I Made 96.9% Returns with 25 TRENDING VALUE Stock Picks! Here’s My List for This Year 📝

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  • เผยแพร่เมื่อ 10 ม.ค. 2025

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  • @sridharkalyanaraman6943
    @sridharkalyanaraman6943 3 หลายเดือนก่อน +91

    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 !

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน +3

      Thank you very much 🙌

    • @ajmalghan
      @ajmalghan 3 หลายเดือนก่อน +1

      ​@@shankarnath, If viewers buy these stocks in buldk tommarow, stocks will rally ( if market is favorable ) 🤔

    • @hardikrathod4324
      @hardikrathod4324 2 หลายเดือนก่อน +3

      sir please make video in hindi

    • @enterexam2684
      @enterexam2684 หลายเดือนก่อน

      ​@@hardikrathod4324sir please make video in hindi

    • @vinu-zu9qg
      @vinu-zu9qg 26 วันที่ผ่านมา

      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

  • @akshayvengal4628
    @akshayvengal4628 3 หลายเดือนก่อน +32

    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.

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน +33

      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.

    • @akshayvengal4628
      @akshayvengal4628 3 หลายเดือนก่อน +3

      @@shankarnath Thanks for giving clarification on challenges in creating smallcases, hopefully you will be able to create it some day.

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน +1

      @@akshayvengal4628 :)

    • @shantanumg2902
      @shantanumg2902 3 หลายเดือนก่อน +4

      ​​@@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.

    • @arup76
      @arup76 3 หลายเดือนก่อน

      @@shankarnath Hi, can you advise on any current smallcase following this strategy.. it would be helpful. Thanks

  • @antsonm
    @antsonm 3 หลายเดือนก่อน +21

    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.👍🏽

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน +1

      Most welcome 🙌 .. I'm glad you like my work

  • @NickLopes105
    @NickLopes105 3 หลายเดือนก่อน +43

    I rarely commnet on YT but shankar ji u are just amazing. The only financial influencer i follow and like to watch.

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน +12

      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

    • @vipinmittal1222
      @vipinmittal1222 3 หลายเดือนก่อน +2

      ​@@shankarnathGr8 Thought... Appreciate

  • @arunkiwi
    @arunkiwi 3 หลายเดือนก่อน +8

    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 :)

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      Most welcome

  • @saimanoranjan
    @saimanoranjan 3 หลายเดือนก่อน +22

    Too good. Have been following you since your ET money days. Your explanation skills are amazing

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน +2

      Awesome, thank you! 🙌

    • @sumit5676R
      @sumit5676R 3 หลายเดือนก่อน +1

      @@shankarnath I joined ETMoney after watching your videos only. So you deserve all the credit.

  • @Ajinkya1977
    @Ajinkya1977 3 หลายเดือนก่อน +3

    Thanks. Very informative.

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน +1

      Thank you Ajinkya for your kind appreciation. I am glad you liked this video and the strategy!

    • @amitabhbanerji7256
      @amitabhbanerji7256 3 หลายเดือนก่อน

      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?

  • @khushbujhaveri2762
    @khushbujhaveri2762 2 หลายเดือนก่อน +6

    This is a gold mine. You make it easy to understand and quite analytical vs other shallow click baity TH-camrs

    • @shankarnath
      @shankarnath  2 หลายเดือนก่อน +1

      Thank you. I'm happy you like my work

  • @anupdsouza
    @anupdsouza 3 หลายเดือนก่อน +11

    Wow! Can't imagine the amount of work that must've gone into this. Fantastic video Shankar 👏🏻

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน +11

      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 :)

    • @anupdsouza
      @anupdsouza 3 หลายเดือนก่อน

      That has to be some kind of a record ​@@shankarnath 😅

  • @harmanaulakh749
    @harmanaulakh749 3 หลายเดือนก่อน +3

    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

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน +2

      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.

  • @chocchait
    @chocchait 3 หลายเดือนก่อน +14

    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?

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน +3

      Thanks for the suggestion

    • @subhendughosh1872
      @subhendughosh1872 3 หลายเดือนก่อน

      Absolutely

    • @shantanumg2902
      @shantanumg2902 3 หลายเดือนก่อน

      agreed

    • @sriharish1703
      @sriharish1703 3 หลายเดือนก่อน

      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

  • @kevinsavla1877
    @kevinsavla1877 3 หลายเดือนก่อน +1

    5 stock from my filter were matching within the shared stock. Thank you its boost Confidence.

