plz guide.
Sir , this smallcase investment that you suggested, if we did one time investment for how long we should hold it. To get good returns. Please reply , Thank you 🙏
Hey Ankoor...wat do u say about investing in green energy and omni bharat defence portfolios?
Hello Ankur Sir , I have query as is there any limit related to smallcase, that whether
I have to invest a particular
Smallcase minimum for certain years, and can I withdraw the accumulated amount at any point of time
Sir small case me lumpsome amount invest ni kar skte hain kya? Suppose m 10 lac 5 small case m invest karna chahta hu toh kar Sakta hoon?
Does Index mutual funds like ICICI or UTI come under ELSS? I'm planning to invest on something that can maximize my profit and can come under 80C. I'm new to investment stuff and all. Any advise on where to invest as the financial year is coming to an end and I want to invest ASAP. FYI: I haven't invested on anything till now, so I'm thinking to invest (1.5L - PF amount).
very useful video, thanks for the info. I want to knoware there any hidden charges smallcase charge which we come to know when we withdraw this investments?
Thank you sir explain the best information for the smallcase investment. Stock SIP equity I was just start investment. Please tell some information best stock.
Doesit make sense to invest in different small cases or should one put the entire amount in one small case?
Thanks sir...
Hi Ankur,
thanks for the insights!
I had one question regarding momentum smallcases. What would be your suggestion if we compare Wright Momentum and Value & Momentum?
Thanks in advance.
I am still confused. Someone please help.
I want to start an SIP of 2K per month so Suppose I decide to invest in All Weather Investing , the minimum amount is 4K , Okay.
So is it a one time purchase , Like Pehle 4000 Pay karo and after that i can invest 2K every month as an SIP in all weather investing or it will be like I have to invest 4K every month ?
I have this doubt, I am doing an sip for the last 1 year & if I change my smallcase or mutual fund and take out all of my money and invest in the new one, will it affect my compounding?
(Want to go from top 250 to top 100 stocks) any suggestions?( I'm a student)
Great Video ❤... Please make a video for 2024 ... Thank you
now since market is at peak...which smallcase will u suggest at present
If we buy multiple Smallcase then in my demat account the shares shown separately smallcase-wise, and any category-wise or share shows mixed with each other (Assorted)?
can we invest smallcase in market hour only. or any time in a day?
Video on Stock market analysis sir
Thank you sir
Hi Ankur
I just started watching your Videos.Started with Small case videos as I am planning to Invest.I have a doubt that what's your opinion about Green energy and Mid,Small Cap by Niveshaay as it's giving Very Good Returns.Pkease give your Opinion about that
Smallcases vs mutual funds? How Much to invest in either of them
I need to invest in a smallcase, I can invest about 1-2 lacs upfront and 30-50k a month. Planning to go for momentum strategy please help me choose from
1. One of the Weekend investing
2. Capitalmind
3. Wright momentum.
Can invest in only one as want to average the fees by investing good amount over 5 years
Hi Ankur, can you give your thoughts on High Dividend Yield and Capital Appreciation small case by Green portfolio. I really like that small case but in small case there are not many things I can analyse like a stock or MF.
Hi sir, in weekly rebalance smallcases, whenever there is rebalance, there is transaction fee and then stocks are sold, so everytime I am paying capital gain tax of 20% on them, so effective returns over a year become very less as compared to what they say, so how do you recommend to go about in these smallcases?
Thanks for the feedback.
What’sapp the number above for more beneficial investments and mentorship
I think he talked about this in one of the videos where he stated because he was so good returns tax didn't matter or something
Sir id your ticket size is more than 3 lac than go for smallcase
I have started a SIP monthly plan on equity and gold smallcase as a beginner investment!
There is no other funds in portfolio as of now and I am also planning to add multiple MF's or smallcases.
Any comments on the equity and gold??
what are best small cases for 2024 to invest? Please share us the information.
Do we need to file ITR every year if we're in capital gains?
Sir can we use it as short term investment?
Sir ,is it good to start sip from smallcase?
Invested in all these smallcase 2years ago, it is not doing well this year.
I have always advocated bringing capital through Smallcase gradually through the SIP routes. Nowadays there is a cost associated with SIP, which I feel somehow is not right. This will discourage people bringing capital more frequently.
Surprisingly, no big youtuber/influencer is talking about this matter. I request you to atleast research this and make a video to at-least make your audience aware about the charges associated with SIP in small case.
I have made a video already on smallcase charges both for lump sum and SIP
Then do it manually if you’re worried about the 10 rupees.
@warikoo Please make a video on CRYPTO investment in 2023 ‼️
@ankurwarikoo sir... Is there a smallcase for semiconductor stocks?
@warikoo, While rebalancing also we need to pay brockrage and tax if applicable. You didn't mention about these charges.
As small case will have rebalancing at frequent cycles we will be charged 15% STCG on profits for each cycle, while in mutual funds you can escape from this situation by tax harvesting and holding stocks till you enter into LTCG tax rate.
Can you compare a mutual fund and a small case considering the tax into picture? If a mutual fund can provide a CAGR of 20% for an example, to get similar returns what should be the CAGR of the small case?
Regards,
Harish.
please make video on indmoney charges on us stocks. how it is differentfrom before now?
Hi Ankur, I have a query...not exactly related to your post ... I want to invest Rs 5lakhs in a small case...my age is 35...and i am self employed...i have three choices .... BM Vision 2030 or Mi_MT_Allcap or Value & Momentum...thanks in advance ... Pushpendra
Hello sir, I have a question if I share my created smallcase to my friends and if they invest in them do I get any commission on that..?
Can a minor invest? btw..i heard of warren buffet.
Finally a change in color and thumbnail (a Lil bit) :))
Hello sir..what if someone has a very less amount to invest every month. Plz do make a video for such persons n how they can maximize the use of their minimal amt
Hi Ankur, what if I invest in all of them.
Sir please make a video suggesting investing courses for teenagers ...
Hello Ankur, for long term 10-15 yrs with a monthly SIP of 5000 INR which smallcap fund would you recommend? I was thinking between these 2 smallcaps "all weather investing" or "equity & gold" Many Thanks in advance for your advise.
Both are good , you can start any you want
go with equity & gold. i am getting good results in it
Ankur sir
Please make a video on 20 essentials for the 20's
Are stocks or small case better for investment