Ask Basant: Leveraging a Portfolio & Other Queries
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- Опубликовано: 24 июл 2024
- How can a someone leverage a portfolio? How can you grow a portfolio on leveraged money without risking too much. We discuss options and more queries from today’s session of ‘Ask Basant’.
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Covered In This Video:
0:00 Intro
0:18 Crude Oil
2:04 HDFC BANK&KOTAK BANK
3:09 BM FOCUSED SMALLCAP
4:40 10 Lakh Investment Portfolio
5:37 IT Mutual Fund
6:10 BM FOCUSED SMALLCAP
7:46 Financial
8:36 2003-2004 Market Is Mature
11:28 Religion Language
13:13 Come To My Shop(Lakhi Halwai)
13:47 SUKANYA SAMRIDDHI YOJANA Vs Nifty ETF
25:20 Can I Sell My House And Invest BM SMALLCASE
17:41 THE THOUGHTFUL INVESTOR
19:00 Portfolio Review
21:06 Invest 20 Lakh In MAPMYINDIA
21:32 Your Video Is Not Upload In Time
22:24 Nifty ETF
23:36 Avoid Getting Emotional In Stock
24:24 Operator
25:28 Explain Stock Market With Cricket
27:00 Thanks For BM MEETS Knowledge
28:00 Everyone Had To Adjust
28:56 ROI & ROE
#growth #investmentstrategy #investmentplanning #portfolio #sip
#thethoughtfulinvestor #trading #stockmarketanalysis
#basantmaheshwari #nasdaq #trading
#fundamentalanalysis #askbasant
#bmsmallcase #bmvision
#lic #leverage
#stockmarketupdate #stocks
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Sir ,don't get carried away by the negative people. You are doing wonderful jobs. Your way of speaking is awesome. Takes away the stress in morning evening and makes out behaviour holistic.
Sirji Pranam,
I am one of your invester of Small Case - Small Cap.
About last 06 months I have listened your ask Basant RUclips channel and never missed a single day.Become addicted due to your very simple explanation about stocks market.
One of my question is that why you are not recommending small cap Banking Stocks.While small cap bank stocks become multi bagger as I have seen last 10/20 years.
There are several small cap or mid cap stocks available in market.
However you have recommended only large cap Banking stocks.
Please explain.
K DAS,
Bhubaneswar
হ্যাল্লো স্যার আমি কলকাতা থেকে বলছি। খুব ভালো লাগে আপনার content। আমরা সব সময় বলি 'ektu আগে শুরু করলে ভালো hoto' । আর আপনি আমাদের শেখাচ্ছেন যে শুরু করার কোনো বয়স হয় না
BM sir, I am cultivating pratical proficiency by eyeing your videos ,i never blown off your video ,now your videos like my practical education and precise i am scanning your old uploaded videos also
Your insights are priceless. And you're giving them to us for free. You have a very generous heart.
Basant Sir, our whole family watch your videos daily and enjoy your life lessons alongwith share market knowledge and understanding. Please keep format same. Thanks a lot.
Rakesh Agrawal, Bharuch Gujarat
So much to learn from your video Sir. Thank you so much for imparting knowledge to the people, that also free. ❤❤
Dear Basant Sir asking 7 time,, Its a great experience listening you every day. My age is 42. This is the best channel I have seen in past 6 years of investing. Please review my portfolio. Please tell me what you see as psychology or way of choosing my stocks. My portfolio size is around 50 lac
ITC 12.8
Bajaj Finance 9.41
Titan 8.7
Dmart 7.6
Tata Elxsi 7.4
Syngene 6.4
Narayana Hrudalya 6.3
Neuland Labs 6.1
PI Industries 5.9
IDFC First Bank 5.5
Newgen Software 5.3
Laurus 4.2
Varun Beverages 3.9
Sona Comstar 3.7
Go Fashion 3.5
PB Fintech 3.2
Gud choice
Jai Hind Sir. You're doing a great social service through this youtube channel by helping people increase their income.. No no no no, not income, you're helping people increase their wealth for free. Sir, when interest rates decline will it improve profits of housing finance companies like Aavas and Home First?
Wonderful class ❤🎉
Hello sir
I am from Haryana and I am software Engineer.
I eagerly wait for your morning and evening videos daily. ❤❤❤
In Evening I have meeting daily but I really wait when my meeting over and watch your video.
You are doing a great job 👍👍👍
Please explain how to study auto ancillary companies. Like if they are small cap or microcap then what should we take care.
I am holding TalbroAuto from a long time.
