Building a Portfolio for 2025 | Stars Portfolio Month 1 Update
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- Опубликовано: 8 фев 2025
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#Stockmarket #Finance #ShashankUdupa
For Timely Market Updates Join the YT Community - ruclips.net/channel/UCdUEJABvX8XKu3HyDSczqhAjoin
The Jan 2nd Video Where I Invested Live - ruclips.net/user/livelI_pZyhWaFw?si=kfN1sIk99J6BkQyG
Hats off to your perseverance👏
I don't find your smallcase on 'Smallcase'... how can I find it?
Please do the budget analysis like before
Hey Shashank, I would like to join YT community but iam not comfortable paying through card, is there any other payment mode so that u can be part of the community? Preferably UPI.
If you find it please let me know. @@demoilus
One should have steel balls to come up and show stocks and P&L like this. Kudos Shashank!
@@startliving380 balls are red now 😂 but keeping the transparency alive
@@ShashankUdupa1 Thanks for responding to my comment. People who came after 2020 should understand that, this is how market works! Stock Market is not an ATM machine.
😂@@ShashankUdupa1yeap i just exited Motilal Oswal at 789 with 2.5 % down then and added zomato at 217 ..kfin technologies is giving me a big dent in my portfolio.soo i copied your portfolio i am 20 years old and learning trading from last year .
And thank you Shashank ❤
@@startliving380 Very well said, i will probably use the ATM machine line somewhere😆
@@startliving380 perfectly said
I've just begin to learn about investment, and I've found that many good stocks are undervalued despite their intrinsic value. If you had quarter of a million to create a strong portfolio, which stock would you choose for better returns?
I believe a solid portfolio should include three key components: ETFs for diversification, dividend stocks for steady cash flow, and top tech stocks. Given your budget, it’s a smart move to consult a fiduciary advisor for professional guidance
Hey, I'm trying to find a certified one to boost my investments/portfolio. Can I get a recommendation from you, since you know about this stuff?
Gabriel Alberto William is my financial adviser and i'm just putting this out here because you asked. You can Just make a research with his full name and you will find the necessary details to work with
I just googled the name and I'm really impressed with his credentials; I just sent him an email since I need all the assistance I can get
lucky to have influencers like Shashank. If it was somebody else who make a stock basket for 2025 and it fell 20% they would never even speak about it.
i don't follow any influencers easily... But I followed you for your honesty... Keep posting updates...
I traded Apar Ind from 6700 to 7400 [Profit booked], Will trade again in Apar if get any chance..
I will trade only your list's stocks whole year with my pricing levels😊
So keep posting and stay healthy... Good luck to stock market community
Just saw the last video love this - This is what we need being first time investor in the market
kudos to the positive mindset which is much needed now.. i am impressed
That detailed summary of daily Notes is great..... because after sometime we loose exact reasons👌👌
Shashank is a very sensible investor and has consistently beaten the nifty but for the majority of the public watching this, they're better off investing in ETFs and MFs like Nifty ETFs, ConsumiETF, MOREALTY and Parag Parikh...most of the stocks in the All stars portfolio is not for the general retail investor who wants to make safe 16-18% returns from the market
@@raghavkedia7582 that is correct. Stars is an experiment with a high chance of doing loss
An insight about AMCs : I was looking into the charts of nippon india, motilal oswaal and others. I noticed that these stocks go significantly down particularly in the month of March because companies don't want to show their exposure to equities in their balance sheet or some do to manage their taxes.
So AMCs stocks are surely for growth but I think March is a good time for buying since it is the end of a financial year.
This is something new I learnt today. Thanks for the info
Same bro... I sitting with 21% loss... From jan ... But sittimg strong... Only 1 adjustment...
Yes market is a game of patience that rewards ppl who can wait
Hi Shashank....Do you track the realty sector? ....I mean which stock to consider?...I think their is lot of potential considering this budget...
I think this is not a great time to hold capital market stocks as we are in a correction phase .
We should look for better opportunities if we are actively managing portfolio
@@aaditmadan4554 yes already have a few ideas
Any suggestions or recommendations??
What would be better options?
Hi, ShashankUdupa, Max India and SG Mart are stupid stock that were underperforming in all quaters of 2024. It is really surprising what made you to be optimistic about this two stocks. I have been following this stocks from the time you made a video on this stocks along with others including pricol...
Umm, the stocks i made was for a 10y timeframe not for 2024. In 2034 you can see thier market cap and see what returns they give. Tracking them yearly was never the idea. if you find them stupid then please dont hold them. Find better companie that would help
trends is good to buy now? as its falling down? whats your take on that?
Trent ??
20% loss at northern arc.. looked good for long term.. any suggestions?
If we hadnt invested in this yet. Is it a good time to start now ? Or wait for start of market recovery?
Thanks Shashank for this information. Please continue to guide us!
Hi shashank bro.I m a huge lover of ur analysis.Thanks for ur studies.
Can u please look Sg mart latest concall and your view.
hey, i am starting my stars stock list on 3rd feb,,which companies i should look at? or just follow shashank 😊😊 as all of them made a correction and shanshank has a great conviction on them??
