What Is PPFAS Portfolio Strategy? | Rajeev Thakkar On The Portfolio Manager

Поделиться
HTML-код
  • Опубликовано: 3 фев 2025

Комментарии • 53

  • @Anessa-gibson
    @Anessa-gibson 3 месяца назад +57

    Recession! Crash! Inflation! It’s getting depressing. I have about $100k in emergency fund and I have been seeing good news about the stock market and would like to gain from that since I can’t let my savings be corroded by inflation. What stocks should I buy into as a newbie to safely grow my money.

    • @garnold-l5p
      @garnold-l5p 3 месяца назад +3

      It’s best if you buy growth/blue-chip/large caps stocks only. Also, as a newbie it’s advisable you work with an investment advisor to help set up a well-structured portfolio.

    • @Mlanderos-t9e
      @Mlanderos-t9e 3 месяца назад +2

      A lot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.

    • @Raniyanhunter
      @Raniyanhunter 3 месяца назад +1

      This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation

    • @Mlanderos-t9e
      @Mlanderos-t9e 3 месяца назад +2

      Judith Lynn Staufer is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.

    • @Raniyanhunter
      @Raniyanhunter 3 месяца назад +1

      Thank you so much for your helpful tip! I was able to verify the person and book a call session with her. She seems very proficient and I'm really grateful for your guidance

  • @GrowWealthPath
    @GrowWealthPath 7 месяцев назад +41

    He is my favourite fund manager. He is managing my 1.10cr portfolio and 60% of that from profits. Investing from 2018

    • @VishalJangid1
      @VishalJangid1 6 месяцев назад

      60% per annum?

    • @GrowWealthPath
      @GrowWealthPath 6 месяцев назад +4

      @@VishalJangid1at 28% cagr from past 6 years. I was doing sip

    • @melwynd
      @melwynd 6 месяцев назад +2

      I started SIP in June 2020 and same CAGR. Amazing fund

    • @guharup
      @guharup 6 месяцев назад

      now aum is too big

    • @GrowWealthPath
      @GrowWealthPath 6 месяцев назад

      @@melwyndyes. I dont know why people are talking about underperformance

  • @akhilSingh_3696
    @akhilSingh_3696 6 месяцев назад +26

    for a moment the man appeared to me as Parvez Musharaf.

  • @devendersingh4303
    @devendersingh4303 7 месяцев назад +9

    Why you did not talk to him on power utility power grid and coal India ,his two of five top holdings.

  • @nistalasuresh5837
    @nistalasuresh5837 7 месяцев назад +3

    Always love to listen to Rajeev thakkar thoughts

  • @thetallandhandsome
    @thetallandhandsome 6 месяцев назад +1

    salute Rajeev ji

  • @shashankraj7416
    @shashankraj7416 5 месяцев назад

    I have worked for IT company for 10 years now and his clarity on AI is just so accurate. AI will automate the testing of software so the software will be more reliable and software delivery will be quick but writing the code and stitching the codes will still be human oriented work

  • @yashvardhanchopra_0406
    @yashvardhanchopra_0406 7 месяцев назад +2

    Kindly do a similar interview with S. Naren please!

  • @muthukumar532
    @muthukumar532 6 месяцев назад +2

    I invest only one fund ppfas tax saver fund i very happy

  • @pcaurac
    @pcaurac 6 месяцев назад +1

    We give money to AMC to make money however they keep missing cycles of sectors within equity. PPFAS missed entire cycle of real estate , just last one year. Real estate index is up 110%

  • @manojm5747
    @manojm5747 7 месяцев назад +1

    Any view on union bank and iob...?

  • @religionofpeace782
    @religionofpeace782 7 месяцев назад +5

    Now the worst performer of all flexicaps...when can we expect a turn around for this fund?

    • @cricketwithjulius3633
      @cricketwithjulius3633 6 месяцев назад +10

      Then redeem your holdings? Who is forcing you to stay invested? 😂

    • @Venky_015
      @Venky_015 6 месяцев назад +2

      He already told we are happy to be lagged nd don't chance unwanted returns

    • @ShashankRaina
      @ShashankRaina 6 месяцев назад +9

      Man, this guy comes on every video to complain about PPFAS, but still won't redeem and move to "better" funds.

