This Growth Investing Strategy Delivered 113% Returns Last Year

This Growth Investing Strategy Delivered 113% Returns Last Year | Ishmohit at

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GARP (Growth at a Reasonable Price) investing, a strategy popularized by investor Peter Lynch, lies between value and growth investing, aiming to combine the best of both worlds. It focuses on identifying companies where growth is being undervalued rather than simply finding cheap stocks.
In this video, I explored various iterations of GARP investing strategies, each with its own set of criteria:
1. The first iteration involved a simple screener that considered market capitalization, the PEG ratio and EPS growth rate
2. I then utilized SOIC's GARP framework which is a combination of market cap, year-on-year quarterly sales and profit growth rates, plus a PE multiple of below 30. I was surprised, this methodology excluded the PEG ratio, a key component in traditional GARP strategies
3. The third GARP methodology, inspired by an Economic Times article, involved a 6-point criteria including market cap, sales revenue, profit growth rates, PEG ratio, and analyst coverage
4. The fourth GARP strategy the S&P 500 GARP Index, which tracks companies considering growth factors like EPS and sales-per-share growth rates, as well as quality and value composite factors such as financial leverage, return on equity, and earnings-to-price ratio
Finally I put all our learning together to create a single GARP strategy that delivered a remarkable 115% return over the last year. Overall, GARP investing involves balancing growth potential with valuation metrics to identify undervalued growth opportunities
► Access my GARP Investing worksheet: docs.google.com/spreadsheets/...
👉 Suggested readings/resources:
▹ Video by Prof. Aswath Damodaran: • Session 19: Growth Inv...
▹ GARP screener by AInvest: www.ainvest.com/screener/grow...
▹ SOIC video: • How I Filtered India’s...
▹ GARP screener by Economic Times: economictimes.indiatimes.com/...
▹ S&P Global's GARP Index methodology: www.spglobal.com/spdji/en/doc...
▹ Shankar's GARP Investing worksheet: docs.google.com/spreadsheets/...
👉 Video Chapters:
00:00 SOIC's Ishmohit loves GARP Investing
01:02 What is GARP?
03:41 Building Blocks of a GARP Strategy
07:30 Framework 1 by ainvest.com
09:53 Framework 2 by SOIC
11:28 Framework 3 by Economic Times
12:52 Framework 4 by S&P 500 GARP Index
14:23 Shankar's GARP Framework
#garpinvesting #growthinvesting #growthstocks #garp
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: 366

@shankarnath 2 ай бұрын

👉 ZERO Brokerage Demat and Trading Account across all segments including Intraday, FnO, Delivery, IPO, Mutual Fund, ETF's : bit.ly/441UPoP

@dharmendralale8807 2 ай бұрын

Sir, Your subtitles hiding the data u r sharing on screen which is something irritating plz resolve

@shankarnath 2 ай бұрын

I put subtitles in my videos so that the content can be consumed by people who are watching it on their way back (like in a metro) or those who have hearing impairment. Apologies for the inconvenience caused to you Fortunately there is a solution which has been a feature offered by KZfaq for the last 10-15 years. You'll see a CC button in the top right corner of your mobile device when watching my videos. Alternatively, if you are watching it on a laptop, you'll see an icon (I think 3rd or 5th from the right) in the bottom right corner. Tapping on these buttons enables and disables the caption. Please try it .. I have used it hundreds of times

@dharmendralale8807 2 ай бұрын

👌

@ravijag73 2 ай бұрын

Simple. Disable cc@@dharmendralale8807

@Mustafa-taheri 2 ай бұрын

Can you please create a video on Tax Harvesting in MF? Or Gain harvesting and what are its Pros and corns. Is it really beneficial to do that with your Long tern MF for tax benefits?

@Adityatendulkar04 2 ай бұрын

This is wat real education is..... KZfaq should be filled by people like him Thank for educating us

@shankarnath 2 ай бұрын

Most welcome. Glad you found this useful!

@darcsoul5087 2 ай бұрын

@@shankarnath Wonder if we can make a screener for swing trading. Can we hope your advice on swing investment in any recent future? We think Swing is 60% technical and 40% fundamental and sometimes vice-versa. But we might be wrong

@shankarnath 2 ай бұрын

@@darcsoul5087 I don't use swing trading so won't be right of me to comment on this. Sorry! But I'll be surprised if there isn't a screener for this

@RaunakDubey07 2 ай бұрын

The Collab we needed, two super value investors❤

@shankarnath 2 ай бұрын

Thank you!

