My 11 stocks for 2025 | Will My Stocks Beat Nifty?

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  • Опубліковано 4 січ 2025

КОМЕНТАРІ • 480

  • @ShashankUdupa1
    @ShashankUdupa1  2 дні тому +10

    For Live Updates on the Excel Sheet Month on Month Join the Community - ua-cam.com/channels/dUEJABvX8XKu3HyDSczqhA.htmljoin

    • @viraj2721
      @viraj2721 2 дні тому +2

      Hey Shashank! I’m absolutely stunned by the tracking feature in the sheet you showcased-it’s incredible! 😍 Could you kindly share the sheet or its template? I’d love to create something similar for myself. Your kindness would mean a lot. Thanks in advance!

    • @ashishamehta
      @ashishamehta 2 дні тому +1

      How I connect to u

    • @manjunathegde
      @manjunathegde 2 дні тому +1

      Hi, Shashank can you please give access to Excel sheet for everyone, I'm a student, it will help me create my own excel for other purposes, I wanted to see how data in your excel gets updated automatically and i want to replicate it to my own portfolio or some other tasks.
      It would be helpful for many if you give free access 🙏

    • @joelfinney777
      @joelfinney777 2 дні тому +1

      how to get excel sheet bro

    • @ashishamehta
      @ashishamehta 2 дні тому

      @ thx for your help. Would like to talk to him direct

  • @anil-kumar75
    @anil-kumar75 2 дні тому +205

    It takes Guts to share your investments openly and I learned a lot from you from last year. Hoping to continue the same this year.

    • @ShashankUdupa1
      @ShashankUdupa1  2 дні тому +22

      Hoping the same

    • @viraj2721
      @viraj2721 2 дні тому

      @@ShashankUdupa1 Hey Shashank! I’m absolutely stunned by the tracking feature in the sheet you showcased-it’s incredible! 😍 Could you kindly share the sheet or its template? I’d love to create something similar for myself. Your kindness would mean a lot. Thanks in advance!

    • @Somanadham
      @Somanadham 2 дні тому +1

      You are free and fair person.... All the best for the new year n your new endeavours...
      Happy new year 2025🎉

    • @mohak1990y
      @mohak1990y 2 дні тому +1

      And fail miserably

    • @ahamedkuttyelayedath7114
      @ahamedkuttyelayedath7114 2 дні тому +1

      Ofcourse it is ur choice, and nothing to comment about that.But , one thing is sure that almost all ur picks are trading with historical valuations and are small caps..ALL THE BEST

  • @aryanjha4552
    @aryanjha4552 2 дні тому +46

    I have been observing you since last year, and seriously you have added so much value in my journey so far.

    • @PlutusAdvisors-i8x
      @PlutusAdvisors-i8x 2 дні тому +1

      Who are you talking about?

    • @missiontopray
      @missiontopray День тому

      Thankyou Shashank, this is my first viewing.
      Great idea in going public with the PF, it helps one understand concentrated PF and weights.
      Your picks have worked well for you in the past and wish you the very best in this upcoming exercise.
      Ran these through my head and below are my 2 cent comments where I see some challenges:-
      1. The PF is in 6 sectors and 11 stocks, and concentrated with 4 pure play Fin services company and one platform company that caters to fin services. So that's 5/11
      2. That's 45% on count and I think on value far higher, the probability risks of impact of budget on Investment vehicles I think is very high, as well as any prolonged adverse market conditions impact will affect your PF more, as new retail who haven't handled prolonged bear markets will lose investor interests, and at that point fin services get hollowed out.
      Fin services play is on volumes and anything that rocks the index will rock the PF.
      3. In IT Zaggle is also wedded to Fin services and as mentioned has 39 as PE, how much of steam is left, should fin services and markets degrow as a whole.
      4. All the companies are in nifty 500, there are no real defensive bets other than the pharmas.
      5. The PF seems structured without giving thought to Jio Fin services, it's one stock that can impact all the 5 stocks in fin services.
      6. There will be a very high churn if any of the above impact your PF,
      A concentrated PF, and aggressive sector allocations would give massive rewards if it goes well, and would wait for clarity on budget day before moving in such a direction.
      Anything negative on overseas investing to protect the Rupee, will be a massive booster to more allocations to domestic markets and the fin services.
      Any play on taxes will impact it severely,
      To beat the nifty 500 you need to take these bets, but in my opinion 5/11 is more theme based investing.
      Thankyou for a great presentation and wish you the very best and look forward to the next update on star portfolio.

