Creating a Portfolio for my Newborn Son

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  • Опубліковано 2 лис 2024

КОМЕНТАРІ • 283

  • @gingerkilkus
    @gingerkilkus Місяць тому +149

    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.

    • @fadhshf
      @fadhshf Місяць тому +5

      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.

    • @hasede-lg9hj
      @hasede-lg9hj Місяць тому +4

      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.

    • @lowcostfresh2266
      @lowcostfresh2266 Місяць тому

      @@hasede-lg9hj How can i reach her, if you don't mind me asking?

    • @lowcostfresh2266
      @lowcostfresh2266 Місяць тому +2

      How can i reach her, if you don't mind me asking?

    • @hasede-lg9hj
      @hasede-lg9hj Місяць тому +2

      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.

  • @sanjoydas3882
    @sanjoydas3882 2 місяці тому +42

    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.

    • @ShashankUdupa1
      @ShashankUdupa1  2 місяці тому +14

      Thanks, in this world of negativity really appreciate your positive content

  • @ulaganathan4072
    @ulaganathan4072 2 місяці тому +28

    This is an example for a good father on process.

    • @ShashankUdupa1
      @ShashankUdupa1  2 місяці тому +7

      Thanks

    • @ulaganathan4072
      @ulaganathan4072 2 місяці тому +1

      @@ShashankUdupa1 from 1%club I started to see your videos I am becoming your fan boy thanku for a good job , keep going

  • @drrummankhan
    @drrummankhan Місяць тому +8

    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 ❤

  • @raghuramkrishnamurthy4762
    @raghuramkrishnamurthy4762 Місяць тому +21

    Sometimes I wonder why this guy is so transparent! This is good info , thank you!

  • @rockythehunk7625
    @rockythehunk7625 2 місяці тому +21

    Shashank bhai Kitna sochte ho ap hmare bare me...hats off to u🎉

  • @anmolbhatnagar5093
    @anmolbhatnagar5093 2 місяці тому +16

    Long term waiting !!

  • @RajaramSethuraman
    @RajaramSethuraman 23 дні тому

    been jumping across investment videos..landed on yours ..was wonderful to see the no-drama, transparent approach. Well done.

  • @ravichanderkt326
    @ravichanderkt326 20 днів тому

    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 ❤.

  • @rahulshendre7089
    @rahulshendre7089 Місяць тому +2

    great one man, i wish you and your son All the very best

  • @jyothin9133
    @jyothin9133 4 дні тому

    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.

  • @riteshkumarkusagal3998
    @riteshkumarkusagal3998 Місяць тому

    Very good bro!! Thanks for sharing!!! Wishing best of luck to both you and your son!! 🙏❤

  • @sumanmitra5872
    @sumanmitra5872 Місяць тому +3

    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

  • @TheAnand51
    @TheAnand51 2 місяці тому +1

    That's impressive! not only stocks, but your thought process and the purpose behind it. 🙌

  • @BalajiAnnamalai_designer
    @BalajiAnnamalai_designer Місяць тому

    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!

  • @vinodsuryavanshi8551
    @vinodsuryavanshi8551 2 дні тому

    Good Job buddy, thnxx for the efforts and sharing valuable info..Keep it up

  • @Abhaykk1994
    @Abhaykk1994 13 днів тому

    Thanks Shashank was looking for something like this for my children. This is so timely. Good to see you back after somtime.

  • @HemanthShenoy92
    @HemanthShenoy92 Місяць тому

    Thank you so much for sharing. From this we can learn perspective people think and invest. Great learnings.

  • @shivanand123456789
    @shivanand123456789 4 дні тому

    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

  • @HARISHDP-c7b
    @HARISHDP-c7b Місяць тому +8

    ತುಂಬು ಹೃದಯದ ಧನ್ಯವಾದಗಳು ಶಶಾಂಕ್ 🎉🎉

  • @tharunize
    @tharunize 2 місяці тому +5

    Thanks for sharing the portfolio and being very transparent

  • @akhaleefa
    @akhaleefa Місяць тому

    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.

