I Shamelessly Cloned India’s Top Investors to Make 41% Returns | Mohnish Pabrai

I Shamelessly Cloned India’s Top Investors to Make 41% Returns | Mohnish Pabrai | Copycat Investing

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Күн бұрын

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► Worksheet: docs.google.com/spreadsheets/...
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The concept of shameless cloning, popularized by Mohnish Pabrai, involves replicating successful investment strategies of renowned investors. This video introduces a framework for creating a "shamelessly cloned portfolio" by identifying investable ideas from top investors' holdings disclosed under SEBI's 1% plus shareholding pattern rule. For this purpose, I have picked marquee investors like Vijay Kedia, Ashish Dhawan, Mukul Agrawal, Akash Bhanshali, Rakesh Jhunjhunwala, Madhusudhan Kela, Dolly Khanna, Ashish Kacholia, Sunil Singhania and Anil Kumar Goel. My simulated portfolio, comprising 57 stocks, shows impressive returns of 41.4% annually over the last two years, outperforming market benchmarks and actively managed funds
👉 Video Chapters:
00:00 Shameless Cloning Strategy
01:28 Percentage of Shareholding Method of Copycat Investing
06:39 Implementation Steps of Shameless Cloner Strategy
08:54 Cautions & Limitations
#shamelesscloning #copycatinvesting #mohnishpabrai #highreturns
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

Пікірлер: 732

@shankarnath 2 ай бұрын

👉 Try out the spam-free & absolutely FREE Underinsurance Checker : www.klarifylife.com/term-insurance/underinsurance-checker?

@akhilgupta6673 2 ай бұрын

Helpful

@digamberrawat 2 ай бұрын

Hi Shankar, do you manage any smallcase that I can subscribe to? As always an extremely informative video.

@shankarnath 2 ай бұрын

Not currently but I'll consider having one in the 2nd half of this year. Right now, it's just my KZfaq channel & the newsletter.

@kirangowdan7478 2 ай бұрын

Sir u only person who always attach the worksheet & help the investors to upgrade their knowledge. No one in ur field didn't share worksheet just insist to take personal classes

@shankarnath 2 ай бұрын

Thank you. I'm glad you are finding the worksheet useful and it enhances your knowledge

@RajeevKumar-vr5ml 2 ай бұрын

Absolutely right said👍

@srikarkuravi3853 2 ай бұрын

most undervalued youtube channel. This channel should be shamelessly promoted with 100% XIRR!!

@shankarnath 2 ай бұрын

Thank you!

@nandkishorsonawane2511 Ай бұрын

Because all his videos are in English. If he started making videos in Hindi he will be star in KZfaq.

@ubantu8987 19 күн бұрын

@@nandkishorsonawane2511 aap apna msg to hindi me likh nhi paa rhe ho.. or hindi ki understanding ki baat karte ho.. abhi hindi me science padhayega to samajh aayega tujhe

@madankulkarni1715 2 ай бұрын

SN, My take aways 1. We can copy shamelessly the portfolio of selected but their Convictions? 2. Good for people who want to dive in small & micro cap & ready to become self fund manager. 3. May be effective if no of stocks are more in portfolio considering only 1/3 rd last the marathon. 4. Your ability to simplify most complex ,confused & marketing driven fin.products is of great help to average retailers. Thanks for same.

@shankarnath 2 ай бұрын

Glad you found it informative 🙌

@ashwinnair4816 2 ай бұрын

Best channel for investing on youtube. Your ability to simplify complex topics is top notch.

@shankarnath 2 ай бұрын

Wow, thanks!

@piyushranjan1176 2 ай бұрын

Shankarji, Thank you very much. As always, very informative content presented in a very succinct manner!

@shankarnath 2 ай бұрын

Most welcome, Piyush ji. I'm glad you liked it

@lakshnaramesh9733 2 ай бұрын

How underrated this channel is Me: Yess I remember subscribing to this channel when it was little below 2,000 subscribers, now it's over 1,48,000 subscribers Still way below what Shankar Nath deserve to be (over 1 million easily)

@shankarnath 2 ай бұрын

Thank you for the vote of confidence 🙌

@Rohit_Sharma- 2 ай бұрын

That means you found out a small cap multibagger 😊😊

@i_love_god10 2 ай бұрын

Thanks Shankar as always with 1. Quality and useful video 2. Sharing not only knowledge but also the work did. Both these characteristics make you one of my most favorite Finance KZfaqr. I still can't understand why you are still underrated in terms of subscribers. You should be leading the group honestly. Keep up your good work!

