My portfolio for the past 30 years has always been self managed and I own 3 shares of Berkshire Hathaway Class A stock (BRK:A) which I bought in at about $17,000 during the mid 90s, I'm currently liquidating some of these positions to incoporate new Gen. Stocks, but am I better off re-investing into Gold as it seems stocks are a little too unstable right now.
The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on Etfs and actively managed funds. I am up by 418% in 1 year under guidance.
Awesome.. Please I would love to know or get in touch with your investment advisor. I could really use such expertise in growing my portfolio now that the entire markets is uncertain
I'm cautious about giving specific recommendations since everyone's situation varies, but l've worked with "Rebecca Nassar Dunne” for years and highly recommend her See if she meets your criteria.
I am regretting not investing in stocks ever since but still grateful i kept money in the money market. With about $200k maturing soon, i plan investing in the stock market. What stocks should I look into as a newbie to safely grow my money
You should look at energy stocks , they look to be the biggest beneficiaries of AI and Data centers , also DCAing into a good ETF too ...Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.
Several individuals minimize the importance of counsel until their own feelings become overwhelming. A few summers ago, following a protracted divorce, I needed a significant push to keep my firm afloat. I looked for licensed advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $235k to $690k despite inflation.
"Laurelyn Gross Pohlmeier," a well-known authority in this field. I would recommend looking into her credentials more because she has a great deal of expertise and is a great resource for anybody looking for advice on how to navigate the financial market.
Before you start investing, it's crucial to understand the basics of investing, different asset classes (stocks, bonds, real estate, etc.), and the associated risks. are you investing for retirement, buying a home, or building an emergency fund? Your goals will help shape your investment strategy.
Don't put all your eggs in one basket. Diversification means spreading your investments across different asset classes (stocks, bonds, real estate) and within those classes (different companies or industries). This helps reduce risk.
I Invest in low-cost index funds or ETFs that track broad market indices, such as the S&P 500. These funds offer diversification across a wide range of stocks and can be a more passive, low-maintenance investment option. They are suitable for investors who prefer a hands-off approach and want exposure to the overall market.
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfoIlo allocation
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
I am 29, while my father is wealthy, I am poor. This is a wake up call, although too late. Even at this age, compounding for next 20 years would work great and tremendous. Cheers 🎉🎉🎉
Amazing content! I have been following your videos for sometime now, consistently kicking down Wall Street doors for two years now, I have over $320k in stocks. Currently, my portfolio is down by 15%. Wondering if they're any short term opportunities I can invest in.
I agree that there are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors with experience
I stopped listening and taking financial advise from these TH-camrs, because at the end of the day, I end up with a bunch of confusing stocks without knowing when to take profit, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
Elisse Laparche Ewing is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Investing in individual stocks can be a lucrative strategy, but it requires careful consideration and research. Different stocks offer various growth potentials and risks. Some may provide steady dividends, while others focus on capital appreciation. It's essential to diversify your stock portfolio to mitigate risk. Consulting a financial advisor can help tailor a strategy based on your risk tolerance, investment goals, and market conditions.
Absolutely, I've been exploring the world of stock investing recently. There's so much information out there, and it can be overwhelming. I'm thinking about tech stocks, given their historical performance, but I'm not sure where to start. Any advice?
I've been investing in stocks for a while now, and it's been a significant part of my retirement portfolio. Diversification is key. I've had success with a mix of growth stocks and dividend-paying stocks. However, staying informed and regularly reviewing your portfolio is crucial. Have you considered consulting a financial advisor to help guide your stock investment strategy?
That sounds like a solid approach. I'm looking to dip my toes into stock investing as well. Do you have any recommendations for a good financial advisor who specializes in stock market strategies?
Don't agree with few points: 1. If a stock falls by 5-10%, it does not make that stock a loser. By that definition every single stock has fallen at some point or the other even if the entire market has not fallen, so that means practically all stocks are losers. What matters is, why it fell and can it recover, what are the chances etc. Based on this, you should downward average if you have the conviction. 2. If you cant generate 25% returns, you should rather invest in MF's - don't agree. Even if I am generating same return as index which is 14%, it makes more sense to learn and build my portfolio myself as a) I have interest in this field b) I will learn a lot which I will not if I do MF SIP. At the end of the day, its a path you choose based on your interest.
U.S. stock futures rose last Tuesday as equities were buoyed by a sharp decline in bond yields, while earnings from some of the largest technology companies loomed in economic data. renewed buying strength in markets in September and October. I want to invest more than $300k, but I'm not sure on how to mitigate risk.
Predicting short-term market movements is extremely difficult in reality. It also essentially requires the investor to be right twice: they must perfectly time both their entrance to and exit from the market.
Accurate asset allocation is crucial, and some individuals use hedging strategies or allocate part of their portfOlio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay finan-cially secure for over five years, yielding nearly $1 million in returns on invest-ments.
