7 Strategies to Simplify Your Investment Portfolio & Make it Less Stressful

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  • Опубликовано: 22 авг 2024

Комментарии • 147

  • @amitesh-rai
    @amitesh-rai 5 месяцев назад +11

    The calm, the composure, and the efficiency of delivering the message is second to none. You’re an inspiration to me. Thank you for sharing such valuable insights.

  • @user-on1ed8kg8m
    @user-on1ed8kg8m 7 месяцев назад +52

    After watching every video that you put on the channel that one dialogue from "MUNNABHAI MBBS" movie comes to my mind invariably and hence i would like to say "Shankarbhai mast kaam karta hai tum" .

  • @kavinsundar
    @kavinsundar 6 месяцев назад +7

    Wow. You are a great teacher. The way you share valuable information is by far the best.

  • @dheerajkukal8475
    @dheerajkukal8475 7 месяцев назад +10

    Thank you Shankar sir, your data analysis is supreme. Bringing statistical concepts like quartile etc is something beyond... Thank-you again.

    • @shankarnath
      @shankarnath  7 месяцев назад

      You're most welcome, Dheeraj 🙌

  • @parthaprateemraychoudhury7689
    @parthaprateemraychoudhury7689 7 месяцев назад +5

    I appreciate your sincere efforts on how to build, manage, monitor and clean up junk in one’s portfolio in a simple and effective manner. Thanks Shankarji. 🙏

    • @shankarnath
      @shankarnath  7 месяцев назад

      My pleasure! I'm glad you liked it. A lot of it might seem simple but few of us actually do it.

    • @parthaprateemraychoudhury7689
      @parthaprateemraychoudhury7689 7 месяцев назад

      @@shankarnath I totally agree.

  • @baskarchockalingam2421
    @baskarchockalingam2421 7 месяцев назад +3

    another bundle of knowledge from u bro.. every investor should watch.. without any stock recommendations u have huge followers,just because of the genuine content..i ve completed 5 yrs of investment..best things i learned from u for years NEGLECTING SOCIAL MEDIA NOICE, EXCITEMENT HAS COME down, NO FOMO,etc...

    • @shankarnath
      @shankarnath  7 месяцев назад +3

      Thank you. A met a couple of follower last week & one of them showed me his journal where he had written the top 2-3 lessons from each video. These were not one or two lines but 3-4 paragraphs incl. cross-referencing with other videos. I was surprised how many & how deep some of the points were. He had listed over a 150 points and categorized each as stock picking, portfolio, behavioural etc.

    • @baskarchockalingam2421
      @baskarchockalingam2421 7 месяцев назад +1

      @@shankarnath 👍👍👍..many followers including me having notes with valid points from ur talk.. to understand ur talks completely n make best use,we have to listen again again especially wen ur presenting datas,👍👍God bless u

  • @yogeshdixit3973
    @yogeshdixit3973 6 месяцев назад +2

    Its always a delight to watch your content Shankar Sir, wealth of knowledge for any invstor!

    • @shankarnath
      @shankarnath  6 месяцев назад +1

      Glad to hear that. Thank you!

  • @anupdsouza
    @anupdsouza 6 месяцев назад +2

    Excellent video Shankar! I loved that you shared often ignored pointers when it comes to not just building a portfolio but also managing it in a healthy manner. Many thanks & Happy Republic Day!

    • @shankarnath
      @shankarnath  6 месяцев назад

      Thank you very much, Anup. Wishing you a Happy Republic Day yourself & lots of glory to our country!

  • @arunagirisailesh8518
    @arunagirisailesh8518 7 месяцев назад +2

    Agree that every video of yours has something new to learn. guess that's really your USP. keep going!

  • @prasadrayannavar9117
    @prasadrayannavar9117 7 месяцев назад +2

    Watching your video always increases my knowledge about investing, thank you 🙏 keep doing the good work

    • @shankarnath
      @shankarnath  7 месяцев назад

      Happy to hear that! My pleasure

  • @hetalpatadia711
    @hetalpatadia711 7 дней назад +1

    Hey Shankar,
    First of all thank you very much for all your wonderful videos. I am your long time subscriber and I do have a significant portfolio in US markets too. Probably not completely related to this video. However, would you kindly be able to share which of your investing strategy videos would be useful for markets other than India especially the US markets?
    Thanking you in advance!

    • @shankarnath
      @shankarnath  7 дней назад

      Thank you very much for your kind appreciation. I am glad you like my work. Since I haven't participated or monitored the US market, it won't be right of me to make any comments on this front. Very sorry about this!

