Join this channel to get access Members ONLY Video (Company Analysis Videos): kzitem.info/rock/kGjGT2B7LoDyL2T4pHsUqwjoin GSheet Link:- docs.google.com/spreadsheets/d/1veGO_Jm9rbfhW2lUJi76I0PuzzT4YakOsKmUBLUZkQ4/edit?usp=sharing
@arman0512200
21 күн бұрын
it was interesting ! i downloaded and tried worksheet but it doesn't allow me to change the dates! 😒. can u allow to change at least dates so that can use it?
@spanco1
21 күн бұрын
its view only sheet. Kindly give edit access too in order to play with the sheet. Also it is telling to invest in Small Cap index currently which is totally opposite to what has been discussed in the video
@nitinj488
21 күн бұрын
You can make a copy of the sheet. The current recommendation is displaying Small cap. Should we interchange Nifty 50 and Small cap in B3 formula? @FinanciallyFree-in
@spanco1
21 күн бұрын
Thx... Earlier I was unable to make copy. 1 Issue which i have noticed is the outcome is interlinked with start and end date. When you play with dates outcome flip between small/Nifty and cash.
@SACHINM05
20 күн бұрын
From where should we download the data for small cap and large cap in future. This is currently till Aug. How to update the sheet daily?
@abhiagra
21 күн бұрын
Shubham is really a gem and intelligent investor.
@AmitKumar-oq3nx
21 күн бұрын
These two are an unstoppable duo! I'm definitely part of their fanbase. Fingers crossed they keep bringing us more of this awesome content in the future!
@PIXEL00000
21 күн бұрын
38 minutes of explaining a Flexicap
@butterchickenandnaan
20 күн бұрын
🤣🤣🤣
@vaishakreddy9056
18 күн бұрын
😂😂😂
@TheLearningOWL
17 күн бұрын
😂😂😂
@pankaj8745
16 күн бұрын
Haha
@pankaj8745
16 күн бұрын
Wasted 38 min
@Rahul-oy4bp
8 күн бұрын
One question: This might work before when there was no LTCG Tax and STCG Tax. Now with the LTCG Tax at 12.5% and STCG Tax of 20% ( not including other small deductions) How is your switching from Large to Small and Small to Large going to beat the market. Past history in stock market returns do not gurantee future stock market returns.
@rishabhkachannel1
22 сағат бұрын
Buy Flexicap MF😅
@Dushyantgiri
Сағат бұрын
they have considered 10% tax in calculation in algo ..still quite significant but flexi cap or multicap is better without hassel..
@jonesjohn4752
8 күн бұрын
smart guy, he dont use this for self but advices
@hpyshubh
5 күн бұрын
Could somebody please help me by answering my questions ? I need to know if I understood the gist of the video correctly. Let's say that according to the algo, the current investments should go to large caps and I need to start investing from the next month. Q1) Every month should I start doing SIPs in large cap funds until the the time algo recommends otherwise ? Q2) Once the situation flips and the algo recommends going towards small cap then do I need to sell everything invested in large caps and buy small cap funds using the accumulated value or is it that I should just stop investing per month in large caps, leave it at whatever value it is from that time onwards and just start doing SIPs in small caps from the next month onwards ?
@KundanKumar-uu9ws
5 күн бұрын
You should sell everything from large cap and invest all in small cap according to this video.
@biradarsridhar5667
4 күн бұрын
Sell off everything and switch to the other is a answer. But without selling off you can switch your SIP is what he recommended.
@cmalearn
21 күн бұрын
Shubham is very intelligent person. Hats off to you ❤
@bestcustomcreation
17 күн бұрын
After 50year
@sanjaykale6235
21 күн бұрын
Ek shubham ka dialogue bahoot pasand aya..zagda hone ke baad ghar jakar socha...ki agli baar usne aisa bola ..toh me aisa bolunga ..mere sath bhi aisa hota he..😂😂
@bigb3267
10 сағат бұрын
इंके जैसे सुटिए 5 साल से स्मॉल cap गिरणे की भविष्य वाणी कर रहे है😂 ओर स्मॉल , mid तो 10 साल मे 20-30% average रिटर्न दिये हे
@subratasen12
21 күн бұрын
Your coding skill is also a booster in your CAGR.
@dwarakadwaraka7100
20 күн бұрын
Exactly
@bonsurgeon
13 күн бұрын
Index is like a village of people with different age groups in different village(index)the small index fall more because bad companies make it fall more and bigger percentage is replaced by newer companies....whole village can not perform well simultaneously, and Instead looking for undervalued companies with sectoral tailwinds and future good business potential might work better... bse small cap index has delivered 21 % CAGR since it's inception in 2003..!!
