One may watch the video and gain a lot of understanding of various strategies - but the key point is about the man himself - SHANKAR NATH - how consistent - how amazing - how down to earth - such clarity - THE BOSS - THE GOAT !
Which is a better Strategy Trending Value or PEG ratio? , I Have been watching your videos for s long time , it would be very much helpful. @shankarnath
Hello Shankar, It's time you start your own smallcases or some similar options based on various strategies, it is becoming very difficult to explore all the investment strategies with limited money and more importantly limited time in our hands. I am afraid that I would definetily not be able to rebalance my portfolio at this rate, I hope you consider this suggestion.
Thank you Akshay ji. Starting a smallcase sounds easy, but my understanding is -- it isn't. Foremost is a SEBI registration is required which puts the person availing it into a web of regulations, audits, reportings, filings, advertising limitations etc. I am hoping someone capable works on making a SEBI license not something to fear. This might sound casual to an outsider but as someone who reads & talks to dozens of others in this field, it's something one should carefully think of before availing. Anyways, I am on the job. If an opening comes, I will go for it but like I do with my capital and content, I will look twice before I leap.
@@shankarnathsir I agree with what akshay says. I also feel the same sir. For example, for the trending value strategy discussed in the video, Suppose we are allotting 1,00,000 for the strategy, I'm not sure it would be easy to equally allot the money, since some stocks may be costlier than the allotment amount which means that the ratios won't be maintained. (Fractional investing would have solved the problem😅) Also rebalancing would be a hassle.
Hi Shankar, great video. Your ideas are practical and very useful for the small investor. I've got a paid version of screener. Will this work on it or I have to also get the paid version of tickertape?
Thank you. Pls comment if you really like some video -- a little encouragement goes a long way in motivating creators to do better. I'll request you to comment more on the younger creators (i.e. subscriber base of less than 20,000) -- they're the ones that need it more
Thanks a lot. Valuation score of selected companies in the range of 14-18 may be due to their momentum over last six months. Without momentum, valuation score might have been less than 10 making them even more value-oriented but lacking momentum. Loved the Mario in between. Made me nostalgic :)
If you give an option to subscribe on WhatsApp along with email, the subscribers to the newsletter would absolutely balloon. This small thing was certainly a friction point in my case. Thank you for all the value you provide.
Appreciate your kind appreciation, Srikanth 🙌 And thank you for the suggestion. I also had that thought of using Whatsapp community but I don't know how to go about it. Do you know anyone who's doing it -- maybe a growth manager who can guide me?
Thanks sir! actually i have just one thing to say sir if you can please explain how to read and understand all three financial statements balance sheet,cash flow and income statement to analyse companies
Thank you very much for this kind gratuity and appreciation. I'll try to create such a video per your suggestion -- personally, I don't use a balancesheet, cashflow & income statement based analysis to identify companies. A large part of my thought process is available in my newsletter stories, hope you have taken a look at that.
Thank you for introducing me to the Trending Value strategy. My past reliance on just intuition for stock selection has led to mixed results, so this video has come at just the right time and motivated me to be more methodical when it comes to stock investing and to establish a Trending Value sub-portfolio. Also, your presentation was well-structured and delivered with clarity. I've subscribed!
One Suggestion Shankar Sir.. if this strategy is well backtested, can you pleasecome up with smallcase as it would need quarterly o semi annual rebalancing?
But smallcases can only be managed by SEBI registered advisors right? But Shankar how much ever stock market knowledge he possesses, is sadly not a SEBI registered advisor
My one question here is - does this work at any point in time and doesn’t take into regard the overall sentiments of the market prevalent at that time?
The study done by Capital Mind and Mr. O'Shaughnessy was on a calendar year basis. So there wasn't any element of market condition while constructing this
Hi Shankar! I have watched a few of your videos and I really appreciate the clarity and simplicity with which you explain really complex topics. I like your sense of humour too 😃 You're definitely the best financial influencer that I have come across, and I have grown to trust what you say - so much so that when there's something new I want to learn about, I find myself looking (with hope) through your videos to see if you have covered that topic :) Thank you for all the hard work!🙇♂🙌 A specific question - I guess the deciles need to be ordered the other way for Dividend Yield (since higher the Dividend Yield the better)? So the highest Dividend Yield ends up in Decile 1 and the lowest in Decile 10?
Thank you very much for your kind appreciation. I'm glad you like my work 🙌 and find it useful On dividend yield -- yes, higher the yield, higher up the decile order it is. So highest dividend yield = decile 1
Hello Shankar Sir, thank you for sharing this video. Your approach to investing is very structured. I really look forward to trying out this strategy. I would s like to understand one thing from you here - you shared how frequently one should rebalance the portfolio but I would also like to know when to enter the opportunity. I searched the price levels of Vedanta, Rane Holdings and Nava on their daily charts. I noticed all of them fell when compared to their price on the day the video was released (6th October). I know that the markets have been falling for some time but I would like to know when to enter into an opportunity.
Thank you. I'm glad you found this useful. There's no entry point defined for this strategy on O'Shaughnessy's book. But now that I think of it, see what you're doing -- you are applying Nifty 50 market information on "Trending Value" strategy. That might not have much relevance because the trending value is on the basis of current information My suggestion is -- please enter at a time you are comfortable with. There is no scientific basis that I've come across for this. Hope this helps.
Thanks Shankar...I tried this, and followed the steps to get relevant stocks - used Ticker Tape for the same. But got confused with their data on 6 Month return. For one of the stocks that they showed as having highest return (Sukhjit Starch and Chemicals - 6 Month Return of 138), but in reality saw 6 months return as just around 20% (from around 230 to 280 as on Dec 21). And there is no momentum score for this stock. So I guess this is some data or calculation problem. And I wonder how momentum score is calculated, and why a stock does not have the score, esp if there has been movement?
Hello. Sukhjit Starch and Chemicals went through a stock split in October (old FV was 10 rupees, now 5). That might have disturbed the coding at Tickertape. As I always say -- a "screener" is most efficient when it's used to screen. It's not an efficient "picker" and this is where one recognition of issues, opportunities etc. comes in. Even in the case of trending value, I would have left out a few stocks in my Nov 2023 list due to some red/orange flags such as corporate governance, excessive debt, delisting rumours, rating downgrade, sector maturity etc.
@@shankarnath I had writtent to them about this wrong data for Sukhjit Stardch, and they have accepted and opened a ticket. Let us see when they come back.
