Why I'm investing 85% of my money in this SECTOR for the next 10 years.
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- Опубликовано: 24 янв 2024
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I am investing 85% of my stock market portfolio in this sector.
Watch this video till the end to understand my analysis :)
P.S: NOT AN INVESTMENT ADVICE. Please do your own due diligence.
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Sir finance stock zyada suffer krege as they are doing right now coz borrow paisa mehnga hi milega so their margins will suffer
Aaj HDFC ke liye kuch nahi bola 🤔
@@RAhulSEth555 why seeing mini micro view?? Bada socho agaaaa ka dekho, yeh sab dikhaga vi nei
@@rudraacharjya0703 bro long term me to profit hoga hi.. Point here he is trying to capture is the extent of return which will not be the same like this era.. Same goes with finance n banks.. If they won't get cheap loans their NIMs would definitely be affected , which will reflect in share price return. Moreover banks like hdfc is falling coz of new rules of maintaining more provisions backup.
So two factors one costlier loans and other lesser money to lend out will affect banks n finance stock returns.
Unless until the biggest problem won't be addressed which is money/income disparity between rich n poor( jo kabi hoga nahi) , no instrument will generate better returns..coz ultimately economy has to bet on consumption and when people won't have money to buy economy won't drive. So going forward we will see slumps n recessionary phases more than today, maybe like every 5 years rather than ten.. That's the whole commentary 😆😆
@@rudraacharjya0703 point here he is trying to make is there won't be same speed of return making.. Return to ayegi hi long run me bro.. Unless untill banks won't get cheap loans there NIMs will be affected which will show in their stock prices. Iske liye wo krna hoga jo sarkar kbi nai kregi, address income/ wealth disparity. Consumption to hum hi drive krege n unless we won't have money economy won't drive. He put forward a point k economy abi drive kyu kr rhi.. Not because of our consumption but because of govt projects.
My spouse and I are diversifying our investment portfolio by adding stocks and ETFs. We've allocated $220,000 to begin with, focusing on inflation-indexed bonds and companies with strong cash flows, but I'm also interested in short term earnings if any.
While the current market offers short-term profit potential, it's crucial to note that executing such a strategy requires expertise and skill of a market professional.
@@Aurierserge50 It's gotten especially difficult since the pandemic, hence why I decided to use the expertise of an advisor, my spouse kicked against the idea initially, but oh well guess who's best buddies with our advisor now.
It's gotten especially difficult since the pandemic, hence why I decided to use the expertise of an advisor, my spouse kicked against the idea initially, but oh well guess who's best buddies with our advisor now.
@@Aurierserge50 Glad to have stumbled on this, Mind if I ask you to recommend this particular coach you using their service ?
@@hullbruce I have worked with a few financial advisors before now but i ultimately settled for Alicia Estela Cabouli. She is SEC regulated and licensed in US. You can easily look her up
AI stocks will dominate 2024. Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I have made more than 200% ROI from NVIDIA with the assistance of my fa, I won’t fail to mention. I agree the stock would go higher in the next couple of days.
That's a great analogy and I love the insight. Professionals could make a really big difference in investing, and I think everyone should have one. There are aspects of market trend that is difficult for the untrained eyes to see. I have made more than 350% through my estateplanner(fa) by alternative investing. The portfolio comes with perks as well in terms of travel and liquidity.
One of my goals is to employ the service of a financial advisor this year. I've seen some off LinkedIn but wasn't able to get a response. Could you recommend who it is you work with?
monica 9:03 mary 9:03 strigle... just research. I have been using lady 4years now.
I just set up a call for myself. Fingers crossed.
Will the Lady be the one to call?
Thanks for sharing.
Hi how soon does one expect a feedback? Is the call schedule effective, I’m yet to receive a reply.
Every week I buy more of whatever is the lowest percentage of my portfolio and try to keep everything around 10%. Please what could be my safest buys with $400k to outperform the market in 2024?
Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks.
This is why I've entrusted a fiduciary with my investmnt decisions. Many underestimate advisors until emotions lead to losses. My advisor crafted a tailored strategy aligning with my long-term goals, guiding entry and exit points for the equities I focus on. This has grown my portfolio to over $850k. My personal best so far
Please will you be kind enough to share the details of the man that helped you?
Actually its a Lady. Yes my go to person is a 'MARY KALIOPE BRAUN'. So easy and compassionate Lady. You should take a look at her work.
Thank you for sharing. it was easy to find her, then I scheduled a phone call with her. She seems proficient considering her résumé.
summary :
1. invest in Fixed supply assets (RE, Gold, Bond, BTC)
2. Stocks specific investment is better than Mutual funds.
3. you should have an exit plan ready for investment.
4. Be ready for the consolidation phase in Stock market. (may be 1-2 year)
5. Growth opportunity in Finance and Healthcare domain.
6. Elite / upper middle class-- innke Paise he paisa hai !! and it would be best if you considered all above points otherwise :D
Buy only shares of companies that cater to the needs of HNI . or in luxury goods.
@@pardeeptandonthere’s nothing like that
@pardeeptandon 😂😂😂
Yeah i can't see that !@@DisciplinedTrader27
Don't forget green energy
According to me :- 1.Renewable energy(wind & solar) 2. Defense 3. Railways 4. Finance sector are best to pick for coming years..
Are are Putin ji aap kyon bich me padh rhe ho ye sab ki. 😂😂😂
Are you a fan of Mr. Vladimir Putin?
IT is the future
EV too, infra includes other sectors like roads and power too.
Pls stop Ukraine war first
LIC buying 9.99% stake in HDFC. This must be the most happiest news for akshat today 😂😂
No it extra 4 percent 😂😂😂 already lic own5.2 percent... Max limit is 9.9 percent
LIC is not buying 9.99% stake in HDFC. RBI has given LIC the permission to increase their stake in HDFC from 5.2% to 9.99%. This permission is valid for 1 year. LIC may choose to buy it next week or after 6 months or choose not to buy at all.
5% of this stake increase is supposed to happen over the next year, which can come around $10B in a year which I don't think is too much. Also, LIC's refusal to sell stake in Adani stocks didn't actually help the market sentiments. Still, would be interesting to see how things go on Monday
@@nyknayakLIC sent the application to RBI for the approval So there are chances that they will buy it
Not only Akshat bhai, most of the community
I love your videos, so informative!
I have never ever paid such attention to any other channel videos.
Thank you for peeking and having outlook into the future of economics.🙏..thank you for seeding the ideas in our minds.🙏
Highly appreciate your efforts. Keep up the best work which you do
I think Indian market will see big bull run.. My points
1. Increase in mutual investment..
2. Retail participation increase .. sharply.. trend likely to be continue.
3. India growth story.. Bharat is now at sweet spot to witness industrial revolution which we missed earlier.. china plus 1 policy.. large population..
Fast growing economy of world.. whole world eyes will on us..
4. FII and FDI investment will increase.
This point are enough to make bull run in economy..
last but not least .. i think in coming years our export will surpass our imports.. as we are doing everything to cut crude oil demand., it will make us self reliant in energy demand. 👍👍
You are right but always keep in mind that to sustain huge population we are not left with agriculture land/ forests for long.My point is some day or the other population has to decrease and we will have to develop a nature friendly economic model based on needs of human beings rather than demand based.
I don't believe in people who use Bharat in their comments
@@msdadsfsx You like I.N.D.I.A?
@@mmultani6673 India orignal name is jambudweep, u congressi?
@@msdadsfsx who cares?