  • @qutubk
    @qutubk 2 місяці тому

    Love you bruh thanks for being so transparent

  • @raghavvendra
    @raghavvendra Місяць тому

    Honesty is the best policy...proved by you on sharing the portfolio for long run 20-25 years🎉
    Outstanding 🎉
    Thanks alot 🎉

  • @vinothm6888
    @vinothm6888 Місяць тому

    Really u r awesome thinking man .. Really appericate u r hard work ..

  • @ANNUE-q7e
    @ANNUE-q7e Місяць тому +1

    I have invested in kpit, tata power, vbl. I'm not an investor but i chossed good scripts with my own analysis

  • @shishirm9502
    @shishirm9502 2 місяці тому +5

    Thank you shashank 👍

  • @50RAW
    @50RAW Місяць тому

    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!

  • @safaririder6530
    @safaririder6530 2 місяці тому +99

    4-month-old son's net worth is 6.5 lakhs. Think when he will be 25 years old

    • @ShashankUdupa1
      @ShashankUdupa1  2 місяці тому +52

      @@safaririder6530 that's why I'm working hard to ensure he's fine

    • @jagadish1441
      @jagadish1441 Місяць тому

      ​@@ShashankUdupa1 🫡🙌

    • @ahappysoularoma2127
      @ahappysoularoma2127 Місяць тому +33

      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

    • @gurpreetkakkar
      @gurpreetkakkar Місяць тому

      ​@@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

    • @sabarnachoudhury7774
      @sabarnachoudhury7774 Місяць тому +10

      ​@@ahappysoularoma2127aa gaya bhai gyan ch**dane

  • @j1mmyyy
    @j1mmyyy Місяць тому +10

    Why you haven’t included CDSL or CAMS ? …there is a future potential !! Please reply 😊

  • @aishwaryasindhe3448
    @aishwaryasindhe3448 16 годин тому

    Hi Udupa sir, u said u r doing SIP for VB stock, is it worthy doing SIP for stock??

  • @EdgeKOA
    @EdgeKOA Місяць тому

    really nice - keep up the good work

  • @karthi9017
    @karthi9017 Місяць тому

    Great father
    Simply explained..

  • @akhaleefa
    @akhaleefa 2 місяці тому +1

    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.

    • @ShashankUdupa1
      @ShashankUdupa1  2 місяці тому

      Will keep doing it as long as I can :)

  • @Raian_1_
    @Raian_1_ Місяць тому +2

    How a modern father should be👍🏻

  • @Indraluxx
    @Indraluxx Місяць тому +1

    Thank you Shashank!

  • @mondalakiiscmet
    @mondalakiiscmet Місяць тому

    Congratulations!

  • @yadunandkamath
    @yadunandkamath Місяць тому

    Amazing stuff! Don't you think Trent would also be a good addition?

  • @ronakmetawala7828
    @ronakmetawala7828 Місяць тому

    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.

  • @RamyaSheshadri-w5c
    @RamyaSheshadri-w5c Місяць тому

    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?

  • @shyamalan5
    @shyamalan5 День тому

    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.

  • @snehaprabhu2316
    @snehaprabhu2316 2 місяці тому

    Hi Shashank. Firstly, great video! Loved it. Would you recommend these same stocks for a slightly medium term, say 15-20 yrs too??

  • @halloweds
    @halloweds Місяць тому

    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 ?

  • @sureshkumarb6255
    @sureshkumarb6255 Місяць тому +1

    Quant flexi will do than this PF
    Simple way to compound
    Bull market PF managers are all over there

  • @ManishSINGH-ys8hu
    @ManishSINGH-ys8hu Місяць тому +3

    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

  • @PradeepKumar-ze2qe
    @PradeepKumar-ze2qe Місяць тому

    Good portfolio, thanks for information

  • @abbia1979
    @abbia1979 2 місяці тому

    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.

  • @renoll
    @renoll 2 місяці тому +1

    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 ❤

  • @shobaramesh9880
    @shobaramesh9880 Місяць тому

    Excellent information.

  • @radhey0123
    @radhey0123 Місяць тому

    Short and simple. Keep updating if you make changes.