  • @nileshbhoir2846
    @nileshbhoir2846 3 หลายเดือนก่อน +2

    Thanks!

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      Much appreciated, Nilesh ji 🙌 .. Glad you liked this video, found it informative

  • @hjjetstone
    @hjjetstone หลายเดือนก่อน +2

    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!

    • @shankarnath
      @shankarnath  หลายเดือนก่อน

      Most welcome and welcome aboard! 🤗

  • @devjitbanerjee6510
    @devjitbanerjee6510 3 หลายเดือนก่อน +2

    This is what is called as higher order thinking and content.
    This approach and strategy and content is very much appreciated

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      Thank you 🙌

  • @shinuraj997
    @shinuraj997 3 หลายเดือนก่อน +2

    This bestest of all content creators lucid, thoughtful, creative, simply outstanding!!!

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      Wow, thank you!

  • @manishp7206
    @manishp7206 19 วันที่ผ่านมา +1

    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?

    • @shankarnath
      @shankarnath  19 วันที่ผ่านมา +1

      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.

    • @manishp7206
      @manishp7206 16 วันที่ผ่านมา +1

      @@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.

    • @shankarnath
      @shankarnath  16 วันที่ผ่านมา

      @@manishp7206 Nice. Thanks for taking the initiative

  • @ivy0912
    @ivy0912 19 วันที่ผ่านมา +1

    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?

    • @shankarnath
      @shankarnath  18 วันที่ผ่านมา +1

      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

  • @mdrafeek786
    @mdrafeek786 3 หลายเดือนก่อน +5

    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.

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน +4

      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.

    • @shantanumg2902
      @shantanumg2902 3 หลายเดือนก่อน

      ​@@shankarnath was about to ask about the newsletter. Eagerly waiting ⏳.

  • @snehshandilya6314
    @snehshandilya6314 3 หลายเดือนก่อน +5

    Nice 😅
    Sir, please make a small fee based smallcase and rebalance it as and when needed.

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน +2

      Glad you liked it. Yes, a smallcase is in my to-do list .. might take time, but it'll happen.

  • @Mr3srikanth3
    @Mr3srikanth3 3 หลายเดือนก่อน +2

    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.

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      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?

  • @mineshtemkar9963
    @mineshtemkar9963 3 หลายเดือนก่อน +4

    Thanks Shankar for an amazing concept. As always an excellent presentation. 👍

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      Thanks a ton

  • @sreenivaschaganty1375
    @sreenivaschaganty1375 2 วันที่ผ่านมา +1

    Very well explained. Many thanks.

    • @shankarnath
      @shankarnath  2 วันที่ผ่านมา

      Glad it was helpful!

  • @EKAGRAANDMANAS
    @EKAGRAANDMANAS 3 หลายเดือนก่อน +2

    @shankarnath your newsletters are really undervalued and so is your channel . Great work sir 😊

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      Thank you so much 🙂

  • @dadaeditz3073
    @dadaeditz3073 2 หลายเดือนก่อน +2

    For sharing your Knowledge take a bow ❤

    • @shankarnath
      @shankarnath  2 หลายเดือนก่อน

      You are so welcome

  • @Razrman
    @Razrman 3 หลายเดือนก่อน +1

    What a ‘value’ loaded video. Excellent insights as always. Thank you very much

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      Most welcome 🙌

  • @majidmohd100
    @majidmohd100 8 วันที่ผ่านมา +1

    Please update the new semi annual picks when it’s time. Thank you!

    • @shankarnath
      @shankarnath  7 วันที่ผ่านมา

      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.

  • @devenderdasvaliyaparambath2373
    @devenderdasvaliyaparambath2373 3 หลายเดือนก่อน +1

    Awesome video. Following you for some time.your content and way you explain brilliant

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      Awesome, thank you!

  • @ravipandey8198
    @ravipandey8198 3 หลายเดือนก่อน +1

    Wow! Just stumbled upon your channel. This is a Gold mine. Nobody teaches this. Thank you!!

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      Glad you found my work helpful!

    • @ravipandey8198
      @ravipandey8198 3 หลายเดือนก่อน +1

      @@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?

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      @@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.

    • @ravipandey8198
      @ravipandey8198 3 หลายเดือนก่อน

      @@shankarnath : Thanks for the clarification. Much love. :)

  • @shrikantg9966
    @shrikantg9966 3 หลายเดือนก่อน +2

    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

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      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.

