How to Build a STRONG & SUCCESSFUL Investment Portfolio?
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► Part 1 of ETF Series : • ETF Investing for Begi...
For retail investors like you & me, a successful investor is essentially someone with a strong and stable investment portfolio. In this video, I take you through the key steps in constructing such an investing portfolio with a focus on using ETFs (exchange traded funds) however the principles shared are very much applicable to actively-managed mutual funds and index funds
The 5 steps in building an investment portfolio are:
1. Define clear investment goals & setup an investing workflow
2. Determine the ideal asset mix using practical approaches like the safety cushion method
3. Structure the portfolio with core and satellite components
4. Use a systematic approach for investment selection including a unique 3x3 grid I discussed
5. Implement a well-thought-out entry and exit strategy
👉 Video Chapters:
00:00 Building a Successful Investment Portfolio with ETFs
02:33 Investment Goals
05:03 Asset Mix
08:12 Portfolio Structure
10:55 Selection of Securities
14:19 Entry & Exit Strategies
#investmentportfolio #successfulinvesting #exchangetradedfunds #etf #etfs #passiveinvesting
Disclaimer: I am not a SEBI registered investment advisor or research analyst. I am not registered with PFRDA or IRDA either. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented. Some of the links I have posted in the video, the description, the comments and other related resources might be affiliate links
@pkprprempavankumar8749 Ай бұрын
Weekend is totally incomplete without your videos 😅. Thanks for another video ji 😇
@shankarnath Ай бұрын
Thank you so much 🙌
@rlddsouza4235 Ай бұрын
Indeed
@kshitijvashist1891 Ай бұрын
Sir big admirer of your work on YT. You have opened new avenues for people who can't afford financial managers, that too by educating us. Also kudos to your production team, they are doing great work. "Give a man a fish and you feed him for a day. Teach a man to fish and you feed him for a lifetime" 💥🔝
@shankarnath Ай бұрын
So nice of you. Thank you very much for your kind words, Kshitij ji
@bezzzzzzzz Ай бұрын
Another amazing video Shankar. An absolute gem. I love how you don’t impose your thoughts on what the right strategy could be but instead make us think on what could work for us basis our goal and risk appetite. I feel this video will age very well and it be one that I will be revisiting for sure.
@shankarnath Ай бұрын
Glad you found this informative! And many thanks for the kind words 🙌
@Sundarperunarkilli Ай бұрын
This one is really awesome , I have mapped my investments for a specific goal and needed to make adjustments, Active fund , mid cap , small cap, sector based funds international market funds , and a small bunch of stocks . All these were possible because of your videos from your ET money days . Not to forget PPF & NPS is also doing good .Thanks 🙏 Shankar
@shankarnath Ай бұрын
Fantastic! Wishing you the best! 🙌
@amitkalode5158 Ай бұрын
Hats off to you for your 3X3 grid. Really appreciate. We are getting very good insight from your Channel..🎉
@shankarnath Ай бұрын
My pleasure. Do share it with others, I must have explained this to dozens of my friends and family members .. it's helped each of them
@thepalashjain Ай бұрын
Thanks! I just asked for this yesterday!
@shankarnath Ай бұрын
Happy to help!
@sameervasantgadkar Ай бұрын
This is the absolute gold standard. Thanks, Sir for your insightful and knowledgeable sharing.
@shankarnath Ай бұрын
You are most welcome. I'm glad you found it useful .. you might some of the techniques really useful. Even if you don't find it right now, over time you're likely to do some variation of it. Wishing you the best!
@naveenkumarkaranam2799 Ай бұрын
After watching many of your videos the first thing I do when I start watching is liking the video with a default expectation that i would definitely learn something and there would definitely be an aha moment. Thanks a ton for all the knowledge shared It is quite helpful and really adds a lot of clarity when choosing the assets to invest
@shankarnath Ай бұрын
Thank you 🙌 Yes pls, not everything will be golden but I try to put 2-3 nuggets of information that can help the viewer. I myself learn that way .. even something like the 8 hour training programs I attended during my employment .. while 7.8 hours was a filler, often there was a 15 minute of good advice which I used to carry back and it has helped me for many years in the future. Appreciate you taking these videos in the spirit in which these have been created
@spraveenca Ай бұрын
Wow ! Really Wonderful Video with holistic understanding of Successful Investment Portfolio, Cherry on the cake was knowing your personal experiences and improvements made was top notch 😊 Thanks a ton Shankar sir, always great researched video with practical structures, systems and approach👍
@shankarnath Ай бұрын
You are most welcome 🙌 Glad you liked it!
@whatsupLoading Ай бұрын
The information density and hence the ROI of watching your videos is by far the best I've seen. Thank you.
@shankarnath Ай бұрын
Wow, thank you!
@giriharane Ай бұрын
Amazing content, thanks for sharing such valuable information
@shankarnath Ай бұрын
My pleasure. I'm happy you found it helpful
@naveenkumarsharma2716 27 күн бұрын
Excellent presentation , very informative…., great service to discipline investors with patience….. Thanks 🙏 🙏
@shankarnath 27 күн бұрын
My pleasure. Glad you liked it! 🙌
@Rockfort_dinesh Ай бұрын
Another fentastic video... Thank you sir.. 😍
@shankarnath Ай бұрын
So nice of you. Always welcome!