Hey Akshat, can you do a video on taxation? As in how do you minimise capital gains or if that matters at all. If booking profits at 15% tax better or holding for a year is better. Things like this…..
nice thoughts
I dont think the economy will slow down, I see many people still buying fancy cars and iphones even when interest rates are high. In fact it may grow in the same pace or even faster because in a growing economy its hard for small and mid cap companies to get loans. Now since the govt has introduced of linking pan and aadhar it is easier for even a small kirana store guy to get a loan. Interest rates are high i agree but getting credit is even easier so if small and midcap companies use them well, they can achieve double digit growths very easily.
Point is not buying bro repayment of credit
No limit spending heavy in middle class
Y upi business is grown so much cuz it is an addiction that made people spend more limitless but we think it made spending and life's easier
voh to tabh phi khareedenge bhaiii
Also your opinion about CORPORATE BONDS is 100% right. I admit that bonds are a safe way to make 10 to 12% annual yield given crazy stock market valuations. As of today, no stock is reasonably valued in NSE. I RECKON a correction of 20 to 30% would be healthy for investors. This would also bode well in terms of revenues from stock turnover volumes.
Akshat, please make a video explaining how to analyse which sector is moving bull, bear and consolidation mode.
I expected in deapth discussion from from there are too many 'might be' 'almost' makes the discussion not worthy of implementation. I project interest of 2% instead of 3% in USA. I CAN DISSECT each argument but it will long time. His investment advice in finance company is OK because in manufacturing companies one has to rotate investment as per need of the economy.
What a amazing knowledge ! Gratitude !
Thanks for the very fair view and extremely knowledgeable
Akshat's marco economics changes every day
😀
Exactly 😅
😂😂😂
Good morning, Akshat.
I am keen on joining your classes as soon as possible. Sometime during Dussehra/Diwali or the year-end of 2023, I remember seeing a good discount you offered on your stock investing course. I wasn't able to pool funds even then despite the discount being a very good 20 or 25%. It is a humble request to you to kindly extend the benefit once more. Am keen to make it now - better late than never. Struggling with budgeting for the same. Hence the request.
Why I will STOP investing after Elections (for a while) | Akshat Shrivastava
Important facts. Nicely explained. Fixed assets ,👍SPDR GLD ? Is it a good alternative to SGBs? THANKS!
Thanks Akshat
Today episode is very very very very knowledgeable.👍👍👍👌👌👌🙏🙏🙏🙏
Dear Akshat you are missing one important point, if govt starts spending more, evenutally that money will flow back to the end consumer and he /she will start spending.
Why I will STOP investing after Elections (for a while) | Akshat Shrivastava Everything I wrote it is all looks like ......1. this man does not have deep knowledge . He talks about unemployment . Look earlier 5..10..15..20..25 years back only majority of men were working and then also there was huge unemployment .. Look at today " No girls/ lady/women after passing 12 th std remain at home and start working at suitable job. They have captured almost 50% of jobs except working in laborious engg industry The boys/men also get employment easily may be at lower salary, but they get. Can you get driver , labours easily ? so his first statement is without correct thinking , making you fool 2. His knowledge is limited ,it seems. India currently spending huge money on oil imports. India got abandoned quantity of oil off Mumbai high, Godawari basin, East India,and very big quantity in Andaman islands . It is estimated that oil reserves only near Andaman Islands will be self sufficient for India ,for next 70 years. After say 5-7 years from now India will produce big chunk of oil and rest will be bought from countries like Venezula, and Giyana country at lower rate ,where the contract/ deal is already done . This will save huge money on oil imports and all saved money will be utilised for growth purposes. 2. After say 5 years india will stop importing of urea and other fertilisers except potash by exploration of gas saving huge forex It is a logical plan of govt. 3. Major thrust on Lithium exploration, semiconductor, Hydrogen , solar power will drive auto,rail industry at low cost,transportation cost will be low our products will be most competent in the world which will drive huge exports which add huge amount in surplus. 4. The inauguration of big highways, freight corridor ,logistic parks which will almost double manufacturing scale from now thus will reduce further cost of products, which will reduce inflation and further boost exports.5. India will be self sufficient in defence field and will become exporter of Defence products by increasing defence export by at least 10-15 times from now in next 10 years. There are many things are going in India which this person does not know or its beyond his thinking. Everything can not be explained here. All this I wrote is up to 2035, beyond 2035 to 2047 can not be imagined now. We are behind China by 10 years as of now, mind well. Accordingly Indian economy may develop rapidly to become 12-15 trillions economy in next 10 years or say by 2035.