  • @ankushmadane8401
    @ankushmadane8401 2 дні тому +20

    Budget will have major impact on portfolio, request you to make video immediate after budget day to see what changes you have made in your portfolio. THANKS!

  • @maxpixmedia2319
    @maxpixmedia2319 14 годин тому +12

    BEML,HAL,Cochin Shipyard,HDFC,SBI,ICICI,HCL,INFOSYS,ZOMATO

  • @AdityaSingh-ds5si
    @AdityaSingh-ds5si 2 дні тому +24

    I really love raw videos like these without any background music edits or cuts just pure commentary which very few finance youtubers do
    Please never change this format ! ♥️

    • @ShashankUdupa1
      @ShashankUdupa1  2 дні тому +4

      Haha thanks, its really hard also because I have to do everything Live so its difficult

    • @AdityaSingh-ds5si
      @AdityaSingh-ds5si 2 дні тому +1

      Keep going !
      I mostly analyse and invest in safer large and mid cap companies by reading concalls and all but I eagerly wait for your videos to suggest some good small caps so I can analyse them further
      And the way you present is great and I don’t get bored at all with your videos
      Even when you have your PMS please don’t stop making videos ♥️

  • @piyushmishra4405
    @piyushmishra4405 2 дні тому +9

    You = Transparency = Trust
    Thankyou so much❤
    & and Congratulations ❤🎉

  • @OxbirdR
    @OxbirdR 2 дні тому +4

    This man's doing some real good business with so much of transparency just suprising!!
    I have been following you from almost a year now every video there is something new to learn I really appreciate your efforts and all the learnings..

  • @SueB-c9x
    @SueB-c9x 2 дні тому +8

    Good on mate… our best wishes in achieving your huge successes in y2025…

  • @DesiBuzz70
    @DesiBuzz70 2 дні тому +28

    Shashank please make video on upcoming sector rotation for year 2025 and which sectors are overvalued. Btw love your video I'm 20 year and you have taught me good fundamental knowledge so looking forward for that

  • @PEOPLESDREAMPROPERTIESPR-qq6zl
    @PEOPLESDREAMPROPERTIESPR-qq6zl 2 дні тому +55

    In upcoming 15-20 years, your name will be in the top of indian stock market 💯

    • @sureshmanivelsamy6640
      @sureshmanivelsamy6640 7 годин тому

      As influencer to manipulate with unknown stocks. Who is going fact the risk these stocks

  • @dean007007
    @dean007007 2 дні тому +12

    i have faith in your selection process. Hope to see a successful journey along with you. I Pray for your exam to be a SEBI certified investor /PMS advisor

  • @koshyjoseph2605
    @koshyjoseph2605 2 дні тому +3

    Hat's off for your own openness in doing things differently. All the best.

  • @pratikagarwal7916
    @pratikagarwal7916 2 дні тому +5

    You make me fall in love with the process of investing with every video!

  • @Mack2211
    @Mack2211 2 дні тому +2

    I just stumbled on this video and I think he is good and he’s pretty confident. Awesome I glad that I am here.

  • @raghunandangowda9607
    @raghunandangowda9607 20 годин тому +2

    ನೀವು ತುಂಬಾ ಒಳ್ಳೆಯ ಕೆಲಸ ಮಾಡುತ್ತಿದ್ದೀರಿ ಶಶಾಂಕ್, ನೀವು ಶಿಕ್ಷಣ ನೀಡುತ್ತಿದ್ದೀರಿ ನಮಗೆ ಮಾರ್ಗದರ್ಶನ ನೀಡುತ್ತಿದ್ದೀರಿ.
    ಇವೆಲ್ಲವುಗಳಿಗೆ ತುಂಬಾ ಧನ್ಯವಾದಗಳು🙏

  • @vvvooo9413
    @vvvooo9413 2 дні тому +31

    All the best for your PMS Prep this year! It takes a lot of courage to be an open book when it comes to finances.