@rvikram2366 Ай бұрын
Very good video. This video covers the core principles of portfolio building. Kudos to the video editor, he has done a good job. Content was very well presented, crisp yet exhaustive 👏
@shankarnath Ай бұрын
Glad you liked it!
@ajayverma1155 Ай бұрын
Thanks for the research. Really educative...
@shankarnath Ай бұрын
Most welcome! 🙌
@shrutiganesh Ай бұрын
Thank you so much for all the videos and newsletters. I have learnt a lot from you. 🙏🙏
@shankarnath Ай бұрын
Most welcome. I am glad you like my work 🙌
@arjunjain6430 Ай бұрын
Thank you so much !!!
@shankarnath Ай бұрын
Most welcome 🙌
@raghavendranargolikar1095 Ай бұрын
Wonderful video and great knowledge shared sir! I really loved this video!
@shankarnath Ай бұрын
Thank you very much!
@pritish777 Ай бұрын
Insightful as always, for the grid value part I had shortlisted UTI 500 value 50 index fund which covers Large Mid and small cap.. I glad on the right path as I had created quite a similar portfolio.. Your channel influence probably 😊
@shankarnath Ай бұрын
Glad you are finding my work useful
@nimeshpatel8748 Ай бұрын
I feel blessed to watch your video and the content you share with people. Your videos are goldmine. All we need is to adjust and apply learning in our investment journey.. Make mistakes and improve as you mentioned in long term journey. This ETF series is eye opener for me. Thanks for all the efforts you and your team puts to make these videos. Jay Hind!!
@shankarnath Ай бұрын
So nice of you. Thank you very much, I am glad you are finding my work informative and useful
@nandak74 Ай бұрын
This was really very informative and interesting.. Though I have done some amount of asset allocation in the past your video has given me next level of thought to yrs k down and refine my portfolio.. thank you so much
@shankarnath Ай бұрын
Glad it was helpful! 🙌
@ramamoorthyh Ай бұрын
Fantastic video. As usual, goldmine of information. Thanks Shankar.❤
@shankarnath Ай бұрын
Thank you very much 🙌
@arjunna9359 Ай бұрын
As always awesome video sirji! 🎉 Lot of takeaways and loved the last pointer around the exit and entry based on returns using nifty 50 PE ratio over different time horizons .
@shankarnath Ай бұрын
Thanks a ton. I'm happy you found this informative 🙌
@rk4755 Ай бұрын
One of the best I have seen. Thanks for this explanation.
@shankarnath Ай бұрын
Wow, thanks! Glad you like it 🙌
@sagek7949 Ай бұрын
I just enjoy watching your videos so much, I have no connection to finance or accounting stuff, since I’m in stem but you make it seem so interesting that I’m feeling so inspired to learn about investing 😊
@shankarnath Ай бұрын
You are so welcome! 🙌
@mithilsehsingh8775 Ай бұрын
Thanks a lot for this type of knowledgeable videos
@shankarnath Ай бұрын
It's my pleasure. I'm glad you like my work! 🙌
@baskarchockalingam2421 Ай бұрын
very comprehensive... crossed 6 th year of investment...happy travelling with ur videos..TKS shankar brother
@shankarnath Ай бұрын
Thank you. All the best
@thamizhtechno Ай бұрын
Another insightful video. Thanks.
@shankarnath Ай бұрын
Welcome, glad you liked it
@manendrasingh3545 Ай бұрын
Your video is very very deep knowledgable and helpful Love you
@shankarnath Ай бұрын
Thank you! I'm glad you like my work 🙌
@zubanedil Ай бұрын
superb Shankar da 👌 u made so simple the most critical topic
@shankarnath Ай бұрын
Thank you so much
@mdfasa Ай бұрын
You speak with simplicity and sharing your experience unlike the fintech who use jargon to confuse rather than simplify.
@shankarnath Ай бұрын
Thank you
@omayorupagan Ай бұрын
Great Video, Thanks for sharing. I have a question on portfolio construct suggestion of having a momentum, value and growth across 3 different sizes. How this fares up with another great video - Nifty 50 fund along with Momentum is sufficient when we have a choose only 2 funds. Many funds suggested is going to overlap each other? Wanted to know your thoughts
@shankarnath Ай бұрын
Most welcome! 1. I really don't look at overlaps because practically, it's unavoidable. I'd rather prefer to have the stocks that give me the best chance of making money rather than worrying so much about spreading it thin. 2. Now, its a matter of comfort. I am comfortable working with 7-8 primary funds divided around the styles and mcap sizes I referred to in this video. For others, it might not be that convenient. Pls do as you please. 3. Kindly watch my upcoming video on Index Fund performance. I'm certain many Nifty 50 loyalists will be a bit disappointed
@kum560 Ай бұрын
Excellent content. Thanks.
@shankarnath Ай бұрын
Most welcome
@harshitsinha5255 Ай бұрын
Another amazing top notch quality video sir . Lately , I had started ETF investment on dips and your video gives immense validation in my approach . Big admirer sir .
@shankarnath Ай бұрын
Glad you found this useful! 🙌
@maheshmoharir9314 Ай бұрын
Your presentation and content are amazing.
@shankarnath Ай бұрын
Glad you think so!