@RamGopal-ht9ht 2 ай бұрын

One of the best and genuine person on KZfaq very few in the investment scene of Indian KZfaq community

@shankarnath 2 ай бұрын

Thank you for the vote of confidence

@pavanchennam4905 2 ай бұрын

Its heartening to see the camaraderie between 2 of the best your tubers

@shankarnath 2 ай бұрын

If Ishmohit agrees to come on a collaboration video with me, which topic would you like us to present/explain? (1 suggestion only pls)

@pavanchennam4905 2 ай бұрын

@@shankarnath outlook for 2025 with regards to inflation and rate cuts ad what we as Indian investors need to be cautious about

@chinmey_0147 2 ай бұрын

@@shankarnath Since everyone is on FIRE train these days , ideal portfolio to say make x cr in 10-15 years

@akhil6200 2 ай бұрын

The future of consumer industry especially the FMCG industry, can we expect the same growth we experienced untill know in the FMCG and consumer sector?.@@shankarnath

@niladribanerjee2821 2 ай бұрын

@@shankarnathsecular stocks vs cyclical stocks and how to identify and play it

@pragneshcs 2 ай бұрын

Loved the way you described & explained the one of the important methodology GARP in just over 15 mins video. It was crisp & clear. thank you

@shankarnath 2 ай бұрын

Great to hear! Glad you liked it 🙌

@mithunNN-ys2bk 2 ай бұрын

In the era of people making course and selling, this person educating younger generation of India for free of cost with high quality content, really we are Blessed!

@Dhron_Unnithan 2 ай бұрын

As always, top quality content delivered in a lucid manner. Thanks! 👍🏾❤️

@shankarnath 2 ай бұрын

Much appreciated! Most welcome

@padmakrishnab2867 2 ай бұрын

Extremely educating. Kudos not only to shankar ji but also the team behind this

@shankarnath 2 ай бұрын

Thank you very much

@gowrishankarm3082 2 ай бұрын

It's really superb sir... Amazing work... Your efforts are more valuable... Thank you for making us more knowledgeable...

@shankarnath 2 ай бұрын

So nice of you. It's my leisure

@DARSHANLDCE Ай бұрын

This video fundamentally shifted my focus from PE oriented approach to PEG oriented approach!! Thanks for one more very insightful video on investment!

@shankarnath Ай бұрын

Glad it was helpful! I noticed your paid promotion comment in another video. Would you rather have me paywall this insightful video .. rather than accept advertising insertions from companies & keeping it free for 90,000+ viewers?

@aniln4368 2 ай бұрын

Great content, this is something i always look for. Good food for brain as well as Video description is pretty detailed. I cant ask for more please keep publishing such quality stuff. Thanks.

@shankarnath 2 ай бұрын

Thank you!

@naveenkumarsharma2716 2 ай бұрын

Mr Shankar…… Exceptional Brilliant analysis and presentation 👌👌👌👏👏👏👏👏

@shankarnath 2 ай бұрын

So nice of you. Thanks

@SathyaKumarM 2 ай бұрын

Good information and well covered video, you continuously setting high standards.

@shankarnath 2 ай бұрын

I appreciate that! Thank you very much 🙌

@vinayakshenoy1105 2 ай бұрын

As always super informational video Shankar!!

@shankarnath 2 ай бұрын

Thank you 🙌 Glad you liked it!

@sanketdsajjan1895 2 ай бұрын

Thank you sir like your explanation method following you since many years from your ET money videos

@shankarnath 2 ай бұрын

Glad to hear that. Thanks for your support

@axt6760 2 ай бұрын

Thank you for sharing. Appreciated 👍

@shankarnath 2 ай бұрын

My pleasure!

@lordrdx666 2 ай бұрын

Extremely informative video and a good amount of technical & practical pointers are also given. We need your collab with SOIC finance for a good FIRE video &/or a market forecast video for the next 2-3 years.

@shankarnath 2 ай бұрын

Thank you Ravi for your kind appreciation. And thx for the suggestion!

@amangoyal9859 2 ай бұрын

Absolutely Fabolous ........ (cant find better words to express your hard work)

@shankarnath 2 ай бұрын

Thank you!