Hello Sir ! I've been watching your videos for a long time. They are pretty good , give a new order of thiniking . I'm greatful . Just one ques --- 1) Do you update the list of 25 stocks in the excel sheet on periodic basis ? 2) Can we go through that sheet and update our stock holdings according to your updation ?
Thank you. I'm glad you like my work 1. Yes, this was explained in the video. 6 month rebalancing is ideal 2. I am not going to update this list in the worksheet. I'm instead going to take this into a paid community (plan to start one in 3-4 months) which will have not just this strategy but updations of the other 10-12 strategies I have talked about like shameless cloner, magic formula, losers portfolio, monopolies etc. I anyways need a platform to communicate any changes because it's not possible using YT community, newsletter etc. I think a paid community is a better solution where I can have a community manager to take care of things plus I can have a couple more researchers to ensure there is strong value coming through. Please give me until January for giving a more concrete picture on this. Thanks!
Hello Shankar. I was wondering about this strategy from the perspective of someone looking to rebalance every 6 months. Does that mean that one should do the calculations on a certain month, invest an amount, and then not invest any more until 6 months later, when this is rebalanced? Or every month for 6 months, at which time this should be rebalanced?
Hello. Yes, that's correct. You review once every 6 months. If you start reviewing it everyday, then stock list will change everyday as the stock price & therefore the mcap will change everyday. It's important to give the system some time to breathe and work in one's favour.
Can you tell what weightage have you given to the composit score and the returns given by the stock over the last 6 months? Basically, what i haven't understood is how you have arrived at the top 25 stocks?
1. Equal weighting (as mentioned in video) 2. Please watch the video again for a better understanding. The process is explained there + do examine the worksheet
Thank you for the video. One question. Is it right to say that decile score for dividends should be other way round. I mean the higher the dividend lesser the decile score and lowest dividend comes in 10th decile?
Hello. The updations will be done in the paid community I'm starting in a month or two. There I'll update not only this trending value strategy stocks but also other investment strategies like GARP, Peter Lynch, Loser's portfolio, Magic Formula etc.
@@lushoonimitkapoor9069 Yes Nimit ji, I've applied for a research analyst license with SEBI. I'll then be allowed to offer buy/sell recommendations with price targets
Amazing video!! New to channel..great explanation given for all metrics. My question , can we use the same excel and add new stock with filtration method suggested going forward as well. Do we have the formulas included in Excel which gets updated once we add new companies to the list
Welcome aboard! The excel sheet is static, nothing gets updated automatically. You can download the sheet and modify it per your needs though. As I've given the entire process, feel free to do this exercise every quarter or bi-annually -- it'll take 1.5-2 hours every time.
Essentially you have filtered out the top 10% as per your 6 valuation metrics, then ranked them as per the as per the momentum observed in these set of stocks ; Am I right ? @@shankarnath
Thank you. No, most of what I did was available in the free version. Exporting data is pro, fundamental score is pro & stuff like that. Pls check the platform for yourself, it really can't be explained in words.
I was just reading your substack and your video pop-up 😂. One question that is puzzling these days what's the sequence of order to go for while picking stock. Since we have so many strategy I am unable to understand how to pick best strategy. 1. Technical analysis 2. Fundamental analysis 3. Sector analysis 4. Valuations 5. Business analysis 6. Govt policies 7. International events like China dumping something... Since I started with fundamental analysis and found few stocks but they're not moving and few stocks I avoided as their fundamentals are not good but they're making new highs 😂. Sometimes I am puzzled what's wrong. I am still at basic levels and learning is going on.
That's good timing 🙌 .. I might release the next issue of the newsletter today evening or tomorrow afternoon. I had taken a week's break but now I'm back with it. With re: the strategy, pick the one that appeals to you most. For example - I like the GARP strategy & I also like 2/3 year revenue visibility companies (which I generally do in my newsletter). You have to see what's more appealing to you .. my preferences might not be yours & vice-versa. Hope this helps.
Seriously, this is the most structured planned and simply put - Brilliant video on such a complicated topic. I've taken down notes and I personally plan to invest, preferably through making a custom smallcase and will rebalance on quarterly basis. Shankar Sir, your newsletters and such gold content is much appreciated. Just one question - Would quarterly rebalancing would be the correct approach or half yearly would be better. Thank you for sharing your knowledge.
@@shankarnathsir also rebalancing, should we sell the stocks if they have grown and exceeded the ratio that we were supposed to allot, even when they belong to the new list ? Need a little bit more clarity on the rebalancing part. Should we get rid of stocks they were removed from the new list irrespective of them bearing profits/ losses overall ?
Will we be able to do monthly SIP in Value momentum strategy? Or add funds during 6th month rebalancing? Also have you made it part of your satelite group of investment?
During rebalancing the portfolio, should i bring the weightage of all stocks back to equal or should i just sell the stocks that have fallen out of top 25 and buy the new ones from the money made by selling the old ones? Please help with adding more details about the rebalancing too
Kindly refer to Mr. O'Shaughnessy's book for rebalancing specificity. Personally, I would have simply sold and bought i.e. I wouldn't have not brought the weightages to parity at every rebalancing stage
@@shankarnath In the book, it is mentioned multiple times that the portfolio is equi-weighted. So i think, we need to balance the complete portfolio i.e. sell some of the old ones too if there weightage has increased in the portfolio
Can u please tell when to sell at the same time for how many months should I recheck Means should I shuffle my 25 stocks every month if they are not present in my list should I sell them
superb video once again. i just have one doubt how did you combine momentum scores and value scores on excell. like what was the process so i can do it on my own.
Thanks! It's exactly the way I explained in the video. I took the top decile of combined scores (190 entries), I then found the 6M return of each of these 190 and did a descending order sort to pick the top 25
Hi shankar, great video from a trading standpoint..are yiu running any fund or smallcase that gets maintained based on your principles and analysis that gets churned dynamically?
Great Video as always, if you could kindly dwell a little more on how to create the deciles and also the collating part that would really help, thank you once again for being a beacon of light for retail investors🎉🎉
Thank you so much sir for this simple yet effective system. I had one question on the spreadsheet you have shared. Vedanta ltd had given a return of 22.8% in the past 6 months, however as per the sheet which you have shared the 6M return is 78.3%. Please let me know if I am missing something here?
Most welcome. Pls type Vedanta Limited share price on Google and check the price from 27th March 2024 to 27th September 2024. The data in the video is as of, 27th Sep 2024.
Can you make a detailed video on when to sell your holding....what are the criteria we need to look for to decide its the time to sell this holding...it will be really helpful.
