Master the Art of Asset Allocation for Financial Success with
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- Опубликовано: 5 авг 2024
- Are you tired of seeing your investments stagnate or even decrease in value? Do you want to learn how to maximize your returns and minimize your risks? Then this video is for you! In this video, we will teach you everything you need to know about asset allocation strategies, a proven method for optimizing your investment portfolio.
First, we will explain what asset allocation is and why it's important. Then, we will dive into the different types of assets you can invest in, such as stocks, bonds, and real estate. We will also discuss the pros and cons of each asset class and how to determine which ones are right for you.
Next, we will cover the different asset allocation strategies, including the traditional approach of diversification and the more modern approach of factor investing. We will explain how to create a balanced portfolio that aligns with your investment goals and risk tolerance.
By the end of this video, you will have a solid understanding of asset allocation strategies and how to apply them to your own investment portfolio. Don't miss out on this opportunity to maximize your investments and achieve your financial goals!
00:00 Guest Introduction
00:56 Journey of working with different financial institutions
03:02 Mistakes of Mr. Shankar Nath when he started investing
10:03 What is Asset Allocation?
14:26 Which Asset Allocation method are you comfortable with?
16:41 Strategy for investment in gold
21:00 Are ETFs best option to invest in Gold?
21:50 What kind of portfolio beginners should have?
25:37 Go-to Investment options for beginners
27:19 Direct Equities vs Mutual Funds Investments
31:41 Investing your time for research before investing
33:41 Most underrated instrument in investing
37:32 PPF hardly beat inflation so why to invest in it?
40:13 How investors should manage their assets in volatile markets?
42:42 Message for retail investors to survive in current market
47:09 My Bullish Game
48:36 Indian stock market in three words
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Use of this information is at the user's own risk. The Company and its directors, associates and employees will not be liable for any loss or liability incurred to the user due to investments made or decisions taken based on the information provided herein. The investment discussed or views expressed herein may not be suitable for all investors. The users should rely on their own research and analysis and should consult their investment advisors to determine the merit, risks and suitability of recommendation. Past performance is not a guarantee for future performance or future results. Information herein is believed to be reliable, although its accuracy and completeness cannot be guaranteed. The images used may be copyright of the company or third party. As a condition to using the services, the user agrees to the terms of use of the website and the services.
DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:
Yadnya Academy Pvt. Ltd. (InvestYadnya) is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000008349.
Disclosure with regard to ownership and material conflicts of interest
1. Neither Research Analyst nor the entity nor his associates or relatives have any financial interest in the subject Company;
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Thank you Aastha and Team Yadnya Investment Academy for having me on your channel. I really enjoyed our interaction .. some tough questions :) .. but hopefully was able to impart some value to all viewers. Can't wait to watch more videos from this series, wishing you the best!
amazing session sir... Till now i did not give much thought to much debt in my portfolio.. i will think about it as you said
Shankar: you are the most authentic, honest, and loving person in this domain. A lot of respect for you.
Guru ji 🙏❤
@@ramyasri6093❤qqA❤
THANK YOU SO MUCH FOR YOUR TIME 😊
Shankar is the most authentic, honest, and loving person in this domain. A lot of respect for him.
Wow this is a great collaboration!
Wish to see Parimal Sir and Shankar Sir on another such forum.
Very informative video. Must watch for everyone who is either beginner or intermediate in investing. Thanks
Amazing session, Shankar sir is always a treat to watch and his philosophies are always worth its weight in gold.
Thank you Aastha maam (team Yadnya) and Shankar sir for an insightful session.
Glad you found it helpful
Very useful video.... Mr. Shankarnath is very impressive.
Such a humble person❤
Return is the slave of earning….. this line reminds me of Parimal sir
Wow..
This is really educative and interesting..
Talks like this are like a learning, like a revision and make you look at your portfolio and your investing methodologies with a different perspective…
Really wonderful..
Great job Aastha and Mr Shanker Nath
Excellent..great learnings...
Excellent Good topics.keep. It up
Great collaboration. New perspective is always good. Keep it up
Too good. Got to learn something new. Thank you Shankar sir.
Valuable and Excellent ma'am!
We are greatfull that we have yadnya academy that provides real valuable knowledge and guidance .. Thankyou yadnya team
Excellent, simple and direct guidance...