@gandhamsai 2 ай бұрын

Gr8 insights, thank you so much for sharing

@shankarnath 2 ай бұрын

Glad it was helpful! 🙌 Most welcome

@parthaaec07 2 ай бұрын

Excellent top quality investing video. Thanks

@shankarnath 2 ай бұрын

Thank you!

@Financeabhijit 2 ай бұрын

Shankar I really appreciate the way you simplify things. Hoping that you will start your own smallcases soon. Would love to invest a lot of money in the GARP one. It may not deliver this year's return everytime, but will most probably beat the Nifty 50 by a wide margin every year. Thanks a ton for all your videos 🙏🏼😊👍🏼

@shankarnath 2 ай бұрын

You're most welcome, Abhijit and thank you very much for your kind appreciation & good wishes 🙌

@Ajinkya1977 2 ай бұрын

Very insightful and helpful. Thankyou.

@shankarnath 2 ай бұрын

You're very welcome

@tradingmyway0024 2 ай бұрын

Great learning as always, Shankar ji! Can't thank you enough for coming up with great video every time! Respect & Warm Regards! 🎉❤️

@shankarnath 2 ай бұрын

So nice of you. I'm glad you liked this

@arvindsharma6074 2 ай бұрын

Recently started watching your videos, thanks for sharing such knowledge.

@shankarnath 2 ай бұрын

Welcome! I hope you find my videos useful & information

@shantilal007 2 ай бұрын

Thanks for another Exceptional session with Building blocks is like Cherry on the Cake. Keep it up.

@shankarnath 2 ай бұрын

Glad you like them! Thank you

@kirangowdan7478 2 ай бұрын

Brilliant work from the both soic n shankar nath team ❤

@shankarnath 2 ай бұрын

Thank you!

@ajayverma1155 2 ай бұрын

Always love your videos. Thanks for all this research and hard work.

@shankarnath 2 ай бұрын

Thank you very much 🙌 .. I'm glad you like them

@ashishbarick 2 ай бұрын

Amazing video man. Really liking your content. Very valuable.

@shankarnath 2 ай бұрын

Thank you!

@raghunarayanan1996 2 ай бұрын

Excellent content as always . !! Keep it up Shankar. Also a humble request , May be you can come up with a summarized video on all the strategies you have shared so far across all videos. This will help in getting bigger picture !

@shankarnath 2 ай бұрын

I'm glad you liked it .. and thanks for the suggestion

@hetalpatadia711 2 ай бұрын

Excellent Video Shankar! Would you suggest to apply similar framework for US stocks too? If yes, what would be the screener equivalent for US markets?

@shankarnath 2 ай бұрын

Thank you. This screener should apply on US stocks aswell. I can't really comment beyond that as my research is on Indian stocks only

@subramaniamvenkatraman5571 2 ай бұрын

Very well articulated Shankar, you keep raising your bars everytime :)

@shankarnath 2 ай бұрын

Thanks a ton! 🙌

@avgang99 2 ай бұрын

What a great video, actionable video for a retail investor!

@shankarnath 2 ай бұрын

Glad you liked it. Much appreciated!

@Anbu-Ini 2 ай бұрын

Thanks for the great content, Shankar sir

@shankarnath 2 ай бұрын

My pleasure. Glad you liked it

@smart3883 2 ай бұрын

Once again awesome presentation, pretty useful to learn

@shankarnath 2 ай бұрын

Glad to hear that! Thx

@financialadda2018 2 ай бұрын

What a informative video shankar sir. I made notes from the video and will do analysis soon.

@shankarnath 2 ай бұрын

All the best Jaskirat 🙌

@ayushvarma9657 2 ай бұрын

Great video Shankar sir, It would be great if you keep a follow up to this video and also I had a question, would one have multiple such list of companies given we run this screener after every quarter?

@shankarnath 2 ай бұрын

Thanks for the suggestion. Every quarter I'm guessing there might just be 2 or 3 changes primarily based on the PEG ratio as valuations move faster than changes in sales/earnings growth or promoter holding.

@aditya.wagh01 2 ай бұрын

what a valuable knowledge! Please launch a small case soon !!

@shankarnath 2 ай бұрын

Thank you

@huntrz 2 ай бұрын

2 of the most respected youtubers as per me, apart from ofcourse Basant Maheshwari who have been imparting real knowledge to people

@shankarnath 2 ай бұрын

Thank you!

@narendersachdev8220 2 ай бұрын

Thanks for yet another great learning Shankar Ji 😊

@shankarnath 2 ай бұрын

Always welcome 🙌

@vijetarvindpatil7579 2 ай бұрын

Thank You Sirji!

