The Stock Market thread

[Mr_Mediocre]

Pared with 25% of Neuland after 4 years.

Keeping the rest but expecting a correction in the upcoming FY.

[Banz]

On 9/28/2024 at 12:07 PM, LordSpymaster said:

Anyone got the Bajaj HF IPO? This is the first one I ever got alloted, already doubled in value 

 

Only IPO I ever got was LIC.

[dante77]

@Pushy how you feeling after all those FnO changes

[Pushy]

On 10/9/2024 at 11:15 AM, dante77 said:

@Pushy how you feeling after all those FnO changes

not affected tho, still making 5-6k daily with less than 500 charges in such a VERY GOOD MARKET (  ), SEBI can suck my hairy D!  but, i can heed to the profit being added to main balance on the same time, thats what used to happen before and changes in lot size will make life better as i would have to punch in less lots to gain the higher qty

all of this, is thanks to me sticking to Options since the very beginning

 

thanks for bumping me here tho, got few questions to ask, related to investing cuz it ain't my forte.

 

1. want to start MF in the name of Wife and Dad, Dad is a senior citizen.

 

i want to start with 9k, with the following distribution of MF

3k each in Low, Moderate and High Risk MF's i.e.large cap BlueChips, index funds, Midcap fund.

 

the confusion: i want to increase this on monthly basis by 10%. i know something called as step up SIP, but i can find it on yearly basis, not on monthly basis. how to do and from where to do?

 

2. SWP! the f is this sheet, can anyone shed a light on this. so far what i have known is, you can put in a lumpsum amount at a interest rate (fixed/dynamic?) and u can set a withdrawal (either monthly/quarterly/yrly) from this amount. 

 

so, the invested amount is generating an interest as well as you are withdrawing some amount from it. Based on SWP calculators available online, u can withdraw the amount for xyz days (which comes in years obviously) and once the invested amount becomes 0, u will still have some amount left. interesting concept, i was testing this with 30L as investing amount and monthly withdrawal of 30k for 9 yrs at 7% interest rate, you would have withdrawn 30L and still left with 13L in account, lol  

 

can someone pls explain this, or point me in the right direction?

[Iceman™]

On 10/10/2024 at 3:12 AM, Pushy said:

not affected tho, still making 5-6k daily with less than 500 charges in such a VERY GOOD MARKET (  ), SEBI can suck my hairy D!  but, i can heed to the profit being added to main balance on the same time, thats what used to happen before and changes in lot size will make life better as i would have to punch in less lots to gain the higher qty

all of this, is thanks to me sticking to Options since the very beginning

 

thanks for bumping me here tho, got few questions to ask, related to investing cuz it ain't my forte.

 

1. want to start MF in the name of Wife and Dad, Dad is a senior citizen.

 

i want to start with 9k, with the following distribution of MF

3k each in Low, Moderate and High Risk MF's i.e.large cap BlueChips, index funds, Midcap fund.

 

the confusion: i want to increase this on monthly basis by 10%. i know something called as step up SIP, but i can find it on yearly basis, not on monthly basis. how to do and from where to do?

 

2. SWP! the f is this sheet, can anyone shed a light on this. so far what i have known is, you can put in a lumpsum amount at a interest rate (fixed/dynamic?) and u can set a withdrawal (either monthly/quarterly/yrly) from this amount. 

 

so, the invested amount is generating an interest as well as you are withdrawing some amount from it. Based on SWP calculators available online, u can withdraw the amount for xyz days (which comes in years obviously) and once the invested amount becomes 0, u will still have some amount left. interesting concept, i was testing this with 30L as investing amount and monthly withdrawal of 30k for 9 yrs at 7% interest rate, you would have withdrawn 30L and still left with 13L in account, lol  

 

can someone pls explain this, or point me in the right direction?

[Pushy]

On 10/22/2024 at 6:49 PM, Iceman™ said:

fkr

[dante77]

Sup

 

Edited January 27, 2025 by dante77

[Mr_Mediocre]

3 hours ago, dante77 said:

Sup

 

Signs were there but I didn't trim earlier.

Need to start tightening the systems.

Added very little today, I expect a small bounce followed by another sell-off soon.

[dante77]

3 minutes ago, KunjanPSD said:

Signs were there but I didn't trim earlier.

Need to start tightening the systems.

Added very little today, I expect a small bounce followed by another sell-off soon.

Man! I waited so long for a correction but that did not happen. Only when I took a trading position for short term, everything started going down like crazy. 

