Forwarded from Equitymaster
Kenneth Andrade on Building the Perfect Stock Portfolio
Most of us probably spend most of our time thinking about which stock could be a good bet.
And I think it would not be wrong to say that most spend hardly any time in actually "building a portfolio".
Well, if we knew that in the long run it's not only the individual picks that decide your overall portfolio performance but how you construct and manage your portfolio, you would allocate your time differently. Right?
My next guest on the Investor Hour - Kenneth Andrade, is a force to reckon with when it comes to building solid stock portfolios. And listening to him will help you kickstart your journey to building an even better portfolio of stocks for yourself.
Go ahead and watch the investor hour episode with Kenneth Andrade here...
Kenneth is the Founder & Chief Investment Officer at Oldbridge Capital Management Pvt. Ltd.
In case you missed our earlier episodes...be sure to watch these...
Marc Faber’s Amazing 50 Yr Investing Journey, His Take on Asset Allocation and on Modi's India
Saurabh Mukherjea on Investing, Life, Family and Fraud
Ramesh Damani on What Could Lead the Next Stock Market Rally
Ridham Desai on Long Term Investing and why he is Very Bullish on India
Happy learning!
Warm regards
Rahul
Most of us probably spend most of our time thinking about which stock could be a good bet.
And I think it would not be wrong to say that most spend hardly any time in actually "building a portfolio".
Well, if we knew that in the long run it's not only the individual picks that decide your overall portfolio performance but how you construct and manage your portfolio, you would allocate your time differently. Right?
My next guest on the Investor Hour - Kenneth Andrade, is a force to reckon with when it comes to building solid stock portfolios. And listening to him will help you kickstart your journey to building an even better portfolio of stocks for yourself.
Go ahead and watch the investor hour episode with Kenneth Andrade here...
Kenneth is the Founder & Chief Investment Officer at Oldbridge Capital Management Pvt. Ltd.
In case you missed our earlier episodes...be sure to watch these...
Marc Faber’s Amazing 50 Yr Investing Journey, His Take on Asset Allocation and on Modi's India
Saurabh Mukherjea on Investing, Life, Family and Fraud
Ramesh Damani on What Could Lead the Next Stock Market Rally
Ridham Desai on Long Term Investing and why he is Very Bullish on India
Happy learning!
Warm regards
Rahul
YouTube
Kenneth Andrade on Building the Perfect Stock Portfolio | Investor Hour
Get free access to our latest research idea instantly. Visit: http://www.eqtm.in/i7D9C
Kenneth Andrade’s approach to stock picking can only be described as super rational.
Even more interesting than that is how he constructs his portfolio.
In a rather…
Kenneth Andrade’s approach to stock picking can only be described as super rational.
Even more interesting than that is how he constructs his portfolio.
In a rather…
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Daily Pre-Market Analysis - 8th August | Sector of the Week | Nifty | Bank Nifty
SGX Nifty Live @ 17,375
Watch out for:
1. Sector of the Week
2. Nifty - Levels for the week
3. Bank Nifty - The Calm before the Storm
Have a Profitable Day! 📈💰
#nifty #banknifty #PremarketAnalysis
https://youtu.be/YKdQIwbiSag
SGX Nifty Live @ 17,375
Watch out for:
1. Sector of the Week
2. Nifty - Levels for the week
3. Bank Nifty - The Calm before the Storm
Have a Profitable Day! 📈💰
#nifty #banknifty #PremarketAnalysis
https://youtu.be/YKdQIwbiSag
YouTube
Daily Pre-Market Analysis - 8th August | Sector of the Week | Nifty | Bank Nifty
War Profits: A Potential 33x Opportunity by 2030... Get Full Details: http://www.eqtm.in/i2BHj
SGX Nifty Live @ 17,375
Watch out for:
1. Sector of the Week
2. Nifty - Levels for the week
3. Bank Nifty - The Calm before the Storm
Have a #profitable #day!…
SGX Nifty Live @ 17,375
Watch out for:
1. Sector of the Week
2. Nifty - Levels for the week
3. Bank Nifty - The Calm before the Storm
Have a #profitable #day!…
👍17❤3
Fast Profits Daily
Daily Pre-Market Analysis - 8th August | Sector of the Week | Nifty | Bank Nifty SGX Nifty Live @ 17,375 Watch out for: 1. Sector of the Week 2. Nifty - Levels for the week 3. Bank Nifty - The Calm before the Storm Have a Profitable Day! 📈💰 #nifty #banknifty…
Nifty Pharma Index - Rejection @ 200DEMA
Watch video to know more.....