    • @ShashankUdupa1
      @ShashankUdupa1  2 дні тому +5

      Thanks man! Hoping to keep the same level of transparency

    • @rakeshm1535
      @rakeshm1535 2 дні тому

      @@ShashankUdupa1 Hi shashank could you please tell about Epigral limited stock in 2025.

    • @viraj2721
      @viraj2721 2 дні тому

      @@ShashankUdupa1 Hey Shashank! I’m absolutely stunned by the tracking feature in the sheet you showcased-it’s incredible! 😍 Could you kindly share the sheet or its template? I’d love to create something similar for myself. Your kindness would mean a lot. Thanks in advance!

    • @jeevannaik
      @jeevannaik 2 дні тому

      Could you please make a video on how to apply for sebi exams and preparation this would help a lot of prime who to have a career in markets
      ​@@ShashankUdupa1

  • @JAANMOMIN-s1m
    @JAANMOMIN-s1m 2 дні тому +3

    I am following you since last few months, and I love your content and how openly you share your investments and the thought process for selecting ech and every stock. Hope to see you share this way in the future as welll.

  • @Mufassirkm
    @Mufassirkm Годину тому

    Superb video..shashank..keep up your good work..

  • @tspkrishna
    @tspkrishna Годину тому

    Yes.... Budget will change.... ❤❤❤

  • @vikeng21
    @vikeng21 2 дні тому +2

    This guy is amazing. He does talks sense and it reflects in the returns of his various small cases.

  • @aassingh9124
    @aassingh9124 2 дні тому +3

    Really appreciate the transparency and knowledge you're sharing, learning a lot from you, keep it up ❤

  • @daydreamer9461
    @daydreamer9461 День тому +1

    First time I'm a seeing a Finance influencer openly investing in the shares. You will be a role model to others. Othe influencers has to learn a lot from you.

    • @ShashankUdupa1
      @ShashankUdupa1  День тому

      Fingers crossed let's hope this journey goes well haha

  • @kaarmanyachadha1376
    @kaarmanyachadha1376 2 дні тому +12

    Hey Shashank have been watching most of your videos regularly for almost 2 years now and first, i'd like to thank you for all the free data and commentary. However, we need the extensive FnO course, your port performance was remarkable last year, too. Most serious traders will be ready to pay a premium for a solid fno course from a seasoned investor and trader like you.

    • @ShashankUdupa1
      @ShashankUdupa1  2 дні тому +16

      True but i don't advocate myself for FnO as i believe it's too risky to talk to audience for it. I can make millions by selling a course of FnO but I'm choosing not to. Focusing on long term wealth creation

    • @kaarmanyachadha1376
      @kaarmanyachadha1376 2 дні тому

      @@ShashankUdupa1 chalo fir keep a reasonable ticket size for your pms, hopefully will just hand over my corpus(once its substantial 😂) to your firm in a few years. Thanks

    • @ShashankUdupa1
      @ShashankUdupa1  2 дні тому +2

      @@kaarmanyachadha1376 hahah sadly i can't set the ticket price. Sebi has set the minimum investment at 50L

    • @kkadarsha
      @kkadarsha День тому

      @shashank: I heard sebi is coming with 10Lac ticket PMS by mid 2025.

  • @Shubham-sw7jn
    @Shubham-sw7jn 2 дні тому +2

    Is cams not a great stock in the amc sector??

  • @patiltushar2753
    @patiltushar2753 9 годин тому

    All the best man!!🎉

  • @AG-sf7rr
    @AG-sf7rr 15 годин тому +1

    Very smart move to earn and keep subscribers because they will keep on following you as their money is involved now

  • @mathewroy3
    @mathewroy3 День тому +1

    Happened to see your video for the first time today. Sounds interesting, and felt that no one has made such a challenging venture before. Hoping to track you in the days to come.