Mind sharing info on the adviser who assisted you? been saving for pension since age 18 - company scheme. along the way I hit higher tax, so I added to my company pension with a SIPP (tax benefits) I'm 56 now and would love to grow my finance more aggressively, there are a few cars I still wish to drive, a few mega holidays, etc.
"Amanda Kathryn Sachs" excels in her role, demonstrating remarkable expertise in portfolio diversification. You can find information about her online, as she is regulated by the SEC.
One thing, what makes me amazed is the curiosity and the zeal the host has to learn more things if I’m not wrong, and if I’m not mistaken, this guy, Sharan has way more much knowledge than most of the average person, but still whenever he tries to interview someone he asks questions like he has zero knowledge I mean he’s incredible In that sense. I wish I could be the same.
1. Investments are a tool to preserve money. Please do not go for risky investments thinking that they alone will make you rich 2. To become rich, you need to maximize your cash flows and ensure to invest smartly, so that you can preserve that money 3. Stock investing needs to be taken seriously and not just as a hobby. It is a great way to become a part of the growing Indian economy
Lovely insight mate, different stock sectors are in a bubble. But the question is when, or if this bubble will pop. I'm curious for the safest means to make plus interest regardless of stock market trends.
Moving out of the stock market due to fears of a bubble burst could be a wrong move. Instead, look for pockets within sectors that can help you to balance both growth and value or sometimes it's even better you speak to someone more enlightened to understand options best meant for you, I did the same myself, it paid off.
I've had a good run with energy stocks, right now I'm surfing the Al semiconductors wave into the next few decade. there are some good valuable PE ratio out there, which ain’t overpriced.
Didn't Charlie Munger and Warren Buffett invent the strategy of buying/investing when the market is low and also buying/investing when the market is high? As Warren Buffet said, he has seen this happen many times in his life. Not an investor. My wife and i never earned more than a middle class salary. We plan to get retired at 58 with a stock portfolio worth $4M. We have never sold so much as one share of stock...
A friend of mine referred me to a financial adviser sometime ago and we got talking about investment and money. I started investing with $110k and in the first 2 months , my portfolio was reading $294,800. Crazy right!, I decided to reinvest my profit and gets more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family.
Impressive insights! For beginners like me, managing and staying updated can be overwhelming. Are you an experienced investor or do you have a strategic approach for staying informed?
Cynthia Alexandra Depken is the licensed fiduciary I use for guidance . I do not think self-investing worth is worth it from my experence . Some may have no account minimums and charge annual management fees of less than 0.5% per amount managed. Self-directed investment accounts have the lowest fees and give you the most freedom, but the risks are higher. A safer choice is to hire a financial advisor and let them guide your investment strategy.
Munger and Buffett have both achieved an incredible feat with Berkshire. They've turned thousands to billions, and have made a lot of people wealthy in the process. I really saw the potential of the stock market by reading Berkshire's annual letters. I recently sold my $674k apartment in the Bel Air area and I'm hoping to throw it into the stock market. I just don't want to lose everything.
Not really Every stock when you buy, price either increase or decrease So, if good companies are decreasing for a short time due to market correction or profit booking it doesn’t mean, long term investors should stop averaging or sell the stocks in loss But if story is intact, company is doing good business wise, then these down turns doesn’t indicate that your investment decision is wrong Anyways, it is case to case. But merely saying that it should not be average if price goes down is not a good advise but only make sense if the company is bad overall
I am 20 my money grown in 2000 to 2700 feeling like Warren Buffett😅. All are mutual funds 😅. In stocks 1131 to 1220 feeling like harshad mehta in 2 months. 😮. Reality is bacha investor. 😅.
Yup, that's how it feels like at the beginning. I'm an options trader who makes lakhs per day and loses lakhs 😂. So, it's the beginning of your stock market journey. Just do intraday trading & long term for 1 or 2 years, and then you can think about options trading. In options, if you invest 10 lakhs & the trade is successful, it can become 20 or 20+ lakhs. But if you fail at the trade, you'll lose your 10 lakhs. I never invest my entire amount in options, even though my portfolio is 20 lakhs+. Still, I don't, my max is 1 lakh. , If you expect more, you'll lose everything. The stock market is the most complex and hard business ever. Just be careful and gain knowledge :)
Really got me thinking about stock investment strategies! His advice on comparing the returns of your personal portfolio with the cagr of nifty 50 was an eye opener. Thanks a lot sharan for these interviews!!
Don’t do what he said in this interview. They exactly do the opposite of what they say. These fund managers won’t give any info out. U buy or sell stocks depending on the fundamentals , P/E ratio, yield and many other things. What ever he said about avging down is always wrong is not true… if u like the company and its over sold, hell yeah u have to buy it and he will do the same too
I don't agree this point for all the cases. As long as the company is good with sales, OPM and fundamentals you can hold and invest more on dips. In decades of market history, there is no single scrip which goes upwards only. 🙂
You can average your losers, provided you know what you are averaging. Last covid time I rode CDSL from 256 to 1500+ I averaged CDSL from 1390 all the way to 890 ..today it is more than 2X i am holding Solid position sizing.
