Posts in category All News
TDP’s Ayyannapatrudu unanimously elected Speaker of Andhra Assembly (22-06-2024)
Kalyan Jewellers (22-06-2024)
Hello everyone,
I am new to valuepickr and this is my first post. I am tracking this stock and found this as a potential Jewell for any portfolio.
Business Snapshot:
Market:
Tailwinds:
Performance:
Technicals:
Significant amount of Traded Volume and Deliveries with strong upward momentum.
Disclaimer: Not invested in this stock, was tracking this and now Im going to include in my portfolio.
Hitesh portfolio (22-06-2024)
@sreejithc1989: Like you, I am eagerly waiting for wise words from Hitesh bhai. Hoping Hitesh bhai would not mind, here is my opinion on the aspect you highlighted:
Basic buy decision on fundamental aspects along with supportive technical trend builds conviction to take a bigger position at the start.
In the short run, markets were and will remain volatile due to prevailing uncertainty for some or other worldly events i.e prices mostly react to current sentiments instead of the economic fundamentals of the business.
When negative sentiments prevail for the overall market, prices of most stocks correct. In such a scenario, fall in the price of one’s holding shall not make one anxious.However, resilience and recovery in the price of the portfolio stocks after a strainful period validates one’s personal hypothesis - holding stocks that are fundamentally strong and in uptrend (liked by knowledgeable market participants). Such a validation acts as a golden chance to average up.
TVS Motor inks pact with CSC Grameen eStores for its CV range (22-06-2024)
Man Industries a revival in progress (22-06-2024)
As per the Q4 Earning call the unexecuted order book is about 2100 cr.
Man Industries a revival in progress (22-06-2024)
As per the Q4 Earning call the unexecuted order book is about 2100 cr.
These 8 smallcap stocks with low PE ratios can rally up to 25% (22-06-2024)
Mutual Fund Portfolio Review- Suggestions (22-06-2024)
Yes, your understanding is correct. These funds have around 40% overlap only and individual stock weightage differs as well.
What I meant is, when the fund manager is same, their thought process of investing will be same across the funds they manage (regardless of the Benchmark Index of the fund). Even with the restriction on Multicap fund to invest only 25-50% in small cap, they can still choose their best investment from their small cap fund and use that for the Multicap fund.
Hence isn’t it better to go for different fund managed by different manager? The reason I am asking is that I have Quant active fund and planning on adding one more fund from either small cap (Quant Small Cap) or Flexi cap category (Helios Flexi Cap).