@shankarnath 2 ай бұрын

So nice of you, thank you for kind words. Honestly, it's a trick many fall into by measuring a channel on the basis of subscribers. For instance - reaching 1 million subscribers is not that difficult and publishing 1 short a day for 7-8 months or topics like "best mutual fund" will get me there. In my view, this is a problem because in many case, a large non-targeted viewership seeps into the channel and over time, the views start falling. E.g. Rachana (who has done a incredible job over the last 3-4 years) seems to be going through that phase. She's has 48 lakh subscribers, is still clocking 40k subscribers every month but is having only 100k views per day. The reasons can be many although I think it's more of viewer fatigue -- which is something my channel will also go through over time I've been looking at these phases and assessing KZfaq from a viewer & creator perspective has been helpful. My own read is that -- out of the 150k subscribers I have now or wherever I reach, it will come down to just 5-10k loyal fans who will continue with me & subscribe to the valuable services (like newsletter, community, smallcase etc.) I plan to introduce over the months & years. This suits me perfectly as I want to work with & for a smaller number of patrons and do more for them. Infact, let me close this with something I observed recently. So, I've had around 75 1:1 consultation calls and of the 75, only 8 persons had ever posted a comment on my channel. Which means 90% of the people who paid, discussed & got value from those interactions were a part of the silent majority. If I had assumed that only the ones who comment are the loyalists (much like how everyone says "underrated" and "subscribers"), then I would have been wrong. There's a bigger chunk out there and building a participation loop for them has to be my endeavour

@ishanwani8787 Ай бұрын

if one isn't comfortable with small and microcap can one add a filter of using only mid and large cap of the stocks found if any when looking t invest in the long term?Or is this adding bias to the stock picking and may lead to potential losses?

@Rickey023 2 ай бұрын

One of the best videos in recent times.

@shankarnath 2 ай бұрын

Glad you like it. Thank you very much

@karth12399 2 ай бұрын

Sir investing in equity and debt funds separately is good or choose hybrid fund instead is good?

@gauravjangate 2 ай бұрын

Excellent job man👍…. Day by day your videos showing us how much deep study you are doing… 👍 great

@shankarnath 2 ай бұрын

Thank you very much 🙌

@arvindgandhi1007 2 ай бұрын

Excellent video Sir. Thank you very much.

@shankarnath 2 ай бұрын

You are most welcome

@ashishbarick 2 ай бұрын

Your spoken English is very nice. No grammatical errors and good vocab. I like it.

@shankarnath 2 ай бұрын

Thank you! 🙌

@kakashisenpai99 2 ай бұрын

Your channel is underrated man

@vishvajeetmoyon3235 2 ай бұрын

Quality is often ignored for quantity bro

@islamicbayan6473 2 ай бұрын

Since I watched the 1st video on this channel I unsubscribed all other channels and never missed a single KZfaq video of this channel. Quality and only quality.

@shankarnath 2 ай бұрын

Thank you

@kumarak95 2 ай бұрын

due to english language

@raremagnum999 Ай бұрын

Good but won't work

@padmanabhanr4242 2 ай бұрын

what was the drawdown of this portfolio compared to Small Cap index?

@aravindtiwari9702 2 ай бұрын

10/10 for your creativity 😂👍. Keep up the good work. 💯

@shankarnath 2 ай бұрын

Thanks!

@nithinpm5449 2 ай бұрын

Great ji, u have variety content & educative too.😊

@shankarnath 2 ай бұрын

So nice of you. Thanks!

@puzzlerrrrrr 2 ай бұрын

Great work, shankar. Thanks for this wonderful content ... appreciate your efforts

@shankarnath 2 ай бұрын

So nice of you. My pleasure 🙌

@blueworld2427 2 ай бұрын

I may not follow your method but will say you are a genuine person.

@shankarnath 2 ай бұрын

Thank you

@MrKsetty 2 ай бұрын

Amazing work, it's not as easy as you depicted... cheers!

@shankarnath 2 ай бұрын

Thank you very much!

@PiyushSharma-mo9qo 2 ай бұрын

different and effective content shankar ji :)

@shankarnath 2 ай бұрын

Thanks

@hkmstreams 2 ай бұрын

Good stuff, sir! Good that you included the issues and limitations you noticed during the process of cloning.

@shankarnath 2 ай бұрын

Thanks!

@salmansaleem4773 2 ай бұрын

Hi Shankar Nath, just wanted to drop a quick note to say thank you for the incredibly useful videos you create. They've been very helpful and informative. Keep up the fantastic work!

