I woke up to the tragic drawbacks of our debt-based financial system during the last financial crash. Through discipline, determination and Annette Marie Holt my financial advisor, I was able to retire recently in my early '50s with a bit of land in the Williamson act on the California coast and an investment portfolio that can sustain my daily living. I try to spread the word and encourage many people I meet it is possible to achieve the goal of independence. Living below your means can be enormously rewarding! Practice humility and above all, Invest in the financial markets with expert guidance.
I know this lady you just mentioned. Annette Marie Holt Services is a portfolio manager and investment advisor. She gained recognition as a former employee at Goldman Sachs; a renowned investor she is. Annette Marie Holt has demonstrated expertise in investment strategies and has been involved in managing portfolios and providing guidance to clients.
I was a stay at Home dad with no money in my IRA or any savings of my own, which was scary at 53 years of age. Three years ago I got a part time job and save everything I make. After 3 years, I am 56 yo and have put $9,000 in an IRA and $40,000 in my portfolio with CFA, Annette Marie Holt. Since the goal of getting a job was to invest for retirement and NOT up my lifestyle, I was able to scale this quickly to $150,000. If I can do this in a year, anyone can.
Love to follow you more and more, no special marketing for personal paid classes, no more marketing sales pitches for selling own paid classes , how humble that you unfold your personal folio, without any personal interest. Definitely one day you will become big investment influencer in this country.
I got across your page after sharan’s page , I think you are a gem brother . I no nothing about finances and financial terms but now I can look up to you and learn a lot in simple terms . I will be taking your class soon next month ❤
Thank god, was looking out for the way to invest for my wee one, thought of lot of MF'$ but never thought of creating a dedicated portfolio. Much needed one mate, Thanks for the video and may god bless you and your family ❤.
Thanks for sharing. I am also maintaining one such portfolio fornmy kid but its mainly MF - I am not expert ,so want to sit back and let fund manager handle buying and selling) PPF - 1.To secure some amount from market fluctuations and also interest is tax free. 2.Early starting PPF will help us to be free from lockin period by the time college expense starts.
Thanks for the analysis and thought process behind this, now i have a clear understanding to do the same for my son too, really appreciate your efforts!
Hey Shashank, coincidentally my son was also born on May 1st 2021, and after watching this video it really motivates me to create one dedicated portfolio for him. Thank you for your insightful information and motivation
Thanks again for your openness and sharing your portfolio created for your son.. I think it will do extremely well in the next 30 years. I think it is a right approach to create great wealth for next generation. Regards.
Shashank Bhai this is so apt to learn the fundamentals and reasons why those are chose. Thanks a lot man, you're definitely in a verge of good father/man/human!
@@ShashankUdupa1hi shashank 2 years back you purchased CSK from leadof platform, its changed to precize now. How safe is this platform as you are a long term user and howz your unlisted shares are doing. Do you still purchase unlisted share via this platform. It was promoted today by shankar nath
Thanks for your efforts. Your portfolio looks fantastic. Please keep sharing your hard work for common good. Indians must be richest people in the world and they lead the world as they are doing now in IT field Long Live India.
Nice informative.. Just want to know if we can invest into energy sector for long term growth for newborns? Or the one which you mentioned in this videos.
This is a very helpful video for a novice like me, thank you for sharing. Can you please let me know after investing in any of these stocks how often should we check the performance? Should it be after 7 years or less?
Sir I also want to make portfolio for my son's for long term like u doing but after that can we transfer the shares to there account or should we sell the share give money to them. Can we open demat for children and directly buy shares on behalf of them.
Can u please create a small case stock sip for someone like me. I am 40 years old working and I want to create wealth with this kind of small case. Please help
Thanks for sharing. I m also in same process for my kids n share some common shares with you. One thing i wud like to knw that u havent included any of like cdsl/ bse/mcx/cams.
One EV or battery company should have been there for long term bet, we don't have AI or semiconductor companies but Jr. Shashank would be growing with good companies. Sakkath portfolio ❤
Wish if my dad had did something like this when I was a kid🙃😅. Never mind, I'll hustle hard so that tomorrow if I have a kid, he shouldn't complain!!!😊
@@abhilashs8859 yes that's exactly my thought. My dad had his own struggles so can't blame him for what he did. Now because of him I have the opportunity to save for my kid. So il be the guy to do it
Thanks for sharing your thought process and awareness. Even i want but stocks for my son, but do i need to create demate account in his name? Can you please share some info on this or make a video on this please.
Sir, I am 34 and recently we are blessed with baby boy, I am plannijg to start SIP for my newborn baby.., kindly suggest some good stocks for long term and is 50K a month is good.