Thank you
Thank for another wonderful video. ❤
Great work Sirji❤
Good evening Basant sir 😊
Sorry I missed to comment on yesterday video.🥺
However I have liked shared and commented now.😁
Happy independence day 🇮🇳🇮🇳🇮🇳
धन्यवाद 😊
Sir,
Apne Mr praful ko jo advice Diya, bilkul sahi hai. Mera beta Kanpur me MBBS ki koching S P Singh ke yaha karta tha. Usme ek ladka AIIMS me select ho Gaya to vo S P Singh ko selection ke baad ke gift pack la kar diya. Jub use sir ne khola to usme 4 dande the, kyoki S P Singh students ki jamkar thukai karte the aur dande se pitai karte the, aur usi pitai se uska AIIMS me selection ho gaya.
S P Mitra
Lucknow.
Good evening Sir. Message to 19 year young boy is simple and worth y.i enjoy your video each day. Thank you for sharing your knowledge.
Kitne pyar se samjhate hai Basant sahab👌👌..thank you sir
ধন্যবাদ
Hello Sir, I follow all your videos. Please take a look at my portfolio 1. Varun Beverages, 2. LTTS, 3. Radico Khaitan 4. Metro Shoes, 5. Home First 6. Titan
Good Evening... Thank you very much sir for sharing very valuable information...
Namaste Sir and Charan Sparsh,
With the gods grace, when I entered the market and started investing , I got you as the best teacher. Be with me and all of us. Thank you.
Vikas Goyal, Mumbai, Aws Developer.
200 रुपए का डंडा वाली बात बहुत सही, पढ़ाई कितनी जरूरी है, ये समझाने
का तरीका simply mind blowing, आप से मिलने की इच्छा बलवती हो रही है।
Thanks Sirji!
Aap se bohat Sikhne ko milta hai
wonderful sir.. thank you
Thanks 🙏 sir great teaching.
Namaste Basantji, a follow up on my last question, you have suggested to use current market value for rebalancing. Since the price changes everyday and some may run-up more, in such case please share your detailed view on the frequency and rebalancing strategy, thank you -Vivek
Thank you 😊
GuruG, please please start a space, were like minded people can discuse your Book, beacuse of so many questions you answer everyday(hatsoff), not all get the chance. That will help us a lot.🙇
I'm 63, Shyam Munjal Diamond from Surat, before watching your video, I like and share your videos. All your videos are valuable as diamonds.
Great sir, well said education for children should be priority, especially for the girl child
Thank You So Much Sir…🙏Aap Ne Mera Question Liya I M So Happy…❤️
Thank you sir .
BM Sir Request to briefly advise whether to retain or sell the allotment in Yatharth & Concord IPO , Regds Deepak Sangal
Good evening Basant ji ! Just checking if it is wise to invest "Transportation and Logistics" theme. Reason being moving from unorganised to organized in coming years.
I'm 63 Shyam Munjal Diamond from Surat , BM smallcase focused small cap मे 5 लाख इनवेस्ट किया है, आपके वीडियो देखने से पहले मै स्टॉक ईनवेसटींग ऐसे करता था जैसे अंधेरे में तीर मारने जैसा. आपके वीडियों देखने के बाद मैंने इनवेस्ट किया और प्रॉफिट मे बैठा हूँ
धन्यावाद
Alway feel pleased when I listen you sir
I suggest that you should just avoid all the irrelevant questions or comments , especially the ones related to politics or religion etc.. ( I fail to understand how can people even think of raising such issues on a platform like this ?? )
Whilst you answer even such questions so gracefully, which is entirely to your credit... But in a way it acts as a spoilsport and wastes your time as well. In general, the tolerance levels in the society have gone down over the years and such questions are just another sign of the same.
Dear Basant sir, apki madhur awaz jab tak kaano me nahi padti, tab tak din thik se shuru aur khatam nahi hota....you are doing a huge favour on the investor community, especially "Small Investors" like me.
Apki kya rai hai Tanla Platforms and Olectra par - they have become 10% each of my portfolio?
Secondly, what is your view on Banco Products?
Many thanks in advance
Your market insights & commentary - simply superb. Bahut Dhanyavaad.
Very nice topic. Something needs to be done about our education system.
Wow !!! Amazing analogy....Crow and small retailer...❤
Excellent speech sir
Sir, Good evening. I hope you take my question at the very 4th time.
What was Page industries like when you first invested in the stock. Like what was PE, Growth, RoE, Debt to equity, overall competition in the sector, sector growth, Margins as compared to competition, Operating cash flows, Debtor days as compared to Creditor days. What made you buy the stock in huge quantity?
Thanks a lot.
Thanks
Tnk u sir
Great Master
Thanks a lot Sir
Sir,great advice to 19yr students 😊
Dear Sir
My name is Jayaprakash.
I am from Bengaluru.
I watch your show regularly. Very informative.