    • @hetalpatadia711
      @hetalpatadia711 6 дней назад

      @@shankarnath No issues. I appreciate your honesty here. 😄

  • @rudraroychowdhury9966
    @rudraroychowdhury9966 7 месяцев назад +1

    What an informative video as always.. ❤ed it and thank you🙏...
    I'm also trying to simplify my portfolio by learning everyday.. For the time being, I've bifurcate my portfolio (only equity) into 'Core' and 'Satellite'.
    • The Core contains a Sensex index, a Midcap150 index, a Nasdaq100 index and a Smallcap (active) fund.
    • The Satellite contains a Midcap and a Smallcap active fund.
    I hope, in forthcoming days, I'll be able to understand the journey in a better way.

    • @shankarnath
      @shankarnath  7 месяцев назад +1

      Thank you! Glad you liked it.

  • @chetanshah1414
    @chetanshah1414 6 месяцев назад +2

    A good knowledge information after long time in decent way love your way to analising

  • @vibrantsumit
    @vibrantsumit 7 месяцев назад +2

    Great video and very practical tips. Considering 'time' is the cornerstone of wealth creation, only those techniques prove to be effective which are easy to implement over long period of time.
    Your video helps in selecting such techniques.

  • @rajarora2097
    @rajarora2097 6 месяцев назад

    Have 2 low cost index etfs for last 20 years and never changed and kept focus on BMI & health as priorities

  • @tc4xy
    @tc4xy 7 месяцев назад +2

    again amazing content sir, points discussed in 1st 2nd and 4th topic are amazing...thankyou so much sir

    • @shankarnath
      @shankarnath  7 месяцев назад +1

      Most welcome. I'm glad this helped .. these are simple but every effective approaches to investing

  • @nabeelyahiya
    @nabeelyahiya 7 месяцев назад +2

    Excellent video❤
    Don’t have words to appreciate the quality of your content👌👍

  • @thamke99
    @thamke99 6 месяцев назад +1

    Sir, I have watched so many videos of yours on investing in equity, investing in MF etc. Currently I am investing 50% in both categories. So far my equity is generating 15% while my MF is generating 25%. Please note I started investing in MF since 2 years and in equity since 1 year.
    I want to know which option is bound to give better returns

  • @gourabchakraborty6061
    @gourabchakraborty6061 6 месяцев назад +2

    Please make a video on most consistent mutual funds which spends most of the time in quartile 1 or 2.

  • @avinashkhopade4708
    @avinashkhopade4708 6 месяцев назад +2

    Very good and helpful content. Thank you very much.

    • @shankarnath
      @shankarnath  6 месяцев назад +1

      You are very welcome! 🙌

  • @stcoktin
    @stcoktin 6 месяцев назад +2

    Thanks for an excellent post Shankar.

    • @shankarnath
      @shankarnath  6 месяцев назад

      My pleasure. So nice of you

  • @pepetigowtham3995
    @pepetigowtham3995 6 месяцев назад +2

    Great work sir... wonderful teaching

    • @shankarnath
      @shankarnath  6 месяцев назад

      So nice of you. Thanks!

  • @thiyagarajanraji6719
    @thiyagarajanraji6719 7 месяцев назад +2

    Very useful one sir, thank you very much

  • @drnirajsheth4145
    @drnirajsheth4145 7 месяцев назад +1

    should we invest in
    index fund,as most of the mutual funds does not give returns more then their benchmark

  • @alexstanley4684
    @alexstanley4684 7 месяцев назад +3

    If one invests 25% amount in 1 Small Cap Fund, 25% amount in 1 Mid Cap Fund and 50% in direct stocks wherein most of them are large cap stocks like Asian Paints, Tech Mahindra, HUL, Pidilite, etc. - is it a good strategy for long term investment considering its just 2 mutual funds?

    • @pradeep2kedar
      @pradeep2kedar 7 месяцев назад +2

      Yes. I do the same. But! Since u r actually looking at the market every now and then, u feel like u made a wrong choice. When the stocks around u are doubled and ur large caps are giving 5% or 10%. It will make u sell and try some luck on others. I suggest u divide it further. Add 25% in flexi cap.keep just 25 with u. If if if only in the market from last 4,5 years. Happy investing.

    • @ramaprasadmajumder6449
      @ramaprasadmajumder6449 6 месяцев назад

      For direct stocks you can consider "Dividend Aristocrats" smallcase or similar.