  • @VickyMann
    @VickyMann День тому +1

    Good selection of stocks. I already hold a few stocks in my portfolio. But I believe this is the way forward so kudos to taking this first step. I ll take my first step and show my support to you by joining your community.

  • @Keeudhaya
    @Keeudhaya 10 годин тому

    I am seeing your videos first time... I like Transparency.... Keep it... 🎉Good luck...

  • @tarunkumar-ny9ds
    @tarunkumar-ny9ds День тому +1

    You will sucess bro we are with you and lets grow together

  • @j0saf
    @j0saf 17 годин тому +2

    Wealth management is the sunrise sector which will produce multi baggers for the next 10 years. Myself invested in Nuvama and Motilal Oswal.

  • @pawanverma1123
    @pawanverma1123 День тому

    Really appreciate your honesty and conviction in your process. Keep going!

  • @prasadvaidya0209
    @prasadvaidya0209 8 годин тому

    Great conviction , all the best 🎉❤😊

  • @anandreddy5
    @anandreddy5 2 дні тому +3

    Shashank, this is a great exercise. Wishing you all the best!

  • @abitathgupta6296
    @abitathgupta6296 9 годин тому

    Brother, I absolutely admire you and your transparency. Keep going. Good luck❤

  • @ljbd8891
    @ljbd8891 День тому

    Great content, wish u the best on ya initiative, would love to see good returns!

  • @kumariyer007
    @kumariyer007 10 годин тому

    Great one!

  • @svijayakumar6647
    @svijayakumar6647 9 годин тому

    EXCELLENT EXPEIMENT TO START WITH SHASHANK

  • @svijayakumar6647
    @svijayakumar6647 9 годин тому

    Budget will have major impact , Sggest you to make video immediate after budget day to see what changes you have made in your portfolio.

  • @itsabhi.
    @itsabhi. 2 дні тому +1

    Loved it shashank ! i am beginner learning a lot !

  • @viraj2721
    @viraj2721 2 дні тому +1

    Hey Shashank! I’m absolutely stunned by the tracking feature in the sheet you showcased-it’s incredible! 😍 Could you kindly share the sheet or its template? I’d love to create something similar for myself. Your kindness would mean a lot. Thanks in advance!

  • @tanujamalipeddi8811
    @tanujamalipeddi8811 2 дні тому

    Thank you very much for all the learnings... all the very best for your new firm. Hoping for the best

  • @punitmaheshwari2587
    @punitmaheshwari2587 2 дні тому +1

    Would you create similar portfolio for long term and also for SIP?

  • @avipsa_rc
    @avipsa_rc 2 дні тому +1

    Hi Sashank, your view on Persistent Systems limited?

  • @vishalshukla489
    @vishalshukla489 2 дні тому +1

    Such a great work Shashank thanks 👍

  • @ravindranvelrajan4693
    @ravindranvelrajan4693 2 дні тому

    Admire your courage since you show your portfolio in public.GOD BLESS YOU.

  • @NamanArya
    @NamanArya День тому

    Hi Shashank! Commendable video and great research. Appreciate the trasparency to earn trust :) Wish you all the best. On a sidenote, can't see the smallcase public - do you mind making it public for us to copy? (with obviosuly our own discretion). Thanks a bunch!

  • @kcsnew
    @kcsnew 11 годин тому

    Liked and subscribed. You will not fail. We are with you watching and good motivation. Stock market investing is always risk to reward. Cheers 👏

  • @rupkamaldas7624
    @rupkamaldas7624 20 годин тому

    hats off to your guts Shashank. Love to see your videos although I am not a community member

  • @PTeja007
    @PTeja007 2 дні тому +5

    While everyone are appreciating this guy now, don't go after him after you see mid and small caps correct in the coming days. We still haven't seen mid and small cap correction till now. He already said these stocks are not for everyone and involves high risk. He has the conviction to hold these stocks or downward average it. Having said that, the risk is way too high if you have only these stocks.

