My Portfolio Strategy Revealed!
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- Опубліковано 27 лип 2024
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“How I built my portfolio: 6 lessons for retail investors”
“If you’re great in this business you’re right six times out of ten. But the times you’re right, it overcomes your mistakes. So you have to find the big winner.”
- Peter Lynch
Greetings from SOIC!
Dear Tribe Member, the famous investor Peter Lynch has had no shame in admitting that he has been right 6 times out of 10 in his choice of stocks. However, when he was right he made the most out of it and his losses were limited by having objectivity and selling right whenever he was wrong. I also follow this philosophy ever since I started investing and building my portfolio to keep a tight focus on the principles according to what I learnt from the market, stayed objective and made decisions to buy and sell as the circumstances changed. I have been getting a lot of queries about my portfolio and the framework I follow to construct it. Today, I will tell you all about it and hope you will make the most out of my own personal learnings.
In this video we will take a look at 6 Key Lessons for the Retail Investors which we believe will add immense value to build one’s own portfolio. I’ll start by explaining how one should know themselves and have their objectives clearly defined and in the end I’ll leave you with my framework for allocation. In the description box you can find a link to the excel sheet that will give you an idea of how a portfolio gets impacted with successful bets and with loss making bets.
We hope to keep adding value to your investing journey.
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Timestamp
00:00 Know Your Goals
04:50 Different Flavors
14:53 Team Selection
18:24 Iron is Hot, Strike!!!
21:25 Is it Worth?
26:24 Avoid Sunk Cost Fallacy
27:55 Laxman Rekha
30:11 Allocation Framework
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SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582.
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Aged to 46 and only watching because you sound very sensible, grounded and dig deep into every subject. A rare quality especially in a youngster. Kudos to you.
Bhai aapne apni imar bata ke bada ehsan kiya
Age 53..following him since last 5 yrs..
47, found soic recently. Now playing all old videos
I am 70 plus
My age is 85 years. Yes truly 85 years.. I deal in shares for 40 years now. Initially my objective was to get quick returns in every 2/3 years horizon.. Having built up a a reasonably good bank balance I have now started building a portfoilio of strong shares for regular monthly income.
You are true inspiration for we youngster's 🙏
sir have a look at my channel on company analysis as well. Happy to know your feedback
I am 73years old but become your fan and follower because of your understanding and analysis of indepth of a script. Really God bless you for helping people for this selfless service 🙏🙏🙏🙏🙏
I am 44 and always look forward to your deeply researched videos. Keep it up Sir. Respect
I am 66 and a tribe member. I am very happy with your well well researched content. I try to keep with your speed and depth of your knowledge. You give so much freely, and for those who become members, what you give is much much more than what we pay. Keep it up, Ishmohit! 🙂
sir have a look at my channel on company analysis as well. Happy to know your feedback
I am 19 and loved to follow all your videos, it is really helping me in my journey !
Following you since more than 1 year. Your efforts to educate retail investors is commendable. The level of knowledge that you provide is not available anywhere else. Thank you Sir.
sir have a look at my channel on company analysis as well. Happy to know your feedback
In all seriousness, great video and content as always man. More power to your elbow
I am 20, i found your channel 1 year ago and you help me a lot for shaping me for future. Thanks!
Good content as a framework. Leaving it to individual based on his profile & understanding in building a portfolio is the right approach.
Good content as usual. Great efforts by SOIC 👏🏻
Iam 30 and started learning from 27
Loved this video, had a great learning about high PE ratio and should follow historical PE. Thanks Ishmohit for sharing.
I admire your knowledge… You are the best financial teacher… every Sunday eagerly wait for your videos… thank you for sharing such a great expertise….
Sir Ji, I’m 30 now but started 4 years back. Started with 40+ companies and now holding 13 and yet to add few after studying sectors. Your videos are stuffed with valid content.
I am 33 and have just started. This video is going to be a very big help for constructing the portfolio. Thanks for the brilliant content as always..Cheers..
sir have a look at my channel on company analysis as well. Happy to know your feedback
Age is 62
Watching you since 2 years
You are doing a good job of educating people keep it up
Great learning video, thank you for educating on how to firm a portfolio with rt allocation with goal.
Thanks Ish mohit, now become proud member of soic..I Could have been joined earlier but i was not active in twitter so didn't hear about you... Already completed super investor session and many other... Thanks a ton.. Also its heartening to see high quality questions from tribe members...
I am 68. Enjoy all your vidios. Great learning of fundamentals of companies and sectors. Helps me greatly to further analyse the sectors and companies and choose investment on top down and bottom approch. Best wishes.