Very nice video Shankar ji. Thank you for sharing your strategy. 🙏 I have a quetion, though. While assigning the decile values, how do we assign a value for negative parameters? For example, if the EV/EBITDA is negative, should we consider the company undervalued with respect to that parameter, or do we assign it a straight 10 because EBITDA is negative? Similarly for Price to Cash Flow - if the value is negative, should it get a 1 or a 10? Please help clarify this.
Glad you liked it. On the question of negative parameters, this was explained in the video under "assumptions" and the implementation can be also examined in the worksheet. In all negative and blank cases, I assumed 10th decile
Amazing video again. One Q, where should this fit into one’s portfolio if it already has your Momentum value switch strategy (with Nifty 500 momentum 50 and nifty 500 value 50)?
Thanks! Sorry, no idea on the fitment part .. I keep my investing broad, not strictly compartmentalised. As I explained in another video, the same fund/strategy can float over more than one market cap (large, mid, small) or investing style (momentum, growth, value)
Hi Shankar, Have a question regarding calculation of the rank and decile score, For some ratio's there are empty or invalid values. For EG: PE ratio might have 0 or negative values. Do you strictly avoid these values in the calculation of decile score? Eg: If we have a total set of 1840 entries and if there are 1000 valid entries, is the decile score calculated in multiples of 100 or 184? - Because for dividend yield I found only 931 valid entries and if calculated incorrectly, the decile rank might wrongly change from rank A -> B based on the set chosen I understand that any entries cannot be deleted from individual sets if invalid since we need sort by name of the company to slot each financial ratio together.
Hello. I had explained this part in the video -- pls see the part where I had the slide on assumptions. You can also check from the worksheet on my handling of blanks and negative entries
@@shankarnath Thanks for the reply, I still found some grey areas after watching the video and wanted to double confirm that the NEGATIVE values are considered in computing the rank and decile rank, but EMPTY values are not. For eg: Considering dividend yield, if there are total of 100 entries and if we have 20 empty entries, then the decile score will be calculated in divisibles of 8 (Considering there is data for 80 entries only). Is my understanding correct?
Thanks Shankar for this video. Seems like an effective investment strategy. Just wanted to check in case of dividend yield, will a stock get decile score of 1 that has the highest yield or lowest yield?
Hi Shankar sir, How this is different than investing in a strategy based index mutual fund , even here we are following a strategy is it same like that ?
Hello. Strategy based index funds are of different kinds. Pls examine this list -- niftyindices.com/indices/equity/strategy-indices I don't think any of them work on basis the "trending value" strategy
Can someone help regarding blank dividend yield values. What score to provide in case of blank dividend yield values? will it be 10 or something else? Thanks in advance
I created small case out of this strategy, can i go with lumpsum and then SIP ? How should i rebalance ? Should i exit the performing stocks and re invest after following the steps again ? While rebalancing whats the lowest stocks that i need to replace? Or add above 25 ?
Same. Considering this a part of satellite portfolio, I have limited the amount of investment thus going for lumpsum only. Planning to invest only the amount which I can afford to loose. As advised in the video I plan to perform the same exercise on 6 monthly basis, Retain original stocks if they make the list, sell rest and add new stocks if they make top 25. Hope Shankar sirji takes notice and replies.
Its a game changer. But just a question how do you allocate decile to all the 1800+ companies from 1 -10. Is there any excel shortcut to do it. Or you go through all the 1800+ companies one by one.
Hi Shankar Nath Sir! Thanks for the amazing insights and detailed explanations on trending value stocks. I’d love to get your thoughts on picking 10-15 stocks for a SIP of INR 15,0000 to 25,000. Also, could you explain how to approach recalibrating the portfolio and what to do with stocks that get removed? Thanks again!
@@shankarnath : Just a simple thought/question. Most of these companies are small and mid cap as pointed by you and have already given a pretty decent return. Some of these have given more than 100% returns in the L6M. Isn’t that an alarming point? Basically for how long a stock can keep running?
@@ravipandey8198 I don't know. But investing requires a rational understanding of fear and optimism. One cant be euphoric at all times and one can't be always petrified. Personally, I use numbers first and then emotions. Let's take your example -- say, company X has gone up in price by 100%. But what if it's EPS has gone up by 150% during the same time. If one looks at only the price side, then he/she will be alarmed. Give the same scenario to someone like me, I'll say something good has fallen into my lap esp. if the company can replicate that EPS growth. I'll put all my energies in finding evidence of that.
I'm a data engineer by profession, and I find your videos highly engaging. I appreciate how you consistently use data-driven analysis and encourage others to do the same-it’s truly inspiring. I'm curious to know if your previous or current experience includes any data-related roles?
Thank you very much! No, I've not worked in data-related roles but there's inbred curiosity to understand how these strategies work which keeps me going. I'm glad you find my work useful & informational 🙌
Sir, you are the best finance creator out there. Exceptional analysis. I have watched your Insurance valuation video during LIC IPO at least 10 times. Was working today at Value of New Business and multipliers. God bless you.
@@shankarnath Whatever you are sharing with us for free is a lot more worthwhile than many paid channels. If you would start your paid channel I would join it immediately.🙏
Hi sir, can you please explain how that 180 companies came down to 25. Did you give more weightage to momentum or decile ranking.. If possible please make a separate video.. 👏👏👍👍
Hello. 180 to 25 was how I explained it in the video -- pull out momentum for each 180 stocks i.e. 6M stock price return, do descending order sort and pick first 25 stocks. That's it. Pls watch the video again for better retention. Thx
Dear sir, its general question irrespective of the videos. Are these strategies recession, pandemic, emergency, market restructuring proof ? For example: we are seeing huge investment from india investors after covid. What if market sentiment change?
Dear Mr. Shankar, this looks really good strategy. I Think you should launch a small case for this & every strategy you explained on your channel. Everyone can't do this much study like me. Pls try to launch 🙏
Hands off to you sir .... very clear, sharp, to the point and got a new approch to think that how can be maximize the return. thankyou so much sir for guiding us i have a query - 1. What if market goes side ways or bearing for long period say 1-3 years? then also this approach will work? 2. if no, then what should we do?
Thank you! I'm glad you found this video useful 1. I have no idea but please avoid using equity oriented strategies if your time frame is 1-2 years 2. NA
@@neharajput6319 Kindly read the Capital Mind article on this. That's over 16 years so definitely includes bear periods -- www.capitalmind.in/insights/trending-value-india Hope this helps
@shankarnath, Sir, since most of these ratios may change frequently due to the market price and interim result dates, when is an ideal time to do entry/rebalancing. Should I wait till the end of the earnings season or should I stick to a fixed timing like start of every half year?