No ....
I see them falling more.
follow consumption stocks, give NIFTY CONSUMPTION INDEX a part .... apart from that you can buy AMARA RAJA BATTERY, ASIAN PAINTS, EICHER MOTORS, MARUTI SUZUKI, HEROMOTCORP, HAVELLS, VOLTAS, TITAN, BLUESTAR, AMBER ENTERPRISES, EMS LIMITED, KAYNES TEHCNOLOGY, DIXON. ... mind you these are watchlist suggestions and not buy sell idea.
@ziasmailbox everyone knows these stocks
What will matter is timing and quick action..
This is a year of high volatility, but also massive returns, maybe more than 100 percent if one can be agile enough
@@2005kpboy every knows every stocks .. it doesn’t matter what stocks you know .. what matters is when you enter them and when you exit
@@ziasmailbox yehi to maine bola
I really like this monthly update. It looks like my M Review in my profession 🎉
If you gotta choose top 3 from this after budget.. what will it be?
Great video but I think this is not a great time to hold capital market stocks as we are in a correction phase.
Angel one stock is good to buy now ??
How about Titagarh railsystem, is it a good time to add it in our portfolio?
Bad bad bad
@ why?
@@HeyChoubey It’s bad because the railway sector has already rallied and the government hasn’t increased the railyway budget this year much , also the sector is over hyped now with high PE companies + the mutual funds are exiting all the railway and PSU companies and investing that money in new sectors like , Pharma , consumption , and private banks
I feel it's good because if govt plans to introduce more vande Bharat that is the stock which going to benefit. If I am not wrong 200 are announced
don't buy any railway or defence stocks in 2025 ..they wont move more than 10-12 percentage up and down ... might go more down
Excellent Shahank, this is the way to go about managing portfolio. The best part is what u added now , i.e. Journalling, i.e the month wise logs. Cheers from 1% club member :)
Recently started sip 2k nippon large 2k motilal mid 2k quant small cap is it fine
Whats your view on gold sector after the kalyan issue and income tax changes.
Will grow definitely
KALYANKJIL is a different business than GOLD... gold is at over sold RSI now.. it might cool down a little.. and KALYANKJIL is in to making ornaments ... and they have grown 40% YOY... its a good business til ldate.. wont give multibagger returns though..
When you made this on Jan 2nd, was it on cards that you would rebalance on need basis?
yes
Yes sir
Are you paper trading this PF or do you actually have this PF live ?
Pf Live. Check the jan 2nd video
@@ShashankUdupa1 But in sheet it is mentioned paper trading amount invested ?
@@akkii5193 Yes sir, thats so that people dont blindly copy me and that because SEBI has notallowed me to give buy or sell reccos. Mentioned in Jan 2nd video
I was waiting for it. Thnku
I have started accumulating Kfintech and Prudent
Siemens at current price @5450 looks good?
Request you to share excel sheet of star PF.. planning to add stocks now. However I have added IGIL and keep looking at it.
Same here, Am a member and not able to find the excel
Does he have telegram or discord
Hi Shashank, i think we can't get value of small cap 100. How do you find out that? and what is it?
Shashank can you guide me for making career in capital markets
What’s your thoughts on Water infra sector? Any plans of investing in this sector??
@Shashankudupa..
Anna, Honestly I like your Efforts towards sharing information.
I need your guidance on IRFC Stock, I have brought it at 177 Rs and holding since 8 Month, I'll be happy to follow your suggestion.
Thank You
The trouble is every time we try to book profit or save form downtrend we lose almost 25% in stcg and stt.
Hey Shashank.. any views on HAL and IREDA post this budget? Should we continue with both of these in our PF
Hat's Off to come out with ideas openly & frankly with confidence.
I think this portfolio will underperform for a long time bro. Yes these are good businesses but the thing is if you buy at an expensive valuation sooner or later the market will somehow catch you and punish you for a long time. This is what I have learned from my experience so far.
Suggest me stocks in this fall to catch up
Jio finance and tata motors have fallen a lot , is it a good buy now?
not sure about jio finance but tata motors is in downtrend. If we see a breakout for tata motors then only should see it as an opportunity.
Avoide
dont buy tata motors
Ofc
Go for Jio finance. It's going to be one of the biggest AMC in the future according to me.
Thanks
Thank you sir good information
Wonderful Video brother❤
Thank you boss
Bro how about mutual funds related consumer?. Can you make any videos on that
Shashank, joined membership tdy, r u going to share the excel sheet that u share here while showing your portfolio
How to get the excel sheet
Apar industries?Should we reduce it ? You were speaking about it in last videoes
Are you holding still sg mart ??
Are you still bullish on NPST?
Its a good company for long term not short term, I sold it to invest in these 11 stocks.
u r entry is wrong.... market is top level
Ok
Venus pipes was also there right? Have you sold?