@darshannaik892 Ай бұрын
Very comprehensive video.🎉 Amazing 🤩
@shankarnath Ай бұрын
Thank you! Glad you liked it
@remoterish Ай бұрын
Always love it when you make a video on ETFs 😊
@shankarnath Ай бұрын
Glad you like them!
@engineering-music Ай бұрын
@shankarnath Sir, please make a video on "How to handle Portfolio when it gets big". There is a lot of content for how to start investing but we need guidance on how to deal with a portfolio that becomes big eventually. We get stuck once our portfolio gets big.
@shankarnath Ай бұрын
Thanks for the suggestion. I'm deducing the setup/ideas shared in this video should work for upto 20 crores. If anything bigger, please use the services of a financial planners if wealth managers aren't already calling you for an appointment.
@pickledd Ай бұрын
This is a brilliant video. Thank you for the excellent overview on portfolio construction. As someone who is gradually shifting to ETFs, this was quite validating. One question, though: Given that equity investing is a long term game, how long should you test one investing style before shifting to another (e.g., soft cushion vs debt:equity split)? Or should you experiment with pockets of your portfolio with different styles for x amount of time before settling on something? Curious to know your thoughts on this.
@shankarnath Ай бұрын
Most welcome! With re: your question, anything long-term will require tweaks, changes and improvements from time to time. This applies to one's career, lifestyle, business etc. -- we all do it differently but generally we test out scenarios, talk to others, read up more, continue multiple paths until we get comfortable with one etc. My point is -- there is no generic rule/playbook to this
@naresh_6197 Ай бұрын
Great Video as always Mr. Shankar Nath. I am currently in the process of constructing an ETF only portfolio for long term wealth creation, because I feel the direct stocks are not for me, except for the very few familiar handpicked large cap stocks. I have used the combination of Growth + Momentum + Value + Alpha + International ETFs. I am also planning to review the portfolio every 6 months/1 year and book some profits and move it to Liquid and Gold ETFs. I am also using Liquid and Gold ETFs to park some money for investing during future crashes/opportunities. My only concern is the ETF liquidity, but I am very confident that the ETF market will gain more traction in the next 5-8 years and liquidity problem will be solved. Thanks, your videos are very knowledgeable and useful. 👍
@shankarnath Ай бұрын
Most welcome. Glad you found this useful
@joethim Ай бұрын
Most productive thing done in the weekend is watching your content 👍
@shankarnath Ай бұрын
Love that! Appreciate it 🙌
@VJeducation999 Ай бұрын
Great video. Thank you
@shankarnath Ай бұрын
Glad you liked it!
@rajendralal3068 Ай бұрын
Indeed Shankar your videos are knowledge book which we can use. I have started watching your videos with Pen and paper :)
@shankarnath Ай бұрын
Glad to hear that! Appreciate the support and encouragement
@hemalprajapati311 Ай бұрын
Sir, Wonderful Insights with lot of research and Hardwork is highly appreciated. Regarding Debt portion of an individual, I feel following could help to some extent. 1) Aggressive investors can keep 1 year lasting of house hold funds in safe instrument. 2) Moderate can keep 3 years of funds 3) Conservatives can keep 5 years of house hold funds in safe kitty. Rest all invested in high yield products. I keep 3 years funds in distributed in cash, FD and Debt funds and rest all in very aggressive micro, small and midcap direct stocks only. Thanks 🙏
@shankarnath Ай бұрын
Most welcome, glad you found it useful. Thx for sharing your strategy
@naveenrocker54 Ай бұрын
Thank you for the video sir
@shankarnath Ай бұрын
Most welcome
@shilpiburman7102 Ай бұрын
This video was gold Shankar....absoluteky love the ckarity in which you present tge strategies at once making them accessible and executable. I have a question - what is considered the fairly valued PE ratio for midcap and smallcap, and what ratios for these would be considered good entry or exit points.
@shankarnath Ай бұрын
Thank you! Glad you liked it. For midcap 150 index PE ratio: pls use -- www.screener.in/company/id/1275143/ (avg is 28) For smallcap 250 index, pls use -- www.screener.in/company/id/1275142/ (avg is 29)
@nabeelyahiya Ай бұрын
Excellent sum up Shankar ji❤👌👍
@shankarnath Ай бұрын
Thanks a lot 😊
@sandz_storm Ай бұрын
Hi Shankar, Loved your style of investing and thanks for sharing. I am in my 20's and fairly new to investing. Especially the way you have diversified your portfolio is quite good. It would be great if you could make a video about how young people can diversify their portfolio and what all options they can choose and how much weightage they can give.
@shankarnath Ай бұрын
Thanks for the suggestion. Two points -- 1) What do you see in this video that won't be befitting for a person in their 20s? (I tried critiquing but figure that I'm just running the blade for the heck of it; this construct works across age groups .. ofcourse with minor tweaks and personalizations) 2) Unlike people in their 30s & early 40s who are likely to have responsibilities -- the 20s person can be a) very less responsibility (parents working, unmarried) or b) very high responsibility (parents not working, maybe married). I'm not sure how to generalize something like this when I'm not a fan of one-size-fits-all approach. If you have any suggestions for me that doesn't involve making video segments for multiple scenarios, pls do let me know. I'll probably again go back to the point that this construct works across age groups with personalizations :)
@sivaramann3730 Ай бұрын
Very useful and informative
@shankarnath Ай бұрын
Thanks a lot
@anujoybardhan Ай бұрын
Loved this video Shankar ❤❤! ETFs are totally the instruments for future wealth creation. Be it long term or trading in ETFs , I have personally found them very useful. I just hope that there will be more sectoral ETFs especially covering Real estate/ Manufacturing/ Defence/ Oil and gas and most importantly we need actively managed ETFs as well as Nifty 50 reverse ETF... Financial product creation is simply too slow in our country..dunno why? These are already there in US ...