    • @shrikantg9966
      @shrikantg9966 3 หลายเดือนก่อน

      Thank you so much❤❤

    • @sreejithanp7236
      @sreejithanp7236 3 หลายเดือนก่อน

      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

  • @priyankunhale12
    @priyankunhale12 3 หลายเดือนก่อน +1

    Shankar Nath Ji.. you are doing great work.. all the best wishes!

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      Thanks a lot 🙌

  • @sanketdsajjan1895
    @sanketdsajjan1895 3 หลายเดือนก่อน +6

    10:16 its true 😊❤

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      Ha ha .. thanks! 🙌

  • @kailash3d
    @kailash3d 3 หลายเดือนก่อน +1

    Excellent👏👏👏 presentation, liked the video, you are doing great favour to retail investors

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      Glad you liked it! 🙌 Thank you

  • @vineetb4996
    @vineetb4996 3 หลายเดือนก่อน +1

    Another gem ! Great analysis , explained in simple and crisp manner . Thank you !

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      My pleasure! 🙌

  • @rschahal9809
    @rschahal9809 23 วันที่ผ่านมา

    hi in ticker tape the value of PE is negative so how ru managing it

    • @shankarnath
      @shankarnath  22 วันที่ผ่านมา

      Negative and blank values go to 10th decile

    • @rschahal9809
      @rschahal9809 17 วันที่ผ่านมา

      @@shankarnath tx great help

  • @bluestone019
    @bluestone019 3 หลายเดือนก่อน +1

    Great video. Narration is excellent....

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      Glad you liked it! 🙌

  • @biswajyoti.
    @biswajyoti. 2 หลายเดือนก่อน +1

    There's so much to learn from you shankar sir, thank you so much ❤

    • @shankarnath
      @shankarnath  2 หลายเดือนก่อน +1

      It's my pleasure

  • @adityadixit5690
    @adityadixit5690 3 หลายเดือนก่อน +1

    Awesome content and explanation !!!

    • @shankarnath
      @shankarnath  2 หลายเดือนก่อน

      Glad you liked it!

  • @hsoni
    @hsoni หลายเดือนก่อน

    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

    • @shankarnath
      @shankarnath  หลายเดือนก่อน

      Yes, you can use 10 for blanks and negative values. Blank in the case of dividend yield means 0% dividend

    • @hsoni
      @hsoni หลายเดือนก่อน

      @shankarnath thank u very much 😃

  • @satheshkumar5870
    @satheshkumar5870 3 หลายเดือนก่อน +1

    Such one of the best & Useful info Video 📸

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      Glad it was helpful!

  • @sridharkalyanaraman6943
    @sridharkalyanaraman6943 3 หลายเดือนก่อน

    Is there a SMART BETA index correlating to this? That is TREND (MOMENTUM) PLUS VALUE? A curious question - how come TRENDING-VALUE-25 is populated with Small & Micro Caps? Because the MOM50 or MOM30 indexes have a few large and midcaps - does it mean when Value filter is applied they drop off?

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน +1

      1. Technically yes -- its a multi-variate factor using value and momentum.
      2. More small & microcaps as that's what has been "trending" more than large caps

  • @DoctorInvester24
    @DoctorInvester24 หลายเดือนก่อน +1

    Thankyou sir ❤❤❤
    Can we use momentum and value etfs instead of this

    • @shankarnath
      @shankarnath  หลายเดือนก่อน

      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

  • @parasarghosh5883
    @parasarghosh5883 2 หลายเดือนก่อน

    great analysis.but when to buy these 25 stocks

  • @kavinsundar
    @kavinsundar 3 หลายเดือนก่อน +1

    Wisdom revealed. As Always very informative 👌👌

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      Glad you liked it 🙌

  • @everythingwedo3150
    @everythingwedo3150 3 หลายเดือนก่อน +1

    As always, an exceptional teachings from your bouquet of strategies. Kudos to you and your team.

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      Thank you very much 🙌

  • @sidharthtewary
    @sidharthtewary 3 หลายเดือนก่อน

    I am not able to arrive at same 25 names. Can u share decile logic applied for each column

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      1 decile is total universe divided by 10. I explained that part in the videos, pls have a look

  • @sudarshanpahwa666
    @sudarshanpahwa666 3 หลายเดือนก่อน

    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.

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      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

    • @sudarshanpahwa666
      @sudarshanpahwa666 3 หลายเดือนก่อน +1

      @@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?

  • @commanderbharatkumarunercat
    @commanderbharatkumarunercat 3 หลายเดือนก่อน +1

    Awesome work Shankar..