LIC gets approval to acquire 9.9% stake in hdfc bank
Can u please comment on this
Bhai good video - but u forgot that per capita is going to rise - so relaxo types may just be fine .. unorganized sector will get screwed
Absolutely amazing and very informative
Agree with individual stock picking
Agree with finance sector growth
What about power, defense, infra.
Modi govt is ueavly focused on these sectors and so the investment exp in GDP will come from these sectors to offset for the slow private expenditure
This is one the best videos by Akshat. Powerful insights here.
Every day he comes up with a different theory based on the same points🤣🤣
Thank you sir for the insightful commentary on market
Love your work
And keep up the good work sir
Hi Akshat. Can you please analyze some bonds and teach us how to pick them?
Hello sir, i love your theory and pov, i have one doubt that one side the market looks overvalued and other part we are expecting interest rates cut, which will lead rise in the market, so why its called overvalued ?
VERY INFORMATIVE .. ANALYSIS .... THANKSSSS
Hi Akshat.. Thank you for the video. I have a bit of different view on few of the predictions :
1. I don't completely agree that growth will slow down in next decade. Also I didn't understand you going from Bullish a month/3months back to slightly bearish in this video.. Efficient market hypothesis works well in developed markets and India is a developing one..
2. Real growth will increase in my view.. Interest rates are raised to tamed the inflation, don't understand why you believe inflation will rise than current levels..
3. I completely agree with your rationale on finance, healthcare and even IT to an extent
Hey Akshat your videos are very helpfull for understanding macro concepts easily it's a humble request to make a tutorial on trading view I know there are many RUclipsrs has made it but no one has taught in depth if you could make it then it would have been way better for me and everyone out there learning from you or otherwise if you could drop any RUclipsrs name or channel link also would be highly appreciated ........Hope you read it.
Real Estate is a globally good asset. But in India it is one of the worst assets. Government puts unnecessary restrictions in transfer of assets. Even in case mutation due to inheritance lakhs in bribes have to be paid. Unecessary litigation and if god forbid the buyer holds your payment then you will have to spend years in court to get the sale deed cancelled.
Thankyou so much.. wonder knowledge
Hi Akshat
If access to capital for middle class is going to be difficult due to rising interest rates, how will Finance as a sector grow ? Confused on this aspect. Please make a video to explain
About which specific fin. sector is he talking about nbfc or investment or any other ???
Respect your views and honest presentation 👍👍
Thank you ❤
Hi Akshat ,
Can you make a video on IRFC , a complete guide and analysis , and according to you where do you see the company after union budget in short , mid and long term . Your analysis on this Railway stock will be very valuable. Thank you
Check SOIC details explanation on railway PSU bubble
Very usefull, thanks akshat
Much awaited video 🙏
Hi Akshat, great content, just curious regarding the real estate market currently in Goa, if you can give update
Thanks for sharing your knowledge. how do we buy BTC in india?
Stock picking is a separate gift. However majority of our strategies won't work well if Index goes down. Hence stock picking would augur well only when index is at reasonable valuation. For example, index has appreciated well since Covid 20 from 7500 nifty to 22000. But what has happened to a good stock like Tech Mahindra? Where has it gone? What happpened to the returns from Tech Mahi? Unfortunately investors had lot of faith in it. But results?.
On contrary see the spectacular YIELD from TATA ELXsI
HELP : first heard, then saw, makes sense, impressed...WILL YOU HELP ? HOW TO CONNECT PERSONALLY
Awesome explaination
0:30: 💰 AS explains the reasons behind investing a large portion of their money in a specific sector for the next decade.