@shankarnath Ай бұрын
Thank you very much 🙌
@VishKrish1 Ай бұрын
this gives a lot of clarity sir . I have 5 diversified mutual funds . confused abt what to add to a satellite portfolio . should i add a thematic fund or a momentum fund or just stick to my plain vanilla diversified portfolio ?
@shankarnath Ай бұрын
Most welcome. One doesn't need to force-fit anything in the satellite portfolio. As your knowledge of investing increases, you'll start identifying opportunities and have it there. This isnt far away, so give yourself time.
@ramu222049 Ай бұрын
Thank you for the insightful video. Given that the current PE ratio is around 23-25, do you suggest this is the right time to exit mutual funds and wait for the PE ratio to drop to around 18-19 before re-entering? Alternatively, if we are in SIP mode, should we continue with the SIPs and consider increasing them if the PE ratio drops to the 18-19 range? I would appreciate your guidance on this matter.
@shankarnath Ай бұрын
I have a video on SIP & Lumpsums here: kzfaq.info/get/bejne/Z6iiaKh8x6e1fGQ.html .. personally, I am continuing with my SIPs
@ramu222049 Ай бұрын
@@shankarnath Thanks , can you please suggest me any large, mid and small cap for the long term,
@shankarnath Ай бұрын
@@ramu222049 Sorry, I don't advice on specific schemes. That's the area of expertise of a financial advisor, may I request you to consult one in case of doubts.
@HimanshuSharma-ec6hy Ай бұрын
Namaste Shankar- Some of us in 40s, find in ‘sandwich generation’, everything collides- child education, parents getting older need financial support & own retirement coming up. Many competing obligations, life feel overwhelming. How to gracefully navigate challenges & build finances?
@user-pt1kq4mj7u Ай бұрын
Pls share @shankar nath
@shankarnath Ай бұрын
Namaste to you too, Himanshu ji I'm in my mid-40s myself. My response to financial & societal responsibilities was to give myself the best chance at improving it. For instance -- 1. Family -- My parents live with me; we moved to a better society & I even convinced my sister & her family to take a place close by; I don't have children but have 2 nieces who are a handful 2. Job security -- I moved away from a corporate environment and built upon skills I had acquired (some) in my 20s and 30s. So technically I have a secured job now. 3. Health & lifestyle -- Because of self-employment, I'm able to work when I feel like, avoiding outside food, don't drive in traffic, take vacations when I feel like etc. I feel healthier although there is room to do better 4. Stress - This deserves a separate bucket. Haven't been under any stress for the last 2 years, I think life has become more minimalist for me which works well for me 5. Financials - Again, I believe one should give oneself the best chance of earning more. I didn't save/keep/invest enough in my 20s and 30s which is OK .. but in my 40s, I'm giving myself opportunities and building upside. For instance, KZfaq has almost replaced my ET Money salary. I can double it by creating a Hindi channel (upside 1), I can grow the newsletter and monetize it (upside 2), can create smallcases that many viewers have been asking for (upside 3), am getting myself a small 1% stake in a fast growing business (upside 4). My point is -- wealth grows if one gives it the chance. How to do it, how to overcome one's fears is all upto every individual. Hope this helps.
@HimanshuSharma-ec6hy Ай бұрын
@@shankarnath yes, this is helpful! Truly simple, but impactful and inspirational work. Makes me think that (it’s high time now) I should do some course correction and take actions with a plan. Thanks a ton for giving an honest and detailed response. Regards
@shankarnath Ай бұрын
Most welcome. Wishing you the best!
@advghc1279 Ай бұрын
Very helpful video
@shankarnath Ай бұрын
Glad to hear that
@jomyglp Ай бұрын
Really helpful video.. i have shared your link with my family members too. I had a question, is it possible to automate SIPs to ETFs. Thankyou.pls continue your good work.
@shankarnath Ай бұрын
Most welcome & thx for paying it forward. Yes, SIP automation is very common nowadays and most platforms offer it. Just try it on your trading platform & if you're facing an issue, write a note to the customer service team. Sometimes, designers hide it in the UI if there isnt much traction for this feature.
@rakesharma04 Ай бұрын
very interesting and simplifying talk
@shankarnath Ай бұрын
Glad you think so!
@SammyAjay Ай бұрын
What is your opinion on timing the ETF SIPs? Is blindly choosing some dates good or is it good to do manual SIPs when the price dips below a certain SMA? Say 9 day or 20 day?
@shankarnath Ай бұрын
Apologies, I haven't analysed a moving average based scenario. If you some data-backed insights, please share -- keen to understand more on this.
@santoshkumarch4583 Ай бұрын
Fabulous 👌 nothing less, nothing more.
@shankarnath Ай бұрын
Many thanks!
@TheRojitt Ай бұрын
Thank you for bringing these videos to the uninitiated like me
@shankarnath Ай бұрын
Most welcome!