Hi Shankar, There are couple of thing I want to understand from the sheet:- 1. The very first tab is November'23 list, does that list have stock selections from previous year. 2. Deep Energy in the list is not listed so can we take 26th company which is Kothari Products 3. How frequently will you update the sheet.
@@shankarnath Update on the strategy. Current return on basket of stock (if bought one share each on 6th Oct) is -10.21%. It seems this strategy has higher beta wrt Nifty 50. Am I missing something here?
@@19922009shivansh Curious to know -- why buy 1 share each? I ask so because assuming there was Vodafone & MRF on this list, then you'd invest a total of 1,20,010 rupees i.e. 10 rupees on Voda & 1.2 lakhs on MRF. You'll never get this analysis right that way
Shankar Ji, Amazing Video !! you definitely deserve more followers than lot of other influencers who are misguiding investors with wrong techniques and information.
Hello Shankar, Great video as usual ❤. You make me feel stock market easier than it is. Thanks for this simple yet powerful strategy. Waiting for part 2 of your smart beta strategy😊
Shankar - I will look forward to your updates on the list quarterly/semi-annually in the newsletter. Doing some more experiments & automation on top of what you have, will post back.
Most welcome. It's impossible to make a screener query for this as numbers have to be pulled out, deciles have to be created, a multi-variate analysis needs to be done .. a screener can't manage all this which is why I started with tickertape and then moved to an excel sheet. May I request you to watch the process again in the video, thanks!
One may watch the video and gain a lot of understanding of various strategies - but the key point is about the man himself - SHANKAR NATH - how consistent - how amazing - how down to earth - such clarity - THE BOSS - THE GOAT !
Thank you very much 🙌
@@shankarnath, If viewers buy these stocks in buldk tommarow, stocks will rally ( if market is favorable ) 🤔
sir please make video in hindi
@@hardikrathod4324sir please make video in hindi
Which is a better Strategy Trending Value or PEG ratio? , I Have been watching your videos for s long time , it would be very much helpful. @shankarnath
Hello Shankar,
It's time you start your own smallcases or some similar options based on various strategies, it is becoming very difficult to explore all the investment strategies with limited money and more importantly limited time in our hands. I am afraid that I would definetily not be able to rebalance my portfolio at this rate, I hope you consider this suggestion.
Thank you Akshay ji.
Starting a smallcase sounds easy, but my understanding is -- it isn't. Foremost is a SEBI registration is required which puts the person availing it into a web of regulations, audits, reportings, filings, advertising limitations etc. I am hoping someone capable works on making a SEBI license not something to fear. This might sound casual to an outsider but as someone who reads & talks to dozens of others in this field, it's something one should carefully think of before availing.
Anyways, I am on the job. If an opening comes, I will go for it but like I do with my capital and content, I will look twice before I leap.
@@shankarnath Thanks for giving clarification on challenges in creating smallcases, hopefully you will be able to create it some day.
@@akshayvengal4628 :)
@@shankarnathsir I agree with what akshay says.
I also feel the same sir.
For example, for the trending value strategy discussed in the video,
Suppose we are allotting 1,00,000 for the strategy, I'm not sure it would be easy to equally allot the money, since some stocks may be costlier than the allotment amount which means that the ratios won't be maintained. (Fractional investing would have solved the problem😅)
Also rebalancing would be a hassle.
@@shankarnath Hi, can you advise on any current smallcase following this strategy.. it would be helpful. Thanks
Thanks. Very informative.
Thank you Ajinkya for your kind appreciation. I am glad you liked this video and the strategy!
Hi Shankar, great video. Your ideas are practical and very useful for the small investor. I've got a paid version of screener. Will this work on it or I have to also get the paid version of tickertape?
I rarely commnet on YT but shankar ji u are just amazing. The only financial influencer i follow and like to watch.
Thank you. Pls comment if you really like some video -- a little encouragement goes a long way in motivating creators to do better. I'll request you to comment more on the younger creators (i.e. subscriber base of less than 20,000) -- they're the ones that need it more
@@shankarnathGr8 Thought... Appreciate
Thanks, u a few of those people who are helping democratise stock picking strategies. So many strategies that can be used by small investors also.👍🏽
Most welcome 🙌 .. I'm glad you like my work
Thanks!
Much appreciated, Nilesh ji 🙌 .. Glad you liked this video, found it informative
Thanks a lot.
Valuation score of selected companies in the range of 14-18 may be due to their momentum over last six months. Without momentum, valuation score might have been less than 10 making them even more value-oriented but lacking momentum.
Loved the Mario in between. Made me nostalgic :)
Most welcome
Too good. Have been following you since your ET money days. Your explanation skills are amazing
Awesome, thank you! 🙌
@@shankarnath I joined ETMoney after watching your videos only. So you deserve all the credit.
If you give an option to subscribe on WhatsApp along with email, the subscribers to the newsletter would absolutely balloon. This small thing was certainly a friction point in my case.
Thank you for all the value you provide.
Appreciate your kind appreciation, Srikanth 🙌 And thank you for the suggestion. I also had that thought of using Whatsapp community but I don't know how to go about it. Do you know anyone who's doing it -- maybe a growth manager who can guide me?
Thanks sir! actually i have just one thing to say sir if you can please explain how to read and understand all three financial statements balance sheet,cash flow and income statement to analyse companies
Thank you very much for this kind gratuity and appreciation. I'll try to create such a video per your suggestion -- personally, I don't use a balancesheet, cashflow & income statement based analysis to identify companies. A large part of my thought process is available in my newsletter stories, hope you have taken a look at that.
This is a gold mine. You make it easy to understand and quite analytical vs other shallow click baity TH-camrs
Thank you. I'm happy you like my work
Wow! Can't imagine the amount of work that must've gone into this. Fantastic video Shankar 👏🏻
Thank you 🙌 .. yes, it was one of the tougher ones! Even while editing, I did 14 different screen recordings. I'm glad it came out well though :)
That has to be some kind of a record @@shankarnath 😅
Thank you for introducing me to the Trending Value strategy. My past reliance on just intuition for stock selection has led to mixed results, so this video has come at just the right time and motivated me to be more methodical when it comes to stock investing and to establish a Trending Value sub-portfolio. Also, your presentation was well-structured and delivered with clarity. I've subscribed!
Most welcome and welcome aboard! 🤗
One Suggestion Shankar Sir.. if this strategy is well backtested, can you pleasecome up with smallcase as it would need quarterly o semi annual rebalancing?