@shankarnath 2 ай бұрын

Most welcome!

@raj12212002 2 ай бұрын

@shankarnath Great content. In investment/finance vertical your contents are top notch. Keep up doing the great work. Thanks !

@shankarnath 2 ай бұрын

Glad you like them! Thanks!

@commanderbharatkumarunerca7293 2 ай бұрын

Bravo Zulu once again!!! Superb insights...

@shankarnath 2 ай бұрын

Tango Yankee! 🙌

@commanderbharatkumarunerca7293 2 ай бұрын

@@shankarnath ✌

@piedpiper17 2 ай бұрын

Amazing learning. Thank you Shankar

@shankarnath 2 ай бұрын

My pleasure. Glad you liked it

@AshokKumar-lt5sj 2 ай бұрын

Great Insights. Just a comment on the screener you build for GARP - I believe it would be better to have expecated quarterly profit 15 or 20% more than previous year quarter..( Expected quarterly net profit > Net profit 3quarters back * 1.2)

@shankarnath 2 ай бұрын

Thanks! Yes, please feel free to tweak the screener values

@UlhasSakhare94 21 күн бұрын

Just to check,. Do you mean, we will pick companies which have had a 15-20% profit this year compared to last year. Ex: Right now with the Query in screener, we get 56 companies. With your suggestion, it goes to 52. Thanks for the suggestion thought.

@MinorityDoc 2 ай бұрын

To the point no nonsense. You're a rare one.

@shankarnath 2 ай бұрын

Thank you!

@brahmaiahyelchuri3850 2 ай бұрын

Excellent analysis. More educative

@shankarnath 2 ай бұрын

Thank you!

@randomlee3590 2 ай бұрын

Erudite, as always and very Objective. All videos have an important takeaway, always.,🎉🎉🎉🎉🎉🎉

@shankarnath 2 ай бұрын

Thank you!

@satheshkumar5870 2 ай бұрын

Wonderful & Useful information video 📸

@shankarnath 2 ай бұрын

Thanks a lot

@abekawser4908 2 ай бұрын

Great video. I am from Bangladesh. Love from Bangladesh.

@shankarnath 2 ай бұрын

Thank you so much

@learn_invest_and_learn 2 ай бұрын

A very good video. Thanks for doing this.

@shankarnath 2 ай бұрын

Glad you enjoyed it!

@srinivastangella 2 ай бұрын

I found 68% p.a return with 16 Large cap stocks that we found with the query at 10:23 in your video. Trust me, this video in your channel will stand out as the best forever for so many reasons. Because it gave an idea for people to finally cut short the efforts and fill confidence in picking up a specific stock . I thank you with all my sincerity.

@shankarnath 2 ай бұрын

Glad you found my work useful and actionable. Thx!

@vaibhavsharma6613 2 ай бұрын

Thanks for the superb content as always

@shankarnath 2 ай бұрын

My pleasure! Glad you liked it

@user-sf6fb1kw1h 2 ай бұрын

Bro u r best. Keep making such videos. It really helps

@shankarnath 2 ай бұрын

Thank you so much

@sunilpipalwa9309 2 ай бұрын

Very helpful. Thanks

@shankarnath 2 ай бұрын

You're welcome!

@rgupta6706 8 күн бұрын

Market Capitalization >1000 AND Sales>1000 AND PEG Ratio >0 AND PEG Ratio 15 AND Sales growth 3Years > 15 AND Sales growth 5Years > 15 AND (EPS/EPS last year)> 1.15 AND EPS growth 3Years > 15 AND EPS growth 5Years > 15 AND Expected quarterly net profit > Net profit 3quarters back This query not giving any stock on screener...

@shankarnath 8 күн бұрын

Yes

@dheerajkukal8475 2 ай бұрын

The reason why i like video even before watching it is that i like and respect Shankar sir for his work.....😊

@shankarnath 2 ай бұрын

Thank you very much 🙌

@Whymymindwanders-tz5lp 2 ай бұрын

GARP Growth at Reasonable Price 1:54 Peter Lynch ONE UP ON WALL STREET PEG Ratio 4:49

@sharmavikrant 2 ай бұрын

Shankar ji - Thank you so much for sharing this strategy. Your content (Newsletter, Videos) are something I really look forward to always. Simplicity with which you explain does not come easy as at your end you must have to spend huge to time to make it concise and impactful. While I will watch and rewatch to understand the concept better, I have a qq on the first glance - Aditya Vision has Debt / Equity of 2.3. In my list, it would have been filtered out as per my screeening criteria. Your views on such high Debt / Equity would help to understand why it still has place in your list?

