Not only in this but in all strategies purer the better, you may wish to combine with many. But the return will be affected.
Posts tagged Value Pickr
StageInvesting +Elliot Waves (28-06-2024)
GMR infra could face temporary backlash because of the Delhi airport incident. I think Terminal 1 was inaugurated in May and the roof already collapsed and they are citing rains as the reason, doesn’t bode well.
StageInvesting +Elliot Waves (28-06-2024)
Our Portfolio ( recent additions) as on today:
- Vatech Wabag
- Welspun Enterprise
- Garware HiTech
- Indus Towers
- Wockhardt
- Axis Bank
- Ashok Leyland
- Sharda Motors
- Bharat Dynemics
- PGEL
- GMR Infra
- GICRE
- Gujarat Gas
- Green Ply
- Repco Home
Would share the charts on this weekend.
Smallcap momentum portfolio (28-06-2024)
@visuarchie ,
Sorry sir, but I cant stop myself from asking this…
When I get the top ranking list , first I will check if all stocks are in stage 2 or not. If some stocks are not in stage 2, then I will not select them, I will select the next one, even if it has high ranking.
Similarly , from fundamental angle, I will check if it has consistent sales and earnings in last 5-6 quarters atleast. Also I will check ROE and debt also, alongwith promoter holdings. If any of these parameters are not getting fulfilled, I will ignore it and select the next one.
Afterall, there is no such guarantee that if we keep the momemtum stratgey pure and based on only price, then only we will be rewarded with higher returns. So why not use our already acquired knowledge to finetune this strategy?
Why some people insist on keeping it pure and maintain its sanctity? Is there anything to gain ?
Rajesh’s portfolio (28-06-2024)
Yes you are right
Even if they do 5000 crite it can be 30x with bonus abd split
StageInvesting +Elliot Waves (28-06-2024)
It is just like coming out of home every day. You can have a serious accident any day ! But you don’t stop going on the road because historical data suggests that these are not everyday events.
You put on a stop-loss (i.e. seat belt ) ,avoid rash driving and keep a close eye on the road.
DIY Momentum QnA and Discussion (28-06-2024)
Afterall, there is no such guarantee that if we keep the momemtum stratgey pure and based on only price, then only we will be rewarded with higher returns. So why not use our already acquired knowledge to finetune this strategy?
Why some people insist on keeping it pure and maintain its sanctity? Is there anything to gain ?
DIY Momentum QnA and Discussion (28-06-2024)
When I get the top ranking list , first I will check if all stocks are in stage 2 or not. If some stocks are not in stage 2, then I will not select them, I will select the next one, even if it has high ranking.
Similarly , from fundamental angle, I will check if it has consistent sales and earnings in last 5-6 quarters atleast. Also I will check ROE and debt also, alongwith promoter holdings. If any of these parameters are not getting fulfilled, I will ignore it and select the next one.
StageInvesting +Elliot Waves (28-06-2024)
@StageInvesting , So how to overcome this bias? And how to muster courage and conviction to deploy more funds?? What mental model or thinking pattern we should adopt to both types, known-unknown and unknown-unknown?