Watch video to know more.....
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Daily Pre-Market Analysis - 10th August | Nifty | Bank Nifty | Golden Cross |
SGX Nifty Live @ 17,505
Watch out for:
1. Nifty - On verge of Golden Cross
2. Bank Nifty - The Bulls are ruling the trend
3. FMCG - Can be Sector of the Month
Have a Profitable Day! 📈💰
#PreMarketAnalysis #KeepItSimple
https://youtu.be/_Kx6BBjObwo
SGX Nifty Live @ 17,505
Watch out for:
1. Nifty - On verge of Golden Cross
2. Bank Nifty - The Bulls are ruling the trend
3. FMCG - Can be Sector of the Month
Have a Profitable Day! 📈💰
#PreMarketAnalysis #KeepItSimple
https://youtu.be/_Kx6BBjObwo
YouTube
Daily Pre-Market Analysis - 10th August | Nifty | Bank Nifty | Golden Cross |
War Profits: A Potential 33x Opportunity by 2030... Get Full Details: http://www.eqtm.in/i2BHj
SGX Nifty Live @ 17,505
Watch out for:
1. Nifty - On verge of Golden Cross
2. Bank Nifty - The Bulls are ruling the trend
3. FMCG - Can be Sector of the Month…
SGX Nifty Live @ 17,505
Watch out for:
1. Nifty - On verge of Golden Cross
2. Bank Nifty - The Bulls are ruling the trend
3. FMCG - Can be Sector of the Month…
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Daily Pre-Market Analysis - 11th August | Nifty - Approaching Targets | Weekly Expiry View |
SGX Nifty Live @ 17,750
Watch out for:
1. Nifty - Approaching Targets
2. Bank Nifty - Can lead the rally
3. Capital Goods - Play with the trend
Have a Profitable Day!
#PreMarketAnalysis #KeepItSimple
https://youtu.be/nPL0pBFJxxk
SGX Nifty Live @ 17,750
Watch out for:
1. Nifty - Approaching Targets
2. Bank Nifty - Can lead the rally
3. Capital Goods - Play with the trend
Have a Profitable Day!
#PreMarketAnalysis #KeepItSimple
https://youtu.be/nPL0pBFJxxk
YouTube
Daily Pre-Market Analysis - 11th August | Nifty - Approaching Targets | Weekly Expiry View |
War Profits: A Potential 33x Opportunity by 2030... Get Full Details: http://www.eqtm.in/i2BHj
SGX Nifty Live @ 17,750
Watch out for:
1. Nifty - Approaching Targets
2. Bank Nifty - Can lead the rally
3. Capital Goods - Play with the trend
Have a Profitable…
SGX Nifty Live @ 17,750
Watch out for:
1. Nifty - Approaching Targets
2. Bank Nifty - Can lead the rally
3. Capital Goods - Play with the trend
Have a Profitable…
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Daily Pre-Market Analysis - 12th August | Bullish on Footwear Stocks | Nifty | Bank Nifty
SGX Nifty Live @ 17,680
Watch out for:
1. Nifty - Heikin Ashi indicates Trend is Friend but at a major hurdle
2. Bank Nifty - Will lead Nifty to all-time high
3. Footwear Stocks - The trading opportunity
Have a Profitable Day! 📈💰
#PreMarketAnalysis #KeepItSimple
https://youtu.be/6mj8dwiRKHI
SGX Nifty Live @ 17,680
Watch out for:
1. Nifty - Heikin Ashi indicates Trend is Friend but at a major hurdle
2. Bank Nifty - Will lead Nifty to all-time high
3. Footwear Stocks - The trading opportunity
Have a Profitable Day! 📈💰
#PreMarketAnalysis #KeepItSimple
https://youtu.be/6mj8dwiRKHI
YouTube
Daily Pre-Market Analysis - 12th August | Bullish on Footwear Stocks | Nifty | Bank Nifty
SGX Nifty Live @ 17,680
Watch out for:
1. Nifty - Trend is Friend but at a major hurdle
2. Bank Nifty - Will lead Nifty to all-time high
3. Footwear Stocks - The trading opportunity
Have a Profitable Day!