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      Thanks a ton 🙌

  • @shrotkatewa
    @shrotkatewa 3 หลายเดือนก่อน +1

    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?

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      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

  • @sangeethap9484
    @sangeethap9484 2 หลายเดือนก่อน +1

    Thank you for full english video.. after searched so many i found yours.

    • @shankarnath
      @shankarnath  2 หลายเดือนก่อน

      You are welcome

  • @mayanktiwari2498
    @mayanktiwari2498 3 หลายเดือนก่อน

    Very well, Shankar! That's phenomenal work, and I'll definitely look into this filtration! Somehow, you make these things easy to process!

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      Thank you

  • @SwadhinUpadhyay-qm2ue
    @SwadhinUpadhyay-qm2ue 3 หลายเดือนก่อน +2

    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 ?

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน +18

      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!

    • @anoopjha7328
      @anoopjha7328 3 หลายเดือนก่อน +1

      ​@@shankarnatheagerly waiting. wish to be the first few to join

    • @shantanumg2902
      @shantanumg2902 3 หลายเดือนก่อน

      ​@@shankarnath this seems to be useful. Please keep us posted about the updates. Would be willing to join.

  • @abhi00111122223333
    @abhi00111122223333 3 หลายเดือนก่อน +1

    Love your work. Please keep posting

  • @cryptowithkunal6740
    @cryptowithkunal6740 3 หลายเดือนก่อน +2

    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?

  • @Rahul-p5x
    @Rahul-p5x 3 หลายเดือนก่อน +1

    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

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน +1

      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

    • @Rahul-p5x
      @Rahul-p5x 3 หลายเดือนก่อน

      @@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

    • @vijaykumar-to2il
      @vijaykumar-to2il 2 หลายเดือนก่อน

      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

  • @mohanbabu7153
    @mohanbabu7153 3 หลายเดือนก่อน +1

    Thank you Shankar for a very informative video… Great job indeed

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      So nice of you. Most welcome!

  • @diwakarpant5369
    @diwakarpant5369 หลายเดือนก่อน +1

    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?

    • @shankarnath
      @shankarnath  หลายเดือนก่อน +1

      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.

  • @RecitationBangla
    @RecitationBangla 3 หลายเดือนก่อน +1

    Superb video as usual..
    Huge Fan of yours!!

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      Thank you so much 😀

  • @94atharva
    @94atharva 3 หลายเดือนก่อน

    How do one invest in this kind of portfolio? Smallcase? AMC? INDEX? ETF?

  • @praveennair335
    @praveennair335 3 หลายเดือนก่อน +1

    superb work keep going ,Top notch video great knowledge inspiring ❤watched couple of times

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      So nice of you. Glad you liked it!

  • @Harsha-tt2gv
    @Harsha-tt2gv 3 หลายเดือนก่อน

    Does only value investing works .? For 20 to 30 percent cagr ??

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      No, many strategies do. I've covered quite a few of them on my channel

    • @Harsha-tt2gv
      @Harsha-tt2gv 3 หลายเดือนก่อน

      @@shankarnath does warren and Charlie Peter follow only value investing right sir ??

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      @@Harsha-tt2gv For specifics on their investing approach, kindly search on the Internet. A lot has been written on it.

  • @ankur0682
    @ankur0682 3 หลายเดือนก่อน

    How about a smallcase for this strategy? Something you would consider?

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      Thanks for the suggestion

  • @DarshanKumar-xk3hw
    @DarshanKumar-xk3hw 2 หลายเดือนก่อน

    I can’t find deep energy resources??

  • @Trading4Life
    @Trading4Life 5 วันที่ผ่านมา

    Do you just keep rebalancing forever or there is scenario when we book and create a new portfolio?

    • @shankarnath
      @shankarnath  4 วันที่ผ่านมา

      The book doesn't talk about it. But technically, rebalancing here means booking of profits (in most cases)

  • @veeramanir8578
    @veeramanir8578 3 หลายเดือนก่อน +1

    Shankarji very nice and eye opener topic. Thank you so much

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      You're most welcome

  • @19922009shivansh
    @19922009shivansh 2 หลายเดือนก่อน

    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
      @shankarnath  2 หลายเดือนก่อน +2

      Hi
      1. Yes
      2. Yes
      3. Every 6 months (it will be a part of my paid community offer)

    • @ajman52
      @ajman52 2 หลายเดือนก่อน

      ​@shankarnath when will you be starting paid community and how do
      one join?