So much insightful podcast, got to learn many new things about investing / trading & the mindset we should have in the market about risk & reward ratio. Looking forward for these types of podcasts. Thankyou ❤
2 golden rules of stock market "bhav bhagwan che" which means price is supreme and " Vadhare vahdare levanu ane ghatade ghatade vechvanu" which means add to your winners and cut your loosers
Sharanji.. It is the best video in my life time.... As he said WINNERS WIN LOSERS LOOSE... Lot of information As you mentioned 1% TIP No Its full buffet...( main course).... Many Thx Sharan..
Wow, its wonderfull session I have done these mistakes 1. Never disturb the compounding- selling it upfront before the good run - missed multibagger - Tatamotor, rvnl, tata power, cdsl - over comed this mistake by experience. Now holding for long run 2. Holding loss in portfolio because of ego. That i shouldnt book loss in this stockmarket career. I got multiple opportunity to invest in another stocks. If i have done that my portfolio would be overtaken that loss. This session rectified my mistake
Sharan your channel is gold, and really love your work, the kind of guest and content you bring , love it, keep it up, I feel your the ranveer brar of finance
Nice choice. Well I have been in touch with a portfolio advisor/analyst. Well, he got me to understand that O pays out more than it's EPS like STAG and with an initial starting reserve of $100k, my advisor chooses the entry command of my portfolio which has grown to approximately $480k in just months
I take guidance from a Pennsylvania-based wealth advisor 'CHRIS RYAN STEWART' you're most likely going to find his basic info on the internet, he’s firmly established and well qualified.
Don’t concentrate entire money in crypto diversify in other investment instruments.its good that you had profit in crypto hold it that amount for 10 years start investment in equity and mutual fund US IT stock.
😮😮2000 Cr Portfolio at the Age of 35 Its Crazy Money. What if he compounds it for Next 30 years @ 26% cagr. It will end up becoming 20 lakh cr. Then he will be in the Elites, Wealthiest people in the World.
@@PraneethKumar-yj8fz What Happened why are you laughing. Any Amount (here2000cr) becomes 1x to 1000x in 30 years @26% CAGR so add 3 zeros to 2000cr which becomes 20,00,000cr
the narrative in 2023 YT millenial stories are all about anti-diversification, as it is about making wealth now (3-5x in 3-5 yrs, 100Cr in 10 yrs, blah blah), unlike 8 yrs ago when it was all about "MF saahi h", "diversification into 4 types of MFs", and include 10% in gold, 5% in FDs etc.. it is so amazing how narrative evolves as economy expands, and people feel the fruits of equity investing. I wonder what will be the narrative 5 yrs later?
Anyone can make profits off risking other people's money. Anyone can hide their losses. There needs to be a score card for each hedge fund manager provided by NSE
Very good content, great job Sharan as always your questions are so precise. Jameet Modi is an Ace investor he will be the next Rakesh jhunjhunwala of dalal street. BTW one point I would disagree for a retail investor with a small portfolio size of 20L-2Cr range, they can't take the extreme risk like how Jameet or other investors do, I can't imagine 65% stocks in red and making 10x-100x from the rest of the stock. For a small retail investor would be more happy if they make 2X to that of Fixed deposit rates. For that still the bluechip / largecap stoks with lesser volatility would give a good returns (of course value buy is the mantra). Can you pick this topic as one of the debate topic and have one session with some great investors ? Topic is Make 80% of your stocks to ride in green and still make an avg return with a lesser risk vs bet on high beta stocks where volatility is higher and even 5% stocks will give 90% return
Very good information but I felt you have ended abruptly. It would be great if you can bring him back and ask more detailed questions on individual investing strategies
as an investor (not trader) you can easily do partime.. you hardly need 30mins in a week to place trades, mostly you just need to do this more than 2 times in a month. research is something you need ro invest 5-10hrs a week
Index funds.. If the shares give dividend , then funds take it and not the retailer. Also these funds are by rule forced to buy stocks . Even if they are at high ..
Not sure if I agree with the average down part. What if you purchase a Tata stock for example, wouldn’t you take the opportunity to buy additional units if the stock prices comes down and average you buying price?
Retail investors are better off investing in mutual funds or ETF in SIP manner, eventually making them more profits and safeguarding them against the corrections in the stock market. Better to take 8-10 mutual funds for full diversification and split your money carefully there. The market will go up continuously for the next 10 years, and there might be small corrections here and there.
Sharan should have made Jimeet to disclose names of the Shares in the past investments atleast as examples. It would have made the video more worthy. Talking in general terms will not be of much use. Rather citing real examples would have made the video as a treasure. Thank You.