#nifty #banknifty #niftyanalysis #intraday #stockmarket…
Watch out for:
1. Nifty - Trend is Friend but at a major hurdle
2. Bank Nifty - Will lead Nifty to all-time high
3. Footwear Stocks - The trading opportunity
Have a Profitable Day!
#nifty #banknifty #niftyanalysis #intraday #stockmarket…
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Footwear Stocks – The Momentum Breakout
Indian equity markets reversed from an extreme fear stage in June’22 to the greedy levels in August’22.
The Midcap index have rallied over 20% from the June lows and the breadth have been stronger for bulls.
As midcap stocks rally, some of the footwear stocks rallied over 30% since June lows.
Equal Weighted Footwear Index:
We created the proprietary Equal Weighted Footwear Index (EWFI) from the footwear stocks having market cap of +1,000crs. (Chart above)
EWFI consolidated between 700-815 as smart investors accumulated and formed the base for take-off.
Index broke out of the consolidation zone at 815 and went miles to hit the high 898.
The psychological level of 900 acted the resistance but bulls are stronger to break it leading to resumption in bullish momentum.
The short-to-medium term trend seems bullish.
#FootwearStocks
#KeepItSimple
Indian equity markets reversed from an extreme fear stage in June’22 to the greedy levels in August’22.
The Midcap index have rallied over 20% from the June lows and the breadth have been stronger for bulls.
As midcap stocks rally, some of the footwear stocks rallied over 30% since June lows.
Equal Weighted Footwear Index:
We created the proprietary Equal Weighted Footwear Index (EWFI) from the footwear stocks having market cap of +1,000crs. (Chart above)
EWFI consolidated between 700-815 as smart investors accumulated and formed the base for take-off.
Index broke out of the consolidation zone at 815 and went miles to hit the high 898.
The psychological level of 900 acted the resistance but bulls are stronger to break it leading to resumption in bullish momentum.
The short-to-medium term trend seems bullish.
#FootwearStocks
#KeepItSimple
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RIP 🙏
Rakesh Jhunjhunwala dies at 62 https://www.ndtv.com/india-news/investor-rakesh-jhunjhunwala-dies-at-62-3252989
Rakesh Jhunjhunwala dies at 62 https://www.ndtv.com/india-news/investor-rakesh-jhunjhunwala-dies-at-62-3252989
NDTV.com
Rakesh Jhunjhunwala Dies At 62, Week After 1st Flight Of His Akasa Air
Ace stock market investor Rakesh Jhunjhunwala died this morning at a Mumbai hospital. He was also the co-founder of Akasa Air, India's newest airline which began commercial operations last week.
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Forwarded from Equitymaster
Delighted to share the latest episode of the Investor Hour...
My guest?
Jim Rogers. Perhaps one of the most successful trader and investor of our times.
Jim Rogers has a knack for spotting opportunities way ahead of others. Guided by his ultra-simple investment philosophy, Jim has built a following few can match.
We talk investing in times of inflation, in times of war and what’s the next big long term trade.
We obviously talk Gold, Silver and commodities in general.
And, ahem, we talk quite a bit on India.
Go ahead and watch the Investor Hour with Jim Rogers here...
Before I sign off, here are some past episodes you should not miss...
Kenneth Andrade on Building the Perfect Stock Portfolio
Ridham Desai on Long Term Investing and why he is Very Bullish on India
Ramesh Damani on What Could Lead the Next Stock Market Rally
Saurabh Mukherjea on Investing, Life, Family and Fraud
My guest?
Jim Rogers. Perhaps one of the most successful trader and investor of our times.
Jim Rogers has a knack for spotting opportunities way ahead of others. Guided by his ultra-simple investment philosophy, Jim has built a following few can match.
We talk investing in times of inflation, in times of war and what’s the next big long term trade.
We obviously talk Gold, Silver and commodities in general.
And, ahem, we talk quite a bit on India.
Go ahead and watch the Investor Hour with Jim Rogers here...
Before I sign off, here are some past episodes you should not miss...
