hi @visuarchie sir and other contributors on this thread,

First of all thanks a lot for sharing your valuable knowledge.

I have two doubts.

1. Once you come up with a stocks to pick as per momentum strategy, how does the individual stock price effect your allocation ? for example in recent list you have BASF which is currently at 8200. So if I think of doing a monthly 10000 or even 50000 investment I can’t pick BASF as it’s stock price is more. Even if I think of buying it and if we follow equal allocation to all stocks, just because of BASF I may have to buy each other stock in selected portfolio worth 8000. How do you handle such cases while investing ?
2. What’s your view on yfiinance (which is a python programming package) which is dependent on yahoo finance. I am a software developer so I am thinking of writing python code with the similar logic using yfinance to create portfolio. But I read it other places in Valuepickr, saying the data is not reliable or uptodate.

Thanks,
Bhagath.M

As long as governments are running deficits by giving freebies to electorate, the future of psu power nbfcs is secured . Power being a sensitive subject, they cant rise prices and hence they should keep taking more loans from power nbfcs. Now with the new trend of free power schemes , power finance psus need is even more…. If discipline comes in governments , and if they start acting rationally, then invits shall grab all these stable return assets and growth of power nbfcs shall be effected… Govts inefficiency is the moat for these power psu nbfcs….

My condolences on your loved ones passing.

All the best on your renewed journey and good to hear back from you.

Nothing to add on the portfolio since I do not own any of them.

However list looks good

Curious to know on why these individual are not exercising their warrant. Considering current share price which is double of exercise and 25% of exercise price is already paid. Why would someone do this?