@jiteshsejwal2821
17 күн бұрын
The problem with this strategy is that as future unrolls the entries and exits could change to 2 and 4. Right now they might be at 1 and 1.6. if you sell at 1.6 and the ratio never falls to 1.6 then you will be in large cap forever
@yuganderkrishansingh3733
12 күн бұрын
Good edge case. Wouldn't it be better to not exclude small cap or large cap altogether rather change the percentage which u r putting in respective large or small caps?
@nikhilattri4909
17 күн бұрын
@3:23, bro graph is wrong. Effort needs to be on y-axis for this kind of graph.
@nadeemulla6330
21 күн бұрын
Shubam is Future -Radhakishan damani sir... Mark my word.
@drmrahul
21 күн бұрын
yea right... lol
@LaNcEsuperb
15 күн бұрын
finally someone who is creating original and meaningful contents.
@Ultrabackupusa
20 күн бұрын
Shubi Bhai, wonderful knowledge and presentation ❤. God bless you, PLZ also share Sectoral analysis .....
@Dushyantgiri
Сағат бұрын
ETFs volume is the problem please care caution..mutual fund is better..
@JayAccountant-ff1ju
21 күн бұрын
I follow the same principal. Orignal logic is from gold silver ratio. At times lagta hai youtube is listening
@nishantgiri
21 күн бұрын
Last part of the Idea is quite interguing! Thank You..
@sumitselot8241
8 күн бұрын
Superb working, really appreciate the concept & thought process behind... really helpful... thanks a lot .. looking forward for many more learnings👍👍👍👍
@gauravpaliwal8384
21 күн бұрын
Great Combo of you guys. Very good information. Requesting you to guide how to invest large lumpsum amount like 1 cr in mutual funds as the current market valuations are high. If you can cover this in your next videos. Thanks
@abirsaindane5260
17 күн бұрын
Really fantastic insights.... Genius work... Thank you both for bringing it to us. GBU
@dhruvsingh9
5 күн бұрын
Bhai... Yeh jo bol raha hai woh thik bhi hai aur galat bhi.. Lumpsump investing is a very risky thing. It requires knowing the market and understanding it very well. Even experts do stupid things.. He is good at analysing the numbers.. But how many are able to follow the number theory... No wonder he is able to beat the returns on paper.. But remember when market crashes.. People want an out... And not to switch.... Hope someone makes money with the idea. Sip is one of the best ways to build a portfolio. Index mein hi karlo.. Aur jab bada paisa bane then identify what kind of risk you want to take.
@DavinderSinghai
3 күн бұрын
instead of switching between large and small caps, why not buy mid-cap only ??
@jitendrabapna
7 күн бұрын
2014 Jan to today.. this algo is giving less returns..
@Wanderer_81
3 күн бұрын
Concept is good. But it works more for Lumpsum than SIP
@gulshanror4207
17 күн бұрын
Shubham sir great knowledge, please make a videos how to choose good companies. Which factors we should consider while investing in a company.
@AbhijitDas-yb3xq
13 күн бұрын
Deadly duo. Subham is the new Jim Simons
@investorEngineer
21 күн бұрын
Bhai smallcap mutual funds created alpha in last 18 yrs. So they are doing better algo than your algo already
@halanihussain1125
20 күн бұрын
Subham sir y don't u start PMS services for clients? I would highly encourage you to do so.... With the amount of knowledge u hv, of course ppl can learn bt u can always manage it better.....
@reddyvsrao
16 күн бұрын
Why are we taking large cap index from NSE and Small cap index of BSE? Can't we consider NIFTY Smallcap 250 index?
@lusterlighting
8 күн бұрын
Mera bhi yahi sawal he Ratio do alag exchange ke kyun rakhe he
@arijitkoley7836
12 сағат бұрын
2006 me nse nahin tha isiliye
@taraknathbanerjee4785
15 күн бұрын
So intelligent that he can avoid correction in the market and no risk at all.. ALL LIES
@gsam1960
Күн бұрын
interesting video , appreciate the concept
@shock-t3768
15 күн бұрын
Thanks a million. I needed this to shift money to gold.
@malayzota1422
8 күн бұрын
Concept is good and back testing and all are done.. thanks for sharing same type of video available for midcap vs large cap ?
@bgktrends
7 күн бұрын
So basically subham sir uses Relative strength
@shivduggal7223
5 күн бұрын
Very nice and logical explanation.
@kaineshmistry3463
3 күн бұрын
Direct invest in stocks.. Like rakesh.. Sir
@jalpari13
4 күн бұрын
First thing within 4:25 mins running the word “RIGHT“ comes and it triggers my mind that these two intellectuals are siting in same house and making this video with mic !! Why so !!
@manujsingla3597
21 күн бұрын
Basically, you are saying when we expect a crash, move to large cap so that fall is not to that extend. So instead of moving to large cap and face a nominal loss, shouldn't we hold cash as FD until the ratio is near 1.1??