Over all Market in bullish don't go against it is herd psychology. Bullish market attracts greedy one to trap contrary to un-greedy who sell bull and invest in shallow dip.
No...... No... No...... First select sector... Then See EPS, BV... PE < 2 & P/BV < 1.5, Debit /Equity < 0.20, Dividends yield > 5℅ sales growth >15℅ EPS growth yoy.... when market crash buy & hold 5 to 10 year (Best company with low price) patience required to hold, you get price appreciation, bonus & dividend.. When the market is peak sale part by part keep money FD or rental property and weight again market crash... for repeat the cycle (chart wave.. Technical chart movement) Note: any big company stocks, when market crashes you get cheaper and cheaper price.. every time low, if you have strength or .... buy power & hold.patience. buy & hold..
I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Michelle Stewart
The first step to successful investing is figuring out your goals and risk tolerance either on your own or with the help of a financial professional but is very advisable you make use of a professional.
Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, i'm in my fifth trade with her and it has been super.
What impresses me most about Michelle Stewart is how well she explains basic concept of winning before actually letting you use her trade signals. This goes a long way to ensure winning trades.
As per the interview, when the fundamental analysis is already done. Averaging the stock when the price goes down, would it still be treated as stupidity when the market is moving upward?
My portfolio for the past 30 years has always been self managed and I own 3 shares of Berkshire Hathaway Class A stock (BRK:A) which I bought in at about $17,000 during the mid 90s, I'm currently liquidating some of these positions to incoporate new Gen. Stocks, but am I better off re-investing into Gold as it seems stocks are a little too unstable right now.
Invest in real estate, gold , ETfs and high-yield savings account.
The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on Etfs and actively managed funds. I am up by 418% in 1 year under guidance.
Awesome.. Please I would love to know or get in touch with your investment advisor. I could really use such expertise in growing my portfolio now that the entire markets is uncertain
I'm cautious about giving specific recommendations since everyone's situation varies, but l've worked with "Rebecca Nassar Dunne” for years and highly recommend her See if she meets your criteria.
She appears to be well-educated and well-read. I ran a Google search on her name and came across her website; thank you for sharing.
I am regretting not investing in stocks ever since but still grateful i kept money in the money market. With about $200k maturing soon, i plan investing in the stock market. What stocks should I look into as a newbie to safely grow my money
You should look at energy stocks , they look to be the biggest beneficiaries of AI and Data centers , also DCAing into a good ETF too ...Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.
Several individuals minimize the importance of counsel until their own feelings become overwhelming. A few summers ago, following a protracted divorce, I needed a significant push to keep my firm afloat. I looked for licensed advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $235k to $690k despite inflation.
Please who’s this consultant ?
"Laurelyn Gross Pohlmeier," a well-known authority in this field. I would recommend looking into her credentials more because she has a great deal of expertise and is a great resource for anybody looking for advice on how to navigate the financial market.
She appears to be well-read and educated. I found her webpage by searching for her name online; I appreciate you sharing.
Before you start investing, it's crucial to understand the basics of investing, different asset classes (stocks, bonds, real estate, etc.), and the associated risks. are you investing for retirement, buying a home, or building an emergency fund? Your goals will help shape your investment strategy.
Don't put all your eggs in one basket. Diversification means spreading your investments across different asset classes (stocks, bonds, real estate) and within those classes (different companies or industries). This helps reduce risk.
I Invest in low-cost index funds or ETFs that track broad market indices, such as the S&P 500. These funds offer diversification across a wide range of stocks and can be a more passive, low-maintenance investment option. They are suitable for investors who prefer a hands-off approach and want exposure to the overall market.
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfoIlo allocation
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
I am 29, while my father is wealthy, I am poor. This is a wake up call, although too late. Even at this age, compounding for next 20 years would work great and tremendous.
Cheers 🎉🎉🎉
Amazing content! I have been following your videos for sometime now, consistently kicking down Wall Street doors for two years now, I have over $320k in stocks. Currently, my portfolio is down by 15%. Wondering if they're any short term opportunities I can invest in.
I agree that there are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors with experience
I stopped listening and taking financial advise from these TH-camrs, because at the end of the day, I end up with a bunch of confusing stocks without knowing when to take profit, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
Glad to have stumbled on this comment, Please who is the consultant that assist you and if you don't mind, how do I get in touch with them?
Elisse Laparche Ewing is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing
Investing in individual stocks can be a lucrative strategy, but it requires careful consideration and research. Different stocks offer various growth potentials and risks. Some may provide steady dividends, while others focus on capital appreciation. It's essential to diversify your stock portfolio to mitigate risk. Consulting a financial advisor can help tailor a strategy based on your risk tolerance, investment goals, and market conditions.
Absolutely, I've been exploring the world of stock investing recently. There's so much information out there, and it can be overwhelming. I'm thinking about tech stocks, given their historical performance, but I'm not sure where to start. Any advice?