[LordSpymaster]

What is the expectation of the market in the near term, post budget? I need to withdraw a significant chunk from my mutual funds so wondering should I do that Monday or wait ~1 month... 

[hope]

4 hours ago, LordSpymaster said:

What is the expectation of the market in the near term, post budget? I need to withdraw a significant chunk from my mutual funds so wondering should I do that Monday or wait ~1 month... 

Budget will be bad I think. But looks like it's priced in already. 

[rushab oswal]

4 hours ago, LordSpymaster said:

What is the expectation of the market in the near term, post budget? I need to withdraw a significant chunk from my mutual funds so wondering should I do that Monday or wait ~1 month... 

no one can tell you that. only dont play the budget market , ghanta nobody knows anything. just speculation

[Pushy]

6 hours ago, rushab oswal said:

no one can tell you that. only dont play the budget market , ghanta nobody knows anything. just speculation

nobody knows anything, yet charts tell everything 

[Mr_Mediocre]

If you do not start buying now then you will never get exponential gains.

[hope]

3 hours ago, KunjanPSD said:

If you do not start buying now then you will never get exponential gains.

No good news is being considered by Market. It will fall more i think. People are still hopeful of upside  When these people give up then upside will come  

[Mr_Mediocre]

2 hours ago, hope said:

No good news is being considered by Market. It will fall more i think. People are still hopeful of upside  When these people give up then upside will come  

Invert, always invert.

[playstationdude]

On 2/14/2025 at 12:50 PM, KunjanPSD said:

If you do not start buying now then you will never get exponential gains.

What are some good stocks to pick at this time?

[Mr_Mediocre]

43 minutes ago, playstationdude said:

What are some good stocks to pick at this time?

It would be unwise of me to recommend stock names because my style of investing might not suit yours.

 

My research and thesis for any given company requires atleast 5 years of holding period and calls for a bulk investment when the stock and the fundamentals crumble to a point that the probability of inversion is high.

 

Self research has allowed me to hold stocks throughout the cycles i.e. company being worshipped when it was a quick doubler and being hated when the stock crashed 70%.

Over the years, I have mentioned plenty of them in this thread, mainly in the pharmaceutical/healthcare domain.

 

Most folks won't agree with paying a higher price and squating through as the stock evaporates while the business's intrinsic value gets better.

Though that's exactly how I have maintained an XIRR of 35% over the last 8 years.

Not great by any means but that's what works for me.

 

So even if I recommend stock names, it's highly likely you will face atleast a 30-40% cut in March and I am not sure if you will be able to hold through.

 

That being said, I think if one invests in a basket of a good MFs and remains disciplined with SIP, one would be able to create serious wealth over the next 7-10 years and not take risks with individual stocks.

 

If you still want some to study then you can look at Eureka Forbes, Deepak Nitrite, Hikal.

 

Edited February 15, 2025 by KunjanPSD

[playstationdude]

11 minutes ago, KunjanPSD said:

It would be unwise of me to recommend stock names because my style of investing might not suit yours.

 

My research and thesis for any given company requires atleast 5 years of holding period and calls for a bulk investment when the stock and the fundamentals crumble to a point that the probability of inversion is high.

 

Self research has allowed me to hold stocks throughout the cycles i.e. company being worshipped when it was a quick doubler and being hated when the stock crashed 70%.

Over the years, I have mentioned plenty of them in this thread, mainly in the pharmaceutical/healthcare domain.

 

Most folks won't agree with paying a higher price and squating through as the stock evaporates while the business's intrinsic value gets better.

Though that's exactly how I have maintained an XIRR of 35% over the last 8 years.

Not great by any means but that's what works for me.

 

So even if I recommend stock names, it's highly likely you will face atleast a 30-40% cut in March and I am not sure if you will be able to hold through.

 

That being said, I think if one invests in a basket of a good MFs and remains disciplined with SIP, one would be able to create serious wealth over the next 7-10 years and not take risks with individual stocks.

 

If you still want some to study then you can look at Eureka Forbes, Deepak Nitrite, Hikal.

 

Thanks, im actually looking to keep making smaller investments and hold over a longer period of time. I haven't been able to seriously take up and study the fundamentals of investing, but I think I'll start spending some time over weekends now

[Mr_Mediocre]

5 hours ago, playstationdude said:

Thanks, im actually looking to keep making smaller investments and hold over a longer period of time. I haven't been able to seriously take up and study the fundamentals of investing, but I think I'll start spending some time over weekends now

I think you should allocate 95% to MFs and only 5% to direct stocks.

Use the 5% to learn while the rest builds your wealth.

My own PF is 30% MFs.