Hi Shashank.. Really very nice and informative video... I am also doing same kind of SIP in divercified sectors since 2019. I have one question that is it good to take partial profit after 2X in large cap or 1.5X in mid cap and buy on dips again in same stocks? Really very helpful if you answer this query. Many thanks!
Hi bro.. what about your view on semiconductor stocks like (vatec wabag water treatment stock) and data center stocks like anant raj , aurionpro. May be semiconductors and data centers theme will play main role in coming years. This is my opinion only
Hi. Really awesome vid..❤ i hv one doubt bro.. Am building a 5-7 year stock portfolio.. And i m considering varun bev.. But isn't it overvalued? Or is it ok in a long term perspective?
@shashank Hello, I am a young person who started the MF journey a year ago and am looking for a retirement plan under professional guidance. How can I reach out to you?
It seems like you have chosen a smallcase instead of investing in each stocks individually. Can you let us know the smallcase? then we dont have to buy each stock individually.
hey @shashank , the content is really helpful :) thank you , but have 1 doubt , Varun Beverages stock price is 594 around , why it is shown as 1500 in your dashboard ?
I woke up to the tragic drawbacks of our debt-based financial system during the last financial crash. Through discipline, determination and Annette Marie Holt my financial advisor, I was able to retire recently in my early '50s with a bit of land in the Williamson act on the California coast and an investment portfolio that can sustain my daily living. I try to spread the word and encourage many people I meet it is possible to achieve the goal of independence. Living below your means can be enormously rewarding!
Practice humility and above all, Invest in the financial markets with expert guidance.
I know this lady you just mentioned. Annette Marie Holt Services is a portfolio manager and investment advisor. She gained recognition as a former employee at Goldman Sachs; a renowned investor she is. Annette Marie Holt has demonstrated expertise in investment strategies and has been involved in managing portfolios and providing guidance to clients.
I was a stay at Home dad with no money in my IRA or any savings of my own, which was scary at 53 years of age. Three years ago I got a part time job and save everything I make. After 3 years, I am 56 yo and have put $9,000 in an IRA and $40,000 in my portfolio with CFA, Annette Marie Holt. Since the goal of getting a job was to invest for retirement and NOT up my lifestyle, I was able to scale this quickly to $150,000. If I can do this in a year, anyone can.
@@hasede-lg9hj How can i reach her, if you don't mind me asking?
How can i reach her, if you don't mind me asking?
Well her name is Annette Marie Holt. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
Love to follow you more and more, no special marketing for personal paid classes, no more marketing sales pitches for selling own paid classes , how humble that you unfold your personal folio, without any personal interest. Definitely one day you will become big investment influencer in this country.
Thanks, in this world of negativity really appreciate your positive content
This is an example for a good father on process.
Thanks
@@ShashankUdupa1 from 1%club I started to see your videos I am becoming your fan boy thanku for a good job , keep going
I got across your page after sharan’s page , I think you are a gem brother .
I no nothing about finances and financial terms but now I can look up to you and learn a lot in simple terms .
I will be taking your class soon next month ❤
Sometimes I wonder why this guy is so transparent! This is good info , thank you!
My pleasure!
Shashank bhai Kitna sochte ho ap hmare bare me...hats off to u🎉
Long term waiting !!
been jumping across investment videos..landed on yours ..was wonderful to see the no-drama, transparent approach. Well done.
Thank god, was looking out for the way to invest for my wee one, thought of lot of MF'$ but never thought of creating a dedicated portfolio. Much needed one mate, Thanks for the video and may god bless you and your family ❤.
great one man, i wish you and your son All the very best
Thanks for sharing. I am also maintaining one such portfolio fornmy kid but its mainly
MF - I am not expert ,so want to sit back and let fund manager handle buying and selling)
PPF - 1.To secure some amount from market fluctuations and also interest is tax free.
2.Early starting PPF will help us to be free from lockin period by the time college expense starts.
Very good bro!! Thanks for sharing!!! Wishing best of luck to both you and your son!! 🙏❤
I do SIP in CDSL apart from VBL , Titan n some other . NH has more potential then max due to lower valuation , smaller market cap and top class mgt
That's impressive! not only stocks, but your thought process and the purpose behind it. 🙌
Thanks for the analysis and thought process behind this, now i have a clear understanding to do the same for my son too, really appreciate your efforts!
Good Job buddy, thnxx for the efforts and sharing valuable info..Keep it up
Thanks Shashank was looking for something like this for my children. This is so timely. Good to see you back after somtime.
