For boomers and seniors, the market and economy are much tougher now. I'm used to just buying and holding stocks, but that doesn't seem to work well in this volatile market. Inflation is also hurting my portfolio. My biggest worry is if I can survive after retirement with only $300k.
@Madridstrat
2 ай бұрын
It's wise to reallocate your funds to minimize risks during market fluctuations. Consulting with a financial advisor can help simplify this process.
@Duttonmuffins
2 ай бұрын
I'm almost ready to retire, and having a financial advisor has been immensely helpful. Since I started investing late, I couldn't rely on compound interest from index funds. Despite this, I've earned more than some who have been investing for years. I'll be retiring with at least $1 million.
@Frankweily
2 ай бұрын
Your advisor must be excellent. How can I get in touch with them? I'm concerned about the decline in my retirement portfolio and could really use some guidance.
@Duttonmuffins
2 ай бұрын
I'm careful about giving specific recommendations since everyone's situation is different, but I've worked with Melissa Elise Robinson for six years and highly recommend her. Look her up to see if she meets your criteria.
@Frankweily
2 ай бұрын
Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.
@neerumalhotra5630
3 ай бұрын
Thanks for sharing such valuable knowledge Shashank !
@AditsGuitarLessons
2 ай бұрын
Great video mate. Thanks a lot! Am planning to buy this exact basket after your video as i loved how you have explained the rationale in such detail. That being said, the prices of most of these have risen significantly in the last 6 days. Would you recommend waiting for some correction or should i just buy at the current prices only
@sundarsriram970
2 ай бұрын
Waiting for correction
@kevalkumar9694
2 ай бұрын
Very nice. Kindly clarifying (Method 1) In New Tax Regime ITR filing (44ADA), if Net income by Business is 4 Lacs & LTCG is Rs 2 Lacs (due to redemption of old equity investment) & STCG 0.95 Lacs (due to redemption of old equity investment) means Total income marginally less then limit of Rs 7 Lacs SO NO TAX ? OR (Method 2) In this case LTCG & STCG would be calculated separately ? Means on Rs 2 Lacs LTCG --> Required to pay TAX @10% i.e. Rs 20,000/- And on Rs 0.95 Lacs STCG --> Required to pay TAX @15% i.e. Rs 1425/- And no tax on Business income of Rs 4 Lacs as under limit. So total taxable amt Rs 21425/- Or no tax?? Can you make a video on this as well
@vedanthanda5163
3 ай бұрын
Big thanks to Pratham too for research part for many industry sectors. Hats off to you man🎉
@prashantmi22yestodo
3 ай бұрын
Loved it, Dear Shashank! Worth it every second. Genuine and Honest Stock Selection. This is my first time I am watching your video. With Love and Support, Prashant M, @Namma Bengaluru
@durgeshtelang4369
2 ай бұрын
Excellent analysis
@unleashyourlaptop7172
3 ай бұрын
It would not be sufficient if it only beats Nifty. This is because you are choosing from small cap as well. Your ideal target should be to beat smallcap and midcap index.
@ShashankUdupa1
3 ай бұрын
Yes hence i said 15% minimum i want
@viratprashar1766
3 ай бұрын
15% can easily get in a mutual fund
@viratprashar1766
2 ай бұрын
Added good stocks but Green energy in smallcase has given 60%returns yearly,
@meerathakkar7513
3 ай бұрын
I still remember New Year's basket It did very well . Kudos to your stock selection stretagy.
@shivanib.j
3 ай бұрын
loved it …i always look forward for your videos to recheck my thought process and investment plans. Good one 👍🏻
@RajuBhai-lk8rg
3 ай бұрын
Thank you, Shashank! These sessions are very informative and helpful for us. Also, i am new to this channel. What community are you talking about?
@driyagon
3 ай бұрын
thank you for consistently doing weekend research, more than half of my knowledge have come from these sessions. although i always miss the stream; time to turn on notifications XD
@ShashankUdupa1
3 ай бұрын
Haha its fun to watch live
@palakagarwal1794
3 ай бұрын
Thanks for the amazing content & in depth research.