Kenneth Andrade on Building the Perfect Stock Portfolio
Ridham Desai on Long Term Investing and why he is Very Bullish on India
Ramesh Damani on What Could Lead the Next Stock Market Rally
Saurabh Mukherjea on Investing, Life, Family and Fraud
YouTube
Jim Rogers on Investing in Times of War and Inflation | Investor Hour
Get free access to our latest research idea instantly. Visit: http://www.eqtm.in/i7D9C
Jim Rogers has a knack for spotting opportunities way ahead of others.
Guided by his ultra-simple investment philosophy, Jim has built a following few can match.
…
Jim Rogers has a knack for spotting opportunities way ahead of others.
Guided by his ultra-simple investment philosophy, Jim has built a following few can match.
…
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Daily Pre-Market Analysis - 16th August | Nifty | Bank Nifty | Energy Index |
SGX Nifty Live @ 17,845
Watch out for:
1. Nifty - May breakout the major hurdle - Eyes on 18,350-18,400
2. Bank Nifty - Leading the markets
3. Energy Index - New emerging leader
Have a Profitable Day! 📈💰
#PreMarketAnalysis #KeepItSimple
https://youtu.be/mcL8jKlx2EY
SGX Nifty Live @ 17,845
Watch out for:
1. Nifty - May breakout the major hurdle - Eyes on 18,350-18,400
2. Bank Nifty - Leading the markets
3. Energy Index - New emerging leader
Have a Profitable Day! 📈💰
#PreMarketAnalysis #KeepItSimple
https://youtu.be/mcL8jKlx2EY
YouTube
Daily Pre-Market Analysis - 16th August | Nifty | Bank Nifty | Energy Index |
Potential 33x Opportunity: 3 Next-Generation Defence Stocks: http://www.eqtm.in/i2BHj
SGX Nifty Live @ 17,845
Watch out for:
1. Nifty - May breakout the major hurdle - Eyes on 18,350-18,400
2. Bank Nifty - Leading the markets
3. Energy Index - New emerging…
SGX Nifty Live @ 17,845
Watch out for:
1. Nifty - May breakout the major hurdle - Eyes on 18,350-18,400
2. Bank Nifty - Leading the markets
3. Energy Index - New emerging…
👍8❤6
Fast Profits Daily
Daily Pre-Market Analysis - 16th August | Nifty | Bank Nifty | Energy Index | SGX Nifty Live @ 17,845 Watch out for: 1. Nifty - May breakout the major hurdle - Eyes on 18,350-18,400 2. Bank Nifty - Leading the markets 3. Energy Index - New emerging leader…
BPCL and HPCL up by +2% respectively 🔥
#MomentumTrading
#MomentumTrading
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Auto Index – Changing the Gears
Auto Index outperformed Nifty50 between March-July’22 but when broader markets were correcting, Auto index hit new all-time high.
In the market reversal from ~15,200 to 17,800, some of the giants witness short-covering rally boosting Nifty50 to outperform against Auto index in August’22.
Accelerating the Momentum
As auto index is trending at ATH post the breakout from multiple resistance levels (marked green on charts), index breaks out from the breather in the form of wedge pattern (black dotted lines on chart).
The bullish breakout means the bulls are in control of trend and Nifty50 heading to 18,000 mark indicates an outperform will continue to outperform, it’s just a matter of time.
Constituents:
• Maruti Suzuki India
• M&M
• Bajaj Auto
• Hero MotoCorp
• Tata Motors
• Eicher Motors
• Motherson Sumi Systems
• MRF
• Bosch
• Ashok Leyland
• Bharat Forge
• TVS Motor
• Exide
• Amaraja Battery
• Apollo Tyre
(CMP-13,145)
#KeepItSimple
Auto Index outperformed Nifty50 between March-July’22 but when broader markets were correcting, Auto index hit new all-time high.
In the market reversal from ~15,200 to 17,800, some of the giants witness short-covering rally boosting Nifty50 to outperform against Auto index in August’22.
Accelerating the Momentum
As auto index is trending at ATH post the breakout from multiple resistance levels (marked green on charts), index breaks out from the breather in the form of wedge pattern (black dotted lines on chart).
The bullish breakout means the bulls are in control of trend and Nifty50 heading to 18,000 mark indicates an outperform will continue to outperform, it’s just a matter of time.