  • @AnujNeogi-ih2db
    @AnujNeogi-ih2db 7 месяцев назад +1

    Q1. Shankar can I take flexicap instead of large cap in my core portfolio as flexicap has ~70% in large companies ? if yes then many flexicap have few allocation in international so should I take a separate international fund for mf portfolio?
    Q2. What do you think *after 10 yrs* will the market give >15% return ?
    Q3. Will inflation go down in future ?

    • @shankarnath
      @shankarnath  7 месяцев назад +1

      Hello:
      1. I have not come across a hierarchy of funds so can't generalize if a flexicap is better than large cap or if an international fund fits in
      2. Post 10 years .. stock market returns will be more than 15% in some years and it will be lagging in other years. Personally, I do my long-term simulations assuming 12% returns from equity instruments
      3. Apologies, I haven't done any study on inflation

    • @AnujNeogi-ih2db
      @AnujNeogi-ih2db 7 месяцев назад +1

      @@shankarnath ok but regarding inflation how much do I assume now for my calculations ?

    • @shankarnath
      @shankarnath  7 месяцев назад +1

      @@AnujNeogi-ih2db I use 7% inflation

  • @taplubambhos2869
    @taplubambhos2869 7 месяцев назад +1

    Beginner here
    I have divided my folio into 3 parts. Large mid and small and half of large cap is cpseetf. Can i just keep it as its and continue with an sip fpr the same? Tumne horizon is 7+ years. Please advise

  • @user-dv9sm8et8r
    @user-dv9sm8et8r Месяц назад

    THANK YOU SHANKAR SIR 🙏

  • @pinnaclefinancial533
    @pinnaclefinancial533 7 месяцев назад

    0:53 Exactly the situation currently I am into with so many products in my portfolio no idea of the actual yield on the entire portfolio

    • @shankarnath
      @shankarnath  7 месяцев назад

      I don't have many products but I have many MF schemes so pretty much on the same boat. The proxy I've used to focus -- I only remember the 6-7 SIPs I do every month as these are an integral part of my core portfolio. This has helped me prioritize, maybe you can try something similar

    • @subrahmanyabk8744
      @subrahmanyabk8744 5 месяцев назад

      😀​@@shankarnath

  • @meditationyoga-soundsofnat9306
    @meditationyoga-soundsofnat9306 7 месяцев назад

    Would love to hear what are the 4-5 funds in which you've invested and what was rational behind it
    Also When to exit from fund if it seems non-performing then competitors.

    • @shankarnath
      @shankarnath  7 месяцев назад +1

      The rationale and category of funds is available here: ruclips.net/video/bN5QdxY3RVs/видео.html .. I have made minor changes since then

  • @vaibhavrana
    @vaibhavrana 7 месяцев назад +2

    Great content and insights as always! Would recommend anyone to use their lumpsum and do 1.5L in PPF on the 1st of April for maximum return and tax saving (if applicable)

    • @shankarnath
      @shankarnath  7 месяцев назад

      Thanks!

    • @pappuzion1130
      @pappuzion1130 7 месяцев назад

      ​@@shankarnath thank you sir.your content is always great and a lot of ideologies which you give are phenomenal.From your ideologies,I plan to invest nifty 50,next 50,value 50,momentum 30 for long term with each contributing 25%.Please let me know your view on this.I am planning for 10 yrs or so

    • @shankarnath
      @shankarnath  7 месяцев назад

      @@pappuzion1130 Most welcome! I have not tried such a combination myself so don't have any views on it. What is your rationale behind choosing those 4 schemes and using equal weight?

    • @pappuzion1130
      @pappuzion1130 7 месяцев назад

      I heard nifty and next 50 gives 12% in long term and you said in your video value and momentum for lifetime portfolio.I don't have much time to invest in stocks.so thought of simply investing equal in all four started 2 months back only.Need your advice if I can do these 4 for long term and how much I can allocate in each of them?

  • @parasbansal
    @parasbansal 6 месяцев назад +1

    Good Summary of all topics

  • @investtv1990
    @investtv1990 7 месяцев назад +3

    Awesome content as always

  • @chiragmehrotra2366
    @chiragmehrotra2366 6 месяцев назад

    I have stopped investing in some MFs. But the money is there and is growing as per market growth. Should I withdraw and invest in other funds or let it stay there?