Thanks for the suggestion
Absolutely
agreed
But smallcases can only be managed by SEBI registered advisors right? But Shankar how much ever stock market knowledge he possesses, is sadly not a SEBI registered advisor
My one question here is - does this work at any point in time and doesn’t take into regard the overall sentiments of the market prevalent at that time?
The study done by Capital Mind and Mr. O'Shaughnessy was on a calendar year basis. So there wasn't any element of market condition while constructing this
Hi Shankar! I have watched a few of your videos and I really appreciate the clarity and simplicity with which you explain really complex topics. I like your sense of humour too 😃 You're definitely the best financial influencer that I have come across, and I have grown to trust what you say - so much so that when there's something new I want to learn about, I find myself looking (with hope) through your videos to see if you have covered that topic :) Thank you for all the hard work!🙇♂🙌
A specific question - I guess the deciles need to be ordered the other way for Dividend Yield (since higher the Dividend Yield the better)? So the highest Dividend Yield ends up in Decile 1 and the lowest in Decile 10?
Thank you very much for your kind appreciation. I'm glad you like my work 🙌 and find it useful
On dividend yield -- yes, higher the yield, higher up the decile order it is. So highest dividend yield = decile 1
Thankyou sir ❤❤❤
Can we use momentum and value etfs instead of this
Most welcome. Trending value strategy is based on specific stocks and not on ETFs which is a basket of stocks. Pls do try it out if curious
Thanks Shankar for an amazing concept. As always an excellent presentation. 👍
Thanks a ton
Hello Shankar Sir, thank you for sharing this video. Your approach to investing is very structured. I really look forward to trying out this strategy. I would s like to understand one thing from you here - you shared how frequently one should rebalance the portfolio but I would also like to know when to enter the opportunity. I searched the price levels of Vedanta, Rane Holdings and Nava on their daily charts. I noticed all of them fell when compared to their price on the day the video was released (6th October).
I know that the markets have been falling for some time but I would like to know when to enter into an opportunity.
Thank you. I'm glad you found this useful. There's no entry point defined for this strategy on O'Shaughnessy's book. But now that I think of it, see what you're doing -- you are applying Nifty 50 market information on "Trending Value" strategy. That might not have much relevance because the trending value is on the basis of current information
My suggestion is -- please enter at a time you are comfortable with. There is no scientific basis that I've come across for this. Hope this helps.
Very well explained. Many thanks.
Glad it was helpful!
This is what is called as higher order thinking and content.
This approach and strategy and content is very much appreciated
Thank you 🙌
This bestest of all content creators lucid, thoughtful, creative, simply outstanding!!!
Wow, thank you!
Awesome video. Following you for some time.your content and way you explain brilliant
Awesome, thank you!
For sharing your Knowledge take a bow ❤
You are so welcome
@shankarnath your newsletters are really undervalued and so is your channel . Great work sir 😊
Thank you so much 🙂
There's so much to learn from you shankar sir, thank you so much ❤
It's my pleasure
5 stock from my filter were matching within the shared stock. Thank you its boost Confidence.
Excellent👏👏👏 presentation, liked the video, you are doing great favour to retail investors
Glad you liked it! 🙌 Thank you
Thanks Shankar...I tried this, and followed the steps to get relevant stocks - used Ticker Tape for the same. But got confused with their data on 6 Month return. For one of the stocks that they showed as having highest return (Sukhjit Starch and Chemicals - 6 Month Return of 138), but in reality saw 6 months return as just around 20% (from around 230 to 280 as on Dec 21). And there is no momentum score for this stock. So I guess this is some data or calculation problem. And I wonder how momentum score is calculated, and why a stock does not have the score, esp if there has been movement?
Hello. Sukhjit Starch and Chemicals went through a stock split in October (old FV was 10 rupees, now 5). That might have disturbed the coding at Tickertape. As I always say -- a "screener" is most efficient when it's used to screen. It's not an efficient "picker" and this is where one recognition of issues, opportunities etc. comes in. Even in the case of trending value, I would have left out a few stocks in my Nov 2023 list due to some red/orange flags such as corporate governance, excessive debt, delisting rumours, rating downgrade, sector maturity etc.
@@shankarnath I had writtent to them about this wrong data for Sukhjit Stardch, and they have accepted and opened a ticket. Let us see when they come back.
@@manishp7206 Nice. Thanks for taking the initiative
Another gem ! Great analysis , explained in simple and crisp manner . Thank you !
My pleasure! 🙌
Hello Sir ! I've been watching your videos for a long time. They are pretty good , give a new order of thiniking . I'm greatful . Just one ques --- 1) Do you update the list of 25 stocks in the excel sheet on periodic basis ? 2) Can we go through that sheet and update our stock holdings according to your updation ?
Thank you. I'm glad you like my work
1. Yes, this was explained in the video. 6 month rebalancing is ideal
2. I am not going to update this list in the worksheet. I'm instead going to take this into a paid community (plan to start one in 3-4 months) which will have not just this strategy but updations of the other 10-12 strategies I have talked about like shameless cloner, magic formula, losers portfolio, monopolies etc. I anyways need a platform to communicate any changes because it's not possible using YT community, newsletter etc. I think a paid community is a better solution where I can have a community manager to take care of things plus I can have a couple more researchers to ensure there is strong value coming through. Please give me until January for giving a more concrete picture on this. Thanks!
@@shankarnatheagerly waiting. wish to be the first few to join
@@shankarnath this seems to be useful. Please keep us posted about the updates. Would be willing to join.
@@shankarnath we are almost to February, waiting for your update on this
Hello Shankar. I was wondering about this strategy from the perspective of someone looking to rebalance every 6 months. Does that mean that one should do the calculations on a certain month, invest an amount, and then not invest any more until 6 months later, when this is rebalanced? Or every month for 6 months, at which time this should be rebalanced?
Hello. Yes, that's correct. You review once every 6 months. If you start reviewing it everyday, then stock list will change everyday as the stock price & therefore the mcap will change everyday. It's important to give the system some time to breathe and work in one's favour.
Can you tell what weightage have you given to the composit score and the returns given by the stock over the last 6 months? Basically, what i haven't understood is how you have arrived at the top 25 stocks?
1. Equal weighting (as mentioned in video)
2. Please watch the video again for a better understanding. The process is explained there + do examine the worksheet
Thank you for the video. One question. Is it right to say that decile score for dividends should be other way round. I mean the higher the dividend lesser the decile score and lowest dividend comes in 10th decile?