  • @gopikrishna5292
    @gopikrishna5292 5 месяцев назад

    Why ppfas flexi cap is under performing?

  • @135yahoo
    @135yahoo 6 месяцев назад

    Kamyab

  • @padmanabhanr4242
    @padmanabhanr4242 7 месяцев назад +6

    hdfc bank has been a laggard for ppfas portfolio

    • @religionofpeace782
      @religionofpeace782 7 месяцев назад +3

      Most of its holdings are laggards only...worst performer among peers.

    • @shubhendusingh1991
      @shubhendusingh1991 7 месяцев назад

      @@religionofpeace782 Parag Parikh Flexi Cap (5 Year): 26% Returns. Top 3rd Performer out of 46 funds. Benchmark Returns is 20% for same period.

    • @KPS_04
      @KPS_04 6 месяцев назад

      😂😂😂 ​@@religionofpeace782

  • @bivash603
    @bivash603 7 месяцев назад

    I am Bivash Mandal from Hyderabad.
    Please review my portfolio and give suggestions
    Motilal Oswal Enhanced Value fund - 3000
    JM Flexi Cap - 3000
    Parag Parikh Flexi - 2000
    Quant Small - 2000
    Nippon Multi Cap - 2000
    Invest for 23 years. And then SWP of 50000-60000 each month.
    Expecting 1.5 cr value after 23 year.

    • @gopinath_ravi
      @gopinath_ravi 7 месяцев назад +6

      After 23 yrs, with inflation it will be similar to ten thousand rupees. Can you survive with ten k in your Hyderabad.
      1.5 crore is equal to 32lakh of today with seven percent inflation..
      Increase sip every year.. don't even think about what fund is good what is bad.stay the course.. :)

    • @raghav.n
      @raghav.n 6 месяцев назад

      What is the logic behind choosing/ selecting the above specific funds to invest?

    • @rakshitkumar2014
      @rakshitkumar2014 6 месяцев назад

      @@raghav.n My guess is that he just searched for Mutual Fund with Best returns and picked them. Except for PPFAS which he picked because of its popularity even though it has underperformed benchmark consistently.

    • @tusharjain1511
      @tusharjain1511 3 месяца назад

      Let me guess brother, did you plan this portfolio and SWP style believing in ankur warikoo ? If yes, then I am sorry bro, if investing and markets were this simple, we wouldn't need big investment banks and commerce people.

  • @anilchandy1056
    @anilchandy1056 6 месяцев назад +2

    PPFAS is one of the worst performing funds in my portfolio. Why everyone is talking about this fund. Just because of this I still continue to have it my portfolio but still skeptical about this fund.

    • @ShashankRaina
      @ShashankRaina 6 месяцев назад +6

      Everyone talks about it because of its investment philosophy, careful selection approach and low standard deviation . If you're investing in it because people are talking about it, you should reconsider your investment style.

    • @BocchiTheFrog
      @BocchiTheFrog 6 месяцев назад

      Did you even consider what their investment strategy was before investing or are you just chasing after returns?

  • @religionofpeace782
    @religionofpeace782 7 месяцев назад +6

    So He is happy to underperform...means we should be mental patients to expect benchmark beating returns from this flexicap fund, am I right?

    • @tusharjain1511
      @tusharjain1511 3 месяца назад

      Their fund has clearly said in big letters that if you don't have patience of 5 years, please do not invest. And still people invest due to their attractive past performance and then complain why are they not providing returns like benchmark every year

  • @Beatindex20
    @Beatindex20 7 месяцев назад +3

    Two operators 😅

    • @guharup
      @guharup 6 месяцев назад

      one immanuel kant 😜

  • @Gauravkr0071
    @Gauravkr0071 Месяц назад

    Wrst performing flexi cap, they are sub par, come on guys i know you can do better, jm flexicap