@prachivijayvergiya9496
2 ай бұрын
Informative 🎉🎉 maza aa gaya what an interesting vedio
@Advaithreddy229
3 ай бұрын
So much effort u put in its just insane
@sandhyahemmady3805
3 ай бұрын
Very informative video sir, thank you so much
@patil.harshal
3 ай бұрын
Good session, loved the analysis…got too many pointers to look into and research more. Thanks!
@vemulamadhavarao6795
2 ай бұрын
very good analysis i have three stocks in portfolio hal tata power and narayana hrudayalaia
@swaminathans2224
3 ай бұрын
It's really good and very useful n insightful too. Thanks a lot man
@unbeaten9953
3 ай бұрын
Can you please help me with this, I can't understand this like how to know that the valuation of a company is right?? We can't always tell that by watching the PE ratio and EVEBITDA, these doesn't always work right? Like the scrips from the defence sectors shot up like crazy, it was a frenzy considering the PSU sectors and corrections might happen, so how to understand when is the valuation right to enter into that stock? And there are some stocks like IHCL which trades at a premium, right, so how to differentiate and how to know that yes now the valuations look palpable?
@ayushvarma9657
3 ай бұрын
Great video yet again Shashank!
@navinmelwani2541
2 ай бұрын
Very knowledgeable. Thanks
@abhishekdixit8581
3 ай бұрын
Great work! 👏🏻👏🏻
@simarpreetsingh4309
3 ай бұрын
Great one Shashi!
@vedanthanda5163
3 ай бұрын
Thanks Shanks for giving such a wonderful insights. Ready to beat the Nifty👍
@varinderkumar7092
3 ай бұрын
It would be helpful if you could tell me which site you are using and how.
@nirmalkrishna7741
3 ай бұрын
Thanks bro..loved it.
@ramakrishnabobbili7612
3 ай бұрын
THANKING YOU SIR.
@surinderkumar956
2 ай бұрын
Excellent portfolio
@pargatsingh4086
3 ай бұрын
Macha...so we need to wait till nifty comes to 23k levels for entering...?? Or u will inform wen ur entering this smallcase?
@lavakumar9243
3 ай бұрын
Thank you
@tejaszaveri44
3 ай бұрын
Hello Shashank. Thank you for this wonderful input. What about private banks? The rally that happened, PSU banks played a major role but not the private banks. HDFC, Kotak and IDFC Bank had not moved that much. Also what about Health insurance companies?. Premiums are soaring every year
@ShekharDhangar-ux6kw
3 ай бұрын
Hello Shashank, I have also made a similar basket of stocks but I am thinking of keeping it for 4-5 years. What do you think if BJP is still there then it will make money more throughout its journey correct? As the video title says it's for 5 years
@sohankhomane7295
3 ай бұрын
Great work shashank !
@raghavendrakonamolla681
3 ай бұрын
Great work, Shashank❤
@satish9957
2 ай бұрын
It's useful if you create more baskets like this.... Tq
@rajatgoel8515
3 ай бұрын
Excellent analysis. But i don't get the part when you keep on saying that the goal is to beat Nifty. I think an investor should never set the bar so low because if Nifty is the benchmark then go ahead buy Nifty index fund, buy Nifty bees. There will not be any hours spent on research, analysis and micro-macro events. When one spend enough time then the bar should be raised higher, atleast 2x of Nifty. This is my personal opinion only.
@opinionnnn
2 ай бұрын
What about all the other smallcases in your portfolio ? Please share those also
@abdurahimanmadathil3970
3 ай бұрын
Very useful as usual
@rishabhmaurya-yj4er
2 ай бұрын
Hi Shashank, Now that Railway sector is kept with BJP, will you swap any stock with Railway stocks.?
@RexhaBabe
3 ай бұрын
What is your view on jio financial services as they are entering fintech
@vamsiantyakula4310
3 ай бұрын
Thanks for the insights. Can you share the link of the document discussing about India - Strategy by IIFL securities ? Not able to find out.