@shankarnath 2 ай бұрын

Most welcome and thank you very much for your kind appreciation 🙌

@kalyandey6103 2 ай бұрын

The content in your channel is always informative.Thankyou

@shankarnath 2 ай бұрын

Most welcome!

@rrajesh145 2 ай бұрын

So much of effort to make this video to simplify concept . Thanks a lot Mr.Shankar. These are innovations on finance/investments

@shankarnath 2 ай бұрын

Thank you so much! 🙌 I am glad you liked this video, found it informative

@aswamy2 2 ай бұрын

Shankar, your knowledge, research, presentation and vocabulary are superb. Not just this video but everyone of them. I got some great insights from some of your earlier videos and take this opportunity to thank you.

@shankarnath 2 ай бұрын

Thank you very much Mr. Arun for your kind appreciation and warm words

@gopikannans9246 2 ай бұрын

An excellent session and a nice thought process.

@shankarnath 2 ай бұрын

Thank you!

@SatyamRaina 2 ай бұрын

Quality content always, thank you!!

@shankarnath 2 ай бұрын

My pleasure!

@shreehariprasad6432 2 ай бұрын

The amount of research and dedicated work you and your team does for each video is top notch ,,, thank you

@shankarnath 2 ай бұрын

Thank you so much for your kind words! I'm glad you like my work

@VakpathiRaoManupadi 2 ай бұрын

Thank you so much for the Analysis and Information 🙏🙏🙏🙏🙏

@shankarnath 2 ай бұрын

Most welcome

@AnilkumarYadav-gn7bj 2 ай бұрын

Great work... Immense knowledge.... Thank you Shankarnath ji.... But only wish is, please make more and more videos and do different stock analysis

@shankarnath 2 ай бұрын

Thank you for the suggestion & appreciation

@prashantmalik5333 2 ай бұрын

Quite informative.

@rohanpatil7420 2 ай бұрын

Can we derive formula which considers percentage holding, invested amount (largest holding in portfolio or small holding) and free float ?

@SingaporeBuilds 2 ай бұрын

Something new . Well done !

@shankarnath 2 ай бұрын

Thanks!

@MarzbanHathiram 2 ай бұрын

Excellent video, Shankar!

@shankarnath 2 ай бұрын

Thank you!

@nilanjanbiswas7104 2 ай бұрын

Great video, as usual. Thank you.

@shankarnath 2 ай бұрын

Glad you enjoyed it

@HimanshuGupta-ex4yq 2 ай бұрын

Another great video, thanks Shankar

@shankarnath 2 ай бұрын

My pleasure!

@user-ox7ze1xm3f 2 ай бұрын

omg! what an amazing video and ur speaking skills are really impressive

@shankarnath 2 ай бұрын

Thank you! 😃

@Pur4348 2 ай бұрын

Your videos are amazing. Everytime there is something to learn unlike other tons of useless channels out there! Thanks

@shankarnath 2 ай бұрын

I appreciate that! Thank you very much

@chotanalabheem1646 2 ай бұрын

thankful to you sir for sharing the information

@shankarnath 2 ай бұрын

Most welcome!

@SumitKumar-ru1lz 2 ай бұрын

Good work man 👌

@sharmilasamantasarkar8951 2 ай бұрын

Something quite different .. The content is very useful and like the approach. Thank you for your hard work

@shankarnath 2 ай бұрын

Most welcome. I'm glad you liked this analysis.

@kspavankrishna 2 ай бұрын

Is there a latest version of the work chart list of stocks and to track the investments so we can know ?

@sulemannadaf7172 2 ай бұрын

You deserve more subscribers than you have now. Truthful content is so rare. Thank you so much for putting out this perspective on investing… great work!! 👍👍

@shankarnath 2 ай бұрын

Wow, thank you!

@aaronalexanderjenson3804 2 ай бұрын

Quality content. Subscribed!

@shankarnath 2 ай бұрын

Welcome aboard!

@madan314 2 ай бұрын

Wow this is next level revelation Shankar ji , great video , thank you. :)

@shankarnath 2 ай бұрын

My pleasure 🙌

@SanthoshKumar-jp5el 2 ай бұрын

Shankar, i picked up a rare gem which wasn't explored.. that's u. Great knowledge sharing bro

@shankarnath 2 ай бұрын

My pleasure

@vamsikrishna24 2 ай бұрын

Excellent analysis

@shankarnath 2 ай бұрын

Thanks!