Most welcome. Yes -- higher the dividend yield, better the rank
Please update the new semi annual picks when it’s time. Thank you!
Hello. The updations will be done in the paid community I'm starting in a month or two. There I'll update not only this trending value strategy stocks but also other investment strategies like GARP, Peter Lynch, Loser's portfolio, Magic Formula etc.
@@shankarnath Hi Shankar, will you also be giving the sell call for the stock recommendations you provide in your newsletter in the paid community?
@@lushoonimitkapoor9069 Yes Nimit ji, I've applied for a research analyst license with SEBI. I'll then be allowed to offer buy/sell recommendations with price targets
@@shankarnath please do upload a video or give a message to your subscribers about this community, would love joining it.
@ Yes, will do. I haven't heard on the RA license yet, so there's a month or two more to go
Amazing video!! New to channel..great explanation given for all metrics.
My question , can we use the same excel and add new stock with filtration method suggested going forward as well. Do we have the formulas included in Excel which gets updated once we add new companies to the list
Welcome aboard! The excel sheet is static, nothing gets updated automatically. You can download the sheet and modify it per your needs though. As I've given the entire process, feel free to do this exercise every quarter or bi-annually -- it'll take 1.5-2 hours every time.
Thank you so much❤❤
Essentially you have filtered out the top 10% as per your 6 valuation metrics, then ranked them as per the as per the momentum observed in these set of stocks ; Am I right ? @@shankarnath
Sir this is so good. I hope you get your well deserved recognition.
1 question, all the analysis features are available in pro version only?
Thank you.
No, most of what I did was available in the free version. Exporting data is pro, fundamental score is pro & stuff like that. Pls check the platform for yourself, it really can't be explained in words.
I was just reading your substack and your video pop-up 😂.
One question that is puzzling these days what's the sequence of order to go for while picking stock. Since we have so many strategy I am unable to understand how to pick best strategy.
1. Technical analysis
2. Fundamental analysis
3. Sector analysis
4. Valuations
5. Business analysis
6. Govt policies
7. International events like China dumping something...
Since I started with fundamental analysis and found few stocks but they're not moving and few stocks I avoided as their fundamentals are not good but they're making new highs 😂. Sometimes I am puzzled what's wrong. I am still at basic levels and learning is going on.
That's good timing 🙌 .. I might release the next issue of the newsletter today evening or tomorrow afternoon. I had taken a week's break but now I'm back with it.
With re: the strategy, pick the one that appeals to you most. For example - I like the GARP strategy & I also like 2/3 year revenue visibility companies (which I generally do in my newsletter). You have to see what's more appealing to you .. my preferences might not be yours & vice-versa. Hope this helps.
@@shankarnath was about to ask about the newsletter. Eagerly waiting ⏳.
Awesome content and explanation !!!
Glad you liked it!
Such one of the best & Useful info Video 📸
Glad it was helpful!
What a ‘value’ loaded video. Excellent insights as always. Thank you very much
Most welcome 🙌
As always, an exceptional teachings from your bouquet of strategies. Kudos to you and your team.
Thank you very much 🙌
Thank you sir!
Invested based on this video and currently sitting on 90% profit in Pudumjee Paper
Most welcome and many congratulations!
@shankarnath Down to 30% post the mid & small-cap fall 😭. Need a video on frameworks to book profits
Love your work. Please keep posting
Thanks
Seriously, this is the most structured planned and simply put - Brilliant video on such a complicated topic. I've taken down notes and I personally plan to invest, preferably through making a custom smallcase and will rebalance on quarterly basis. Shankar Sir, your newsletters and such gold content is much appreciated. Just one question - Would quarterly rebalancing would be the correct approach or half yearly would be better. Thank you for sharing your knowledge.
Glad it was helpful! Appreciate the kind words 🙌 .. The quarterly vs half-yearly rebalancing point was explained in the video, kindly have a look pls
@@shankarnathsir also rebalancing, should we sell the stocks if they have grown and exceeded the ratio that we were supposed to allot, even when they belong to the new list ?
Need a little bit more clarity on the rebalancing part.
Should we get rid of stocks they were removed from the new list irrespective of them bearing profits/ losses overall ?
@akshay are you planning to create a smallcase ?
Can we retail investors create custom smallcases?
superb work keep going ,Top notch video great knowledge inspiring ❤watched couple of times
So nice of you. Glad you liked it!
Very well, Shankar! That's phenomenal work, and I'll definitely look into this filtration! Somehow, you make these things easy to process!
Thank you
Will we be able to do monthly SIP in Value momentum strategy? Or add funds during 6th month rebalancing?
Also have you made it part of your satelite group of investment?
Same query
During rebalancing the portfolio, should i bring the weightage of all stocks back to equal or should i just sell the stocks that have fallen out of top 25 and buy the new ones from the money made by selling the old ones?
Please help with adding more details about the rebalancing too
Kindly refer to Mr. O'Shaughnessy's book for rebalancing specificity. Personally, I would have simply sold and bought i.e. I wouldn't have not brought the weightages to parity at every rebalancing stage
@@shankarnath In the book, it is mentioned multiple times that the portfolio is equi-weighted. So i think, we need to balance the complete portfolio i.e. sell some of the old ones too if there weightage has increased in the portfolio
Can u please tell when to sell at the same time for how many months should I recheck
Means should I shuffle my 25 stocks every month if they are not present in my list should I sell them
superb video once again. i just have one doubt how did you combine momentum scores and value scores on excell. like what was the process so i can do it on my own.
Thanks! It's exactly the way I explained in the video. I took the top decile of combined scores (190 entries), I then found the 6M return of each of these 190 and did a descending order sort to pick the top 25
Wonderful Video, lot of learning for me. Thanks for sharing such a valuable content 🙏
My pleasure. Glad to hear that
Do you just keep rebalancing forever or there is scenario when we book and create a new portfolio?
The book doesn't talk about it. But technically, rebalancing here means booking of profits (in most cases)
Hi shankar, great video from a trading standpoint..are yiu running any fund or smallcase that gets maintained based on your principles and analysis that gets churned dynamically?
Thank you! Currently, I'm not running a smallcase. I'll start in a few months once there is clarity on SEBI registrations
Thank you Shankar for a very informative video… Great job indeed
So nice of you. Most welcome!
@shankarnath
It was great video..
Very informative and insightful
U make it easy to understand.
Will share with my friends.
highly recommendable 🎉🎉🎉
Thank you so much 🙂
Hi Shnkar, I always enjoy ur (ur team) analyses. Great job again.