  • @frktrader03
    @frktrader03 Місяць тому

    THIS IS ONE OF THE VERY IMPORTANT THING THAT EVERY PARENTS MUST DO IT FOR THEIR KIDS FUTURE. VERY GOOD SHASHANK

  • @sunitdattani1377
    @sunitdattani1377 2 місяці тому +1

    Very nice video.
    Just asking did u think of adding any proxy to real estate like polycab or kei ind ??

    • @ShashankUdupa1
      @ShashankUdupa1  2 місяці тому

      Good idea didn't add actually. Apar and kei would be good plays

    • @sunitdattani1377
      @sunitdattani1377 2 місяці тому

      Also any lifestyle stock like trent or ethos ??

  • @Nidhi.pranchal
    @Nidhi.pranchal Місяць тому +1

    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?

  • @reema2408
    @reema2408 Місяць тому

    Do you invest under your dmat (your pan) or you have separately opened your baby’s account ?

  • @SrikanthS-v7k
    @SrikanthS-v7k 2 місяці тому +10

    4 shares that I would choose for your little one (1) Colgate (2) HFCL (3) NTPC (4) Morepen Laboratories - 100% SAFE

    • @ulaganathan4072
      @ulaganathan4072 2 місяці тому

      What a catch on morpen laboratories brother?

    • @_.vijai._
      @_.vijai._ Місяць тому

      ​@@ulaganathan4072 same question, why do you feel morepean is attractive

    • @ZaikaBiharka29
      @ZaikaBiharka29 Місяць тому +2

      In me se ek bhi nhi rahne wale multibagger

  • @kopparapulakshmiooha1272
    @kopparapulakshmiooha1272 15 днів тому

    Can you please tell me what is the fund name

  • @abhilashs8859
    @abhilashs8859 Місяць тому +6

    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!!!😊

    • @ShashankUdupa1
      @ShashankUdupa1  Місяць тому +2

      @@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

  • @annangibhargav2464
    @annangibhargav2464 Місяць тому

    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

  • @rohitbairoliya7101
    @rohitbairoliya7101 2 місяці тому +2

    Hey Shashank thank you for such insightful Information. Is there any specific reason why Banking stocks is not there?

  • @Ratnapoojarivlogs
    @Ratnapoojarivlogs Місяць тому

    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.

  • @abhinavchandra2304
    @abhinavchandra2304 Місяць тому

    Hi can you plz show us your portfolio so that we can learn how you choose good stocks what is the mentality behind it

  • @PrasadPatilmufc
    @PrasadPatilmufc 6 днів тому

    How can one create a dedicated bank account for children ?

  • @1muralisharma
    @1muralisharma Місяць тому

    What is your opinion on ETFs?

  • @ambreshpatil5478
    @ambreshpatil5478 Місяць тому

    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.

  • @kedarmaheshwari8682
    @kedarmaheshwari8682 Місяць тому

    Any particular reason for not considering Banking and Insurance sectors as both can play out well in coming years.

  • @rushikeshkadam7809
    @rushikeshkadam7809 Місяць тому

    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!

  • @mtvijaybaskar
    @mtvijaybaskar 2 місяці тому

    Thank you 🎉

  • @LearningLand254
    @LearningLand254 Місяць тому

    Hi Shashank, Nice video. Thank you. Please can you share this small case link.

  • @shrikantyadav9451
    @shrikantyadav9451 Місяць тому

    You should add cdsl & cams

  • @vikaskranthi
    @vikaskranthi Місяць тому

    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

  • @rockythunder9861
    @rockythunder9861 Місяць тому

    Is masterclass pre recorded session that run every Saturday ? Or is it live session?

  • @santoshkumarch4583
    @santoshkumarch4583 Місяць тому

    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.

  • @aravinthsami8715
    @aravinthsami8715 Місяць тому

    What type of stock brokers that u are used...Sir ???

  • @mharish83
    @mharish83 Місяць тому

    Good info..!

  • @vishnuskumar1900
    @vishnuskumar1900 Місяць тому

    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?