I've been investing in stocks for a while now, and it's been a significant part of my retirement portfolio. Diversification is key. I've had success with a mix of growth stocks and dividend-paying stocks. However, staying informed and regularly reviewing your portfolio is crucial. Have you considered consulting a financial advisor to help guide your stock investment strategy?
That sounds like a solid approach. I'm looking to dip my toes into stock investing as well. Do you have any recommendations for a good financial advisor who specializes in stock market strategies?
People downplay planner’s role, until they are burnt by their mistakes. That’s why I’ve been working with expert planners like CHRIS RYAN STEWART
CHRIS RYAN STEWART
GOOGLE the name
Don't agree with few points:
1. If a stock falls by 5-10%, it does not make that stock a loser. By that definition every single stock has fallen at some point or the other even if the entire market has not fallen, so that means practically all stocks are losers. What matters is, why it fell and can it recover, what are the chances etc. Based on this, you should downward average if you have the conviction.
2. If you cant generate 25% returns, you should rather invest in MF's - don't agree. Even if I am generating same return as index which is 14%, it makes more sense to learn and build my portfolio myself as a) I have interest in this field b) I will learn a lot which I will not if I do MF SIP. At the end of the day, its a path you choose based on your interest.
U.S. stock futures rose last Tuesday as equities were buoyed by a sharp decline in bond yields, while earnings from some of the largest technology companies loomed in economic data. renewed buying strength in markets in September and October. I want to invest more than $300k, but I'm not sure on how to mitigate risk.
Predicting short-term market movements is extremely difficult in reality. It also essentially requires the investor to be right twice: they must perfectly time both their entrance to and exit from the market.
Accurate asset allocation is crucial, and some individuals use hedging strategies or allocate part of their portfOlio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay finan-cially secure for over five years, yielding nearly $1 million in returns on invest-ments.
Mind sharing info on the adviser who assisted you? been saving for pension since age 18 - company scheme. along the way I hit higher tax, so I added to my company pension with a SIPP (tax benefits) I'm 56 now and would love to grow my finance more aggressively, there are a few cars I still wish to drive, a few mega holidays, etc.
"Amanda Kathryn Sachs" excels in her role, demonstrating remarkable expertise in portfolio diversification. You can find information about her online, as she is regulated by the SEC.
I just checked her out and I have sent her an email. I hope she gets back to me soon.
One thing, what makes me amazed is the curiosity and the zeal the host has to learn more things if I’m not wrong, and if I’m not mistaken, this guy, Sharan has way more much knowledge than most of the average person, but still whenever he tries to interview someone he asks questions like he has zero knowledge I mean he’s incredible In that sense. I wish I could be the same.
🙏🏻🙏🏻🙏🏻
1. Investments are a tool to preserve money. Please do not go for risky investments thinking that they alone will make you rich
2. To become rich, you need to maximize your cash flows and ensure to invest smartly, so that you can preserve that money
3. Stock investing needs to be taken seriously and not just as a hobby. It is a great way to become a part of the growing Indian economy
Lovely insight mate, different stock sectors are in a bubble. But the question is when, or if this bubble will pop. I'm curious for the safest means to make plus interest regardless of stock market trends.
Moving out of the stock market due to fears of a bubble burst could be a wrong move. Instead, look for pockets within sectors that can help you to balance both growth and value or sometimes it's even better you speak to someone more enlightened to understand options best meant for you, I did the same myself, it paid off.
You can’t put certainty on stocks movements, the market is a zero-sum game, two sides to it, Know that you are buying a company to own it.
I got in on multiple sectors myself should I be considering adding more to my fidelity to keep a balance.
I've had a good run with energy stocks, right now I'm surfing the Al semiconductors wave into the next few decade. there are some good valuable PE ratio out there, which ain’t overpriced.
Hey, appreciate the response raja. Would you be comfortable sharing more info with similar viewpoints. could really use it.
We need more such podcasts that changes the perceptions of Indian stock market.🎉🎉🎉❤
More to come
Didn't Charlie Munger and Warren Buffett invent the strategy of buying/investing when the market is low and also buying/investing when the market is high? As Warren Buffet said, he has seen this happen many times in his life. Not an investor. My wife and i never earned more than a middle class salary. We plan to get retired at 58 with a stock portfolio worth $4M. We have never sold so much as one share of stock...
A friend of mine referred me to a financial adviser sometime ago and we got talking about investment and money. I started investing with $110k and in the first 2 months , my portfolio was reading $294,800. Crazy right!, I decided to reinvest my profit and gets more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family.
Impressive insights! For beginners like me, managing and staying updated can be overwhelming. Are you an experienced investor or do you have a strategic approach for staying informed?
Cynthia Alexandra Depken is the licensed fiduciary I use for guidance . I do not think self-investing worth is worth it from my experence . Some may have no account minimums and charge annual management fees of less than 0.5% per amount managed. Self-directed investment accounts have the lowest fees and give you the most freedom, but the risks are higher. A safer choice is to hire a financial advisor and let them guide your investment strategy.