  • @arvindgandhi1007
    @arvindgandhi1007 6 месяцев назад +1

    Thank you very much

  • @varvishwa
    @varvishwa 7 месяцев назад +1

    Excellent video. Thanks

    • @shankarnath
      @shankarnath  7 месяцев назад

      Glad you liked it! Thank you

  • @jayaprakash456abc
    @jayaprakash456abc 6 месяцев назад +1

    i like your videos Sir, thanks....

  • @patelpranav77
    @patelpranav77 5 месяцев назад +1

    Awesome video, it helped me.

  • @shashiDodderi
    @shashiDodderi 7 месяцев назад +1

    super : simple but important.

    • @shankarnath
      @shankarnath  7 месяцев назад

      Simple things are always effective

  • @mritunjayadwivedi2605
    @mritunjayadwivedi2605 6 месяцев назад

    Its easy to calculate xirr for specific mutual funds in excel but how to calculate total portfolio xirr combining all different class of investments.

    • @shankarnath
      @shankarnath  6 месяцев назад

      Same way you do it for specific mutual funds. List down all the cash-in and cash-outs.

  • @RajendraKumar-im4pl
    @RajendraKumar-im4pl 6 месяцев назад +1

    Extremely good

  • @srimant85
    @srimant85 6 месяцев назад

    This is gold.

  • @saikrishna3566
    @saikrishna3566 6 месяцев назад

    As usual, very very useful tips shankar ji. Can you also share your thoughts on
    securitized debt instruments. LoanX by Gripinvest
    is offering between 12% to 13% IRR for SDI's. Can
    we consider them as some fixed income
    instruments or alternate investment. Please shed
    some light on this.

    • @shankarnath
      @shankarnath  6 месяцев назад

      I have a related video. Please watch: ruclips.net/video/iZfJo57IJYA/видео.html

  • @Amitchopra1312
    @Amitchopra1312 7 месяцев назад +2

    Nice outfit ☺️👍

  • @TEJASN324
    @TEJASN324 7 месяцев назад

    how to find out if corporate management is good in any stock?

  • @BeNOone902
    @BeNOone902 7 месяцев назад

    Gratitude:-)

  • @kaviyamuthu2342
    @kaviyamuthu2342 6 месяцев назад

    Is there any online course structure for fundamentals analysis, strategies to know all this

    • @shankarnath
      @shankarnath  6 месяцев назад

      I haven't come across one, sorry!

  • @baidyanathbhattacharya886
    @baidyanathbhattacharya886 7 месяцев назад

    Nice and systematic.

  • @subhashishdutta
    @subhashishdutta 6 месяцев назад

    Hi Shankar. Thanks for the video. While I must say I am aware of all the seven points, this video helped put that information into a structure and helped with thinking.
    Can you please do a video on how to best track the performance of one's MF investment, against the fund's benchmark and if there are any credible tools one can use. The question I want to answer for each of my MF investments is, "if I had invested the same amount of money, i.e done the exact same SIPs and lumpsum investments, what would the benchmark index have returned ? "

    • @shankarnath
      @shankarnath  6 месяцев назад

      Thanks for the appreciation and for the suggestion

  • @eldhosethampi6532
    @eldhosethampi6532 6 месяцев назад

    Can you do a video on Flexi Cap vs multi cap.... because multi Cap funds are confusing

    • @shankarnath
      @shankarnath  6 месяцев назад

      There is only one key difference. Flexicap allows the fund manager to pick stocks across market caps with no restrictions. Multicaps require that the fund manager keeps 25% of the assets in large, mid and smallcap each while having flexibility to allocate the remaining 25% in whichever cap he/she pleases. For more info, read www.motilaloswalmf.com/investor-education/blog/distinguish-between-multi-cap-flexi-cap-funds/

  • @rit2022
    @rit2022 7 месяцев назад

    Hi sir edelweiss China equity fund is 33% down what one supposed to do now kindly advise

  • @archanakamat2635
    @archanakamat2635 7 месяцев назад

    Excellent video?, thanks

  • @Mdnowsath
    @Mdnowsath 6 месяцев назад

    Can you please make SIP calculator with partial withdrawal/ profit booking.
    Everyone talk about long-term goals but it is hard fund a calculator which factors in mid term goals.
    For example, I'm in investing for Retirement wealth creation and child education for period of 20 years period. However, I also need money for Home down payment for which I can't wait for 15-20 years. I need about 10-15 lakhs in next 3-4 years which excludes the long investment plan. Please help me with this.