@snehilkamal1919 Ай бұрын
Another Masterpiece Crafted by maverick Shankar Sir❤ Keep Posting These Gems Hatts off to your Research & insights Sir You are a life safer for retail Investors Like us 😊🙏🙏🤗
@shankarnath Ай бұрын
Thanks a ton 🙌
@ghosh9390 Ай бұрын
Great knowledge 😃 Sir we want atleast 2 video in every week
@shankarnath Ай бұрын
Thank you! Nope, I can't do 2 videos a week .. and honestly, its really not needed. Overstuffing oneself with content is quite detrimental
@karth12399 Ай бұрын
@@shankarnathI agree with you sir.
@user-pt1kq4mj7u Ай бұрын
Thanks
@shankarnath Ай бұрын
Thank you Sandip for this kind gesture and your appreciation!
@NickLopes105 Ай бұрын
Amazing 👏
@shankarnath Ай бұрын
Thanks
@deepakarora9055 Ай бұрын
Great video, Shankar! Please make a video on equity savings mutual funds. Thanks.
@shankarnath Ай бұрын
Thanks for the suggestion
@aryankamath4409 Ай бұрын
hello Shankar what are your thoughts on 1. maintaining SIPs and investing leftover savings at the end of the month 2. having different debt funds for different short term goals (getting a bike/expensive phone etc)
@shankarnath Ай бұрын
Hi, 1. I'm a fan of SIP. Investing leftovers seems like a great strategy & should be rewarding over the long run 2. My suggestion is -- reduce dependence on debt funds for short term. Instead block that amount in a fixed deposit. Your maturity is fixed and safety is high that way.
@aryankamath4409 Ай бұрын
@@shankarnath understood, thankyou for your inputs 🫡
@karthik681 Ай бұрын
me too, as Warren Buffet said, "Do Not Save What Is Left After Spending, Spend What Is Left After Saving." all my SIPs/investments/savings are in the beginning of the month, a few days after the salary :)
@aryankamath4409 Ай бұрын
@@karthik681 hey Karthik, I meant continuing with the SIP, and investing the extra savings left at the end of the month
@anoopk7468 Ай бұрын
Sir, your videos are very unique and informative. Can you please share your thoughts on future themes and stocks will be the beneficiaries.
@shankarnath Ай бұрын
Thank you! I have a video on future themes, pls have a look: kzfaq.info/get/bejne/pZaonbyW0pjFemQ.html
@AvinashG-fh7vh Ай бұрын
Hello sir, thanks for this detailed video on building a portfolio!! Can you please make a video ( or share some resources) on investing in Bonds directly vs Bond ETF discussing their liquidity, returns, and taxations, not able to find much information on this.
@shankarnath Ай бұрын
Glad you liked it. Thanks for the suggestion, there is a video I made on investing in government bonds during my ET Money days. Pls have a look at kzfaq.info/get/bejne/eKyanZV_0K_KaaM.html
@neetanadkarni4223 14 күн бұрын
While assesing one's own portfolio, should one consider cost of the house that one is staying in and car that one owns ( it depreciates)? Should one consider cost of gold jewellery ( not coins or glod bonds) as its generally not sold but may be passed on to next generation?
@shankarnath 14 күн бұрын
1. That's upto you, there is no generic rule to it. Personally I don't count it in my portfolio. 2. Again depends on you, I have not come across any generally accepted rule. I don't have gold jewellery so I won't know what to do
@Vinkalm Ай бұрын
Great content as always.
@shankarnath Ай бұрын
Much appreciated!
@Vinkalm Ай бұрын
Taking que from momentum video, can we consider quant funds also under the category of Momentum funds.
@shankarnath Ай бұрын
@@Vinkalm I dont think so. Quant funds generally works on different factors while momentum is just the momentum factor.
@Vinkalm Ай бұрын
Thanks shankarji, really appreciate
@bhumitselokar4724 Ай бұрын
#Question Hi Shankar , To much confused about investing in index fund( lot of them are in the market) i am planning to do sip horizon is 30+ years which index fund would be good nifty 50 ,nifty next 50 ,nifty 500 ,nifty 750 Which will have better returns
@shankarnath Ай бұрын
I'll be covering this in next week's video (Saturday release). I've examined dozens of indices with trailing returns going back to 15 years. Where possible, I've looked at rolling returns and SIP returns aswell.
@Sri_Krish1555 Ай бұрын
@@shankarnath That's great but you also mentiones that we shouldn't look at the past returns... when should we look for past returns and when should we not ! What are some advantage and disadvantages of them
@shankarnath Ай бұрын
@@Sri_Krish1555 May I know where I said that one should not look at past returns. Kindly share the video and the timestamp
@DronaKhurana Ай бұрын
Great video as always Shankar. I need some help regarding how can I invest some amount in my portfolio as direct equity in US stocks. Let's say Tesla. If you or anyone else reading this comment could point me in the right direction. Thanks.
@shankarnath Ай бұрын
Thank you. Sorry, I'll pass .. am not tracking US domiciled listed companies presently.