Is there a Smallcase for this strategy. I will be interested.
Thank you. I'm not aware of any smallcase around this but I'm hopeful some establishments will be using this or part of this in identifying stocks
Another brilliant video from Shankar. Every time you come up a strategy, I can’t help but wish there was an ETF for it on the exchanges :)
Glad you enjoyed it! Yes, a shamelessly cloned ETF wont be far :)
It was a great video very informative and insightful you make it easy to understand all the concepts for beginner traders like us.
Glad it was helpful! Thank you 🙌
Shankar Nath Ji.. you are doing great work.. all the best wishes!
Thanks a lot 🙌
Great Video as always, if you could kindly dwell a little more on how to create the deciles and also the collating part that would really help, thank you once again for being a beacon of light for retail investors🎉🎉
Thanks for the suggestion
Thank you so much sir for this simple yet effective system. I had one question on the spreadsheet you have shared. Vedanta ltd had given a return of 22.8% in the past 6 months, however as per the sheet which you have shared the 6M return is 78.3%. Please let me know if I am missing something here?
Most welcome. Pls type Vedanta Limited share price on Google and check the price from 27th March 2024 to 27th September 2024. The data in the video is as of, 27th Sep 2024.
Lovely. Your videos are always data backed and crisp. Always helps in my learning journey. Thank you to keep them coming 👏👏
My pleasure
Can you make a detailed video on when to sell your holding....what are the criteria we need to look for to decide its the time to sell this holding...it will be really helpful.
Thanks for the suggestion. I did explain the rebalancing bit in this video. Rebalancing means selling the losers and keeping the winners
Very nice video Shankar ji. Thank you for sharing your strategy. 🙏
I have a quetion, though. While assigning the decile values, how do we assign a value for negative parameters? For example, if the EV/EBITDA is negative, should we consider the company undervalued with respect to that parameter, or do we assign it a straight 10 because EBITDA is negative? Similarly for Price to Cash Flow - if the value is negative, should it get a 1 or a 10? Please help clarify this.
Glad you liked it. On the question of negative parameters, this was explained in the video under "assumptions" and the implementation can be also examined in the worksheet. In all negative and blank cases, I assumed 10th decile
@@shankarnath Thank you. This is very helpful. 😊
great analysis.but when to buy these 25 stocks
Great video. Narration is excellent....
Glad you liked it! 🙌
Nice 😅
Sir, please make a small fee based smallcase and rebalance it as and when needed.
Glad you liked it. Yes, a smallcase is in my to-do list .. might take time, but it'll happen.
Amazing video again. One Q, where should this fit into one’s portfolio if it already has your Momentum value switch strategy (with Nifty 500 momentum 50 and nifty 500 value 50)?
Thanks! Sorry, no idea on the fitment part .. I keep my investing broad, not strictly compartmentalised. As I explained in another video, the same fund/strategy can float over more than one market cap (large, mid, small) or investing style (momentum, growth, value)
Shankarji very nice and eye opener topic. Thank you so much
You're most welcome
Hi Shankar,
Have a question regarding calculation of the rank and decile score,
For some ratio's there are empty or invalid values. For EG: PE ratio might have 0 or negative values.
Do you strictly avoid these values in the calculation of decile score? Eg: If we have a total set of 1840 entries and if there are 1000 valid entries, is the decile score calculated in multiples of 100 or 184? - Because for dividend yield I found only 931 valid entries and if calculated incorrectly, the decile rank might wrongly change from rank A -> B based on the set chosen
I understand that any entries cannot be deleted from individual sets if invalid since we need sort by name of the company to slot each financial ratio together.
Hello. I had explained this part in the video -- pls see the part where I had the slide on assumptions. You can also check from the worksheet on my handling of blanks and negative entries
@@shankarnath Thanks for the reply,
I still found some grey areas after watching the video and wanted to double confirm that the NEGATIVE values are considered in computing the rank and decile rank, but EMPTY values are not.
For eg: Considering dividend yield, if there are total of 100 entries and if we have 20 empty entries, then the decile score will be calculated in divisibles of 8 (Considering there is data for 80 entries only). Is my understanding correct?
Thanks Shankar for this video. Seems like an effective investment strategy. Just wanted to check in case of dividend yield, will a stock get decile score of 1 that has the highest yield or lowest yield?
It's highest for dividend yield. Higher is better
Hi Shankar sir,
How this is different than investing in a strategy based index mutual fund , even here we are following a strategy is it same like that ?
Hello. Strategy based index funds are of different kinds. Pls examine this list -- niftyindices.com/indices/equity/strategy-indices
I don't think any of them work on basis the "trending value" strategy
@shankarnath Thanks for the response, I'll refer there.
🎉 fantastic job, as always ❤
Thank you!
Can someone help regarding blank dividend yield values. What score to provide in case of blank dividend yield values? will it be 10 or something else?
Thanks in advance
Yes, you can use 10 for blanks and negative values. Blank in the case of dividend yield means 0% dividend
@shankarnath thank u very much 😃
I created small case out of this strategy, can i go with lumpsum and then SIP ?
How should i rebalance ? Should i exit the performing stocks and re invest after following the steps again ?
While rebalancing whats the lowest stocks that i need to replace? Or add above 25 ?
Same.
Considering this a part of satellite portfolio, I have limited the amount of investment thus going for lumpsum only. Planning to invest only the amount which I can afford to loose.
As advised in the video I plan to perform the same exercise on 6 monthly basis, Retain original stocks if they make the list, sell rest and add new stocks if they make top 25.
Hope Shankar sirji takes notice and replies.
Its a game changer. But just a question how do you allocate decile to all the 1800+ companies from 1 -10. Is there any excel shortcut to do it. Or you go through all the 1800+ companies one by one.
As explained in the video:
1st decile is 1800/10 = first 180 companies
2nd decile is 2* 1800/10 = 181st to 360 companies
.. and so on
Hello Shankar
Is there any Mutual fund or Index fund following this strategy?
Hello. I haven't come across any
@@shankarnath Why dont you start a Small case and I will be your first subscriber...😀
@@rajeevbhatnagar9069 Thanks for the suggestion
Hi Shankar Nath Sir!
Thanks for the amazing insights and detailed explanations on trending value stocks. I’d love to get your thoughts on picking 10-15 stocks for a SIP of INR 15,0000 to 25,000. Also, could you explain how to approach recalibrating the portfolio and what to do with stocks that get removed? Thanks again!
Really amazing learning experience Kudos 🎉🎉🎉 to you Sir
So nice of you. Thanks! 🙌
Awesome work Shankar..