@shankarnath 2 ай бұрын

Hello Vikrant ji -- I don't look at debt-equity ratio with as much intent as I look at the interest coverage ratio (I have incorporate Int. Coverage in my screener aswell). Let me explain with a small example. So, 2 companies --- Company A has debt of 100, equity of 200, earns EBITDA of 5 rupees .. and there is Company B with 100 in debt, 20 in equity and earns operating profits of 50 rupees Now for someone looking at D/E ratio, they'll give a higher preference to Company A as that ratio is 0.5 but for me, it doesn't matter because a debt of 100 means the interest payable per year is 10. The company isn't earning enough operating profit which makes it a potential default situation and there is no way the company will be able to rollover the debt which means the DE ratio means nothing here. On the other hand, Company B has a DE ratio of 5 but that doesn't bother me because the company is earning enough (i.e. high interest coverage) to not only pay the interest amounts but it can also extinguish its debt in a few short years.

@sharmavikrant 2 ай бұрын

@@shankarnath Thank you for your reply and sharing this valuable insight. 🙏

@vivekathreya2627 2 ай бұрын

Hi Shankar. Thank you for a very informative video. With all these videos I feel like ABHIMANYU. I have he knowledge the enter into these stocks but dont know how/when to exit them. Could you please make a video of when to exit or how and in what frequency to rebalance such a portfolio.

@shankarnath 2 ай бұрын

Thanks for the suggestion

@pratuyshsurman4065 2 ай бұрын

Amazing video🎉 loved your perspective on the quarries to be filled by considering multiple frameworks. I have some questions, Can I copy your framework for the future considering the risk Second how to decide about the percentage allocate to different stocks based on your framework and at last do the amount plays a role in adopting this kind of strategy and if so then can 10 lakhs be a stating good amount? Always love your content❤

@shankarnath 2 ай бұрын

Most welcome 1. If you are convinced then you can use it. It's definitely actionable 2. I use equal-weighting i.e. same amount of money on each of the stocks 3. Yes, 10 lakhs is a good starting point

@pratuyshsurman4065 2 ай бұрын

⁠@@shankarnathAgain this makes you different from other KZfaqrs, thanks for your answers I will now start screening every stock myself and report to you next year about my returns. Keep posting ❤

@sridharramanathan443 2 ай бұрын

Excellent video Shankar ji...Waiting for your smallcase. A couple of questions - I have seen an update to your newsletter since Feb. Am I missing something? Second question - How often should the portfolio of GARP stocks be rebalanced? Thanks

@shankarnath 2 ай бұрын

Thanks 1. I've not released an issue for some weeks now. Thanks for your patience 2. I couldn't find the answer to "when to rebalance" question anywhere in my research

@navneettiwari4654 2 ай бұрын

Great Video as always Shankar sir! Will it make sense to rebalance the portfolio of stocks at said intervals, say 6m or 1 year ?

@shankarnath 2 ай бұрын

Thanks! Pls review after an year

@dineshkesaria23 2 ай бұрын

Very Informative.

@shankarnath 2 ай бұрын

Glad you liked it

@khznm2174 2 ай бұрын

I have been following u r channel quite a long time, i love the way put across u r viewpoint. Requesting to come with rising sectors analysis .

@shankarnath 2 ай бұрын

Thanks for the appreciation & suggestion

@suprobhosantra 11 күн бұрын

Thanks Shankar for educating us. But when you say keep a long term perspective, how much time is required to stick to the list of 27 stocks? I believe every 3 months some of the stocks will change based on the filter.

@shankarnath 11 күн бұрын

Most welcome. There is no generic research on the timeline, sorry!

@ghosh9390 2 ай бұрын

Great content as always ❤

@shankarnath 2 ай бұрын

Appreciate it!

@thirumurugan7844 2 ай бұрын

Excellent information Sir

@shankarnath 2 ай бұрын

So nice of you. Thanks!

@m.ravikiran2243 2 ай бұрын

Thanks Shankar.

@shankarnath 2 ай бұрын

Most welcome

@bala422 2 ай бұрын

Excellent work sir…👍

@shankarnath 2 ай бұрын

Many thanks

@Samudragupta_ 2 ай бұрын

Wow! Two giants together.

