My Portfolio Strategy Revealed!

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“How I built my portfolio: 6 lessons for retail investors”
“If you’re great in this business you’re right six times out of ten. But the times you’re right, it overcomes your mistakes. So you have to find the big winner.”
- Peter Lynch
Greetings from SOIC!
Dear Tribe Member, the famous investor Peter Lynch has had no shame in admitting that he has been right 6 times out of 10 in his choice of stocks. However, when he was right he made the most out of it and his losses were limited by having objectivity and selling right whenever he was wrong. I also follow this philosophy ever since I started investing and building my portfolio to keep a tight focus on the principles according to what I learnt from the market, stayed objective and made decisions to buy and sell as the circumstances changed. I have been getting a lot of queries about my portfolio and the framework I follow to construct it. Today, I will tell you all about it and hope you will make the most out of my own personal learnings.
In this video we will take a look at 6 Key Lessons for the Retail Investors which we believe will add immense value to build one’s own portfolio. I’ll start by explaining how one should know themselves and have their objectives clearly defined and in the end I’ll leave you with my framework for allocation. In the description box you can find a link to the excel sheet that will give you an idea of how a portfolio gets impacted with successful bets and with loss making bets.
We hope to keep adding value to your investing journey.
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Timestamp
00:00 Know Your Goals
04:50 Different Flavors
14:53 Team Selection
18:24 Iron is Hot, Strike!!!
21:25 Is it Worth?
26:24 Avoid Sunk Cost Fallacy
27:55 Laxman Rekha
30:11 Allocation Framework
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Пікірлер: 655

@digvijayudawat6252 Жыл бұрын

Aged to 46 and only watching because you sound very sensible, grounded and dig deep into every subject. A rare quality especially in a youngster. Kudos to you.

@gprocky2010 Жыл бұрын

Bhai aapne apni imar bata ke bada ehsan kiya

@sanjaykale6235 Жыл бұрын

Age 53..following him since last 5 yrs..

@prasanthpathiyil 11 ай бұрын

47, found soic recently. Now playing all old videos

@djpv2002in 10 ай бұрын

I am 70 plus

@sambasivansambasivan7092 Жыл бұрын

My age is 85 years. Yes truly 85 years.. I deal in shares for 40 years now. Initially my objective was to get quick returns in every 2/3 years horizon.. Having built up a a reasonably good bank balance I have now started building a portfoilio of strong shares for regular monthly income.

@kggmanjunath1132 Жыл бұрын

You are true inspiration for we youngster's 🙏

@rounaqbakshi1875 Жыл бұрын

sir have a look at my channel on company analysis as well. Happy to know your feedback

@harshmishra4793 Жыл бұрын

I am 19 and loved to follow all your videos, it is really helping me in my journey !

@deepakkarnani1546 Жыл бұрын

I am 44 and always look forward to your deeply researched videos. Keep it up Sir. Respect

@r.sramesh4381 Жыл бұрын

Good content as a framework. Leaving it to individual based on his profile & understanding in building a portfolio is the right approach.

@SUMIT-ej4kh Жыл бұрын

Following you since more than 1 year. Your efforts to educate retail investors is commendable. The level of knowledge that you provide is not available anywhere else. Thank you Sir.

@rounaqbakshi1875 Жыл бұрын

sir have a look at my channel on company analysis as well. Happy to know your feedback

@manjunathmorab8358 Жыл бұрын

Great learning video, thank you for educating on how to firm a portfolio with rt allocation with goal.

@pradippatil4144 Жыл бұрын

Loved this video, had a great learning about high PE ratio and should follow historical PE. Thanks Ishmohit for sharing.

@narendrabagul9094 Жыл бұрын

I am 73years old but become your fan and follower because of your understanding and analysis of indepth of a script. Really God bless you for helping people for this selfless service 🙏🙏🙏🙏🙏

@samsunderraj Жыл бұрын

I am 66 and a tribe member. I am very happy with your well well researched content. I try to keep with your speed and depth of your knowledge. You give so much freely, and for those who become members, what you give is much much more than what we pay. Keep it up, Ishmohit! 🙂

@rounaqbakshi1875 Жыл бұрын

sir have a look at my channel on company analysis as well. Happy to know your feedback

@vihanakumbham7795 Жыл бұрын

I admire your knowledge… You are the best financial teacher… every Sunday eagerly wait for your videos… thank you for sharing such a great expertise….

@kiankumar5529 Жыл бұрын

I am 20, i found your channel 1 year ago and you help me a lot for shaping me for future. Thanks!

