How to GROW your PORTFOLIO Fast! (5 key Strategies!) | Akshat Shrivastava
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- Опубликовано: 17 янв 2025
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To make money in the stock market, you really don't need to have a big portfolio.
You can start small, and still become a crorepati - in the real sense.
Watch this video till the end to understand fundamentally :)
PLEASE NOTE: THIS IS NOT AN INVESTMENT ADVICE. PLEASE DO YOUR OWN DUE DILIGENCE
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Attributions:
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Video and Thumbnail Editor: Ayushman Khare
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Most needed
Sir I'm 14 and I have a passion for investment and I want your advice for makeing a career inthis feild. I tried contacting you on linkedin but there was no reply. I hope you reply. Thank you
Hi Sir,
I saw your post which you going to conduct the workshop in Bangalore. I am interested for that. I have few queries, I hope you answer my queries.
I have been watching your videos for almost 3 years, and I joined community member 8 months back. Since I am beginner in financial management like building portfolio and choosing good mutual funds. What topics will be covered and will it be really helpful for beginners to build a good portfolio. In this workshop are you going to help the people to build the portfolio. If you make a one video on this workshop by covering all the common doubts. It would be really helpful for attending the workshop.
have done payment but its getting failed via amazon pay balance and balance credit back to amazon pay balance
I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my inherited portfolio of about $2.5m. I’m used to just buying and holding assets which doesn’t seem applicable to the current rollercoaster market plus inflation is catching up with my portfolio. I’m really worried about survival after retirement.
True, I mostly just buy and hold stocks, but my portfolio has been mostly in the red for quite awhile now. Unfortunately to be able to make good gains, you’ll need to be consistent and restructure your portfolio frequently.
In my opinion, it was much easier investing back in the 60s but it’s a lot trickier now, those making consistent profit in these times are professionals reason I’ve been using an advisor for the past 5 years to consistently build my portfolio in preparations for retirement.
Could you possibly recommend a CFA you've consulted with?
Finding financial advisors like Rebecca Nassar Dunne who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
I have 35% of my capital investments in an IRA, 25% in index funds, and the balance spread across other investment accts totalling over $250k. I took a big hit in Q2, 2023. Right now i am just looking for ways to recover in 2024.
There are a lot of strategies to make tongue-wetting profit especially in this down market, but such sophisticated trades can only be carried out by proper market experts
I think having an investment advisor is the way to go. I've been with one because I lack the expertise for the market. I made over $490K during the recent dip, highlighting that there's more to the market than we average folks know.
Hmmm this is quite interesting, Please can you leave the info of your investment advisor here? I’m in dire need for one.
Her name is Annette Christine Conte can't divulge much. Most likely, the internet should have her basic info, you can research if you like
I merely Googled her name, and her website up right away. So far, it looks interesting. I sent her an email, and I hope she responds soon. Thanks
Did I learn anything new from this video?
Yes. Got to know about the 4-day workshop in B'lore, to learn the same stuff in a classroom setup
😂
To free mein itna accha knowledge kon deta hai. Tu de sakta hai kya?
Wow funny
No ankur was harmed in the video....!!!
He shows only positive side
Is the subscription worth it?
The BIGGEST LIE You've Been Told About Money is that it doesn't grow on TREES!!😉😊
I agree with you!! Money actually grow on trees but only on trees that was planted by you!! These tress are referred to as investments. How you diversify your investment portfolio matters
Diversification is the key. My portfolio is well diversified with the help of a financial adviser. This helps me make more than +400% monthly on my investments.
I'm intrigued by this. I've searched for financial advisers online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
I've experimented with a few over the past years, but I've stuck with *‘’Julianne Iwersen Niemann”* for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
Wow, her track record looks really good from what I found online. I'll take a chance and see how it goes. Thanks for the info
As recession fears mount on Wall Street and inflation remains well above the Fed's 2% target, some of the top commentators in markets, business, and economics have been sounding off on just how bad they think the next downturn might be - and how far stocks may have to fall. I need ideas and advice on what investments to make to set myself up for retirement, my goal is to have a portfolio of at least $850k at the age of 60.
The professionals presently control the market since they not only have the essential business strategy but also have access to inside information that the general public is not aware of.
I agree, having a brokerage advisor for investing is genius! Amidst the financial crisis in 2008, I was really having investing nightmare prior touching base with a advisor. In a nutshell, i've accrued over $2m with the help of my advisor from an initial $350k investment.
impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now
“Lucinda Margaret Crist” is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.
Thanks for sharing the insights sir. Keeping Posting more of this kind. There are advises which needs to be repeated on and on....these are one of those kind i.e to generate wealth and emancipate ourselves from 9-5 job. Even though content feels the same , the knowledge feels afresh each time. Keep educating like this sir.