@shankarnath 2 ай бұрын

Thank you!

@HimanshuGupta-ex4yq 2 ай бұрын

Thanks Shankar

@shankarnath 2 ай бұрын

Welcome! 🙌

@ps-gh3hu 2 ай бұрын

Both are my favourite finance influencer

@shankarnath 2 ай бұрын

Thank you!

@maulik2500 2 ай бұрын

Brilliant content 👍🏻

@shankarnath 2 ай бұрын

Thank you

@kumarkisalay3866 2 ай бұрын

Sir, Kindly launch 1 Smallcase, we are waiting for it. Great Fan

@dealsfinderforyou 2 ай бұрын

Great content, Sir. One question is how often this portfolio should be rebalanced?

@shankarnath 2 ай бұрын

Thanks. I don't have any research on rebalancing duration but my best guess is that a 1 year period should be given before tweaking the stock list

@Amoghvarsha95 2 ай бұрын

Can you please give your take on the quick differences in the Trending Value Strategy and the GARP strategy? How both of them differ from each other and are similar to each other?

@shankarnath 2 ай бұрын

I already have a video on Trending Value. Pls compare the contents of this video with that, I'm sure you'll find it useful as it has examples/studies & a lot more. Trending value video link: kzfaq.info/get/bejne/iNCadLaKscrDf6c.html

@ARZT223 22 күн бұрын

Hi Sir, Thanks for the awesome video. This is explained in very simple terms. Really a fan of your storytelling skill. Just wanted to know what would be the entry point. Is it anything less than a PEG of 2.

@shankarnath 22 күн бұрын

Thank you so much. I am glad you liked it. I've discussed your query in the video itself towards the last .. framework 5 i.e. my framework .. which is a compilation of the other 4.

@ARZT223 22 күн бұрын

Thanks a lot Sir 🙏 This is what sets you apart, your responsiveness. You responded to my message in just 45 minutes. Even the people who run paid communities/courses don't do that. Very much appreciated

@Mustafa-taheri 2 ай бұрын

Can you please create a video on Tax Harvesting in MF? Or Gain harvesting and what are its Pros and corns. Is it really beneficial to do that with your Long tern MF for tax benefits?

@shankarnath 2 ай бұрын

Thanks for the suggestion. Personally, I don't think the gains from tax-harvesting are significant enough to justify the effort -- so I don't worry about it. Having said this, I do use tax loss harvesting to improve my portfolio. I have a video on the same at: kzfaq.info/get/bejne/e8VzftWfq5qnpI0.html

@SrikantShubham 2 ай бұрын

As always a great video

@shankarnath 2 ай бұрын

I appreciate that

@smilyhemant 2 ай бұрын

You are doing a great work sir, I watched first video as momentum and value investing MF and after that I am a big fan of your content. Thanks for all these hard work and guidance. I have a question sir, We understand where to invest but when to exit in this strategy? do we need to rebalance portfolio every year based on GARP screener stocks? If yes then when we should start investing in these stocks? any date or can start from today onward?

@shankarnath 2 ай бұрын

Thank you for your appreciation and gratuity. There is no defined answer to your question but if one thinks logically, the answer is there in the video itself. For instance, the PEG ratio preferred range is 0 to 2. So if it goes outside that, then it's not preferred & hence becomes a trigger for exit. The same way one can define an exit strategy. Even for your other questions, there is no defined process.

@smilyhemant 2 ай бұрын

@@shankarnath Thanks for quick response sir, I will create excel sheet and start monitoring this strategy everyday for some time. Will add it in my portfolio if I get a good return after my observation. :D

@shankarnath 2 ай бұрын

@@smilyhemant If possible, please apply some learnings from previous videos on technical indicators such as moving averages, RSI, Piotroski score etc. The idea should be to develop a methodology that you are comfortable with. GARP + technical indicators can be really helpful. Try it.

@AbhishekA-xv3gh 2 ай бұрын

Thanks for the video sir. I have a doubt, Should investing in the stocks be done in an Equi-Weighted or a Market Cap Weighted scheme?

@shankarnath 2 ай бұрын

Hello. I prefer equal weighting

@andusiva 2 ай бұрын

Excellent

@shankarnath 2 ай бұрын

Thanks

@lakshitarneja3006 Ай бұрын

Hi Shankar. Nice compilation of scattered info. Can you suggest when should one use the screener provided by you at the end of video ? As 1 month before the screen was showing 24 stocks and today it showing only 14 stocks. ,?

