5 must-dos to sharpen your portfolio now! | Strategies to optimise your investment portfolio in 2024
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- เผยแพร่เมื่อ 25 เม.ย. 2024
- This video delves into practical advice and proven tactics to help you fine-tune your investments for better performance and resilience in 2024. Whether you're a seasoned investor or just starting out, these insights will guide you on how to allocate assets smartly, manage risks, and enhance returns.
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Here are the key takeaways:
1. Ensure adequate diversification.
2. Eliminate underperforming funds.
3. Establish an asset allocation strategy.
4. Regularly rebalance your portfolio.
5. Avoid being swayed by the market noise
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Chapters:
00:04 Introduction
00:43 How to invest during volatile times?
03:36 How to calculate your accumulation and decide on asset allocation?
06:30 How to determine if you are adequately diversified?
08:02 How can you evaluate the quality of investments?
09:57 How to prune your portfolio?
11:37 What is the recommended limit for exposure to a single fund house?
13:12 What are the 5 must-dos to sharpen your portfolio?
16:03 Key Takeaways
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Wealth is made through concentration and protected through diversification 😊
In a concentrated portfolio of lets say 10 stocks, you need to be very very good with stock picking.
@@happyguy650 absolutely correct
Dhirendra sir great job.
From 14.30 till end ..... अगदी योग्य सांगीतल आपण.....आभारी आहे सर
Thanks value Research for this valuable conversation.Thanks Dhirendra sir and Ruchira ji.
10:36 dhirendra sir is a bhisma pitamah of investing world.
Super explanation
Thank you sir, for this wonderful video. I have been following you for a long time. If i become financially independent, i will attribute to you only.
All the best. Keep watching!!
In a present market scenario how much allocation should be in debt, gold and ofcourse equity.
Please discuss about value and growth investing in interest rate cycle
I am Ketan Raval from Ahmedabad. My age is 59 & retired. I shall start my monthly expenses Rs.40,000/- after two years . I am having conservative hybrid fund of MF sbi , hdfc , absl , icici & kotak MF . Each having 5 lakh investment since last 02 years. Is it right timing in current market scenario to switch over into Agressive hybrid or Balance Advantage funs into same AMC !! Should I switch lumps in a multiple shots ot do STP ??
I have done STP from my SIP multiple asset allocation fund to manufacturing fund of Rs 2000 my question is shall I have a option to top up manufacturing fund and Multi asset allocation fund separately
Having less than 10 funds may be good enough for diversification. But does it not increase the risks as well. Couple of years ago 6 funds of FT India Debt funds ran into major crisis and investors suffered. Does it not make sense to diversify across fund houses and across schemes and spread the risks ?
So well explained ❤
Thanks a lot 😊
HMM HMM xD. great video
What would be a time period suggested for MF game change
Do u rate PMS also ?
While rebalancing between Debt and Equity funds, I get worried about the tax implications . Should tax outgo be a factor while rebalancing.
Dhirendra sir is underutilized . He should come up forward .
Basant Maheshwari is GOAT ❤
he talks a lot but has no performance to back it up. If u see him for long period of time he has given disatarous advise to his followers by encouraging people to do short term trading, cryptos, tesla shares. His PMS is worst performer over long term. He has now shifted to youtube videos.
He spends too much time discussing politics on his videos. I find his book much better.
Promotional video !