    • @shankarnath
      @shankarnath  2 หลายเดือนก่อน

      @@ajman52 Hello. It'll take me 3 more months pls, will update everyone via a community post

    • @19922009shivansh
      @19922009shivansh 2 หลายเดือนก่อน

      @@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?

    • @shankarnath
      @shankarnath  2 หลายเดือนก่อน

      @@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

  • @maulik2500
    @maulik2500 3 หลายเดือนก่อน +1

    Too good 👍🏻. Great work sir

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      Thanks a ton

  • @KandarpPatel-od1vl
    @KandarpPatel-od1vl หลายเดือนก่อน

    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?

    • @shankarnath
      @shankarnath  หลายเดือนก่อน

      Most welcome. Yes -- higher the dividend yield, better the rank

  • @senthil99nathan
    @senthil99nathan 3 หลายเดือนก่อน +1

    The GOAT of Finfluencers! Another valuable video. Thank you, Shankar. ❤

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      Glad you liked it! 🙌

  • @MrSathishmani
    @MrSathishmani 2 หลายเดือนก่อน

    Wonderful Video, lot of learning for me. Thanks for sharing such a valuable content 🙏

    • @shankarnath
      @shankarnath  2 หลายเดือนก่อน

      My pleasure. Glad to hear that

  • @somsnathan
    @somsnathan 3 หลายเดือนก่อน +1

    Hi, your service is beyond appreciation. Pls accept my gratitude. Thank you

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      You are very welcome

  • @kalappap298
    @kalappap298 3 หลายเดือนก่อน

    Keep the good work going eagerly waiting for the next always

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      Thank you sir. I will try my best

  • @venkp4600
    @venkp4600 3 หลายเดือนก่อน +1

    Sir great analysis and excellent information

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      So nice of you. Thank you!

  • @niravchudgar
    @niravchudgar 3 หลายเดือนก่อน

    Dividend Yield is inverse of P/E ratio so it's double counted as part of 6 value markers. Any ideas on that.

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      Can you please share the literature where it says "dividend yield is the inverse of the PE Ratio"?

    • @niravchudgar
      @niravchudgar 3 หลายเดือนก่อน

      @@shankarnath Oh my bad I was referring to Earning Yield and not divided yield. I think we are good. Thanks for your quick response. 🙏
      Joel Greenblatt uses earning yield for his "magic formula".

  • @vinu-zu9qg
    @vinu-zu9qg 5 วันที่ผ่านมา

    Which is better trending valur or PEG ratio?

  • @benusinghal7208
    @benusinghal7208 2 หลายเดือนก่อน +1

    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 :)

    • @shankarnath
      @shankarnath  2 หลายเดือนก่อน

      Glad you enjoyed it! Yes, a shamelessly cloned ETF wont be far :)

  • @rajeshsinghi6680
    @rajeshsinghi6680 3 หลายเดือนก่อน

    🎉 fantastic job, as always ❤

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      Thank you!

  • @anuragshrawan
    @anuragshrawan 3 หลายเดือนก่อน

    Thank you sir can you also help us with screener query for the video strategy?

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      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!

  • @divyarodrigues3058
    @divyarodrigues3058 3 หลายเดือนก่อน

    Hi. In your worksheet for stocks whose data is -ve or not available you have updated as 10 decile and these stocks have made into the Final List (25 stocks, Oct 2024). Nandan Denim Ltd for example. Pls confirm if this is ok.

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      Hello, I've explained this in the video aswell. Kindly have a look.

  • @94atharva
    @94atharva 3 หลายเดือนก่อน +1

    Sir your data backed analysis are amazing. Love to watch your videos

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      Glad to hear that

  • @namanvishalmundhada31
    @namanvishalmundhada31 2 หลายเดือนก่อน

    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.

    • @shankarnath
      @shankarnath  2 หลายเดือนก่อน +1

      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

  • @akhileshjayachandran8505
    @akhileshjayachandran8505 3 หลายเดือนก่อน +1

    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.

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน +4

      Thanks for the suggestion. I did explain the rebalancing bit in this video. Rebalancing means selling the losers and keeping the winners

  • @coder_level_up994
    @coder_level_up994 3 หลายเดือนก่อน

    Are there any mutual fund that does the same as discussed?

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      I haven't come across any

  • @i-jeff
    @i-jeff 3 หลายเดือนก่อน

    Sir, the worksheet that you shared doesn't contain the full formula so that we could use it for our stock selection. If you could share the actual worksheet with it calculation formulas then it will of a great use. Thank you

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      Hello, which worksheet (i.e. name of the worksheet tab) are you referring to here and which cell pls?