3:45: ⚙️ The discussion revolves around government borrowing, interest rates, and the impact on the economy and investments.
8:32: ⚙️ Investing in a structured course on stock market investing and economic principles.
12:07: ⚖️ Investing in corporate bonds for long-term growth and stability.
16:05: ⚙️ The speaker discusses the importance of investing in the finance and health care sectors for the long term, highlighting key trends and considerations for investors.
20:00: ⏳ Long-term investment strategy in a specific sector.
24:17: 💰 Investing heavily in a specific sector for the next decade due to economic concerns and market dynamics.
Recap by Tammy AI
Great analysis .... As usual.....😊....
What would be your pick on Hospital Stocks....
My idea invest in 1 Financial 2 Logistics 3 Health care 4 Retail
Note the stress in “my own money”…..love this subscription
Sir , from technical point of view kya nasdaq composite me cupholding pattern ban ra he kya...plz ans
00:01 Investing 85% in Finance and Health Care stocks for 10 years
01:53 Low interest rates led to explosive market growth
06:59 Government spending and debt will impact stock market behavior
09:03 Invest in weekend course for improved investing style
12:51 Invest in double A and triple A rated bonds to avoid investing in useless funds.
15:09 Investing 85% in finance and health care for high growth potential.
19:06 Understanding when to exit mutual funds is crucial for investors.
20:59 Total money supply is increasing rapidly, impacting prices and value.
24:54 Businesses catering to upper middle class will thrive in next 10 years
Not all heroes wear capes
Quantitative easing wasn't discovered in 2008, it was introduced by Japan in 2001 itself. BTW big fan Akshat, I have learned stock market from you. Thanks a lot! :)
Hey Akshat!
I did have my analysis and my stock overview, just on finance stocks.
Total weightage on overall finance domain is around 41%
Finance domain for me I have
1. Banks
2. NBFCs
3. AMCs and Depository
Happy with the stock selections overall as well. I do write up and calculate percentage. Seeing the notes I wrote and with numbers and seeing how calculated my decisions are made, I feel happy and confident enough to make easy 12-15% CAGR. This is really what the best decision which I have ever taken to join the first ever community and learn from it.
Thank you so much ❤️
I am sure, if you even would see this. But I just wanted you to know that knowledge you impart is really helping community ❤️❤️
Thanks!
- Eshaan
Sir
I have joined your community subscription but unable to get updates or where I can show your post posted on community.
😮
I learn a lot with this video
Super analysis!!!
Akshat please do a video on small case it's been a while . Thank You 🙂
Thank you man, I follow very few other fin RUclipsrs, and all of them have helped a freakin loooooot to understand what little percentage I've managed to learn so far, but yours is the easiest to understand. Thanks a lot man.
Btw thanks for your informative content. Focus on TIER 2 cities for real estate investments and advise your clients to avoid coastal cities as environmental issues and calamities are risks to be considered
Very well researched and presented equally well .
All assumptions are correct but missing 1 major variable that is investor base. How many new investors are going to come..have cash and need to buy stocks..this will always push the market up. Do you have data regarsing this.
Another big problem in capital rotation is it is impossible for anyone to buy at exact bottom and sell at exact top so its illusion and you will make only lower returns by doing so with lot of stress on the way. Long term or medium long term with exit strategy is better.
BSE sensex is booming like a crazy stuff. I guess akshat sir has to consider BSE in its examples
I m buying HDFC bank more now.
At what price ?
@@tbraghavendran 1500 average price
At 1400 will add more.
@@satyen2122 how much you hv invested
Will it fall below ₹1K ?
Tonnes of thanks bhai ❤❤
What about the energy sector? The renewable energy sector
will be growing right?
Hello Akshat. You have only considered the toll charges. What about the fuel cost savings on a monthly basis. Surely it will be a lot more than 12.5 k. And what about the time savings.
i benefited with this video, thank you
How much profit did you get?