@sahirsachdev4374 Жыл бұрын

In all seriousness, great video and content as always man. More power to your elbow

@gyanendralodha3485 Жыл бұрын

I am 68. Enjoy all your vidios. Great learning of fundamentals of companies and sectors. Helps me greatly to further analyse the sectors and companies and choose investment on top down and bottom approch. Best wishes.

@dhillonmanpreet406 Жыл бұрын

Thank you sir, I am learning and I just loved it.

@nafasm Жыл бұрын

Thanks Ish mohit, now become proud member of soic..I Could have been joined earlier but i was not active in twitter so didn't hear about you... Already completed super investor session and many other... Thanks a ton.. Also its heartening to see high quality questions from tribe members...

@pridhvimutya129 Жыл бұрын

Good content as usual. Great efforts by SOIC 👏🏻 Iam 30 and started learning from 27

@chandramohantrivedi2705 Жыл бұрын

Wow, Learned new things which would help a lot. Thanks🙏

@Djrahul1000 Жыл бұрын

I'm 30, portfolio allocation is must, wish I could have seen ur channel during early 2021..keep sharing ur knowledge..loved it

@bibekkumaragarwal3728 Жыл бұрын

I am 33 and have just started. This video is going to be a very big help for constructing the portfolio. Thanks for the brilliant content as always..Cheers..

@rounaqbakshi1875 Жыл бұрын

sir have a look at my channel on company analysis as well. Happy to know your feedback

@kamleshrane4221 Жыл бұрын

As always Loved the video, part of Sunday learning..

@naren4121 Жыл бұрын

Good work sir, Strong intent in your videos, thank you

@bharat461 Жыл бұрын

Thank bro you made Sundays the best Market day.....as the saying Peace time is more important in Planning the war than the War time.

@IamRohan10 Жыл бұрын

THANKYOU SOIC TEAM....! AMAZING Loved it.

@jyotiraju8910 Жыл бұрын

Thanks for sharing your hard work

@koteswararaothokala4893 Жыл бұрын

Loved it. Thank you so much.

@BM-uo4lo Жыл бұрын

I am 52 and started my stock market journey in August 22. I am enjoying and learning this field because of the quality videos you make. Thank you very much.

@rounaqbakshi1875 Жыл бұрын

sir have a look at my channel on company analysis as well. Happy to know your feedback

@jitendrakumarc302 Жыл бұрын

Age 61 and I am watching your wonderful and knowledge videos for over a year. keep up the good work 👍👍👍👍

@Milind323 Жыл бұрын

Excellent explanation on portfolio design. You are great teacher please explain your fundamental course in video I can't find the same 🙏

@praveengupta895 Жыл бұрын

Super amazing ❤🎉 very helpful in overall thoughts process

@rushikeshk7894 Жыл бұрын

Sir Ji, I’m 30 now but started 4 years back. Started with 40+ companies and now holding 13 and yet to add few after studying sectors. Your videos are stuffed with valid content.

@sagarbandodkar9 Жыл бұрын

Eagerly was waiting for this video

@sandippatil5382 Жыл бұрын

very sincere learning...thanks

@kishorsavani6054 Жыл бұрын

Thanks...Sir....For Valuable Guidelines... about...PF

@amritaaulakh2070 Жыл бұрын

Age is 62 Watching you since 2 years You are doing a good job of educating people keep it up

@hinapatel2979 Жыл бұрын

I’m 30. Was waiting for this video eagerly and loved it very much.

@debashisbhattacharya3783 Жыл бұрын

My age is 63 yrs. I invest to earn regular income, have 50:50 asset alocation follow you regularly since last 18 mths. Loved this video.

@pratikdungarwal4788 Жыл бұрын

Your depth of knowledge is commendable. Keep Growing!

@SOICfinance Жыл бұрын

We're glad to know you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜

@ashishnariya Жыл бұрын

I have learnt lots of things from your video. Love you Brother.

@shambhavamchoudhary6489 Жыл бұрын

Aged 20,started from dec2020 , watched all your videos from 2021 ,hope to become a great investor under your guidance sir 🤩

@nandkishorkr9808 Жыл бұрын

Very informative...something new learnt about portfolio management... 👍👍👍

@juned1094 Жыл бұрын

Loved it !!

@harikishore4644 Жыл бұрын

I’m 27 and I’m from Tamil Nadu. Your videos are amazing. Thank you for sharing your valuable knowledge.

@ATULSINGH-qh4cn Жыл бұрын

My age 40 your all videos are very deepli and grounded report So always proud of you 🙏🏻

@krishnans.g5431 Жыл бұрын

I am astonished with you great knowledge and understanding. Parents, viewing his site, ask your children to have knowledge like him. He and Gurmeet Chaddha are great intelligent guys. I am from south and we respect first knowledge and intelligence

@mayankjham7066 Жыл бұрын

My age is 17 years..Love your videos as it gives immense amount of knowledge about fundamental investing..

