Cash levels are considerably high. Will be looking to deploy over time

It’s been a while since I’ve reviewed my portfolio strategy. Here’s what’s influencing my thinking:

• Increased Commitments: Upcoming commitments limit the time I can dedicate to actively managing my portfolio. I’m looking for a more hands-off approach that aligns with my long-term goals. This means prioritizing stocks that require less frequent monitoring (compared to quarterly checks).
• Forensic Accounting Reliance: My current strategy relies on forensic accounting checks, which I outsource due to my knowledge limitations. This limits the potential investment watchlist.

Disclaimer: I am not a SEBI registered advisor or analyst. This is my personal view and not a recommendation. I am often wrong and do change my views without being able to inform anyone.

The answer to your question is quite subjective. Sharing my view here (nothing new really. most of it is covered in the thread).

IEX has the overhang of market coupling. Till it is decided one way or the other, uncertainty exists. While it was oversold as a platform story in 2021, it still has advantages of network effect, provided market coupling is not implemented.

My view is that – there will be gradual shift in volumes to exchanges (which is already happening). Power consumption in India will go up at a steady phase and with renewables increasing in the mix, exchanges have a greater role to play. What will happen to stock price in short term is anyone’s guess, in long term – this is an asset light business, no debt, high free cash flow generating, good amount of continued innovation and first mover advantage that IEX has, would support this to be a compounder (subject to uncertainty of market coupling and pricing risk by regulator).

disc – invested from lower levels.

Sir, Creating an alert for bonus or stock split filings on Screener.in involves setting up specific criteria to notify you when such events occur. Here’s how you can do it:

1. Sign in: Log in to your Screener.in account.

2. Set up a Screen: Go to the “Screeners” section and create a new screen or choose an existing one.

3. Define Criteria: Define the criteria for bonus or stock split filings. You can do this by selecting relevant parameters like bonus ratio, stock split ratio, etc. For example, you might set a condition like “Bonus Ratio > 0” or “Stock Split Ratio > 1:1”.

4. Save the Screen: Once you’ve set up the criteria, save the screen with a recognizable name.

5. Activate Alerts: Look for an option to set up alerts within the screen or profile settings. Configure the alert settings to notify you via email or any preferred method when the criteria are met.

6. Test the Alert: Before relying on the alert system, test it to ensure you receive notifications properly.

7. Monitor: Keep an eye on your alerts and adjust the criteria if needed to ensure you capture the relevant bonus or stock split filings.

By following these steps, you should be able to create alerts for bonus or stock split filings on Screener.in.