@SumChatter 2 ай бұрын

Shankar, very few youtubers have this level of clarity and conviction and I compliment you for that. I discovered you today and you deserve many more followers. Perhaps some Hindi videos as they get more traction? Most importantly, you came across as very knowledgable and one with integrity. Will look forward to seeing your other videos. Cheers! Sumeet

@shankarnath 2 ай бұрын

Welcome aboard Sumeet ji. I'm glad you like my work! 🙌

@atmyownservice 2 ай бұрын

Excellent and genuine analysis. Subscribed to the channel within 3 mins of the video.

@shankarnath 2 ай бұрын

Welcome aboard! 🙌

@lancewendel6707 2 ай бұрын

Nice work and thank you. Do you happen to know whether I could do this from the UK to check shareholder investments (lookup individual investors' investments online ).

@shankarnath 2 ай бұрын

Most welcome. Sorry, I wont know; have not tested this on the stock exchange there

@makarandgajare1537 2 ай бұрын

Very creative idea and very well presented

@shankarnath 2 ай бұрын

Thank you very much 🙌

@NeoGaming666 2 ай бұрын

The video felt like a lecture in a top B school. I personally used this strategy last year and made some profit in Asahi Glass and then got greedy and trapped at 598. However, I still think for beginners like me, this was the best way to go. I wish to learn more from your immaculate presentation skills and like-minded thought process. Also, much appreciate for attaching the Excel sheet. subscribed.

@shankarnath 2 ай бұрын

Thank you 🙌

@kakashisenpai99 2 ай бұрын

Will definitely try this with 10-12 stocks

@khafrekhufu7259 2 ай бұрын

I am a shameless cloner too...and I'm proud of it.

@senjugoku 28 күн бұрын

Any insights into rebalancing, entering new positions, and investing on a monthly cadence after the initial lump-sum investment?

@respondvivek 2 ай бұрын

Shameless...What a strategy & analysis. Thanks Shankar. You always stand out with your strategies....

@shankarnath 2 ай бұрын

My pleasure! Thank you for the encouragement

@sudeshmirashe9411 19 күн бұрын

Very nicely explained, thank you 👍🏻

@shankarnath 19 күн бұрын

Glad it was helpful!

@phoenix-nq1jf 2 ай бұрын

So happy I came across your channel , one of the finest wonder why so underated ...kudos to your work and efforts

@shankarnath 2 ай бұрын

Thank you very much!

@aj-by4nc 2 ай бұрын

Sir please tell from who we can copy

@saiki1989 2 ай бұрын

Thank you for sharing! Much appreciated 😊 How did you determine ‘marquee investors’?

@shankarnath 2 ай бұрын

Most welcome. The process has been explained in the video

@mk67890 2 ай бұрын

Your presentation skills are amazing

@shankarnath 2 ай бұрын

Thanks a lot 😊

@srinaga1975 2 ай бұрын

Very useful video Shankarji

@shankarnath 2 ай бұрын

Thanks a lot

@Yegnesh_KSA 2 ай бұрын

Wonderfully. Thank you 🙏

@shankarnath 2 ай бұрын

Most welcome!

@shilpashah4491 2 ай бұрын

Brilliant work sir

@shankarnath 2 ай бұрын

Many thanks

@TylerDurdenVibes 2 ай бұрын

Hi I had changed my regular index SIP to your suggested nifty momentum and nifty value SIP strategy and I am really thankful to you for sharing such a unique info with historical data as we see significantly much more return than niftyIndex regular SIP. Thank you, these in depth analysis really teach us a lot

@shankarnath 2 ай бұрын

Most welcome. I'm glad it helped.

@reomurphy 2 ай бұрын

Is it the 'Why Momentum investing is now 15% of my portfolio' video?

@TylerDurdenVibes 2 ай бұрын

@@reomurphy dont know, but this can be "why in bull market nifty index investing should be swapped by momentum investing"

@arunabhsengupta4075 2 ай бұрын

I started following your videos when you were in ET. I can only thank you for the quality content you put in each video!

@shankarnath 2 ай бұрын

I appreciate that! Thank you Arunabh

@skreddy0440 2 ай бұрын

Thank you Shankar nath sir..

@shankarnath 2 ай бұрын

Most welcome!

@100paise2 20 күн бұрын

This was the best informative video and entertaining video so far .. Thank you so much

@shankarnath 20 күн бұрын

Glad you enjoyed it!

@ganeshdr2 2 ай бұрын

Very informative thanks

@shankarnath 2 ай бұрын

Most welcome

@somshridhar 2 ай бұрын

Perfect investment strategy Thanks

@shankarnath 2 ай бұрын

You're welcome!

@NikhilKumar-sv3pp 2 ай бұрын

Appreciate your hardwork sir

@shankarnath 2 ай бұрын

Thank you very much!