@PraneshSR3 Ай бұрын
Hi sir -- ur video was very informative. But sir i hv 2 doubts 1. In 03:28, u hd mentioned about the list of ETFs, if say i dont hv demat account and if i buy such ETF MF without demat, is it possible ? Such as FoF options 2. In 09:33, if i make such a grid for investing in ETFs, what should be the proportionate amount one should keep for investing in such grid like format ? Sir, u might hv thought well before putting it in video? Right now i hd started an active large cap MF and willing to invest more in many easy MFs with less tension.
@shankarnath Ай бұрын
Hello. 1. Sure, you can do that aswell. It might be a bit expensive though but sure. 2. I can't advice for you but I use 50:25:25 for large, mid and small .. and 70:15:15 for growth, value and momentum
@PraneshSR3 Ай бұрын
@@shankarnath in what way it would be expensive sir ? Usual ETFs r costing us 0.2% with demat account.
@shankarnath Ай бұрын
@@PraneshSR3 kzfaq.info/get/bejne/qp5mgtaEsZ2zoJ8.html ..pls watch this video
@PraneshSR3 Ай бұрын
@@shankarnath ok sir. .... need to revise the basics. Thanks
@user-pt1kq4mj7u Ай бұрын
Good content 👌
@shankarnath Ай бұрын
Appreciate it 🙌
@nishujain9876 Ай бұрын
Loved the video. How do you decide the percetage allocated to each grid block ? Also, if you assign ETF to each grid block isnt it too diversified and can become like nifty500? Shouldn't you take some and leave some for better portfolio returns?
@shankarnath Ай бұрын
Thank you! 1. Over time, I've found a comfort level. So for size, I use 50:25:25 between large, mid and small. For style, it's 70:15:15 between growth, value and momentum. This is for every investor to decide for oneself 2. That's the point, it's not Nifty 500 like because the ratio of large/mid/small is different there and styles are like all over the place. The problem with over-simplifying one's thought process is to negate everything. For instance, once one might look at Nifty 500, the mind might say "ye to Nifty 200 jaisa hi hai na? but with more companies". Then with Nifty 50, one might say "ye to Nifty 200 jaisa hi hai na, bas thode midcaps bhi hain". But if one looks carefully there are atleast 5 major differences between Nifty 50, Nifty 200 & Nifty 500. To put this together -- the idea here is to create a portfolio that has different sized-companies and styles of investing counteracting with each other. This balance offers stability to the portfolio and improves returns. 3. Sorry, I didn't understand the meaning of this take-it-or-leave-it line. Can you pls elaborate?
@nishujain9876 Ай бұрын
@@shankarnath Thanks for taking time to reply. 1. Understood your percentage allocation. I want to clarify, these percentages you got comfortable with over time on your gut feeling and there is no formula on deciding these exact percentages. 2. While I understand the fact that since the ratio of allocation in different caps and style is different and it will give returns on that basis. But I am uncertain on how to draw a boundary and where to a draw a boundary? Why would one decide to invest in Nifty 50 (say 84%) AND Nifty Next 50 (16%) when the same person can invest directly in Nifty100 ? Or on what parameters a person should decide to buy large,mid and small cap on his/her own OR buy Flexi cap directly ? 3. Shouldn't you take some and leave some for better portfolio returns? -> What I meant is why not take a little concentrated bets? Like not investing in say Nifty Next 50 . So that when these particular companies dont work, you're unaffected. Shouldn't we get better returns when we put money on some assets and leave other assets untouched. If we put money in all assets , wouldn't the whole portfolio get some average returns ?
@shankarnath Ай бұрын
@@nishujain9876 1. No formula, lots of experimentation & looking at data. Afterall, historical data is available over the last 18-19 years in the form of indices on niftyindices.com 2. Again, run the numbers and see for oneself. E.g. let's take the 2017 to 2021 period. How would a 100% smallcap fund have done versus 100% largecap fund versus 50%+50%. Which is more comfortable? The returns and risk are different 3. I take concentrated bets in stocks. That's what the satellite portfolio is for. The core portfolio is the diversified one that I keep untouched. 4. Difficult for me to answer on the multiple assets part. Different people might have differing views.
@nishujain9876 Ай бұрын
@@shankarnath Thank you for replying and taking your time to answer my queries. Really appreciate them. My takeaways are that investing is completely personal , and one can / should run the numbers to find the comfortability in their method. Everyone will have their opinions on asset allocation and how much diversification is required for them. But goal is to invest something and stay invested. Find a method that works for yourself and one you're comfortable with.
@dr.sujitchowdhary9087 28 күн бұрын
Hi ! great education for us . r u running a financial service & where r u located ?
@shankarnath 28 күн бұрын
Thanks. Sorry, I don't do 1:1 paid consultations currently
@nitingaoshinde7737 Ай бұрын
❤ very very nice contents always ❤
@shankarnath Ай бұрын
Thank you so much! 🙌
@suriyakala423 Ай бұрын
Excellent
@shankarnath Ай бұрын
Thanks again!