Can you please explain LTCG percentage. Is it comes in income bracket
10% above 1lc profit....capital gain is beyond income bracket
Dollar index ,and crude oil is most important in Indian stock market
Sir you are wonderful ❤❤❤Thank you for sharing about leverage.... can you take a full session on taking leverage on Sunday, that will be really helpful for all of us. 👍👍👍
Good evening sir. Thank you for video sir 😁🙏
Thanks for everything. Great to speak to you yesterday.
Aap sahi bolte ho bagwan ne insan banaye and Insaan ne apne apne bagwan bana diye hai.
Sir, I know you since many years when I saw you in TV. I admire your thoughts since. Thanks for making the channel. Pls analyse about Ksolve for entertainment only.I know this stock since listing during corona period. It's a continuous profit making company. Upgraded from SME to Main platform. My investment is 3x since then. What is the future of this company. My horizon is life long. Thanks again for taking my question in advance.
Good evening, Sir.
As a visionary investor, no one should panic , when market falls for only 1 or 2 percentage points. It's a good time to accumulate more. No panic selling is necessary.
Thank you for your time 🙏❤🙏
Namaskar Sir I am following you since last 3 months i learnt a lot from you. Your videos change my thoughts process that I was thinking I will make money by investing in Bada Hathi or Mota Hathi, but after watching you I come to conclusions that I can make money in smallcap company. My Question is that how I can leverage my portfolio while investing in stocks .
EXCELLENT JOB SIR
Sir, Since you said once that When kisi company ka Cash flow positive ho jata hai but still making loss, toh lekin wo indication hota hai ki turn around ho jaega.
So my question is we need to see "Operating cash flow" or "Cash from operation"?
Asking the question because of PayTM.
Cash from Operating Activity 92 (positive)
Breakdown:-
Profit from operations -215 (still negative)
Receivables -477
Payables 74
Loans Advances 0
Other WC items 859
Also a question that ye "Other WC items" kya hai?
Sir, good to see the power of compounding kicking into your subscriber base.
The growth from 2 to 2.1 lakh was much faster than 1.9 to 2. At this rate, we can target 5 lakh by the end of year.
Reminder 40. Hi sir, pls review central bank of india. Will it double in next 3 years ? Also pls do a session on a Sunday of only arr ya paar Indian stocks. It our money our risk only
Sir you said, u always strive for enhancing ur stock market knowledge, can u tell me what should be the approach?
Hello sir , I'm 40 yrs old , mechanical engineer. my wife is regular viewer of your videos . She invests in stocks , even my money also she puts in equity ,plz review our portfolio once . Total investment is of 40 lakhs which is mostly divided equally into 10-12 stocks ,Bajaj finance,idfc first bank ,kpitech, HCl tech LTIM,tata elxsi,tata motor dvr,Titan,kajaria ceramics,polycab ,Aplapollo, happiest mind . V also invested 5 LAKHS in your small CASE BM VISION ...... EARLIER THE PORTFOLIO WAS THE ZOO OF 32 STOCKS ,BUT AFTER LISTENING TO U REDUCED IT TO THESE MANY ONLY .... My wife is in kolkata and I live in Dubai for job project . She says that she will definitely meet u if her target of 4 cr meets 😊. She never misses your single video .blessed with two daughters and have a time horizon of 8 - 10 yrs as v'll be requiring money for them after that . ...... Thank u sir ..... U r doing great job
Thankyou sir ❤
Good evening sir 😊
Not worried about market short term momentum in fact try add as much more as I can till fed interest rate cut .. and when ever that news will come I will take 10 lakh leverage and add more in our small case focus till then just keep paying my previous loan was expected to complete in June 2024 .
Thanks 🙏🏻 for the knowledge
Big Fan of yours
Saurabh
Jai Hind 🇮🇳
What is the simplest approach to value the terminal value of any stock in your head. Does terminal value has to be calculated considering the sector growth/market penetration/in comparison to already listed companies/comparable global company. Example deke samjhaye.
Abhishek shukla
Hello basat sir, kisi indu. Ka vol growth share 6% ho, aur company ka 4 times ya 6 times volume growth sustainable reh sakta he kya?
Sir, now I am your taken up small case BM Vision, hope you will like to take my question. Yur business analysis on Ui Path, Rate Gain stock not asking about its fundamentals just the prospects of the business
Dear sir , thankyou for taking time and explaining markets. I have Patanjali, Sona BLW, Dream Folks, Kotak and MAS financial. I will to do SIP for 2-3 years in these 5 stocks. Pls suggest.
Private equity related question: Sir you mentioned that stocks with private equity investment have an overhang but ultimately pe firms will exit in about 8 to 9 years once thier fund starts to liquidate. In such small cap stocks shouldn't the valuation increase exponentially all of a sudden once the pe exit is complete and the company is stll having good earnings growth?