  • @NS-xu3sx
    @NS-xu3sx Місяць тому

    Hi @shashank when should one exit a mutual fund? Is there a life cycle of a mutual fund?

  • @myfav5340
    @myfav5340 Місяць тому +1

    What website are you using for ur child’s portfolio?

  • @prashantchannakeshva8093
    @prashantchannakeshva8093 2 місяці тому

    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

  • @stylishstardeekshith7394
    @stylishstardeekshith7394 15 днів тому

    Can i know the platform where you invested tge SIP?

  • @nandrivithmal7380
    @nandrivithmal7380 Місяць тому

    Pl let me know if this portfolio can be held for 15 years period also?

  • @VijaySingh-hn1ej
    @VijaySingh-hn1ej 29 днів тому

    @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?

  • @SLOKESHTECH
    @SLOKESHTECH 2 місяці тому

    How to mange and use SmallCase and are you planning to provide service via Small Case to retail Investors

  • @sanjaysonu2018
    @sanjaysonu2018 27 днів тому +1

    Shashank why there are no banks

  • @MrNag_s
    @MrNag_s Місяць тому +1

    Bro, this is shares to ur son. Please make video of mutual fund for ur son.

  • @sumans420
    @sumans420 Місяць тому

    I need to buy everything in sets of 2 😂
    ❤the content. Thank you making the video.

  • @dharinis8654
    @dharinis8654 Місяць тому +1

    Shashank bro, pls inform my request to ur father: consider bringing SME IPO on securens, waiting for it

  • @mananbabel6793
    @mananbabel6793 Місяць тому

    Hey Shashank what are your views on DATAMATICS?

  • @viveksethi3256
    @viveksethi3256 Місяць тому

    How do you decide on which scrip to buy in sip.
    Is it automated or you buy manually by seeing scrip price

  • @soumitadawn3445
    @soumitadawn3445 Місяць тому

    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.

  • @travelpsyche
    @travelpsyche Місяць тому

    Can you show similar portfolio for a working professional as of now?

  • @HeyChoubey
    @HeyChoubey 2 місяці тому

    Appreciate ❤

  • @nilamadhabnayak5527
    @nilamadhabnayak5527 2 місяці тому

    Bro my sip stocks are polycab kpit pricol idfc first and go fashion. Ur views please

  • @ayanbanerjee9728
    @ayanbanerjee9728 Місяць тому

    Hi Brother, can you help in creating a long term (aggresive) portfolio for a 15 year period.

  • @saleemsalman1
    @saleemsalman1 2 місяці тому +6

    Bhai can you name the stock that you were discussing in the podcast with finance with saran.

    • @noclicheplease
      @noclicheplease 2 місяці тому

      That one stock he was talking about which was supposed to be from the TATA Group or some conglomerate? A microcap company.

    • @ziasmailbox
      @ziasmailbox 2 місяці тому +1

      he was talking about ZOMATO.

    • @endangeredcreator5050
      @endangeredcreator5050 2 місяці тому +1

      How was talking about Zomato and He was also talking about a Stock from green energy sector which I don't know

  • @poornimarvs1914
    @poornimarvs1914 2 місяці тому +4

    Thank you so much,I had also wanted this for my gdaughter😊

    • @ShashankUdupa1
      @ShashankUdupa1  2 місяці тому +3

      Welcome :)

    • @poornimarvs1914
      @poornimarvs1914 2 місяці тому

      @@ShashankUdupa1 please suggest some data centre stocks which ur dad had also asked to watchout

  • @sunitdattani1377
    @sunitdattani1377 2 місяці тому

    Do u do sip on a fix date every month irrespective of prices that day??

  • @amoghdharap8611
    @amoghdharap8611 2 місяці тому

    Sir , Excellent video

  • @remykalp1
    @remykalp1 Місяць тому

    Really superb

  • @harmansingh-ow8vz
    @harmansingh-ow8vz Місяць тому

    bhai apna portfolio par bhi video share karo, super video tha

  • @FirdoseM-t3x
    @FirdoseM-t3x 12 днів тому

    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 ?