The most important strategy is through the U.S stock market, especially the S&P500 & various ETFs. Investors must know where to put their money and how to distribute it in order to protect it against inflation while still making a profit.
Explore dollar-cost averaging and dividend reinvestment. However, it's essential to consult with a financial advisor to create a tailored plan aligned with your unique goals, risk tolerance, and retirement timeline.
A lot of folks downplay the role of advlsors 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.
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 portfoIlo allocation
Viviana Marisa Coelho 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.
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
It would have been great if you had included the long term capital gains tax calculation while selling or liquidating the shares.
this subscription is similar to my sonymax channel subscription ..same old dubbed films run everyday😂
True, he is out of content. Same old thing framed in new presentation. This shows MBA grads knows how to sell same thing twice to the same person 😂
@@RishabhSingh-io7sd well that's what he has been doing all along. Same stuff told in a different way or presented in a long way. His aim is to make as many videos as possible on a regular basis and use us fools to increase his income by multiple folds.
The subscription isn’t worth it?
Whatever he is posting for subscription is available in his videos or LinkedIn/X posts. Not worth it.
I've held 3 Berkshire Hathaway Class A shares since the mid-90s at around $17,000 each. Now, I'm selling some to buy growth stocks. With market volatility, should I reinvest in gold instead?
Knowledgeable Investors know where and how to put money during a crisis in order to reduce risk and maximize returns. See a market strategist with experience if you are unable to manage these market conditions.
Accurate asset allocation is crucial, I used hedging strategies to allocate part of my portfOlio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay finan-cially secure for over five years, yielding nearly $1 million in returns on invest-ments.
Pls how can I reach this expert, I need someone to help me manage my portfolio
Jennifer Leigh Hickman is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
He is a gem to social media if you see people like Ankur warikoo who are just posting.... And if you see people like finance with sharan and Akshat the was there was really taking time to actually making us aware of the real time scenarios that's quite a commendable job
We also need to consider the impact of taxes. We will end up paying at least 30% tax on gains.
What if you have no job. So that's basically only 12.5% tax on your gains. Just invest your parents FD savings of 30 or 50 Lakhs for 5 to 7 years, and then you can STP withdraw atleast 50k monthly for the next 40 to 50 years. So early retirement guys :)
30% tax only on your job not on capital gains
30% on intraday and F&O
@@kirank4623 dude we’re talking about these gains to be realised after 20 years. Based on how the taxes have been increased on LTCGs from 0-12.5%. They’ll surely be increased to 30% in the coming years given the popularity of stock markets.
Very good narrative. Should be very useful for serious investors who are starting off now. I hope every commin man thinks on these lines and prepare a better future for themselves than sitting and waiting for money to rain on them.
Good video akshat sir.... and good detailed explained with proper logic...👍👍👍👍👍
Loved the video... loved the pragmatic approach ❤
Nice knowledgeable video😊
Great content…short & sweet as always Sir🎉❤
200 seats × 19500 = 39,00,000 so that's a good strategy Akshay. I don't know whether we'll make crores but you'll definitely make 100 crores soon.
He made you are due
😢
@@harish4150 for sure. I don't think except for some knowledge we should be really dependent on youtubers for any of this. As he at least said one point correctly to take your own decisions. And having a meeting with a certified professional makes a lot of sense in my opinion.
@harish4150 People are trying to gain knowledge from his videos and here you are still trying to find flaws in others. Get a life mate.
He has reached a level where he can make that amount and rightly so. Stop cribbing and get your act together.
Wowwwwww... fantastic video... I was glued till the end ...pearls of wisdom hatched for all 😊
Really eye opener video THKS.
How you can talk 2 mins content for 20 mins
That’s called Talent 😂
Hi Akshat very humble question. When you give the same information here in YT why should we be taking membership? Coz i have been using membership of yours and content is the same.
Great video ❤
Good points.
Outsourcing health was absolutely what I needed to hear🙂↔️
Very useful insight 👍
Thank you 🙏
Very Usefull Video❤
I have always gained good reference from his video to grow my wealth... Thank you so much... ❤❤❤
Thanks sir for very imp video
Your content is awesome ✌️😊
Great info shared
Thanks a lot bro 🙏 ❤️
please put one video about proper portfolio allocation with percentage. Like real estate, stock percentage etc
SoniMax ki suryavansham movie ki yaad aa gyi😂😂
Same topic again and again
Really helps to know the basics again and focus on those. I feel these topics are repeating in certain videos, irrespective of that learning daily. Thank you !
Anyone who has friends like Akshat who, according to him, are still waiting for Nifty to touch 8.5K , Smash the Like 👍 button
Great video, was very useful
Это Словно Рождество))) ПРАЗДНИК!