@TheWiseShadow999
2 ай бұрын
Hey did you guys invest in any of these?? I've been doing my analysis as well but also keeping an eye and the market is all high now....as Shashank also mentioned that nifty could go a bit down and show some little correction so wondering what are your thoughts....are you waiting for market correction or just going all in ?
@haniahcomdir1732
3 ай бұрын
Sir, iam thinking of booking your this upcoming 2 hrs stock market masterclass but my queries is will we be getting notes of that lecture? and your lecture will be Hindi or English ??After we booked seat will we be getting that recorded video ?? Please answer anyone who has already experienced the workshop
@varinderkumar7092
3 ай бұрын
I like very much. How much should we invest .
@ChethanKarur
3 ай бұрын
Thanks Shasank. Am I the only one not being able to locate this basked on small case?
@DigishPandya
3 ай бұрын
When you say you are in cash due to volatility is it entire portfolio or portion of it which is for short term ?
@thejeshk3944
3 ай бұрын
Great vedio please make such vedios
@mayurtaday2488
3 ай бұрын
Federal Bank is not a PSU
@aquariusneon
3 ай бұрын
There are quite a few MFs that give consistently 18%+ compounded returns over a 2-5 years period. Why would you spend so much time & energy into researching these stocks and not invest into MFs? I'd build my small case to aim 30%+ compounded returns over a 2-5 years period. If you're just managing expectations and actually building this small case to get 30%+ then say it. Be brave!
@viveknirmalkar2966
3 ай бұрын
Can you name few of mutual funds ?
@aquariusneon
3 ай бұрын
@@viveknirmalkar2966 Nippon India large cap; QUANT MID CAP,
@harinikartik
2 ай бұрын
Could you please share some good MF picks 🙏
@suryapalnati26
2 ай бұрын
What are thoss
@Amal-wu5ux
7 күн бұрын
Mutual funds returns are more than these
@Dark_Legend104
3 ай бұрын
What are your thoughts about finolex cables? It is also in b2c cable business and is doing pretty well
@sanjeevhegde5422
3 ай бұрын
Sir what's your opinion about star insurance valuation at the moment ?
@MrAkhilisgood
3 ай бұрын
Why not Tata Motors considering the coming demerger of Private and commerical vehicles? I think value unlock will happen after that
@srihari_views
3 ай бұрын
Good one shashank. Would like to meet you sometime.
@pargatsingh4086
3 ай бұрын
Can someone paste the link for IIFL Strategy Report here
@abbia1979
3 ай бұрын
Motilal ex bonus on 10th. Thankss a lot for sharing ,sm i already hv . sm i will add on correction.
@SK-gx5jx
3 ай бұрын
Please like it if you liked my work thanks shashnka for the best help and best stocks to be Added
@ankitahegde1393
3 ай бұрын
are these stocks meant to be invested as a 1 time and left till next year? or do we have to invest in these every month?
@viveknirmalkar2966
2 ай бұрын
Its upto you he just mention according to current gov these stocks can do well in next 1 year
@snehilsinghal6312
3 ай бұрын
should i do a one time or sip in these stocks (am a stock market begineer)
@rahull9155
3 ай бұрын
Sip is better than one time
@Financeforyou118
3 ай бұрын
simply depends on two things type of funds available and risk taking ability as your conviction with these stocks is very low as u are a beginner
@MoreInformation999
3 ай бұрын
What is your view on geojit financial services?
@garimangupta7815
3 ай бұрын
When will we have Stock of the Month for June?
@dhruvarora7637
3 ай бұрын
pls recommend us some good stocks from pharma sector??
@cthinkzz
3 ай бұрын
Hi, Today is Monday, You are investigating in this small case today?
@imarobot6240
3 ай бұрын
i think you should add consumption and banks
@viveknirmalkar2966
3 ай бұрын
Motilal oswal on fire🔥🔥
@Bhardwajweb
3 ай бұрын
please make video on basis of latest ministry
@michaelprince9418
2 ай бұрын
Hi Shashank I got some CSK lots from Leadoff now precisely after watching one of your videos it’s in 18% loss. Any recommendations/suggestions since it’s not listed am not sure what to do, I remember you got some lots what did you do with that are you still holding ?