@halanihussain1125
20 күн бұрын
I hv the same question as well
@dmohankumar
16 күн бұрын
it is very difficult to predicate a crash :)
@MonkWay_
11 күн бұрын
He's basically suggesting risk reduction. But yes, if we can predict a crash, we should move out of the market. Currently I'm waiting for the crash, to enter.
@soubhikdey7748
17 күн бұрын
17:56
@ayushkahar6519
21 күн бұрын
Excellent knowledge Shubham Sir 🙏 37:46 ofcourse This could have been a paid course
@ssmathur
10 күн бұрын
Please make a video on long term growth stock investing with SIP
@andysinvestormind7638
20 күн бұрын
Immense value...amazing discussion...I liked the moderators point where we can pick up when the ratio is minimal triggerring value buying and momentum may not he there.
@RajeshTripathy4u
19 күн бұрын
Nice concept of switching between large cap index etf to small cap index etf based on valuation matrix. I won't be surprised if a mutual fund will launch a balance advantage fund based on same concept and algo. I think they should launch a smallcase based on this concept with minimal fees to help retail investors take advantage of this concept.
@ShirazKhan21
5 күн бұрын
Wow great analysis
@ashu_md_chem
21 күн бұрын
Thanks Subham for giving good perspective every time I listen to you it makes better sense regarding investment.
@andysinvestormind7638
20 күн бұрын
WISDOM for free: Shubham is genius and the moderator is no less smart in his putting across intelligent question....big value...paid course for free...hope I use these valuable inputs.
@saidinesh8793
19 күн бұрын
really liked the video. I used to feel that Buffet sir's statement is the golden rule. But the way Shubham shows us data driven approach is really exciting.
@neotop1096
21 күн бұрын
Shubham & Hemant aap dono bahut achha kaam kar rahe hai me aap dono ka regular viewer hu aapke seperate channels se bhi bhaut kuchh sikhane ko mila aur is channel se bhi bahut badhiya kaam kar rahe hai aap log ...keep up the good work..❤
@BalwaaanKashyap
5 күн бұрын
शायद इसलिए quant mutual fund में आज के पोर्टफोलियो में large cap stocks ज्यादा है
@bhupendrasheth150
14 күн бұрын
Please change the tax rate to 12.5% so it will looks latest. As it is released 7 days before but made before budget. Only small editing required.
@debsridutta1329
10 күн бұрын
This person makes sense.
@jayeshpoddar7399
12 күн бұрын
Thank you so much for this informative video. U gave a course in free.
@DesiExploringEurope
9 күн бұрын
Nice video. But I don't think suddenly small cap can crash like previous times. And it shall crash only when there is valid reason. What's your thoughts if you add the factor of the amount of investment which has increased so much locally in MF n Small caps especially?
@saurabhmaruti
9 күн бұрын
36:10 listen it first ..wasted 38 mins.. bhaisaab khud to use karte nahin hain..
@trinesX
17 күн бұрын
Thank you for the content. One query - in case we see small caps correct will that also impact sectoral performance as well ? E.g - As can we see pharma small caps rise because there will be sector rotation where-in investors move frm one sector to another.
@KundanKumar-uu9ws
5 күн бұрын
@shubham, there is small cap index funds also, why to buy ETF?
@mustaquerashid2526
21 күн бұрын
Awesome video. Great content.
@ali_edittz7
21 күн бұрын
Buying on dips
@badmaslaundabadmaslaunda5470
3 күн бұрын
Last ka jo bole es algo best krna sector wise algo bna ke lekin ye kaise banaye pls ispe video banaye
@mayur9840
20 күн бұрын
Very Powerful inside ✊
@syedatanzeela7065
13 күн бұрын
This is awesome.... Thank you
@dineshsrkr
21 күн бұрын
At the moment smallcap starts to topple down how about we dont switch to largecaps, just liquidate and sit out or move to Govt bonds/ Treasury Bills? coz when the market falls everything will fall! so even by switching to largecaps we reduce the portfolio value during the fall! so once the market starts to recover on the ratio charts we then move back into smallcaps, how about this? please tell me if I am wrong!
@halanihussain1125
20 күн бұрын
Same question
@freespirit4977
16 күн бұрын
Totally going out of the market has its own dangers (missing the bus itself). Whereas the strategy they explained keeps you in the market, you are changing from crash-prone speedy bus (smallcaps) to a slow but stable bus (largecaps). Your wealth creation journey continues!
@omnamahshivay1370
4 күн бұрын
i am holding 21STCENMGM at Rs.45 currently price at 130 can i hold it . PE is currently at 2 only.