Great Video.. EPF will match inflation but not growth... Good part is, you no need to pay tax on return if you're working in a company for more than 5 years..
Very useful lesson…thank u bhai…🙏🙏
Thanks great help for newbie like me to learn about investment!!!!
Amazing video.. Thanks for sharing the useful info.
PPF is 8% without TAX and you also save TAX at the time of investing. 15% profit from market will have 12.5% to 20% Tax on profit.
Greatest video i ever watched on investing
Thanks for the video. Really appreciate this kind of videos from your side.
We trusted Vauld because of you.. What happened thn?
Khudne apne paise nikaal diye.. People like us lost a lot of money
Stop making same content just to promote your RUclips community courses ....
Legit info.. people who understands investment truly understand what u say 💯
Great insight on the sip calculator for becoming a crorepati which is bot told by ang other fin influncer…Thanks Akshat, i am your subscriber since you started the channel , has seen your growth and learnt a lot 😊
These are imp points said in simple words for everyone to understand.. seedhi baat, no bakwas!
Nice info Akshath very useful 👌👏👏👏
thanks akshat, all i have learnt is from you ! i have not beaten index but i have got indev level returns.
Thanks Akshat
Pls advise, investment needs to be in how many funds? How to manage different funds? Or investment needs diversification?
Sir what is your view on Motilal Oswal Financial Services Ltd? Sales / EPS growth is very good. Is it possible in your video can you pick some stocks to go over fundamentals?
I really appreciate and respect bhai as he reads most of the comments and try to reply to people proactively with posts and such that it’s a generic reply applicable to most.
Akshat this video is mind blowing and I had doubt since when i started my SIP that after 20years what would be the value of my 1cr....
You not only told us the real picture but also changed the entire perception of investing.....
Sometimes i criticized you but this time you did an awesome research... ❤❤❤
while some you guys keep trolling him for repeating the content, he’s legit printing money by doing the same things again and again. that’s how the market works, in a cycle. the basics are always the same!
10 years from now we’ll see who’s the one laughing, him or you small minded trollers.
Thnks for this video
subtract tax also from the expected return. :)
Sir your way of explanation really helps me❤ !!!!
Akshay sir, I always watch your videos, thank you very much for giving your precious time to teach us.🙏🙏
In one video, you are telling that you've taken out all your investments from Smallcaps. In another video, you are wanting us to invest in Smallcaps. I feel Rocket Science is comparatively easy to understand than your videos.
Same here
Nowadays, his videos will be of upcoming crash if market went down yesterday, and videos will be of investment if market went up yesterday.
Just go and check the thumbnail of past 1.5 years of his videos.
Bro its high time you need to improve your listening skills. He clearly mentioned building a long term portfolio needs these kinds of allocation.
A person who has zero idea about markets needs to start using these strategies.
Once you understand the basics, you can move money from one cap to another.
You need to be invested for 80% of money. This still has allocation to small caps
@@chetangpti listened to him very carefully and lost money in vauld...
Very helpful
Dear Akshat
Sorry to say that the last 3 videos which you uploaded was revolving on the same point. When I heard this video, I felt like devjavu. Then I realised that I have seen the similar video in the previous episodes. Now you may tell that "Those who want have stock ideas don't watch this. I teach everything fundamentally". Yes you have done it very well. You have taught fundamentally. But now we don't want to stick to the same fundamentals again and again. I saw this video thinking that you have done it with an update to give with the fed's decision on interest rate and how we should analyse the market. But these segmental inflation, nifty 50 beating we are fed up with this. The only aim, I think why which you have done this video is to promote your courses and workshop as most people may think like this is an update on fed. I follow your channel only for macroeconomic events and news. Not for any tips. Nowadays you guys are becoming more profit driven. If you don't have much content, then keep your mouth shut. From your past videos now we know that our returns have to be adjusted with inflation and all. I follow a number of RUclipsrs and to say that whenever there's not much content to say, they will come up with something like this and want to say, "I'm running a community of members, join that for more ideas" yeah making money is your personal matter. But whenever you post some videos, make sure that it is of some or other value and give a bit more knowledge. You are a good orator, by that you can fool someone, but not everyone. Please don't think that I am against all of your videos, but you have already done a number of videos regarding this concept.
akshat bro if we get 15% returns CAGR and infaltion 10% we get real returns 5% but what about taxes...if we deduct taxes then i think it would take more time to be crorepati
You are right bro. It is extremely difficult to grow our money by investing. Investing can help but cannot be the sole vehicle for wealthy future.