@udayswami Ай бұрын
There is no Value ETF in smallcap, also microcap etf is not available right now? Anyone has better alternative to these. @Shankar can you suggest any better alternatives
@shankarnath Ай бұрын
Until an ETF comes in, one can be a little flexible & look at index funds. There's a Nifty 500 Value 50 which covers the entire spectrum of large, mid & smallcaps .. and there's a Microcap 250 index funds aswell
@udayswami Ай бұрын
@@shankarnath I was thinking of creating a smallcase for myself but till that point I guess I'll have to manage this on my own with mix of MF and ETF
@alokentrepreneur9645 Ай бұрын
You are a great guru 🙏🙏
@shankarnath Ай бұрын
Glad you like my work
@bluestone019 Ай бұрын
Great content Worth the 18 minutes ❤
@shankarnath Ай бұрын
Thank you! 🙌
@ShailendraKumar-tn7rl Ай бұрын
Sir I Have Invested in Momentum 30 and MidSmall Cap 400 ....... I also find to invest in Value Factor..... But I am confused whether to Choose Nifty 50 Value 20 ..Or... Motilal Oswal Enhanced Value ETF... PLEASE Guide me
@shankarnath Ай бұрын
Hello. Pls consult a financial advisor for such specifics. Your choice of funds should fit with your strategy
@jimitdoshi1860 Ай бұрын
Great video dont worry about the time of the video if content is great then it doesn't matter. Also if u cud share all the funds in ir portfolio without numbers wud be great help to us
@shankarnath Ай бұрын
Thank you! I have too many funds (10 year old legacy, unable to prune it down) but the overall structure is exactly what you see in this video -- the 3x3 grid. Specifically, I follow 50:25:25 with re: mcap (large, mid and small) and 70:15:15 with re: style i.e. growth, value & momentum. This works for me.
@jimitdoshi1860 Ай бұрын
@shankarnath thanks for your insightful comments your value plus momentum strategy is a great discovery.
@amitbansal7754 Ай бұрын
How do you tackle the liquidity issue with ETFs? What if there are no buyers for the ETFs that you hold in the future?
@shankarnath Ай бұрын
Kindly watch the video on ETF for beginners for these insights: kzfaq.info/get/bejne/qp5mgtaEsZ2zoJ8.html
@syedshuaibmohammed7829 Ай бұрын
Well I’ve started a new portfolio for my kid wherein I’m investing in smallcap momentum quality 250 a portion in nifty 200 momentum 30 , nasdaq and gold etfs I don’t really have to buy individual stocks this allocation looks good to me, please do make more video on the new instruments by mirae like momentum quality smallcap midcap 400 and momentum quality small smallcap 250!
@shankarnath Ай бұрын
Thanks for the suggestion
@parthasarathibasu9670 Ай бұрын
How can I add to position in a stock for longterm holding, where stock's price has run up too high from my "buy price" (initially I was skeptical -- now upset) ?.. Should I SIP or wait for a bear market (simple correction won't be sufficient).. Please enlighten us.. Thx..
@shankarnath Ай бұрын
Whats done is done. An analysis need not have a baggage of a "cheaper buy price" to it. Your focus should be on reviewing the stock based on present information. For example - a company was at an EPS of 10 in 2018 and you bought it then at 200 rupees a share .. so a PE of 20 and let's say that's the average historical PE for such a stock. Let's say today in 2024, the EPS is 80 and the stock is available for 1000 rupees a share. Hopefully you won't reject the stock because the price is up 5 times from when you bought it. You are negating the fact that the EPS is up 8 times during the same period. If you have some structure like this in place, then whenever you sense/see the opportunity you can swoop in with some lumpsum money and average up. You don't have to do an SIP per se as there will always be some or the other opportunity in the market
@parthasarathibasu9670 Ай бұрын
Thx Sir.. Now it's clear what to do.. Actually, whenever my entry price has been high, I've suffered since I'm mostly a buy & hold kind.. So kind of you, Sir..
@shankarnath Ай бұрын
@@parthasarathibasu9670 I struggled with it too for many years :) .. happy to help!
@mickchunggurung2559 Ай бұрын
Lots of love from Nepal ❤ , Shankar 🙏❤️
@shankarnath Ай бұрын
Thank you very much, Mickchung 🙌
@vaninagesh9092 19 күн бұрын
Mind blowing strategy for portfolio building. Recently I started investing in mutual funds and my time horizon is 10 to 12 years as I entered very late. Had I seen this video bit earlier ,I could have built a sensible portfolio. Sir I need your suggestion on where could I invest my large chunk of amount which is realising from FD this month end and I don't need that amount for another 10 years and at the same time keeping my age factor, I don't want to be a very aggressive investor. Your suggestion would be a great help to me. Thanks
@shankarnath 19 күн бұрын
Glad you liked it. Apologies, I'm not a financial advisor .. so can't give you specifics. Since the amount is large, please explore using the services of an advisor to get this right.
@sanoojs4508 Ай бұрын
I have a qn- If our ultimate aim is to build a long term corpus Do we really need to exit when markets are high? I believe that will have a psychological impact, we may not become comfortable in keeping in our money in market ; portfolio churn or switching will be more frequent. Correct me if I am wrong.
@shankarnath Ай бұрын
"Markets are high" or "valuations are high" -- big difference! Can you clarify this? I do partial exits when the valuations are high (markets are high is not that relevant) and add more when valuations are low. Valuations can be high even when the markets are low and likewise, valuations can be low even when the market is at all-time highs.
@vikramforester Ай бұрын
Do we have to time exits in ETF? Aren't they actively managed?