Valuable knowledge
Lots of learning outcomes..... thanks a lot 🙏
Continue this kind of session as Master class
Excellent 👍
Wow, thank you Sir, thank you Mam
Very insightful ! Great collaboration.
excellent session! keep up the good work :-)
Selecting a good business and doing allocation in right proportion is equally important. Could u please make a detail video on asset allocation. ? I mean how much in finance, Speciality chemicals, IT and Pharma sector.
Good topic Astha ..great work
Fantastic talk on investing Journey with lots of clarity on Asset Allocation. Maybe something similar for diff age groups & people at 55 years and above ( near retirement or just retired or at 65 years) , can be done with more elaborate way . Thanks
Great video
great interview
Excellent 🎉
Excellent
thanks you, yadnya and asta today I learn lots of thing
Really appreciable Shankar Ji...❤
Good collab and great learning. 👌🏻
Very enlightening video Sir.
Have you been able to generate alpha over active MFs in small cap category by doing it through stocks DIY
Very good conversations, keep going 👏
👏👏👏
🙏👍
Very good explanation. Thanks. How do you manage the risk of default or financial shenanigans in small caps that you analyze yourself? What is the risk due to not knowing what's not easy to find about small companies due to lack of coverage? Is there a minimum size of small cap companies that you select to minimise such risk?
❤
Excellent video Sir.
Kindly explain more on how asset allocation can help in increasing returns (rather than keeping 100 % into equity MFs).
As per my understanding, it involves timing the markets, chances of which turning out successful, are very less.
Most welcome. Please watch the video on Asset Allocation on my RUclips channel. I'm sure you'll find that helpful
Asset allocation not for increasing returns, for good and stable returns I think
👌🙏🙏🙏🙏
Good work as Always by Yadnya , thanks, ... but 100 - age = should be in equity means Mr. Warren Buffett should keep only 4% in equity and nearly zero for Charlie Munger sir also SGB are just like AT1 bonds, and just like equity it is not Gold investment, Gold investment should be hard gold only then we have different asset ha ha hha ha ha
As this session was conducted by Yadnya, instead of Astha, it must be be from Only Mr. Parimal Ade sir, it would be The Best combination of Mr. Shankar Nath Sir and Mr. Parimal Ade, next time do it Team Yadnya so that for sure shot the video will be watched more and also most insightful...
Anyway a good Job...
To invest in gold
Should we choose SGB OR ETF ?
Hi Sir.
Happy evening !
I am 35 years old. After spending lot of time, I have decided my base asset allocation. Please check and share your views. Also let me know as per this allocation what my risk profile looks like?
(conservative, moderately conservative, moderate, moderately aggressive, or aggressive) ?
1. Equity Mutual funds - 60% (Consists of Large cap - 55%, Midcap -30% & Small Cap -15%)
2. Small Case - 15% (Special situations invests in small cap stocks)
3. Debt Funds - 25% (Provident Fund).
Thanks in advance.
Most under rated asset allocation has to be insurance followed by emergency funds.
International fund LTCG not applicable any idea how to invest International fund to avoid STCG
Astha,: please invite more and more good invester for investing learning and ideas. You can invite Pankaj Kamara, Pankaj Jain, Vijay kediya and Sunil Mingalani etc
Around 18 min, Shankar sir talked about catch in SGB , can we have detailed on that?
SGBs are derivative instruments i.e. they are not backed by actual gold. The government simply uses the price of gold as a benchmark here. I have a video on gold coming up next week. Hope that helps
Hindi mein bata do yaar😂😂😂
Mai to ja raha hu.
No hindi..😡🤬🤬
Sir aap logo ki wajay se Hindi samjhane wale kog investment me nahi aa pate hai. Kripya hindi me bataya kijiye adhi hindi aur adhi English me lecture dete ho aap kog .
Iske wajay se samjh me nahi aata hai
Indian aadami ko invester banana hai to hindi me bhi baat karna hoga
Still you people are talking about physical gold. In rural areas too people are taking SGB's. Have something better to discuss.
What kind of people hold emotions for gold 😂. It’s a mere an asset to show off 😂
great content, probably no one talks so genuine with ones self relatable numbers , thank you @Shankarnath @ Aastha Kurana @ Invest Yagna