    • @ShashankUdupa1
      @ShashankUdupa1  2 дні тому +4

      Correct, both midcap and smallcap will correct soon. If i see a major correction will happen as I said i will rebalance it instantly and pivot to large cap! Radar is on. Keeping a close track as I have the most to lose

  • @yashpaul66
    @yashpaul66 2 дні тому

    This is really great. You are honest and the journey will will be worthwhile for sure.

  • @pntiwari4937
    @pntiwari4937 День тому +2

    Old horses do not complete the race. It is relay race new horses are required.Captain Cams, Kfin ,CDSL type company with Winlass and Innova CDMO and ICICI Bank

  • @PradeepKumar-ze2qe
    @PradeepKumar-ze2qe 23 години тому

    Thank you so much , appreciate your effort

  • @saimahesh7433
    @saimahesh7433 16 годин тому

    wonderful portfolio..ur research is impeccable

  • @trueindian3573
    @trueindian3573 2 дні тому

    Hey shashank, thanks for sharing your investment...so useful to learn and consider for investment....
    What is your view about green hydrogen theme for next 3 to 5 years ???

  • @chandango9951
    @chandango9951 День тому

    This is really great experience. Really appreciate it. Coming years your name will be on top.

    • @ShashankUdupa1
      @ShashankUdupa1  День тому

      Thanks man! Hope it comes true

    • @chandango9951
      @chandango9951 День тому

      @ShashankUdupa1 I request you to never leave the hands of middle class people who seek for genuine investment advices from UA-cam.

  • @yashwanthreddyp3121
    @yashwanthreddyp3121 2 дні тому

    Hi Shashank, Were these stocks placed at market price or limit price. I want to understand if small case can customise the price aspect as well when we are buying bunch of stocks. Thanks in advance

  • @Mahalaxmi-n3x
    @Mahalaxmi-n3x День тому

    Hi Shashank, you did the most craziest adventure in your life. Amazinnngggggg.......... Heads up for you :).Thanks for spreading wonderful knowledge sessions. Truly a fan of yours.

  • @sayakchakraborty9445
    @sayakchakraborty9445 2 дні тому

    Crazy man! Just loved the Excel sheet.

  • @sureshkuttan1821
    @sureshkuttan1821 2 дні тому +1

    Sushank. Wish you a very Happy New year 2025. May all your wishes come true and the new year brings you health wealth and happiness.

  • @SravanthiKanuparthi
    @SravanthiKanuparthi 15 годин тому

    It’s really amazing.. all the best …

  • @kusumkumari5098
    @kusumkumari5098 18 годин тому

    Thank you Shashank

  • @RivanmiddleeastRiv
    @RivanmiddleeastRiv День тому

    Your confidence levels good.

  • @RohitSharma-eq6fw
    @RohitSharma-eq6fw 2 дні тому

    Commendable work done by you bro… you stand apart from rest of the UA-camr on investing. Really appreciate your work. Happy new year🎉

  • @hariharanradhakrishnan8218
    @hariharanradhakrishnan8218 13 годин тому

    Hi Shashank,
    I like you approach, you are great.. keep posting, i appreciate it

  • @ganeshds89
    @ganeshds89 День тому

    Hey Shashank.. loved the video and reasons behind the risk taking factors.. where can i download or access this excel sheet in 1% club ?

  • @ChetanMalashetti
    @ChetanMalashetti Годину тому

    Can you please share the excel sheet tracker

  • @nirajkshirsagar3458
    @nirajkshirsagar3458 2 дні тому

    Thanks, Shashank for your wonderful insights!
    You are helping so many people!

  • @karpagamyazhini3606
    @karpagamyazhini3606 2 дні тому +1

    Happy New Year 2024 🎉🎉💐

  • @HarryPatil-f1m
    @HarryPatil-f1m 15 годин тому

    Best wishes for your future..❤️

  • @Sandeep.Mirajkar
    @Sandeep.Mirajkar 17 годин тому

    Great Shashank ji... matching your thoughts of selection of companies...hope it will do well..
    Eagerly waiting for your PMS..Good luck sir

  • @ramsgeetha
    @ramsgeetha 2 дні тому

    Excellent offer sir. I am joining your group just to make sure I follow your plan all thru this year. Thanks a lot.!