Bro inflation is overrated it doesn't affect as much as they say , consider 4% maximum if u r not from south mumbai/banglore or south delhi
A crore is already not lot of money in today's terms, it will be even less 5 years down the line. Investing is just way to grow slowly and avoid becoming poor. Gone are days of euphoria when Nifty used to rise 70% in a year with 0 long term capital gain tax. Now even 25% rise is considered extremely good and top that with increasing capital gain tax
If inflation is rising then indirectly the companies in stock market earns more revenue and profits so if you invest in stock market your returns increases as inflation increases. Like if inflation is 6% and gdp growth is 5%-6% then market will delivers around 12%-14% but if inflation is 8% then your returns will be 16%-18% from market. You can take example from past 4 years inflation is high consumption is high so markets are doing well and giving good returns
@@Sahil-ny7eb It applies to companies with less domestic competition but doesn't apply to highly price sensitive sectors like FMCG, Commodity where most consumers are those with money in FD or poor. High inflation does help export oriented companies a lot as rupee gets depreciated
This knowledge will definitely help me make more informed decisions in the stock market. Looking forward to more valuable content like this. Keep up the amazing work SIR📈💡"
Thanks for showing the real picture
Like 👍 specially for the last point. It matches my mindset and I have seen the benefits of it. 🙌 All may not agree.
One point that is been discussed in the Investor's community is that you dont have to pay tax on mutual fund every time the fund house buys and sell any stock. Whereas when you yourself are learning and investing money, you have to pay tax every time. In the end mutual finds will generate make you more capital though you have paid some commissions to fund house. Please clarify this point and what are your views on this?
In the end you will get rebate of 1.25 lakh only beyond this will have to pay 12.5% tax. Better to do tax harvesting if you have profit of more than 1.25lakh every year.
Multiple factors not considered-
1) Direct stock investment generates much higher returns than mutual funds. This happens for a simple reason you need to manage money for 1-5 crores while fund managers manage 1000+ crore. Even if you copy paste a mutual fund house portfolio, you tend to make more returns.
2) If you are regularly booking profits, you are using the full 1.25 lakh exemption every year which you normally won't do with mutual funds.
3) You become better with stock analysis and are able to understand the cycles of different industries to invest better
We need to also factor in the section 80c taxes saved due to EPF in old tax regime when we compare 8% returns with 10% inflation....
Most of the direct MFs fees is less than 1% like the canara rebeco charges less than .50% so assuming 1% in calculation is high
Nothing new in video. You changed thumbnail and make video of same points which are covered many time.
Do we have offer for low income people to attend your session in person please look into that low income people as well have interest to learn and grow.
Thanks for 257 subscribers 🎉
You are a good teacher 😊.., explained very well..again..😊
Akshat, Excellent video... Maja aa gaya :-)
selling dreams is biggest way of making money
Nice job Akshat. Keep up the good work 👍
Taxation must be considered along with inflation
Har video mein vahi. Kuch naya nahi hai kya?
Money is also the same, do we stop collecting 😂
Akshat your teachings goes deep down and every word you spoke makes a lot of sense…. I have gained a lot of insights into the wealth building after listening to you… thanks for all that brother.
Also a big piece of advice for those in 20s that even akshat gives is you just focus on increasing your income in 20s dont waste your time on thinking where to invest in your 20s. Remember 25k sip from age 25 to 50 is nothing compared to 1lakh sip starting from age 30 to 50.
Also explain what will you do the wealth accumulated after 20/30 years when you are 65/70.
Brilliant To The Point Sumnary Video on Making Above Average CAGR of 14%. Must watch for all Serious Investors. 👌👌
Sir I m a helper here in Bangalore my native is west bengal I hv been in Bangalore since last 1 yr and slry is 15k somehow I m able to save 12 k per month and I invest in stock market
Saving 12k out of 15k is really very inspiring for us
It should be 1200@@jaylalakiya
perfect topic for me
Hi Akshat, What about step up investment and planning to do the stepup % more than the inflation %?
what I dont understand is what to do with the amount sitting in MFs, when market tops, how much should I sell?
Hi Akshat, when (what year ) and how much was your initial investment ? Thanks
Please make some content on data centers
Gud information
Last 3 videos - nothing useful.
Last more than 10 videos nothing useful
Please note down a correction.
If portfolio growth is 15% and inflation is 6%, that does NOT mean that your real growth is 15-6=9% since it is compound interest and not simple interest. Please check yourself with an example before criticizing 😊
Hi Akshat, love the content you create and your passion to grow yourself and help others in that same journey. On your point of not investing through a fund company for MF bcoz they charge 1% commission. Isn’t it true now the wealth management companies don’t charge the customer anymore. The fund management companies pay to these agents? In which case the 1% commission to retail customers won’t apply right?
What about currency depreciation?
Hi akash ji
Lvmh stock is not trade in US stk mkt
How can I buy that LVMH stock
Hi Akshat, there is a small background noise, I feel only when I use my Sony headphones.
Do u any course in mumbai or any online course ?