My age is 63 yrs. I invest to earn regular income, have 50:50 asset alocation follow you regularly since last 18 mths. Loved this video.
Aged 20,started from dec2020 , watched all your videos from 2021 ,hope to become a great investor under your guidance sir 🤩
I am 52 and started my stock market journey in August 22. I am enjoying and learning this field because of the quality videos you make. Thank you very much.
sir have a look at my channel on company analysis as well. Happy to know your feedback
Age 61 and I am watching your wonderful and knowledge videos for over a year. keep up the good work 👍👍👍👍
My sectors are based on these futuristic themes:
-Financial Inclusion
-Global IT services hub
-Contract Research & Development of Pharma
- Chemical manufacturers for the world
- Energy sector revival & green energy
- Consumption of fast foods & drinks
- Some undervalued cyclicals
I'm 30, portfolio allocation is must, wish I could have seen ur channel during early 2021..keep sharing ur knowledge..loved it
I’m 27 and I’m from Tamil Nadu. Your videos are amazing. Thank you for sharing your valuable knowledge.
My sectors are based in futuristic
1 green energy
2 EV auto ancillary
3 china+1 in chemical sector
4 CDM0 Pharma
5 contract manufacturing electronics
6 ER&D companies
Thank bro you made Sundays the best Market day.....as the saying Peace time is more important in Planning the war than the War time.
I am astonished with you great knowledge and understanding. Parents, viewing his site, ask your children to have knowledge like him. He and Gurmeet Chaddha are great intelligent guys. I am from south and we respect first knowledge and intelligence
Ishmohit Sir I am Aged 20, love your indepth analysis and clear explanation sir. Thank you for your knowledge ☺
THANKYOU SOIC TEAM....! AMAZING Loved it.
I’m 30. Was waiting for this video eagerly and loved it very much.
As always Loved the video, part of Sunday learning..
My age is 17 years..Love your videos as it gives immense amount of knowledge about fundamental investing..
Eagerly was waiting for this video
Thank you sir, I am learning and I just loved it.
Loved it !!
Loved it. Thank you so much.
The way soic is giving old courses for free on app is truly commendable..
After some time all online course creators should do the same..
It's also form of charity
It's called *marketing strategy*
@@PradeepSinghRajputOfficial If a marketing strategy is much more than a gimmick and helps you gain real value, that marketing should be appreciated! At the end of the day, everyone is there to make money.....
Good work sir, Strong intent in your videos, thank you
Wow, Learned new things which would help a lot. Thanks🙏
Thanks for sharing your hard work
My age 40 your all videos are very deepli and grounded report
So always proud of you 🙏🏻
Loved it 🥰
Paji your knowledge at this age 👌👌👌 , I am sure where you will be after 10-15-20 yrs have a great life 🎉 keep sharing leaning things , which you are always doing 💐
We appreciate your kind words of support and encouragement. 😃🙏 We hope you enjoy learning with us.
Your depth of knowledge is commendable. Keep Growing!
We're glad to know you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜
Loved it!
Loved it ❤️
Our Big Boss portfolio(90% match) :-:
FMCG - Radico, Varun
Hospital - NH, RH, HCG
Cables - Apollo tubes, Usha Martin
Capital Goods - RHI, Rolex Rings, Pix Transmission, Timken
Chemical - Navin, Gujarat Fluro,
NBFC - IIFL Finance, Armaan, Equitas Holding Co
Shunt register - Shivalik Bimetal
Music - Saaregama
Apollo tubes falls under Building materials, not cables and wires. Instead, KEI industries is the one Ishmohit holds under wires and cables.
No timken 😅
@@sudheerk67 polycab also in cables.
Apollo tubes and Usha Martin will be under building materials
Auto - Craftsman Automation
Cables - KEI Industries
very sincere learning...thanks
My guess is Ishmohit is in mid 20's and at that age he is showing maturity of well seasoned investor. Great going!
Super amazing ❤🎉 very helpful in overall thoughts process
Age 46.. your knowledge and awesome.. helps to learn Finance and investment differently..
Loved it 💜
Great video, loved it.
Mene first time aapko itna aggressive dekha and I LOVE IT ( aapko ye karna padega ) this is the imp video to all investor
I'm 75 and have learnt a lot from you. Initially I bought your recommendations at CMP and sold at losses after 1-2 months. Now I buy after studying valuations and tech chart. I have 70 stocks in my portfolio, would reduce over time. Thanks a lot 🙏👍👌.
Keep up the good work 👏👏👏
Excellent explanation on portfolio design. You are great teacher please explain your fundamental course in video I can't find the same 🙏
Since I follow you closely and a tribe member as well.. whenever you mention a sector i can associate with a company 😀👍 Awesomely curated video..