Thanks a ton 🙌
How about a smallcase for this strategy? Something you would consider?
Thanks for the suggestion
Too good 👍🏻. Great work sir
Thanks a ton
Wow! Just stumbled upon your channel. This is a Gold mine. Nobody teaches this. Thank you!!
Glad you found my work helpful!
@@shankarnath : Just a simple thought/question. Most of these companies are small and mid cap as pointed by you and have already given a pretty decent return. Some of these have given more than 100% returns in the L6M. Isn’t that an alarming point? Basically for how long a stock can keep running?
@@ravipandey8198 I don't know. But investing requires a rational understanding of fear and optimism. One cant be euphoric at all times and one can't be always petrified. Personally, I use numbers first and then emotions.
Let's take your example -- say, company X has gone up in price by 100%. But what if it's EPS has gone up by 150% during the same time. If one looks at only the price side, then he/she will be alarmed. Give the same scenario to someone like me, I'll say something good has fallen into my lap esp. if the company can replicate that EPS growth. I'll put all my energies in finding evidence of that.
@@shankarnath : Thanks for the clarification. Much love. :)
I'm a data engineer by profession, and I find your videos highly engaging. I appreciate how you consistently use data-driven analysis and encourage others to do the same-it’s truly inspiring.
I'm curious to know if your previous or current experience includes any data-related roles?
Thank you very much! No, I've not worked in data-related roles but there's inbred curiosity to understand how these strategies work which keeps me going. I'm glad you find my work useful & informational 🙌
Sir, you are the best finance creator out there. Exceptional analysis. I have watched your Insurance valuation video during LIC IPO at least 10 times. Was working today at Value of New Business and multipliers. God bless you.
Thank you very much for your kind words 🙌
This is valuable, thank you sir. Where is the "Join" button?😀
Thank you! I don't have any paid subscription at the moment, sorry to disappoint you
@@shankarnath Whatever you are sharing with us for free is a lot more worthwhile than many paid channels. If you would start your paid channel I would join it immediately.🙏
PS: Your thumbnails are awesome.
@@Vihari10 Thank you for your vote of confidence, appreciate it 🙌
Hi sir, can you please explain how that 180 companies came down to 25. Did you give more weightage to momentum or decile ranking.. If possible please make a separate video.. 👏👏👍👍
Hello. 180 to 25 was how I explained it in the video -- pull out momentum for each 180 stocks i.e. 6M stock price return, do descending order sort and pick first 25 stocks. That's it. Pls watch the video again for better retention. Thx
@@shankarnath Thanks a lot for detailed information👍 👏👏
Dear sir, its general question irrespective of the videos.
Are these strategies recession, pandemic, emergency, market restructuring proof ?
For example: we are seeing huge investment from india investors after covid. What if market sentiment change?
Hello, no strategy is recession, pandemic, emergency, market restructuring proof
Dear Mr. Shankar, this looks really good strategy. I Think you should launch a small case for this & every strategy you explained on your channel. Everyone can't do this much study like me. Pls try to launch 🙏
Thanks for the kind words and encouragement 🙌
Hands off to you sir .... very clear, sharp, to the point and got a new approch to think that how can be maximize the return.
thankyou so much sir for guiding us
i have a query -
1. What if market goes side ways or bearing for long period say 1-3 years? then also this approach will work?
2. if no, then what should we do?
Thank you! I'm glad you found this video useful
1. I have no idea but please avoid using equity oriented strategies if your time frame is 1-2 years
2. NA
Thankyou Sir
Sir my view is not for 1-2 yr in equity.
I just want to know that is this strategy works in underperformed market? Please
@@neharajput6319 Kindly read the Capital Mind article on this. That's over 16 years so definitely includes bear periods -- www.capitalmind.in/insights/trending-value-india
Hope this helps
Afyer reading the whole article it is so much clear sir.
Once again thankyou sir for enhancing our knowledge.
@@neharajput6319 Most welcome!
@shankarnath, Sir, since most of these ratios may change frequently due to the market price and interim result dates, when is an ideal time to do entry/rebalancing. Should I wait till the end of the earnings season or should I stick to a fixed timing like start of every half year?
There's nothing mentioned in O'Shaughnessy's book on the perfect time to start this
Hi Shankar, There are couple of thing I want to understand from the sheet:-
1. The very first tab is November'23 list, does that list have stock selections from previous year.
2. Deep Energy in the list is not listed so can we take 26th company which is Kothari Products
3. How frequently will you update the sheet.
Hi
1. Yes
2. Yes
3. Every 6 months (it will be a part of my paid community offer)
@shankarnath when will you be starting paid community and how do
one join?
@@ajman52 Hello. It'll take me 3 more months pls, will update everyone via a community post
@@shankarnath Update on the strategy. Current return on basket of stock (if bought one share each on 6th Oct) is -10.21%. It seems this strategy has higher beta wrt Nifty 50.
Am I missing something here?
@@19922009shivansh Curious to know -- why buy 1 share each? I ask so because assuming there was Vodafone & MRF on this list, then you'd invest a total of 1,20,010 rupees i.e. 10 rupees on Voda & 1.2 lakhs on MRF. You'll never get this analysis right that way
Wisdom revealed. As Always very informative 👌👌
Glad you liked it 🙌
Shankar Ji, Amazing Video !!
you definitely deserve more followers than lot of other influencers who are misguiding investors with wrong techniques and information.
So nice of you. Thank you for your continued support and encouragement 🙌
Hello Shankar,
Great video as usual ❤. You make me feel stock market easier than it is. Thanks for this simple yet powerful strategy.
Waiting for part 2 of your smart beta strategy😊
My pleasure
Sir your data backed analysis are amazing. Love to watch your videos
Glad to hear that
How do one invest in this kind of portfolio? Smallcase? AMC? INDEX? ETF?
Point Blank - You're amazing! Really appreciate the efforts you put into research and presentation for your viewers.
Shankar - I will look forward to your updates on the list quarterly/semi-annually in the newsletter. Doing some more experiments & automation on top of what you have, will post back.
My pleasure! Glad you like my work 🙌
Superb video as usual..
Huge Fan of yours!!
Thank you so much 😀
Thank you sir can you also help us with screener query for the video strategy?
Most welcome. It's impossible to make a screener query for this as numbers have to be pulled out, deciles have to be created, a multi-variate analysis needs to be done .. a screener can't manage all this which is why I started with tickertape and then moved to an excel sheet. May I request you to watch the process again in the video, thanks!