Constituents:
• Maruti Suzuki India
• M&M
• Bajaj Auto
• Hero MotoCorp
• Tata Motors
• Eicher Motors
• Motherson Sumi Systems
• MRF
• Bosch
• Ashok Leyland
• Bharat Forge
• TVS Motor
• Exide
• Amaraja Battery
• Apollo Tyre
(CMP-13,145)
#KeepItSimple
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Fast Profits Daily - Bullish Breakout on Midcap Index
This is why I'm very bullish on mid-cap stocks now.
http://www.eqtm.in/d9JHg
This is why I'm very bullish on mid-cap stocks now.
http://www.eqtm.in/d9JHg
👍5
Daily Pre-Market Analysis - 17th August | Nifty | Bank Nifty | Realty Index |
SGX Nifty Live @ 17,895
Watch out for:
1. Nifty - The 9months Trendline Breakout
2. Bank Nifty - Be Bold above 39,500-39,600 zone
3. Realty Index - Building Skyscrapers
Have a Profitable Day! 📈💰
#PreMarketAnalysis #KeepItSimple
https://youtu.be/qfYFxFQOzGU
SGX Nifty Live @ 17,895
Watch out for:
1. Nifty - The 9months Trendline Breakout
2. Bank Nifty - Be Bold above 39,500-39,600 zone
3. Realty Index - Building Skyscrapers
Have a Profitable Day! 📈💰
#PreMarketAnalysis #KeepItSimple
https://youtu.be/qfYFxFQOzGU
YouTube
Daily Pre-Market Analysis - 17th August | Nifty | Bank Nifty | Realty Index |
Potential 33x Opportunity: 3 Next-Generation Defence Stocks: http://www.eqtm.in/i2BHj
SGX Nifty Live @ 17,895
Watch out for:
1. Nifty - The 9months Trendline Breakout
2. Bank Nifty - Be Bold above 39,500-39,600 zone
3. Realty Index - Build the Skyscrapers…
SGX Nifty Live @ 17,895
Watch out for:
1. Nifty - The 9months Trendline Breakout
2. Bank Nifty - Be Bold above 39,500-39,600 zone
3. Realty Index - Build the Skyscrapers…
👍21
Fast Profits Daily
#DowJones #Sensex #FearGreed https://www.youtube.com/watch?v=X8---OYYdvI
The Contrarian View: Critics and Believers...
On 17 June 2022 when I posted this video, many of my professional stock market friends criticized my view of buying stocks during rising inflationary period, when there’s risk of a global recession, a war is looming, and more troubles keep mounting...
I received over 100 messages to avoid buying. Some even said ‘Save investors by not making such videos.’
I know there was extreme fear among investors at that time. But dear reader, money is made when there is extreme fear in the stock market.
Known for being a reversal trader, I stick to my Chart Patterns, and Studies that I’ve learned for years.
I may not be right all the time, but I always have a stop-loss to get out when things take a U-turn for the worse.
Investors who were on shopping spree during sale in June 2022 will be enjoying profits.
Those who waited are still waiting as markets never gave a second opportunity.
The Sensex crossed the psychological 60,000-mark today and is up by ~18% from the low of 50,921.
#Contrarian
#KeepItSimple
On 17 June 2022 when I posted this video, many of my professional stock market friends criticized my view of buying stocks during rising inflationary period, when there’s risk of a global recession, a war is looming, and more troubles keep mounting...
I received over 100 messages to avoid buying. Some even said ‘Save investors by not making such videos.’
I know there was extreme fear among investors at that time. But dear reader, money is made when there is extreme fear in the stock market.
Known for being a reversal trader, I stick to my Chart Patterns, and Studies that I’ve learned for years.
I may not be right all the time, but I always have a stop-loss to get out when things take a U-turn for the worse.
Investors who were on shopping spree during sale in June 2022 will be enjoying profits.
Those who waited are still waiting as markets never gave a second opportunity.
The Sensex crossed the psychological 60,000-mark today and is up by ~18% from the low of 50,921.
#Contrarian
#KeepItSimple
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Fast Profits Daily
Paper Stocks are back in action. Do not miss the rally!
Paper Stocks 🔥
Hope you didn't miss the rally 📈
Hope you didn't miss the rally 📈
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