  • @panththakkar7868
    @panththakkar7868 2 дні тому +1

    If in future, if you rebalance this smallcase, please make a video on it.

  • @kapilvyas9634
    @kapilvyas9634 2 дні тому

    Excellent…this is really good bro!

  • @vikasgupta6377
    @vikasgupta6377 День тому

    Very good experiment!👍🏻👍🏻

  • @taransingh3297
    @taransingh3297 День тому

    Great video sir ❤

  • @navkarstarch9551
    @navkarstarch9551 2 дні тому

    PERFECT🤩

  • @gopikrishnanjayaraman1550
    @gopikrishnanjayaraman1550 День тому

    Great job udapa.. 👍🏼

  • @kraja6112
    @kraja6112 2 дні тому

    GREAT WORK SHASHANK...GOD BLESS YOU..

  • @mahaveerasangi1306
    @mahaveerasangi1306 2 дні тому

    Namaskara Shashank! You are so sincere and honest! An absolute gem!

  • @ashutoshrana4015
    @ashutoshrana4015 2 дні тому

    Keep going bruh …..
    Always with u

  • @sudhapillay8418
    @sudhapillay8418 2 дні тому

    Thanks so much Shashank. Best wishes for the portfolio and for 2025

  • @manishsenapati4613
    @manishsenapati4613 2 дні тому

    Great work Shashank

  • @gauravsaini9933
    @gauravsaini9933 2 дні тому

    Will pick some stocks for my personal portfolio, after doing my research ofcourse. Lets See ! Best of luck.

  • @punyabratakar2734
    @punyabratakar2734 2 дні тому

    This is awesome!

  • @Sigma-Male1986
    @Sigma-Male1986 День тому

    Happy new year 🎉

  • @rishihello
    @rishihello День тому

    This is really kool . thx

  • @ankitjain1612
    @ankitjain1612 День тому

    Awesome analysis as always 😅🎉 thanks bro

  • @conceptuallyclear7458
    @conceptuallyclear7458 День тому

    Hey shashank knowledgable video..👍❤

  • @pavanjayavaram802
    @pavanjayavaram802 2 дні тому

    Awesome buddy 😁.. you are making us grow along with you

  • @akhaleefa
    @akhaleefa 2 дні тому

    Shashank you are doing a good job. Please continue doing your best for common good. Regards.

  • @lachu_4a
    @lachu_4a 2 дні тому

    I have been follower for the past 3 months.. Man you are opaque as a glass 🤣 cheers 🥂

  • @arnabmalakar
    @arnabmalakar День тому

    Sir , thanks a lot for sharing . i saw in many videos you have mentioned KPIT and bikaji . But here you did not invest in those stocks . Any reason behind that Or you may later change these stocks depending upon their performace ?

  • @icpandi1253
    @icpandi1253 2 дні тому

    Thank you for knowledge sharing

  • @parijatadhikari800
    @parijatadhikari800 День тому

    you are gutsy bro...loving your content and hope will learn a lot in the 1% club as well. Hats Off 🥳😎

  • @MohitSuryadevara
    @MohitSuryadevara 2 дні тому

    Thanks Shashank 👊👊. Please continue this series

  • @amitpatel3120
    @amitpatel3120 2 дні тому

    Great initiative. You are brave.

  • @balasubramannyans9469
    @balasubramannyans9469 2 дні тому

    Great. I got to know about your stock market masterclass on 5th, Sunday. I would like to know whether it is for long time investment or intraday trading. I am not into trading. It would be helpful to know more details about class.

  • @suyashbandhiwal7380
    @suyashbandhiwal7380 2 дні тому

    Shashank, I want to invest like you, please tell me what you see before buying a companies and which sectors to choose ?