Munger and Buffett have both achieved an incredible feat with Berkshire. They've turned thousands to billions, and have made a lot of people wealthy in the process. I really saw the potential of the stock market by reading Berkshire's annual letters. I recently sold my $674k apartment in the Bel Air area and I'm hoping to throw it into the stock market. I just don't want to lose everything.
@@DE-Burrows Cynthia Alexandra Depken
"When to do Averaging" part is really an eye opener for me. I learned a lot from this podcast. Thanks Sharan ❤
Not really
Every stock when you buy, price either increase or decrease
So, if good companies are decreasing for a short time due to market correction or profit booking it doesn’t mean, long term investors should stop averaging or sell the stocks in loss
But if story is intact, company is doing good business wise, then these down turns doesn’t indicate that your investment decision is wrong
Anyways, it is case to case. But merely saying that it should not be average if price goes down is not a good advise but only make sense if the company is bad overall
@@786bangalore got the point. Thank you.
exactly @786bangalore
He did not say never do averaging.
In 4 year he make 5x .bro you make money during covid ..don't say u invest at age 14
This Video change My mind the way i look to my InVestment In stock Market
I am 20 my money grown in 2000 to 2700 feeling like Warren Buffett😅. All are mutual funds 😅. In stocks 1131 to 1220 feeling like harshad mehta in 2 months. 😮. Reality is bacha investor. 😅.
Yup, that's how it feels like at the beginning. I'm an options trader who makes lakhs per day and loses lakhs 😂. So, it's the beginning of your stock market journey. Just do intraday trading & long term for 1 or 2 years, and then you can think about options trading. In options, if you invest 10 lakhs & the trade is successful, it can become 20 or 20+ lakhs. But if you fail at the trade, you'll lose your 10 lakhs. I never invest my entire amount in options, even though my portfolio is 20 lakhs+. Still, I don't, my max is 1 lakh. , If you expect more, you'll lose everything.
The stock market is the most complex and hard business ever. Just be careful and gain knowledge :)
Really got me thinking about stock investment strategies! His advice on comparing the returns of your personal portfolio with the cagr of nifty 50 was an eye opener. Thanks a lot sharan for these interviews!!
I think this is one of the best interviews I have come across. Kudos to you Sharan..!!!
Thank you bro. Glad you liked it.
I was waiting for you to upload this. This guest is a mature and balanced individual and his info is very valuable for any investor
Don’t do what he said in this interview. They exactly do the opposite of what they say. These fund managers won’t give any info out. U buy or sell stocks depending on the fundamentals , P/E ratio, yield and many other things. What ever he said about avging down is always wrong is not true… if u like the company and its over sold, hell yeah u have to buy it and he will do the same too
Very excellent conversation!! Sharan, u ask the correct questions and u exactly know when to keep quiet.. this is really informative ..
Brilliant conversation. Great work Sharan!! There's a minor error: Jimeet said his top 5 companies generates 90% returns, not top 5% of his portfolio.
He said 5% of his investments generate 90% returns
Good one. This talk is good enough to get clarity as stats so important both in trading and investment.
What's been said on 18:41 is an absolute point. Understanding where you are wrong and right ❤
I don't agree this point for all the cases. As long as the company is good with sales, OPM and fundamentals you can hold and invest more on dips.
In decades of market history, there is no single scrip which goes upwards only. 🙂
@@sravant that's right for LT investments, but what it mentioned was ST trading!
You can average your losers, provided you know what you are averaging. Last covid time I rode CDSL from 256 to 1500+
I averaged CDSL from 1390 all the way to 890 ..today it is more than 2X i am holding
Solid position sizing.
sharan is profession at his work and thats the best part about him the confidence level of him while asking a question is exceptional.
Thanks Sharan and Jimeet for this podcast. The questions and thoughtful answers provide insights.
So much insightful podcast, got to learn many new things about investing / trading & the mindset we should have in the market about risk & reward ratio.
Looking forward for these types of podcasts.
Thankyou ❤
2 golden rules of stock market "bhav bhagwan che" which means price is supreme and " Vadhare vahdare levanu ane ghatade ghatade vechvanu" which means add to your winners and cut your loosers
Sharanji.. It is the best video in my life time.... As he said WINNERS WIN LOSERS LOOSE... Lot of information As you mentioned 1% TIP No Its full buffet...( main course).... Many Thx Sharan..