@@jais330 no wasn't here
No it wasn't there
@@ShashankUdupa1 ah ok.. got it.. would like an update on that portfolio too
Hi Shashank, I am unable to understand your style of investing. Though Nuvama, Motilal and Kfin fell in same lines, you just exited kfin based on technicals. What has fundamentally changed in kfin?
over valued i guess... most capital market stocks are in the range of 45-55 PE but Kfintech is at higher PE
Some of tier 1 - blue chip companies have fallen significantly. I understand you target mostly mid cap stocks, but maybe good time to have some blue chips in the mix as well or atleast highly volatile large cap (JioFin kind)
Hi Shashank. I am a community member. Can you tell me where I can access the excel ?
Give your view on Canara bank for long term Also
Shashank is someone who has consistently beaten the nifty. It also means the risk he is taking is highest and loss will be huge if there is a maket drawdown.
Correct
Thank you so much Shashank😊 appreciate your efforts
My pleasure 😊
Good video 💯
You sold Kfin Technologies @1150 and I bought @1150😅
Sir help me please do i sell the bajaj housing finance share i bought it on 115 please help sir
I think u should wait
It's good for long term
@@ShashankUdupa1 thanku sir
Why Remove amc?
Is a good time to invest in tata motors now?
You will see fall in tata moters upto ₹650 because next quarter results also going to affect share price.
AMC stocks are for long term. Their performance is directly linked to market sentiment. They rallied enough, may not be good picks for this year
Correct they r good 10y picks but will move slow now
Yes..
They will all fall..
AngelOne only promising, but not there in Shashank's portfolio
bro what do you think about Insaurance sector like HDFC Life ICICI Prudential should we buy life insaurance companies or general insaurance like icici lombard
@@Chiragpokhriyall as of now stay away
@ShashankUdupa1 how about SBI CARDS
how to make thid type of google sheet in excel
By self learn excel on YT
Sir pls give a future outlook on Happiest Minds technology.
How can i get this sheet?
Who can I access this excel?
Can anyone suggest me for Kaynes Technology? I am holding it
Waiting for review of Son Portfolio
specially Reliance and Jio Finance
What can be the most probable reason as to why galaxy surfactant is not going up ?
How to access your RUclips community?
I guess by clicking on JOIN button. It is not free.
@@EldhoLikesIt How much is the joining fees ? Thanks
Good video.
It was real portfolio, because in excel sheet it was mentioned paper trading, i hope it was paper trading.
@@ceeplgopscr6073 yes thatis mentioned so that people don't blindly copy and that its by sebi rules as im not a sebi RA yet
How to join community to get instant updates
kya kfintech ka selction galat tha?
@@rafiqprem galat nahi tha bcz result Acha tha
But price girete gaya
@@ShashankUdupa1 thanks sir for reply
@@ShashankUdupa1is it right time to buy kfintech or cams sir ?
Shashank the chill guy😂
😂
Why it's saying paper trading in your sheet ?
@@InfiBlogger for safety reasons 😂 not a sebi registered advisor yet. Im doing real investing. For all of you its paper trading
@ShashankUdupa1 got it. Any book recommendations on growth investing? Mostly like GRAP framework
You are posting rebalance stocks in community only then what about others how invested by trusting your words
Already mentioned on 2nd jan that the rebalace update instantly will be given in community. And then every month il post normal update video. Also told on 2nd jan that nobody should buy this as I am doing an experiment with My Money which is 20% of networth. Rest its upto people and their decisions
Please do it for yourself, do not encourage people to follow your path, it is just destruction of hard earn money
How abt Anant raj pls? Should we hold?
Yes they gave a good result let's see how it goes on monday
@ I have around 130 stocks. Can I continue to hold it?
Sir how to get the excel sheet
Join membership
What about stocks in defence sectors, whether to buy or not
a BIG NO ... all the growth has been factored in.. dotn burn your money
What do you think about Nippon India ?
How to join u r community
We can start now with today's price with same weightage
@@Ruchip17 no. Its quick risky and im updating it soon in feb
how to make this type of Google sheets
How can money be more in the bank account from april? Isn't it the rebate? Not the exemption !
@@abhisheksuga4637 basically your employer wont cut tax. Youl get full amount
@ShashankUdupa1 then it's an exemption and not a rebate? I'm an engineer not a finance person ...pardon me 😭
Super session although short
@@vvenkat6829 its just an update video.
Can u pls shar the exel?
Have you invested real money or you are doing paper trading bcz many people get influenced by watching your videos and may buy these stocks and everyone has not same risk capacity
Real money
I invested on Jan 2nd. You can check the video here - ruclips.net/user/livelI_pZyhWaFw?si=IpqIZ-3K0Wq3Iljy
Hi Shashank share your excel sheet for your subscribers also❤️
lovely
Bahut mehnati ho aap
Every fin influencer should do it
Haha it takes a lot of guts to experiment live with the chance of failure. What ppl don't realise is its ok to fail . Its the market. It always teaches you to become better
@ I am writing a post on twitter about this
@ I request u to retweet it
Ye bina awaz ke hota hain ky?
Why any stock with Gujarat in it's name has more FII
Maybe bcz of gift and subsidies
Ease of business
Excellent question
if you know you know
@Shashank..any insight on this..trust me I'm not trying to get you into political trouble😂..I'm new and joined your community to learn