I am 48. Started investing around 3 years back . Don't know about XIRR and all. Buying companies (less than 10) at reasonable valuations and accumulate more than buying each and every company . Every SOIC content adds something new my learning experience..
It is simple but its not easy because we are the ones who want to make it complex. 🔥🔥🔥🔥
Thanks...Sir....For Valuable Guidelines... about...PF
I have learnt lots of things from your video.
Love you Brother.
Loved It 🔥🔥❤️❤️
I m 45 years. Since 2 years following u. Also given many msg regarding this to guide.
Age 30
Started at 27. Started with penny stocks like LT Foods, Suzlon, Yes Bank. Yes Bank is the only stock where I made loss. Then I moved to Value stocks like ITC, Hinustan Petroleum, Colgate Palmolive, Sanofi. But after 3 years of making rookie mistakes, I am now a growth investor. I am not afraid to invest in High PE stocks which have great future potential. I have learnt the concept of Valuation, reading P/L and Cash flow, Profit and sales cagr growth, etc. I am super bullish on Divis, LTI and Info Edge in large caps, Astral and Aarti Industries in Mid caps and Amrutanjan, Caplin Point, Balaji Amines and Paushak in small caps.
Very informative...something new learnt about portfolio management... 👍👍👍
Great session ✌✌✌
Loved it..Thank you...
Sir, You are the best 🙏
I am 17 sir
You make great videos sir which helps me a lot to learn about market 😊
The smile @ 15:15 when you mention Harry Maguire 😂
I am 42 and also SOIC member. I haven't seen anyone teach Fandamantal so well.
Can you please share how has been your experience and whether recommend for serious investors
@@harshulagarwaal320 I recently joined SOIC. I watch only 3-4 lessons and it becomes very easy for me to understand the balance sheet and cash flow of any company. He teaches in a very interesting manner so anyone can understand. Each video has a lot of things to learn. I recommend everyone who wants to learn how to invest in the stock market.
Happy Sunday sir...👍
Loved it
Great stuff 🙏🙏
I think I have cracked the portfolio 🤔1. Narayana Hrudayalaya 2. Kei Industries 3. APL Apollo 4. RHI Mag 5. Laurus Labs 6. Saregama 7. Deepak Nitrate 8. Aavas finance 9. Varun beverages 10. Radico 11. ICICI banks 12. Rolex rings
Add senco, sky gold, rainbow, jtl, pricol🎉
Loved It !
LOVED IT.....
Thanks for this very informative video
Great knowledge. 🎉
I have
Radico
max Hospital, Aster DM
Polycab, KEI, Kajaria, Asian paints, pidilite
Pix Transmission
Devyani, Jubilent foods
PPL, Divis, DN, Vinati
IRCTC
Suprajit, BKT, Endurance, M&M
Saregama, CAMS, CDSL, Mapmy India, Affle
ICICI, HDFC twins, Bajaj twins, Kotak, plan to add federal 😅
I old 58 year I experienced in stock market is 30 years my favorite Secter CONSUMPTION
Very nice. Thanks.
My age is 27 ...Doing SIP in mutual funds and active stock picking for my portfolio for long term ...From last 2.5 years
Loved it.
42 वर्ष का हूं और हमेशा आपके गहन शोध वाले वीडियो की प्रतीक्षा करता हूं। लगे रहो सर ji
I m 24, Following you for more than 1 year, especially for deep analysis
Nice explanation you are great
40 years, investing for child higher education and retirement. Invest in two accounts. One passive with index investment primarily and other with direct stock picks of 10 stocks mainly in small caps.
loved it.
Love the Video. One suggestion, pls take name of those stocks while explaining so that people like me who is beginner can relate easily and create portfolio
I am 27, & love your deep analysis
Please make a video on your percentage returns over few years and how you achieved this.
A masterpiece from the master.💯💥
😊
Thank you for watching our video! 😃 We hope it was informative and adds value to you. 👍
I personally think a concentrated portfolio of about 6-8 good stocks with sound management can create massive wealth, provided one can choose steady compounders from non-cyclical sectors
It is always a pleasure being in touch.
Thank you for watching our video! 😃 We hope it was informative and enjoyable to learn with us. We hope to continue adding value to you. 🙏
I am 40 years old, a swing trader, objective is 'sahajta se trade' 🙏, & I can't miss your videos.
Thank you sir !!
Nice.
What are the technical indicators do you use for swing?
loved IT
Sir is video se baki videos ki tarha bahut kuch sikhne ko mila i love this video
Thank you for watching our video! 😃 We are glad to know that you enjoyed learning with us and hopefully this video added value to you.