@Ninjago134 2 ай бұрын

Great video as your other videos 👏 You could start active index fund on this theme 😊

@shankarnath 2 ай бұрын

Thanks for the suggestion

@Sampleeeeee 2 ай бұрын

Thank you sir First time visited ur page Nice information

@shankarnath 2 ай бұрын

Welcome aboard!

@StockMarketWithDrRahul 2 ай бұрын

It will be interesting to see the performance of this copy clone portfolio during the bear phase, requesting SN to make part 2 of it more deeply in this strategy- thanks and regards.

@shankarnath 2 ай бұрын

Thanks for the suggestion. Yes, the trendlyne data was available for the last 8 quarters only hence couldn't extend the time period

@StockMarketWithDrRahul 2 ай бұрын

@@shankarnath Oh in that case it will be impossible to make a more detailed version to test it, but seriously you did an amazing job sir. I am doing the same method with some of the best-renowned investors and the returns are quite impressive! Good luck to you and your team- Thanks

@shankarnath 2 ай бұрын

@@StockMarketWithDrRahul Thank you so much 🙌

@narendragautam1457 2 ай бұрын

Just excellant 🙏🙏

@shankarnath 2 ай бұрын

Thanks a lot

@TheBtrivedi 2 ай бұрын

Superb video. One of the best things I liked was your unbiased simulation whereby one out of 3 stocks made loss which is likely close to reality.

@shankarnath 2 ай бұрын

Glad you liked it

@abhishekvanenooru2869 2 ай бұрын

YOU ARE MAN OF SMART PEOPLE

@sathwiksathish2242 2 ай бұрын

The man of Shankarnath ji are ismart

@gauravmalhotra2272 2 ай бұрын

Excellent insights

@shankarnath 2 ай бұрын

Thank you

@brolysujay Ай бұрын

Good video brother, you have explained complex things in understandable manner. Subscribed.

@shankarnath Ай бұрын

Welcome aboard!

@user-xb8tk7iw5u 2 ай бұрын

Thank you, Sir 🙏🙇🏿‍♀️

@shankarnath 2 ай бұрын

You are welcome

@aranihazra8926 2 ай бұрын

Absolute gem of a man who always brings in the best content.

@shankarnath 2 ай бұрын

Thank you so much

@user-si8gr2gr4g 2 ай бұрын

Excellent as usual

@shankarnath 2 ай бұрын

Thank you!

@guruprakashsrinivasamurthy5503 Ай бұрын

Thanks for being honest and sharing your learnings with the world. God bless 👍

@shankarnath Ай бұрын

My pleasure!

@dheerajkukal8475 2 ай бұрын

another day and yet another gem of a content..... ❤

@shankarnath 2 ай бұрын

Thanks!

@bharathsurya7327 25 күн бұрын

Hat's off to the work sir Thank you for the work

@shankarnath 24 күн бұрын

My pleasure

@Raviteja_0502 2 ай бұрын

Hi sir , Good morning Thank you for the content ☺️

@shankarnath 2 ай бұрын

Good morning to you too. Most welcome!

@sandiy007 Ай бұрын

Very interesting concept 👌 Thanks for excel attachment 🎉

@shankarnath Ай бұрын

Most welcome. Glad you liked it! 🙌

@gauthamrokz 2 ай бұрын

Wow you are genius strategy to look into for small investors

@shankarnath 2 ай бұрын

Thank you very mych 🙌

@jayaramsi 2 ай бұрын

Its my first time watching your video and your video is very clear and informative. I subscribed and i dont know i will use your shared sheet but i want to appreciate your effort and i can understand ypur research how intense. Thanks i will share your video to some of friends

@shankarnath 2 ай бұрын

Welcome aboard! I'm glad you like my work

@user-no007 2 ай бұрын

Hi Shankar, great video like always. Here is quick tangential question and hope you may please answer - I like the quality of your videos - the way they are presented is just right with voice, commentary and very fine graphics. Just curious what recording devices for audio and video do you use? And any software? Thank you 😊

@shankarnath 2 ай бұрын

Thank you very much 🙌 1. Audio recording happens via a regular 700 rupee Boya mic that can be bought on Amazon 2. Video recording is done via a Sony camera (an expensive one .. almost 2 lakhs) that my videographer brings with him. I don't own a camera myself. 3. For editing, the editor uses Adobe Premiere Pro 4. The invisible quotient is the graphics you see on screen. I create that using Powerpoint; slide by slide and the editor replicates it 5. For thumbnails, I use Canva

@user-no007 2 ай бұрын

@@shankarnath Fantastic! Much Helpful.