@viveknirmalkar2966
2 ай бұрын
I guess he is going to hold it untill it will get listed in market
@shubhamkumar6383
3 ай бұрын
Where to find this pdf
@AvaneeshKumar-ei1cw
3 ай бұрын
I think instead of NH we can put Max Healthcare
@raju1950
3 ай бұрын
Nice... Pl give periodical updates on this portfolio..with any necessary switches to adjust the portfolio.
@ShashankUdupa1
3 ай бұрын
This wont be adjusted this is one and done, stop loss given
@prashanthk.6843
3 ай бұрын
No stock in finance?
@exploretravelandfly
3 ай бұрын
IRFC BUY Target 240 Next 6 month
@devanshbansall
3 ай бұрын
if someone has 5lac to invest should he buy nifty 50 etf/index fund or buy stocks seperately or wait for correction
@ShashankUdupa1
3 ай бұрын
If they have no knowledge then Nifty 50
@pr12064
2 ай бұрын
what about semiconductor theme??
@pranabdebnath5474
2 ай бұрын
Can't find this portfolio
@unnikrishnan3934
3 ай бұрын
Audio problem
@umangmalhotra1222
2 ай бұрын
where is the link for thi smallcase?
@gauravsingh-nj5hx
3 ай бұрын
Can someone provide me the list of iifl report mentioned in the video ???
@lifelong494
3 ай бұрын
Can you share the links of both the reports? Also, how to join your community? I am already part of 1 percent finance - do you update there or is it on KZitem community?
@huzefa0505
3 ай бұрын
I tried searching on IIFL website as well but was not able to find the report.
@7aaven
3 ай бұрын
Sir can you please send me IIFL's research report link??
@Xubairr
3 ай бұрын
Mutual fund aur stocks mei kitna % distribution kare
@yashigoyal261
3 ай бұрын
Any views on Deepak Nitrite. I am in red.
@maverickrishi413
3 ай бұрын
Only when China dumping concerns are mitigated
@ClashWithSparsh
3 ай бұрын
can you share link of that iifl REPORT?
@lurakink
3 ай бұрын
Ur views on happiest minds
@shyamvasant8316
3 ай бұрын
Where can I find the IIFL report?
@anandkoshy1
3 ай бұрын
What about pitti engineering & Stell strip wheel
@vaishnavikabadi3363
3 ай бұрын
Voice is so unclear, are you using mic which is choking?
@goku10096
3 ай бұрын
Poor Audio. But Great Content. Thank You.
@ShashankUdupa1
3 ай бұрын
Sorry about that
@rohitjain-nr7mu
3 ай бұрын
Anyone have the IIFL report link?
@hemanthpatel4680
2 ай бұрын
How can i get that iifl report?
@soul8062
3 ай бұрын
how to avail the iifl 2024 report?
@soumen_22
3 ай бұрын
Shashank bro, Did you invested this smallcase today?
@ShashankUdupa1
3 ай бұрын
No, not when nifty is at all time high
@harshjain7815
3 ай бұрын
Your views on angel one? Im in red
@sarveshsardeshmukh
3 ай бұрын
link to the IIFL report anyone?
@rakshithn2159
3 ай бұрын
Hi can anyone please share the IIFL document Shashank mentions in the video, I am not finding it online.
@TheWiseShadow999
2 ай бұрын
Same I couldn't find it too. I've been doing my analysis as well but also keeping an eye and the market is all high now....as Shashank also mentioned that nifty could go a bit down and show some little correction so wondering what are your thoughts....are you waiting for market correction or just going all in ?
@siddhantyadav3706
3 ай бұрын
cant find the public pdf report
@shweta16690
3 ай бұрын
Not able to find this smallcase. How to search ? Is it not searchable for all?
@viveknirmalkar2966
2 ай бұрын
Create your own smallcase
@souravacharya4823
3 ай бұрын
coforge promotoer holding has reduced
@therashfactor
3 ай бұрын
should i investing nifty 50 right away or wait for a fall since the market is at an all time high
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