    • @shankarnath
      @shankarnath  6 месяцев назад

      Thanks for the suggestion

  • @jagdishrajpara4843
    @jagdishrajpara4843 7 месяцев назад

    Sir can u provide any mental framework around Invesment in sectorial or thematic mutual fund if someone does not understand anything about stock but want to tack some hire Riske and want to generate higher return stp or sip way according your nature of manageable investment system or theses.

    • @shankarnath
      @shankarnath  7 месяцев назад

      Hi, I have a video on "sectors". Pls see if that helps you with your question .. ruclips.net/video/mTXkio4dE0Y/видео.html

  • @rajeevramakamath
    @rajeevramakamath 6 месяцев назад

    Very Good

  • @SMCGPRA
    @SMCGPRA 6 месяцев назад

    getting reliable data to do analysis is difficult where to get data to analyse in excel as you show

    • @shankarnath
      @shankarnath  6 месяцев назад +1

      I use niftyindices.com, advisorkhoj.com and valueresearchonline.com for most of my analysis

  • @jaswanthyeturi415
    @jaswanthyeturi415 5 месяцев назад

    Sir waiting for your smallcase basket for monthly sip

    • @shankarnath
      @shankarnath  5 месяцев назад

      Thank you for your patience

  • @ramaprasadpanchagnula5323
    @ramaprasadpanchagnula5323 6 месяцев назад

    Namastey. Very useful info. Request you to make a video on online sites that enable tracking of our portfolio. Please discuss as to how dependable they are. Tku

    • @shankarnath
      @shankarnath  6 месяцев назад

      Thanks for the suggestion

  • @DisciplinedTrader27
    @DisciplinedTrader27 7 месяцев назад +1

    F&O isn't investment
    its for cash flow or income generating

    • @arjunps6776
      @arjunps6776 7 месяцев назад +1

      Or income draining 😂

    • @DisciplinedTrader27
      @DisciplinedTrader27 7 месяцев назад

      @@arjunps6776 for those who gamble their income drain 😂

  • @kartiknune1331
    @kartiknune1331 6 месяцев назад +1

    GOLD Content

  • @KaranButtarr
    @KaranButtarr 7 месяцев назад

    You're GOLD

  • @aroraa2007
    @aroraa2007 6 месяцев назад

    can i get the list?

  • @rakeshjariwala4955
    @rakeshjariwala4955 4 месяца назад

    Sir , there's a negetive co relation between equity and commodity. So is this rule applicable for commodity mutual fund too? And can we buy commodity mutual fund instead of commodity gold fund. Pls reply

  • @aravindb9881
    @aravindb9881 6 месяцев назад

    Which app is best for all types of investments

  • @moezshabirali7265
    @moezshabirali7265 Месяц назад

    Can you do a video on daily VS monthly sip? What does data day on this? For same. Amount monthly divided by daily on each trading session.

    • @shankarnath
      @shankarnath  Месяц назад

      I have a reel on this. Pls watch: ruclips.net/video/FVVuA5BQcO0/видео.html

    • @moezshabirali7265
      @moezshabirali7265 Месяц назад

      What about the statistics on midcap 150, maybe that behaves differently? The benchmark index you have taken is nifty 50. For comparison it's good to know how that behaves are dynamics are different.

    • @shankarnath
      @shankarnath  Месяц назад

      @@moezshabirali7265 Yes, there are dozens of different indices. The data can be extracted from niftyindices.com/reports/historical-data and analysed

  • @aritrabhattacharya1530
    @aritrabhattacharya1530 6 месяцев назад +1

    dont agree .30 -35 minimum

  • @duraisamya3068
    @duraisamya3068 3 месяца назад

    I have invested in MFs for last 10 yrs, and booked 60% profits in small cap MFs and Mid caps and

  • @mohanpatil3266
    @mohanpatil3266 7 месяцев назад

    What about smallcase ???? It's work ?

    • @shankarnath
      @shankarnath  7 месяцев назад

      Sorry, didn't understand the question. Can you please rephrase it

  • @gprocky2010
    @gprocky2010 7 месяцев назад

    bolo shankar bhagwan ki jai. thanks for this video

  • @sourabhmayekar3354
    @sourabhmayekar3354 7 месяцев назад

    Nice

  • @subhajitadhikary7396
    @subhajitadhikary7396 7 месяцев назад

    everyone gets reply from you,sir but i dont get the name of the yellow book at backside.

  • @RohitSinghofficial
    @RohitSinghofficial 6 месяцев назад

    Quit ET money ?