@hariharancj If you are starting first time (or even during rebalances), you could order the stocks through a basket order. You could prepare the basket before market opens and execute it through one click when the market is open.
Posts tagged Value Pickr
Mudit’s Portfolio (Stage Analysis + Relative Strength) (18-05-2024)
Also, an investor should not look at just returns but the Volatility of the Fund using SD.
If you are ready to accept higher SD for higher returns then you can go ahead and change funds.
Also, keep in mind that, today’s leaders are generally tomorrow’s looser.
Similarly last few years underperformer could be today’s winner.
Hence, you need to select funds based on your risk appetite, SD, Alpha, Fund Management corporate governance, and few other parameters and stick to those funds for longer time to deliver, else too much churning may not yield much benefits but you may end up paying frequent taxes.
I may be wrong in my analysis and observations.
I have changed my approach after 10-12 years of my mutual fund investment journey and I focus more on my risk appetite and financial goals rather than looking for 4 and 5 star funds. This has given more stability to my approach. This will not suit all, as this is more suitable towards your retirement or later part of career or later part of investment journey!! During initial years, you should experiment more and find what is suitable for you.
Mudit’s Portfolio (Stage Analysis + Relative Strength) (18-05-2024)
Also, an investor should not look at just returns but the Volatility of the Fund using SD.
If you are ready to accept higher SD for higher returns then you can go ahead and change funds.
Also, keep in mind that, today’s leaders are generally tomorrow’s looser.
Similarly last few years underperformer could be today’s winner.
Hence, you need to select funds based on your risk appetite, SD, Alpha, Fund Management corporate governance, and few other parameters and stick to those funds for longer time to deliver, else too much churning may not yield much benefits but you may end up paying frequent taxes.
I may be wrong in my analysis and observations.
I have changed my approach after 10-12 years of my mutual fund investment journey and I focus more on my risk appetite and financial goals rather than looking for 4 and 5 star funds. This has given more stability to my approach. This will not suit all, as this is more suitable towards your retirement or later part of career or later part of investment journey!! During initial years, you should experiment more and find what is suitable for you.
Smallcap momentum portfolio (18-05-2024)
@narayans79 You have mentioned 2 points very eloquently.
- I am happy that people are trying this methodology on their own.
- Non-discretionary investing is good for people doing direct equity who do not have time to do fundamental investing.
I wrote about DMAs earlier. When people raised concerns about momentum investing suffering more during a market crash or trending lower market, one suggestion I offered was to look at 50 and 200DMA. If there are any other indicators that can signal bull / bear phase of market, we can look at that also.
I use the MA of the respective indices here.
This DMA study was launched maybe a month or so ago only. No exits have been triggered as of now. When the crossover happens, we could move 50% to Liquidbees or Goldbees and if the trend continues for one or two more weeks, we could move the remaining 50% also. This was the thought process.
Smallcap momentum portfolio (18-05-2024)
@narayans79 You have mentioned 2 points very eloquently.
- I am happy that people are trying this methodology on their own.
- Non-discretionary investing is good for people doing direct equity who do not have time to do fundamental investing.
I wrote about DMAs earlier. When people raised concerns about momentum investing suffering more during a market crash or trending lower market, one suggestion I offered was to look at 50 and 200DMA. If there are any other indicators that can signal bull / bear phase of market, we can look at that also.
I use the MA of the respective indices here.
This DMA study was launched maybe a month or so ago only. No exits have been triggered as of now. When the crossover happens, we could move 50% to Liquidbees or Goldbees and if the trend continues for one or two more weeks, we could move the remaining 50% also. This was the thought process.
Best value-investing magazines (18-05-2024)
Any perspective on these two?
Best value-investing magazines (18-05-2024)
Any perspective on these two?
Smallcap momentum portfolio (18-05-2024)
Update for entry on 21st May 2024
50DMA (14977) > 200DMA (13527); hence, we can continue without any change.
Based on ranking:
- JAIBALAJI
- SCHNEIDER
- ANANDRATHI
- INOXWIND
- COCHINSHIP
- HUDCO
- SWSOLAR
- HINDCOPPER
- POWERINDIA
- MOTILALOFS
- SIGNATURE
- HBLPOWER
- SOBHA
- EIHOTEL
- BLUESTARCO
- JWL
- MEDANTA
- KPIL
- NATIONALUM
- NBCC
Based on A → Z for easy tracking:
- ANANDRATHI
- BLUESTARCO*
- COCHINSHIP
- EIHOTEL
- HBLPOWER
- HINDCOPPER
- HUDCO
- INOXWIND
- JAIBALAJI
- JWL*
- KPIL
- MEDANTA
- MOTILALOFS
- NATIONALUM*
- NBCC*
- POWERINDIA
- SCHNEIDER
- SIGNATURE
- SOBHA
- SWSOLAR
Exits:
MRPL and TATAINVEST exit.
CENTURYTEX and EXIDEIND stay within the top 25 and hence remain.
Entry:
BLUESTARCO and JWL make an entry.
NATIONALUM and NBCC cannot enter as there is no vacancy.
With a variation of 70% weightage for 6m performance, we see small changes in pf.
TATAINVEST exits. CENTURYTEX and EXIDEIND remain within the top 25 and hence remain.
BLUESTARCO enters. NATIONALUM and NBCC cannot enter as there is no vacancy.