Thank You Sir … Keep going 💪🏻
Namaste Sir ❤
वसंत भाई कृपया ध्यान दे मेरी गाड़ी सही पटरी पर है की नही।।।🙏🙏
1) Tube investment
2) Narayan Hruday
3) Blue star ⭐
4)Sonata saftware
5) Carborundum uni
Nice session sir
Welcome sir
Sir please answer. My question is counter question to one of your most common answers:
If I invest in both vision2030 and small cap, will it be equal to opening a zoo?
How shall I distribute my portfolio between small cap and vision.
Please note, I have 4 additional personal shares which I want to keep in addition to smallcap and vision 2030.
Sir, How to relate the Company's Valuation with Book Value if company has raised Large amount of Funds by issuing the Bonds ?
Salute to you sir
Sir , this is my 7th attempt, could u clarify how EPS and working capital linked and what's difference between Enterprise EPS and Accrual .Thanks in Advance
Hi sir pranam. I am deepak joshi from uttarakhand. You are doing a very commandable job on spreading investment awareness. God bless you. Pls guide on below portfolio. I will keep adding next 20 yrs on same stocks.
Avanti feeds(higher shrimp demand and govt subsidy)
Credit access grameen( HIGHER GROSS OPERATING MARGIN)
DIXON( PLI, MAKE IN INDIA,IMPORT BAN ON HARDWARE)
POONAWALA( TURNAROUN,HIGE OPERATING MARGIN)
TATA MOTOR DVR( EV PENETRATION)
Gland pharma( turaround)
Vedant fashion( increasing living standard)
Samvardhana motherson( inorganic growth)
Sumitomo chemical india(japanese back is very strong,demand of agrochemical)
Zomato( too much traffic in cities so avoid to go out)
Thanks
Deepak joshi
🙏🙏🙏Prediction about past merket leader in morning video is amazimg👍👍👍
Good video..mama.ji👍
Hello sir, thank you for the valuable guidance. My question is
1. What is the difference between Gross NPA and Net NPA?
2. How do these affect the performance of a Bank or NBFC?
Thank you.
Sir, the best statement would be "God Forbid ", and in that way, no one should have an issue with it. I am all cool with whatever term you prefer. Peace ✌️.
Dear Basant Sir, Pls take my question. How do you see construction related companies like, psp projects, Man infra, Patel Engineering, Welspun Ent. What are the parameters we should look at while investing in these kind of businesses.
Good evening sir. May we know which is better performing between your PMS or Small case?
Sir aap great hu...app dusro ka bhoot soach the hu....im student fan's of yours
Sir app offline webinar kijiye tho or effective rhe gha ...chaiye tho charge bhi dene ready he hum....bas aap sw milna he
Guruji pranam... Iss per kuch prakash daliye....If the PE promoter continues to sell shares and has reduced its stake from 50% to 25% and DII increases its stake... and the company is good.... available at a good valuation.
What should we do in this case?
What if PE promoter completely sells its stake to zero? Is it a good thing as there would not be hangover of further selling..or DII just giving them an exit path
Good evening sir,
Nifty ETF or Index fund to start with. Which one is better or what is the difference.
Good evening sir 😊😊❤
Hope u had a great day 😊
सर, ओरेकल इंडिया शेयर क्या पर्चेस करना चाहिए।
ओरेकल ब्लॉक चैन एआई के प्रोडक्ट में है।
Sir mene BIKANERWALE nam se pune me jalebi kachori ka shop open kiya hai...pune aana rahe toh humare idhar bhi aane ka try kare....acha sa rajasthani taste ka masaledar kachori khilata ..ty❤❤❤ and god bless you❤❤❤
Hello Sir,
What is your view on Saregama considering demerger and recent fall. Does it offer more value than Tips Ind now or one should still prefer Tips Ind.
Hello sir.i am from West Bengal. Thank you for your valuable guidance. I have a stock wabag out of my 15 stock of 10L portfolio.i do not understand the business of wabag although it gives me 40 percent return now.plz give some enlightenment on this stock.
You are best sir
Basant Sir one question.. What is direct listing of stock in NSE. How would it effect the present price of a stock. Thank you.
Hello sir ji, Appki videos mai dekhta aur sunta rehta hun. Khana khate time drive karte time bhi aur save karke flight mein bhi.
Mera pass 3.6 lakh ka portfolio hai 7 stocks ITC Wipro Kalyan SBI INFY HindustanUniliver TCS.
Btaayiye stocks theek hai 25-30 saal ke liye?
Radhey Radhey 🕉️🕉️🙏🙏
Sir, My question is if I want to invest 10 lakhs then which portfolio out of vision & smallcap I should choose, and why if I have a time horizon of 6+ years? Under what conditions do I invest in a vision or small-cap small case? Do u suggest SIP monthly going forward or shd I keep the money and invest only when shares are 3-4% down?