Thank you so much for sharing. From this we can learn perspective people think and invest. Great learnings.
Hey Shashank, coincidentally my son was also born on May 1st 2021, and after watching this video it really motivates me to create one dedicated portfolio for him. Thank you for your insightful information and motivation
ತುಂಬು ಹೃದಯದ ಧನ್ಯವಾದಗಳು ಶಶಾಂಕ್ 🎉🎉
english saar 😂
Thanks for sharing the portfolio and being very transparent
Thanks again for your openness and sharing your portfolio created for your son.. I think it will do extremely well in the next 30 years. I think it is a right approach to create great wealth for next generation. Regards.
Love you bruh thanks for being so transparent
Honesty is the best policy...proved by you on sharing the portfolio for long run 20-25 years🎉
Outstanding 🎉
Thanks alot 🎉
Really u r awesome thinking man .. Really appericate u r hard work ..
I have invested in kpit, tata power, vbl. I'm not an investor but i chossed good scripts with my own analysis
Thank you shashank 👍
Shashank Bhai this is so apt to learn the fundamentals and reasons why those are chose. Thanks a lot man, you're definitely in a verge of good father/man/human!
4-month-old son's net worth is 6.5 lakhs. Think when he will be 25 years old
@@safaririder6530 that's why I'm working hard to ensure he's fine
@@ShashankUdupa1 🫡🙌
Raise him in such a way that he can work hard and earn more than what you could offer... Same like you... He will definitely be fine in that way
@@ShashankUdupa1hi shashank 2 years back you purchased CSK from leadof platform, its changed to precize now. How safe is this platform as you are a long term user and howz your unlisted shares are doing. Do you still purchase unlisted share via this platform. It was promoted today by shankar nath
@@ahappysoularoma2127aa gaya bhai gyan ch**dane
Why you haven’t included CDSL or CAMS ? …there is a future potential !! Please reply 😊
nsdl coming into market maybe thats the reason
Hi Udupa sir, u said u r doing SIP for VB stock, is it worthy doing SIP for stock??
really nice - keep up the good work
Great father
Simply explained..
Thanks for your efforts. Your portfolio looks fantastic. Please keep sharing your hard work for common good. Indians must be richest people in the world and they lead the world as they are doing now in IT field Long Live India.
Will keep doing it as long as I can :)
How a modern father should be👍🏻
Thank you Shashank!
Hey
Congratulations!
Amazing stuff! Don't you think Trent would also be a good addition?
Nice informative.. Just want to know if we can invest into energy sector for long term growth for newborns? Or the one which you mentioned in this videos.
This is a very helpful video for a novice like me, thank you for sharing. Can you please let me know after investing in any of these stocks how often should we check the performance? Should it be after 7 years or less?
Sir I also want to make portfolio for my son's for long term like u doing but after that can we transfer the shares to there account or should we sell the share give money to them. Can we open demat for children and directly buy shares on behalf of them.
Hi Shashank. Firstly, great video! Loved it. Would you recommend these same stocks for a slightly medium term, say 15-20 yrs too??
Hi Shashank , that was very informative n crisp video . However cud u pls let me know how do I create a SIP of a company stock ?
Quant flexi will do than this PF
Simple way to compound
Bull market PF managers are all over there
Can u please create a small case stock sip for someone like me. I am 40 years old working and I want to create wealth with this kind of small case. Please help
Good portfolio, thanks for information
Thanks for sharing. I m also in same process for my kids n share some common shares with you. One thing i wud like to knw that u havent included any of like cdsl/ bse/mcx/cams.
One EV or battery company should have been there for long term bet, we don't have AI or semiconductor companies but Jr. Shashank would be growing with good companies.
Sakkath portfolio ❤
Excellent information.
Short and simple. Keep updating if you make changes.
THIS IS ONE OF THE VERY IMPORTANT THING THAT EVERY PARENTS MUST DO IT FOR THEIR KIDS FUTURE. VERY GOOD SHASHANK
Very nice video.
Just asking did u think of adding any proxy to real estate like polycab or kei ind ??
Good idea didn't add actually. Apar and kei would be good plays
Also any lifestyle stock like trent or ethos ??
Please analysis video on sun Pharma vs divi's lab vs cipla vs torrent pharma vs mankind vs Dr. Reddy ? Which is best for portfolio as pharma share?
Do you invest under your dmat (your pan) or you have separately opened your baby’s account ?
4 shares that I would choose for your little one (1) Colgate (2) HFCL (3) NTPC (4) Morepen Laboratories - 100% SAFE
What a catch on morpen laboratories brother?