@shankarnath Ай бұрын

Hello. You should build a frequency for yourself. I would say 1 year. So pick a date -- say, 15th May. And every 15th of May of each year, pull out the list of available stocks .. do some checks (I would read news, earnings call on many of these stocks) and create a bucket of not more than 15 stocks.

@user-it4sj6bg9v 2 ай бұрын

Excellent content !

@shankarnath 2 ай бұрын

Much appreciated!

@bkperumal123 2 ай бұрын

Thank you for the wonderful article as usual,and good to see collaborative work in wealth education

@shankarnath 2 ай бұрын

Most welcome. Glad you liked it! 🙌

@GoutamY 2 ай бұрын

Thanks!

@shankarnath 2 ай бұрын

Thank you Goutam for this kind gratuity and token of appreciation. I'm glad you liked this video & hope you'll use it in the future. The model is pretty powerful

@maheshvssc 2 ай бұрын

Very informative

@shankarnath 2 ай бұрын

Glad it was helpful!

@sndy2436 2 ай бұрын

This channel is truly underrated.

@shankarnath 2 ай бұрын

Thank you!

@AdityaPaturi Ай бұрын

How to distribute the money between the identified stocks? Should we go with equal weighted Or market cap weighted? Which one did you use it in your calculations?

@shankarnath Ай бұрын

I used equal weights, generally I go with that

@sushantrocks 2 ай бұрын

Could you revisit nifty 500 as broad based index. I think, over very long term, it outperforms nifty 50 (25 yrs).

@shankarnath 2 ай бұрын

Thanks for the suggestion. I did a recent video on an index similar to Nifty 500 .. the Nifty Total Market Index. I does a similar job to Nifty 500. Have a look : kzfaq.info/get/bejne/Z8-ois-H3s7TeYk.html

@eknathkadam701 2 ай бұрын

Amazing, can you make same video on tech stocks in US Market?

@shankarnath 2 ай бұрын

Thanks for the suggestion

@chaitanyavats 12 күн бұрын

Hi Sir I have watched this video multiple times. I have observed that stocks on the screen will increase or decrease according to market conditions. However, I have one doubt: how is it that the stocks shown by you and the stocks as of today, 29-06-2024, have doubled in just a matter of 2.5 months? Is it because the market is at an all-time high, or is there another reason?

@shankarnath 11 күн бұрын

Hello. Must be because the stock markets have done well

@itexpertsera8186 Ай бұрын

Hello Shankar Sir, today (24th May 2024), i just tried your query and it returns only just 5 companies.. if i go for this query should i invest in those 5 companies only or the 27 companies came in your list. Please suggest.

@subirnath4229 2 ай бұрын

My two favorite KZfaqrs....

@shankarnath 2 ай бұрын

Thank you

@bestofbest868 2 ай бұрын

Soic viewer attendant hare....😊

@VinayakMore-lp8os 2 ай бұрын

Sir, please do video once on the Options - if one shall do or not, n when to do n why you don't do..would help a lot if you also suggest guidance or books for option learnings .. Thank you

@shankarnath 2 ай бұрын

Unfortunately, I have no idea about Options, never learnt them or traded in them. Perhaps its better to learn the same from someone else. Sorry!

@vjkrishnareddy8742 2 ай бұрын

It might be a silly question. So you run the query and got a list of stocks to invest right now but the stocks that are displayed have a past record of 1 year over 100%. If you ran the query 1 year ago you would have got a list of stocks which is different from now. So we have to wait for a year to see whether this is true. Am I right or am I missing something? BTW, great knowledge and great clarity of speech. I became a subscriber

@shankarnath 2 ай бұрын

You are absolutely right. I explained why backtesting is not possible at my end in the video but if you have the resources, please do try it out & share the results. I still believe this doesn't corrupt the strategy though as this is where most people have made money over the years.

@iFrozenSkull 2 ай бұрын

Very good video. However, I have one question. How do we exactly know when to enter or exit?

@shankarnath 2 ай бұрын

There is no study I found on the exit but here's a simple framework I use that works most times i.e. if I enter a stock/portfolio when certain conditions are ripe, one should exit when those conditions aren't there. E.g. in this case, GARP needs a PEG of between 0 and 2. So if the PEG goes over 2, then it's exit time.