I have to salute Sharan's way of asking questions
So much informative... Points that's discussed worth need to implement 🎉👏🏻
Very well thought of questions and very well put
Wow, its wonderfull session
I have done these mistakes
1. Never disturb the compounding- selling it upfront before the good run - missed multibagger - Tatamotor, rvnl, tata power, cdsl - over comed this mistake by experience. Now holding for long run
2. Holding loss in portfolio because of ego. That i shouldnt book loss in this stockmarket career. I got multiple opportunity to invest in another stocks. If i have done that my portfolio would be overtaken that loss. This session rectified my mistake
Sharan your channel is gold, and really love your work, the kind of guest and content you bring , love it, keep it up, I feel your the ranveer brar of finance
Very knowledgeable video Sharan bhai. Thanks 🙏🏾 to Jimeet bhai explaining the "winning percent" concept.
Mann!! I was so wrong about averaging till i watched this!! 🤯🤯
can you tell me the time stamp where he told about that
@@rahulkumar-hp5sw18:20
18:41
But averaging is not wrong always.
Good interview Mr. Sharan....you are being loved more and more day by day❤
Wonderful conversation... I liked phrase
"how much are you right when you are right... and vice versa :)"
Good questions are asked and to the point, instead of polishing/praising them to have 30min video. pls keep the pattern of questions in all the shows.
Nice. But I'll keep sticking with my monthly paying dividends
Can i ask what your favorites are?
ADC, JEPI, JEPQ, O, MAIN, STAG are my main ones I'm invested into now. I like to do REITS and EFTs too
Nice choice. Well I have been in touch with a portfolio advisor/analyst. Well, he got me to understand that O pays out more than it's EPS like STAG and with an initial starting reserve of $100k, my advisor chooses the entry command of my portfolio which has grown to approximately $480k in just months
Couldn't agree more. once you hit a big milestone, the next comes easier, who is your advisor please, if you dont mind me asking?
I take guidance from a Pennsylvania-based wealth advisor 'CHRIS RYAN STEWART' you're most likely going to find his basic info on the internet, he’s firmly established and well qualified.
I am 15 years old . I have also Started investinging crypto . I made 50k till now in pumps .
Bro can u give me some guidance as I'm beginner....
Don't fall..that's the trap... believe me
Don’t invest in crypto bro it is not a stable investment
Focus in mutual fund
Don’t concentrate entire money in crypto diversify in other investment instruments.its good that you had profit in crypto hold it that amount for 10 years start investment in equity and mutual fund US IT stock.
👏🏻👏🏻 superb information about investing
Excellent content Sharan ji . Saadar Abhaar 🙏
😮😮2000 Cr Portfolio at the Age of 35 Its Crazy Money.
What if he compounds it for Next 30 years @ 26% cagr. It will end up becoming 20 lakh cr.
Then he will be in the Elites, Wealthiest people in the World.
❤ your mathematics. Can you calculate 2700😅.of mine.
How much dividend he will get😅
@@PraneethKumar-yj8fz What Happened why are you laughing.
Any Amount (here2000cr) becomes 1x to 1000x in 30 years @26% CAGR so add 3 zeros to 2000cr which becomes 20,00,000cr
Sorry bro
Make videos on how teenagers can start investing and make money!
Learn a lot. Thanks again for such content . Love from Kolkata
i am in 12th now and i want become a big bull of share market
The way sharan asks question is like the song pre text - "Hey, kya bolti tu, hai, kya mein bholu... Aathe kya khandala"
It’s really a good idea . U are the best financial expert I have seen bro. Do u agree guys? 🎉🎉
Follow if u finds my content valuable ! That would be helpful.
He is scammer
Great one sharan... Pls do more
the narrative in 2023 YT millenial stories are all about anti-diversification, as it is about making wealth now (3-5x in 3-5 yrs, 100Cr in 10 yrs, blah blah), unlike 8 yrs ago when it was all about "MF saahi h", "diversification into 4 types of MFs", and include 10% in gold, 5% in FDs etc.. it is so amazing how narrative evolves as economy expands, and people feel the fruits of equity investing.
I wonder what will be the narrative 5 yrs later?
1:40, 6:35, 9:10, 10:55, 13:30, 17:30, 25:50
No problem in downward averaging as long as your hypothesis and the company is intact
the best video of the channel so far
Focusing on single portfolios for small investors is risky due to risk reward ..
Position sizing is the key to make solid money in the long run. Hope retail follows the same
Anyone can make profits off risking other people's money. Anyone can hide their losses. There needs to be a score card for each hedge fund manager provided by NSE
Well sharan bro... keep doing like this... always love this series ❤
Simply beautiful! Learned so much from this podcast
Very good content, great job Sharan as always your questions are so precise. Jameet Modi is an Ace investor he will be the next Rakesh jhunjhunwala of dalal street. BTW one point I would disagree for a retail investor with a small portfolio size of 20L-2Cr range, they can't take the extreme risk like how Jameet or other investors do, I can't imagine 65% stocks in red and making 10x-100x from the rest of the stock. For a small retail investor would be more happy if they make 2X to that of Fixed deposit rates. For that still the bluechip / largecap stoks with lesser volatility would give a good returns (of course value buy is the mantra). Can you pick this topic as one of the debate topic and have one session with some great investors ? Topic is Make 80% of your stocks to ride in green and still make an avg return with a lesser risk vs bet on high beta stocks where volatility is higher and even 5% stocks will give 90% return
Very good information but I felt you have ended abruptly. It would be great if you can bring him back and ask more detailed questions on individual investing strategies
Can you ask such people ..what are the good companies that have low price now but will go up in future 😮
excellent interview sharan of asking the right questions , absouletely superb
The way he speaks "uuhhhhhh" is not good. Other than that , the video is worthful!💯✨
Thanks for this podcast i have jot down some 5-6 point for incorporating in my trading/ investment style
as an investor (not trader) you can easily do partime.. you hardly need 30mins in a week to place trades, mostly you just need to do this more than 2 times in a month. research is something you need ro invest 5-10hrs a week
Bhai introduction to karawa de ! Direct shuru ?