@manindersingh-qk5ek
19 күн бұрын
Shubham sir is a very good mentor. ❤ Your collaboration is 💯
@diwakarbank
9 күн бұрын
How NIFTY and BSE small cap can be comparable ? Its a better logic to compare it with nifty small cap......
@True-Traveller
8 күн бұрын
@Shubham what is the difference between your sheet and Tradingview - SMLCAP/NSE:NIFTY
@FinanciallyFree-in
8 күн бұрын
Concept wise it is same. Sheet has a few additional things. It tries to calculated the real return based on the concept . It also tries to smoothen the flips in case the value is hovering around 1.65. Also, with the sheet you can customize the values to see what is the best time to flip in real time by looking at the returns.
@True-Traveller
7 күн бұрын
@@FinanciallyFree-in thanks for the detailed info, will study the sheet further in detail 🙏🏻
@jiyonrudra4632
8 күн бұрын
Video not at all clear - Time Waste
@DeepakSharma-dc4gd
21 күн бұрын
So how you guys accounting for change in current scenario? By now typically we should be in a downturn but we are continously going up because of crazy retail money coming in. It's coming blindly and It's unprecedented. I don't think your logic holds at the moment although I do appreciate the information. Please consider and reply.
@ankitmehrotra8519
21 күн бұрын
If rate cut continue to happen in US till March next year, it is very likely the crash might come. But small and mid cap are correcting on regularly after creating a high currently which seems like a healthy sign.
@NickAlways
21 күн бұрын
Big fan of Shubham. Please start your paid community 129 rs a month
@kousikghosh3376
20 күн бұрын
Thanks for your selfless contribution to retail investors....request you please create a detailed video on factor based mutual fund mainly momentum and Alpha funds
Large cap is undervalued ..it can also happen that large cap go up and small cap go some down ....in current time, mid cap is overvalued and large under value by PE AND PB
@vijaydhameliya6808
19 күн бұрын
Shubham Bhaiis very inteligent person ❤
@PankajSharma-cu1up
16 күн бұрын
you are talking value investing not hybrid or momentum ...means buy small cap when its cheep and get into large cap when small cap is costly .
@ak-yo4wo
19 күн бұрын
Shubham all the best in your investments
@karimmeghani674
20 сағат бұрын
Where can i get this algo?
@sagarswain8621
10 күн бұрын
Sir i have doubt for this algorithm please tell me Stockmarket happened in past then same thing happened in future in this algorithm ratio between small or larga cap 🤔🤔🤔
@TheUltimateTruth111
21 күн бұрын
Hi, you are doing amazing work.. Aapka paid course hai.. But aise videos late rahiye..aur aage jake aisa mat kar dena ki only paid course me aisa content milega.. Kyu ki yahi aapke channel ki USP hai.. Great contentw
@saurabh430
15 күн бұрын
Thanks!
@FinanciallyFree-in
15 күн бұрын
:)
@supriyanaiya
21 күн бұрын
I watched couple of your videos earlier, didn't subscribe and generally I don't subscribe quickly. But now you have earned a permanent subscriber! Keep it up! Great conversation and amazing talent! @FinanciallyFree-in
@musicsangram3637
21 күн бұрын
Output vs Efforts graph is incorrect. It should show diminishing return type curve (at higher outputs, more efforts lead to relatively lower output increase). Excellent video though, I have always loved your content and it has helped me a lot to follow my own wealth-creation journey. So thank you so much for helping me out!
@navjot4025
16 күн бұрын
A flexicap fund portfolio does the same and gives more than 18 percent return
@lovkush5257
19 күн бұрын
Nice : wanted to see his invested companies and how he choose stock
@foodient837
20 күн бұрын
Very very Interesting session..logic acha lagaya..
@onkarnath1133
5 күн бұрын
After 18 years value after inflation 😂😂😂😂
@sumantnankar44
8 күн бұрын
SIP is a way of investing, not an instrument to invest in. First clear that thing. Do not give this gyanbaji..now everyone knows all this. Your thumbnail itself shows ur lack of clarity😮
@GOOD__GOD
21 күн бұрын
Your views on Momentum Investing ⬆️ vs Passive Index Investing ↗️ ?
@yogeshkumar-nb9cs
2 күн бұрын
Not able to download the sheet
@mahendrasuchak4211
20 күн бұрын
Just superb... thanks
@SHALEENDAVE
Күн бұрын
Graph to be corrected
@swayamjain1242
19 күн бұрын
If so many people follow a specific strategy it won't generate alpha
@siddharth0401
17 күн бұрын
Undervalued assets should be invested in
@conceptofgrowth
14 күн бұрын
U guys Wil surely save immense money of Investor like me who pays heavy to SMALL CASE FUND MANAGERS. This video is truly Eye Opener. Thanks to U nd your TEAM fir such miraculous analysis and present easily way.
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