Sir did u studied the us market in 1970 to 1985 how the inflation played out and interest rate of govt played out actually.
The most beautiful part on your video is.. You speak english where as most of the videos in stock market speaks hindi...
Sir, what is your view on banking stocks after rate cut?
Why should you buy and sell mutual funds when markets go down or up. The mutual fund is supposed to do that. Shouldn't it be, sell when you need funds. Diversify funds that safe gaurd against volatility?
True bro buy quant mf
Hai Akshat, can you please make a video on Health care services stocks which are worth investing?
Also please give your review on Laurus labs stock for my Benifit
As always Mr.Akshat is good in Analysis and Sharing❤...
Sir, I want to invest in silver for long time, how can ( I came to know about ETF).
Hello Akshat, please discuss about Tesla Stock current valuation and suggestions on whether it is still over valued or fairly valued
As you said LIMITED SUPPLY assets like BTC & few cryptos which are @ nascent stage can grow phenomenally well given ETF approvals from US Government & corporate investments going forward. As you expressed real estate is also a limited supply asset. Hence land parcels in cities which are far away from coastal zone & which are not prone to Tsunamis & floods may enjoy premium valuations.
Waiting for Nikhil Kamath and Akshat's podcast ❤
REAL ESTATE will rise only if people have purchasing power which would mean they will take up consumption and HOME/CONSUMER loan benefiting consumer goods, BANKS, NBFC stocks.
BITCOIN is seen as the alt to gold and hedge against inflation, is a good buy but gains is massively taxed by govt due to lack of transparency
FED rate cut will bring in money in all emerging marking leading to PE expansion possible by 2nd half of this year. Some of the
US stocks like SOFI has given runup in anticipation.
Bonds post tax will give you less than 10%, this will further reduce in low interest environment
In short buy stocks in NBFC BANK Consumer goods , B2C sectors will keep growing till India becomes fully developed. this is just not the time to liquidate when FED interest rates are at all time high and will only go down from here.
Hi Akshat, can you give your XIRR (CAGR) over last few years. Just to understand how much edge these active investment have.. Thanks.
Great presentation.
Thanks
Can you please do an explainer on how to invest in long duration US treasury ETF's from India?
Answer of when to sell a mutual fund: I sold my small cap on 15th Jan, I saw the PE is quite high...
good analysis
Hi Akshat, plz make a video on bond investing. These days n no of fixed assets platform has cone up , are they trustworthy? R the bonds they are listing investment worthy?
One ur old videos u had promoted Vault, now it has gone bankrupt.
Ur community is based on trust, plz avoid promoting stuffs which u don't believe. It would do more damage to ur brand name in long run 👍
20:59
It's should be M3/ broad money instead of M1/ narrow money...
Indices price will never breach levels, what they are in 2024 for the next decade ,thus limit your investment to 20% in stock market
kindly analyse specific stocks in healthcare sector
Hello... thank you for giving so much information...i have one suggestion... please plan the time of your video, you started the video by saying you will give 10 points, n ended up giving only 6. I have seen the same in your other videos also. Please don't do like that, it's giving a negative impact
Bakwas hai ye akshat...koi knowledge nahi hai
अब तीन दिन आराम करो सब
जी गुरु जी।
Ok
😂
💀
😂
Please explain the reasoning behind making portfolio in finance and healthcare of 85%
Very informative
No i dont know how to sell mutual fund
Can you do an analysis of dreamfolk
Very interesting video ❤
thank you very much sir
Everything finally boils down to his course at the end..
😂
😂😂
continuation to my post--
since companies can produce goods and services at close to zero cost, massive supply will come, however now Govt's can print crazy as well to support public now and enable universal income by massive printing as well, even with this there wouldn't be any inflation since the cost to produce is zero due to AI and robotics here the only constraint is raw material.
it seems like We are heading to CBDC + Universal income.