@@ulaganathan4072 same question, why do you feel morepean is attractive
In me se ek bhi nhi rahne wale multibagger
Can you please tell me what is the fund name
Wish if my dad had did something like this when I was a kid🙃😅. Never mind, I'll hustle hard so that tomorrow if I have a kid, he shouldn't complain!!!😊
@@abhilashs8859 yes that's exactly my thought. My dad had his own struggles so can't blame him for what he did. Now because of him I have the opportunity to save for my kid. So il be the guy to do it
Shahskank is it accessible for everyone ?? Or only its u can private one. Bcz yes its SIP based investment however we don't when you will sell
Hey Shashank thank you for such insightful Information. Is there any specific reason why Banking stocks is not there?
Hey
Yes please tell
Thanks for sharing your thought process and awareness. Even i want but stocks for my son, but do i need to create demate account in his name? Can you please share some info on this or make a video on this please.
Hi can you plz show us your portfolio so that we can learn how you choose good stocks what is the mentality behind it
How can one create a dedicated bank account for children ?
What is your opinion on ETFs?
Sir, I am 34 and recently we are blessed with baby boy, I am plannijg to start SIP for my newborn baby.., kindly suggest some good stocks for long term and is 50K a month is good.
Any particular reason for not considering Banking and Insurance sectors as both can play out well in coming years.
Hi Shashank.. Really very nice and informative video... I am also doing same kind of SIP in divercified sectors since 2019. I have one question that is it good to take partial profit after 2X in large cap or 1.5X in mid cap and buy on dips again in same stocks? Really very helpful if you answer this query. Many thanks!
Thank you 🎉
Hi Shashank, Nice video. Thank you. Please can you share this small case link.
You should add cdsl & cams
Hi bro.. what about your view on semiconductor stocks like (vatec wabag water treatment stock) and data center stocks like anant raj , aurionpro. May be semiconductors and data centers theme will play main role in coming years. This is my opinion only
Is masterclass pre recorded session that run every Saturday ? Or is it live session?
Hi, sir. Could you kindly prepare a video on creating long-term wealth by SIP through STP. Where to invest for STP and to what type of funds. Please.
Debt fund u shd choose
What type of stock brokers that u are used...Sir ???
Good info..!
Hi. Really awesome vid..❤ i hv one doubt bro.. Am building a 5-7 year stock portfolio.. And i m considering varun bev.. But isn't it overvalued? Or is it ok in a long term perspective?
Hi @shashank when should one exit a mutual fund? Is there a life cycle of a mutual fund?
What website are you using for ur child’s portfolio?
Smallcase
Is it good to invest in Etf when don't have so much knowledge in individual stocks for long term investment like for next 15 yrs
Can i know the platform where you invested tge SIP?
Pl let me know if this portfolio can be held for 15 years period also?
@shashank Hello, I am a young person who started the MF journey a year ago and am looking for a retirement plan under professional guidance. How can I reach out to you?
How to mange and use SmallCase and are you planning to provide service via Small Case to retail Investors
Shashank why there are no banks
Bro, this is shares to ur son. Please make video of mutual fund for ur son.
I need to buy everything in sets of 2 😂
❤the content. Thank you making the video.
Shashank bro, pls inform my request to ur father: consider bringing SME IPO on securens, waiting for it
Hey Shashank what are your views on DATAMATICS?
How do you decide on which scrip to buy in sip.
Is it automated or you buy manually by seeing scrip price
Smallcase does it automatically
It seems like you have chosen a smallcase instead of investing in each stocks individually. Can you let us know the smallcase? then we dont have to buy each stock individually.
Can you show similar portfolio for a working professional as of now?
Appreciate ❤
Bro my sip stocks are polycab kpit pricol idfc first and go fashion. Ur views please
Hi Brother, can you help in creating a long term (aggresive) portfolio for a 15 year period.
Bhai can you name the stock that you were discussing in the podcast with finance with saran.
That one stock he was talking about which was supposed to be from the TATA Group or some conglomerate? A microcap company.
he was talking about ZOMATO.
How was talking about Zomato and He was also talking about a Stock from green energy sector which I don't know
Thank you so much,I had also wanted this for my gdaughter😊
Welcome :)
@@ShashankUdupa1 please suggest some data centre stocks which ur dad had also asked to watchout
Do u do sip on a fix date every month irrespective of prices that day??
I invest when the market falls down
Sir , Excellent video
Really superb
bhai apna portfolio par bhi video share karo, super video tha
hey @shashank , the content is really helpful :) thank you , but have 1 doubt , Varun Beverages stock price is 594 around , why it is shown as 1500 in your dashboard ?
It is before split.