@giteshkharat9236 Жыл бұрын

Loved it 🥰

@indias110 Жыл бұрын

Mene first time aapko itna aggressive dekha and I LOVE IT ( aapko ye karna padega ) this is the imp video to all investor

@ArunKumar-ni5zz Жыл бұрын

Since I follow you closely and a tribe member as well.. whenever you mention a sector i can associate with a company 😀👍 Awesomely curated video..

@adutta8 Жыл бұрын

My sectors are based on these futuristic themes: -Financial Inclusion -Global IT services hub -Contract Research & Development of Pharma - Chemical manufacturers for the world - Energy sector revival & green energy - Consumption of fast foods & drinks - Some undervalued cyclicals

@rahulsail6603 Жыл бұрын

Loved it ❤️

@shankar167 Жыл бұрын

Loved it!

@lovesss12345 Жыл бұрын

Paji your knowledge at this age 👌👌👌 , I am sure where you will be after 10-15-20 yrs have a great life 🎉 keep sharing leaning things , which you are always doing 💐

@SOICfinance Жыл бұрын

We appreciate your kind words of support and encouragement. 😃🙏 We hope you enjoy learning with us.

@shaileshthorat7418 Жыл бұрын

Great video, loved it.

@Akshansh15 Жыл бұрын

Loved it 💜

@spraveenca Жыл бұрын

Ishmohit Sir I am Aged 20, love your indepth analysis and clear explanation sir. Thank you for your knowledge ☺

@investmentlesson5939 Жыл бұрын

Thanks for this very informative video

@seekwisdom7625 Жыл бұрын

Loved it..Thank you...

@bipin2295 Жыл бұрын

Loved It 🔥🔥❤️❤️

@thebanniboy Жыл бұрын

Age 46.. your knowledge and awesome.. helps to learn Finance and investment differently..

@rajnishkumar76 Жыл бұрын

Our Big Boss portfolio(90% match) :-: FMCG - Radico, Varun Hospital - NH, RH, HCG Cables - Apollo tubes, Usha Martin Capital Goods - RHI, Rolex Rings, Pix Transmission, Timken Chemical - Navin, Gujarat Fluro, NBFC - IIFL Finance, Armaan, Equitas Holding Co Shunt register - Shivalik Bimetal Music - Saaregama

@sudheerk67 Жыл бұрын

Apollo tubes falls under Building materials, not cables and wires. Instead, KEI industries is the one Ishmohit holds under wires and cables.

@ishmohit1 Жыл бұрын

No timken 😅

@s0ulweaver Жыл бұрын

@@sudheerk67 polycab also in cables. Apollo tubes and Usha Martin will be under building materials

@rajnishkumar76 Жыл бұрын

Auto - Craftsman Automation Cables - KEI Industries

@rajibbanerjee6142 Жыл бұрын

Great session ✌✌✌

@vishnulamani923 Жыл бұрын

Happy Sunday sir...👍

@Logan-ms2cx Жыл бұрын

Please make a video on your percentage returns over few years and how you achieved this.

@rohanjaiswal4357 Жыл бұрын

Sir, You are the best 🙏

@nvamsivamsi167 Жыл бұрын

My sectors are based in futuristic 1 green energy 2 EV auto ancillary 3 china+1 in chemical sector 4 CDM0 Pharma 5 contract manufacturing electronics 6 ER&D companies

@gunvantmehta5489 Жыл бұрын

Nice explanation you are great

@alkeshwankhede3360 Жыл бұрын

It is simple but its not easy because we are the ones who want to make it complex. 🔥🔥🔥🔥

@bijuthankappan9987 Жыл бұрын

I am 48. Started investing around 3 years back . Don't know about XIRR and all. Buying companies (less than 10) at reasonable valuations and accumulate more than buying each and every company . Every SOIC content adds something new my learning experience..

@raghavsomani2393 Жыл бұрын

I am 17 sir You make great videos sir which helps me a lot to learn about market 😊

@abhijitpanja2898 Жыл бұрын

Love the Video. One suggestion, pls take name of those stocks while explaining so that people like me who is beginner can relate easily and create portfolio

@piyushjain9929 Жыл бұрын

My guess is Ishmohit is in mid 20's and at that age he is showing maturity of well seasoned investor. Great going!

@nrusinghapanda6317 Жыл бұрын

I m 45 years. Since 2 years following u. Also given many msg regarding this to guide.

@thebskeerthan Жыл бұрын

Great stuff 🙏🙏

@sanjeevbansal2349 Жыл бұрын

Great knowledge. 🎉

@tanwantsinghsolanki8320 Жыл бұрын

Loved it

@sknazibulhossain3751 Жыл бұрын

Please bring similar course on valuation 🙏

@tapanbarik2941 Жыл бұрын

Very nice. Thanks.