@shankarnath Ай бұрын
ETFs are generally passively managed. I think in India, all ETFs are passively managed ones that ascribe to a documented methodology and track a relatable index
@karth12399 Ай бұрын
Respected sir, FD or debt funds better for long term safe investments say for more than 3 years I park my money in money market funds and in bit portion of overnight fund Somehow I try to avoid FD because of tax part when it matures Also I learnt money market fund is safer than FD, is it true I am allocating to equity as well but this particular question only related to safe investments alone
@shankarnath Ай бұрын
Hello - as there are no generic rules to your questions, I'll suggest you consult a financial advisor for the same.
@karth12399 Ай бұрын
@@shankarnaththanks ji for the reply You are my number 1 financial educator
@gauravpaliwal8384 Ай бұрын
Thank you Shankar for sharing your knowledge as SME. Requesting you to guide on how to invest 1 cr lumpsum at current market levels as the valuation are not comfortable. Thanks
@shankarnath Ай бұрын
Most welcome! If you aren't comfortable with current valuations, look at equity savings fund category. I explained this in a previous video (kzfaq.info/get/bejne/bLd7ibWSs6ral5c.html); so you can explore having the money there at a low level of volatility (& still you wont be out of equity & receive equity taxation) and do an SWP into an equity scheme of your choice. This is what I'll do but since the amount is high, please feel free to consult a financial advisor
@gauravpaliwal8384 Ай бұрын
Thank you for your response. I really follow your content regularly and make required changes based on your suggestions. If I can get consultation from your side for lumpsum investment, kindly do let me know. Thank you once again for the awesome info you share with all of us
@shankarnath Ай бұрын
@@gauravpaliwal8384 Most welcome. Unfortunately, I don't do 1:1 paid consultations due to paucity of time on my part. If this changes in the future, I'll circle back
@gauravpaliwal8384 Ай бұрын
Thank you so much Shankar for all the great support you are providing to all individuals😊 Whenever you plan any additional services, I look forward to joining those.
@BalaMurugan-vb2oz Ай бұрын
What is I ETF? Please explain, which fund house has it?
@shankarnath Ай бұрын
Pls watch this video for specifics on ETFs -- kzfaq.info/get/bejne/qp5mgtaEsZ2zoJ8.html
@ghosh9390 Ай бұрын
Sir if we have only few lakhs portfolio then also we should follow this technique?
@shankarnath Ай бұрын
Hello. The principles are pretty solid. You can make tweaks based on your requirements & comfort level though. Pls note -- your investment portfolio is an evolution .. you'll improve it over time so start with what you are comfortable with and build on it.
@Sri_Krish1555 Ай бұрын
Hello Sir, i have just started Investment around Feb 2024, just a small question should i be Investmenting in MF or ETFs 🙄
@shankarnath Ай бұрын
Hello. For a better understanding of ETFs, please watch: kzfaq.info/get/bejne/qp5mgtaEsZ2zoJ8.html .. and with re: mutual funds, there are tons of videos on the Internet. Pls watch a couple of such videos to have a better idea of these instruments
@abhirajraje1320 Ай бұрын
Absolute Gold
@shankarnath Ай бұрын
Thanks
@saiprashaanth2463 Ай бұрын
Shankar ji have a suggestion Requesting u to throw some light on the quant based investment theme
@shankarnath Ай бұрын
Thanks for the suggestion
@Amankumar-uz5yo Ай бұрын
Sir, can you please make a video explaining about basics of crypto.
@shankarnath Ай бұрын
Sorry, I don't understand crypotcurrencies. If I gather some interest in this asset class in the future, will certainly create a video on it.
@vivekanandasantra887 Ай бұрын
Please make a video on "How to value of a stock" or " How to judge valuation of a company"?
@shankarnath Ай бұрын
Thanks for the suggestion
@vivekanandasantra887 Ай бұрын
@@shankarnath actually I have read lot of book , article, share market course, pdf , technical analysis, fundamental analysis. But one thing I missing is to judge valuation of a company. DCF method is not practical for retail investor. There is many assumptions. PEG ratio , evebita ratio, I can use. But some good future company like Zomato,,,good growth company is missing in screener, when I use this valuation metric. I want to know details about this topic, how you are valuaing company. Please consider my request if possible. Thank you
@shankarnath Ай бұрын
@@vivekanandasantra887 I never use one way of evaluating a company. Some places, I look at relative valuation, sometimes I use EV/EBITDA, in turnarounds I look at different metrics etc. etc. For a better idea on this, please watch my sector/industry analysis videos. On every sector (hospital, hotels, banks, life insurance, real estate, cement, sugar, specialty chemicals etc.), I have spent 18-20 mins each which I can never summarize in a single video. Pls watch them all and you'll have a much better idea on how to evaluate those companies. Those were gigantic exercises for me and I'm happy to report, a lot of money was made from those videos once I had the knowledge of what to look for. Hope this works for you too. Link : kzfaq.info/get/bejne/d75mdaeWyNTbgoU.html
@user-yx5qq5jc6g Ай бұрын
Shankar sir it would be really good if you made a video on pharma sector, 😅 just my humble request
@shankarnath Ай бұрын
Thanks for the suggestion
@human705 Ай бұрын
A dedicated video on exit strategies please?
@shankarnath Ай бұрын
Already there a few on my channel. Pls watch -- kzfaq.info/get/bejne/b62Kp7mkzJ-sc2w.html kzfaq.info/get/bejne/bZh5orJ4qt2sn4U.html kzfaq.info/get/bejne/sJiYprqpl7C2hI0.html
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