Brother what an exceptional video. ❤
Bhai thoda rupaye me bataya karo jaise lakh crore, etc.
Million ne samajh nahi aata
*🌹Every family has that one person who breaks the family financial struggles I hope you become that one and successfull in life*
Assets that can make you rich
Real estate
Crypto
Stock
Bonds
Index funds..
If the shares give dividend , then funds take it and not the retailer.
Also these funds are by rule forced to buy stocks . Even if they are at high ..
Not sure if I agree with the average down part. What if you purchase a Tata stock for example, wouldn’t you take the opportunity to buy additional units if the stock prices comes down and average you buying price?
Learned a lot from this podcast, it will help me in my future investing journey.
Yes sir as I am 13 I have made a profit of about 19 l and lost 8.4 lakes
Portfolio XIRR% is a good way to know if you're beating the benchmark or not
I think you missed a question Sharan, how did he pick stocks whats the process ?when he satarted investing first.
Retail investors are better off investing in mutual funds or ETF in SIP manner, eventually making them more profits and safeguarding them against the corrections in the stock market. Better to take 8-10 mutual funds for full diversification and split your money carefully there. The market will go up continuously for the next 10 years, and there might be small corrections here and there.
Useful & loved it
Really very useful information, thanks 🙏
very good information and l learn so many new things about investment
Amazing interview 🎉 insightful, informative and engaging
Sharan should have made Jimeet to disclose names of the Shares in the past investments atleast as examples. It would have made the video more worthy.
Talking in general terms will not be of much use. Rather citing real examples would have made the video as a treasure.
Thank You.
Last part of this video was interesting
Why don't people speak in Indian currency terms instead of millions,dollars .
Shayad isse ye log "RICH" dikhna chahte hai
There is foreign mania in them
Thanks sharan ....we need more such Podcasts.
Knowledgeable posdcast❤
I think investors are speaking intelligently and hide some thing secretly...
my age is 22 but last 2 years i made lot of mistakes in crypto and stock markets thats cost me 8LAKHS😑
Great
My parents will 🔪me 😅. I am save 3100 . It gives 800 rs 😅. One year experience. I am 20.
My submission to the part "Tips to level up your trading game" 18:18
Doesn't this theory defy the very theory of 'buying the dip'?
Over all Market in bullish don't go against it is herd psychology.
Bullish market attracts greedy one to trap contrary to un-greedy who sell bull and invest in shallow dip.
Great series.nice questions asked by sharan.
No...... No... No......
First select sector...
Then See EPS, BV... PE < 2 & P/BV < 1.5, Debit /Equity < 0.20, Dividends yield > 5℅ sales growth >15℅ EPS growth yoy.... when market crash buy & hold 5 to 10 year (Best company with low price) patience required to hold, you get price appreciation, bonus & dividend.. When the market is peak sale part by part keep money FD or rental property and weight again market crash... for repeat the cycle (chart wave.. Technical chart movement) Note: any big company stocks, when market crashes you get cheaper and cheaper price.. every time low, if you have strength or .... buy power & hold.patience. buy & hold..
I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Michelle Stewart
The first step to successful investing is figuring out your goals and risk tolerance either on your own or with the help of a financial professional but is very advisable you make use of a professional.
Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, i'm in my fifth trade with her and it has been super.
What impresses me most about Michelle Stewart is how well she explains basic concept of winning before actually letting you use her trade signals. This goes a long way to ensure winning trades.
Isn't that the same Mrs Michelle Stewart that my neighbours are talking about, she has to be a perfect expert for people to talk about her so well
I'm new at this, please how can I reach her?
Great learning videos sir 👍 lot of knowledge can be achieved by this 😊
Thank you bro
As per the interview, when the fundamental analysis is already done. Averaging the stock when the price goes down, would it still be treated as stupidity when the market is moving upward?
Awesome 👍 😎 interview 😺
It's a great inspiration for me as a investor now I am just 17years old❤
Great things learning i add this in to my investmenting strategy
Good interview sir
No one can predict Market it's not in their hands