@jaysejpal8993 Жыл бұрын

LOVED IT.....

@palashagarwal3203 Жыл бұрын

Loved It !

@amitindia-1947 Жыл бұрын

A masterpiece from the master.💯💥 😊

@SOICfinance Жыл бұрын

Thank you for watching our video! 😃 We hope it was informative and adds value to you. 👍

@rajeshmeda3935 Жыл бұрын

@soic, sir what’s your idea owing 15 individual stocks allocated @50 % and rest 50% diversify across themes & index ETFs ? Do you agree that the PF is over diversified ?

@akshaydadabhadage9783 Жыл бұрын

I am 27, & love your deep analysis

@naveenpolasu4670 Жыл бұрын

Loved it.

@anshumansharma6334 Жыл бұрын

Just curious..how can one decide what kind of companies I'm comfortable owing. Everyone is comfortable owning any company that makes them good money. Be it a sugar mill or a an advanced EV manufacturer. All you need is to figure out how to analyse and when to invest. Every company is investable some or the other time. Am i right?

@girishmakwana5363 Жыл бұрын

Good information sir Thank you

@jaldivart Жыл бұрын

I m 24, Following you for more than 1 year, especially for deep analysis

@MASH6666 Жыл бұрын

Liked the video.Thanks ishmohit

@msantoshudgir Жыл бұрын

loved it.

@sureshsethuraman2004 Жыл бұрын

Dear Sir which one you recently own stock in the dip as you mentioned in video , only for educational purpose how in future we need to track and wait for correct valuation , expecting your answer please

@aniketsawant2240 Жыл бұрын

Age 30 Started at 27. Started with penny stocks like LT Foods, Suzlon, Yes Bank. Yes Bank is the only stock where I made loss. Then I moved to Value stocks like ITC, Hinustan Petroleum, Colgate Palmolive, Sanofi. But after 3 years of making rookie mistakes, I am now a growth investor. I am not afraid to invest in High PE stocks which have great future potential. I have learnt the concept of Valuation, reading P/L and Cash flow, Profit and sales cagr growth, etc. I am super bullish on Divis, LTI and Info Edge in large caps, Astral and Aarti Industries in Mid caps and Amrutanjan, Caplin Point, Balaji Amines and Paushak in small caps.

@VenkateshChannal Жыл бұрын

40 years, investing for child higher education and retirement. Invest in two accounts. One passive with index investment primarily and other with direct stock picks of 10 stocks mainly in small caps.

@SANDEEPROKADEYoursTruly Жыл бұрын

The way soic is giving old courses for free on app is truly commendable.. After some time all online course creators should do the same.. It's also form of charity

@PradeepSinghRajputOfficial Жыл бұрын

It's called *marketing strategy*

@jatinkansal620 Жыл бұрын

@@PradeepSinghRajputOfficial If a marketing strategy is much more than a gimmick and helps you gain real value, that marketing should be appreciated! At the end of the day, everyone is there to make money.....

@binaybiswas800 Жыл бұрын

Analysis beyond EXPECTATIONS. THANKS .............

@mdarifkhan579 Жыл бұрын

Learning a lot from your value investment genius ideas at my 60. Also I’m fan of likes of Saurabh Mukhergea

@santoshkumar28021983 Жыл бұрын

Sir is video se baki videos ki tarha bahut kuch sikhne ko mila i love this video

@SOICfinance Жыл бұрын

Thank you for watching our video! 😃 We are glad to know that you enjoyed learning with us and hopefully this video added value to you.

@westcoastinvestment1481 Жыл бұрын

Great video sir. thank u.

@SOICfinance Жыл бұрын

Thank you for watching our video. We're glad you liked the content. We hope it adds value to you. 😃🙏

@ManojKumar-zj9ny Жыл бұрын

I am 42 and also SOIC member. I haven't seen anyone teach Fandamantal so well.

@harshulagarwaal320 Жыл бұрын

Can you please share how has been your experience and whether recommend for serious investors

@ManojKumar-zj9ny Жыл бұрын

@@harshulagarwaal320 I recently joined SOIC. I watch only 3-4 lessons and it becomes very easy for me to understand the balance sheet and cash flow of any company. He teaches in a very interesting manner so anyone can understand. Each video has a lot of things to learn. I recommend everyone who wants to learn how to invest in the stock market.

@arkabj3308 Жыл бұрын

I personally think a concentrated portfolio of about 6-8 good stocks with sound management can create massive wealth, provided one can choose steady compounders from non-cyclical sectors