    • @i-jeff
      @i-jeff 3 หลายเดือนก่อน

      @@shankarnathSir I am trying to make a similar worksheet. I got confused what decile to give when the ratio is below one till zero.

  • @madhusudhanarao-or4nk
    @madhusudhanarao-or4nk 3 หลายเดือนก่อน

    Lovely. Your videos are always data backed and crisp. Always helps in my learning journey. Thank you to keep them coming 👏👏

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      My pleasure

  • @sumit5676R
    @sumit5676R 3 หลายเดือนก่อน +1

    Point Blank - You're amazing! Really appreciate the efforts you put into research and presentation for your viewers.

    • @sumit5676R
      @sumit5676R 3 หลายเดือนก่อน

      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.

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      My pleasure! Glad you like my work 🙌

  • @ameenshaikh
    @ameenshaikh 3 หลายเดือนก่อน

    I believe, you ranked the highest dividend-yielding stocks in the 1st decile (as this was the only one higher preferred)

  • @chiragjain1070
    @chiragjain1070 3 หลายเดือนก่อน

    How can this be backtested?

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      No idea. Maybe you can connect with the Capital Mind team to see how they backtested it over 16 years

  • @thop9747
    @thop9747 2 หลายเดือนก่อน

    there should be a mulual fund or a etf for this kind of strategy

  • @smanoharan3914
    @smanoharan3914 2 หลายเดือนก่อน

    On this day I made sheet but the stocks differ only 12 coincide. Will it change within 2 weeks?

    • @shankarnath
      @shankarnath  2 หลายเดือนก่อน

      Yes it will change

  • @arbhat85
    @arbhat85 หลายเดือนก่อน +1

    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?

    • @shankarnath
      @shankarnath  หลายเดือนก่อน

      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

  • @vinitmegotia4987
    @vinitmegotia4987 3 หลายเดือนก่อน +2

    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
      @shankarnath  3 หลายเดือนก่อน

      Thank you very much for your kind words 🙌

  • @bharathe.r6466
    @bharathe.r6466 3 หลายเดือนก่อน

    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 ?

    • @nikhilpantbalekundri7164
      @nikhilpantbalekundri7164 3 หลายเดือนก่อน +1

      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.

  • @santhoshanand1813
    @santhoshanand1813 3 หลายเดือนก่อน +1

    Thanks a lot Shankar ji !!

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน +1

      Most welcome 🙌 .. happy you liked it

  • @rajeevbhatnagar9069
    @rajeevbhatnagar9069 3 หลายเดือนก่อน +1

    Hello Shankar
    Is there any Mutual fund or Index fund following this strategy?

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน +1

      Hello. I haven't come across any

    • @rajeevbhatnagar9069
      @rajeevbhatnagar9069 3 หลายเดือนก่อน +1

      @@shankarnath Why dont you start a Small case and I will be your first subscriber...😀

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      @@rajeevbhatnagar9069 Thanks for the suggestion

  • @surajrajbhar5523
    @surajrajbhar5523 3 หลายเดือนก่อน

    Please bring a video on explaining about how to calculate future valuation of a business based on current guidance and growth prospects...

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      Thanks for the suggestion

  • @MrSmartphoneWorld
    @MrSmartphoneWorld หลายเดือนก่อน

    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.

    • @shankarnath
      @shankarnath  หลายเดือนก่อน

      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

  • @SuyogKulkarni21
    @SuyogKulkarni21 3 หลายเดือนก่อน +1

    Awesome ❤ as always

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      Thank you so much 😀

  • @amitpatel052
    @amitpatel052 3 หลายเดือนก่อน +1

    Shankar Ji, Amazing Video !!
    you definitely deserve more followers than lot of other influencers who are misguiding investors with wrong techniques and information.

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      So nice of you. Thank you for your continued support and encouragement 🙌

  • @akshayshastri1841
    @akshayshastri1841 3 หลายเดือนก่อน +2

    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.

    • @shankarnath
      @shankarnath  3 หลายเดือนก่อน

      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

    • @shantanumg2902
      @shantanumg2902 3 หลายเดือนก่อน

      ​@@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 ?

    • @shantanumg2902
      @shantanumg2902 3 หลายเดือนก่อน

      @akshay are you planning to create a smallcase ?
      Can we retail investors create custom smallcases?