Sathish Speaks

December 16, 2024

2 ways to Protect your Equity Portfolio from a Stock Bubble

The No 1 Question is whether you should apply brake in equity market due to excessive rally and high valuations. Strategy 1 Sharp rally in the last five months made most of the portfolio overshot on the limits in your equity. Keep the Portfolio Re balanced to your pre determined allocation. This will help to book profits and reduce your risk if the market corrects. The impact in your portfolio will be low and you can still switch if the markets goes down. Review your portfolio always as every quarter. Rebalancing your portfolio may help you to adjust your sail if the market nose divesKeep exit load and your tax obligations in your mind when you do rebalancing your portfolio. Strategy 2 STP is the time tested way to participate in volatile market. When the market goes up or down, your money is always protected and get appreciated.If it is a lump sum, take the STP route. You can even convert your high risk equity to liquid funds and initiate a STP. You can even reduce your equity participation and play safe it with switching it to debt fund or dynamic asset allocation fund.The fears of a market correction given these valuations are real and it may be time for you to get more involved in managing your portfolio. Consult an adviser to focus on what you can control instead of getting influenced by the state of the economy and the markets which you can’t predict. Take Your First Step Towards Smarter Investment Decision.Helping people to Increase their Net worth and Wealth.

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Has FII turned Net Buyers in Dec 2024?

Weekly Wealth Report Issue 173, Weekly Wealth Newsletter:  16th dec 2024 – 23rd dec 2024 (Weekly Wealth Newsletter and a Private Circulation from Creating Wealth Company)                                                                                Curated by Mr. Sathish Kumar Founder – Creating Wealth Company Crorepathi Creator | Financial Consultant | Author | Speaker | Columnist | Youtuber Phone – 9841058689   Mail – creatingwealthadvisory@gmail.com     Web – www.sathishspeaks.com Has FII turned Net Buyers in Dec 2024? Download this NewsLetter as a PDF DOWNLOAD AS PDF FII’s turn buyers in December, they buy equities worth Rs 14,435 crore. “FIIs turning buyers in early December, in total reversal of their sustained selling strategy during the last two months, has altered the market sentiments.” In October, the total FIIs selling through exchanges was Rs 113858 crores. The exodus slowed down a bit to remain at Rs 39315 crores in November. Due to which, the market witnessed a major correction over the past two months. Market continues rebounding and markets extended their recovery for the third consecutive week, gaining over 2% amid mixed cues. Both midcap and small cap indices surged over 4%, surprising market participants. All major sectors contributed to the rally, with realty, metal, IT, and banking emerging as top gainers. while FMCG underperformed. Successful investment strategy requires regular reviewing and investor should buy funds at lower levels you can always reach us @ 78100 79946 for your portfolio review and rebalance Weekly Market Pulse Domestic equity markets rose for the fourth consecutive week as key benchmark indices BSE Sensex and Nifty 50 rose 0.52% and 0.37%, respectively. The mid-cap segment closed the week in green, however, the small-cap segment closed the week in red. Domestic equity markets rose during the week led by heavyweight information technology stocks following an in-line U.S. CPI data of Nov 2024 which cemented expectations of another interest rate cut from the Federal Reserve in Dec 2024 monetary policy meeting. Sentiment was boosted after China’s senior leadership committed to easing monetary policy and offering additional support to bolster the faltering economy. On the BSE sectoral front, BSE IT rose 2.62% as investors braced for a rate cut by the U.S. Federal Reserve in its Dec 2024 policy meeting following an in-line U.S. retail inflation print of Nov 2024. Additionally, expectation of an increase in U.S. spending propelled the information technology sector. BSE Consumer Durables gained 1.76% on expectations of a revival in consumer spending driven by the year-end holidays. Mutual Fund Corner Invesco Large & Mid Cap Fund Invesco Large & Mid Cap Fund – An open ended equity scheme investing in both large cap and mid cap stocks Fund Managers: Aditya Khemani & Amit Ganatra Investment Strategy and Portfolio Construction Guidelines • Invests in a combination of both growth and value stocks • Bottom up and top-down approach to select stocks • No cash calls – fully invested approach (Target 95%)1 • No. of holdings – 50-70 Stocks • Capital appreciation over long-term • Investments predominantly in equity and equity-related instruments of large and midcap companies To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 78100 79946 ) Start your Investment Stock of the Week Dixon Technologies CMP – 18336 Target – 21,999 ( In 12 – 18 Month’s Time Frame) Dixon Technologies (India) Limited, incorporated in 1993 , is a Electronic Manufacturing Services (EMS) company with operations in the electronic products vertical such as consumer electronics, lighting, home appliance, closed-circuit television cameras (CCTVs), and mobile phones. Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 21.07% Healthy long term growth as Net Sales has grown by an annual rate of 45.70% and Operating profit at 37.04% Company has a low Debt to Equity ratio (avg) at 0.08 times With a growth in Net Profit of 268.92%, the company declared Outstanding results in Sep 24 High Institutional Holdings at 45.41% The company has declared positive results for the last 7 consecutive quarters Multiple factors for the stock are Bullish like MACD, Bollinger Band, KST, DOW and OBV For your Equity Recommendation, Pls call us 78100 79946 This Week Media Publications My Youtube Family is now with 1 Lakh Subscribers, 689 Videos, 54 Lakh Views and Counting. It is a dream to make investing Simpler, Profitable and Accessible to everyone! Channel Link Click here My Book Publications Buy Now Middle Class to Million Dollar Book Buy Now To Buy my Untold Wealth Secret Book My First 1 Crore Club Are you still dreaming to achieve a net worth of ₹1 crore? Still dreaming how to make 1crore? Still Wondering how a salaried person/professionals can make 1cr? To all the questions in your mind here is the potential ways to build it through Mutual Funds, Stocks and Much More… Still dreaming how to make 1crore? Still Wondering how a salaried person/professionals can make 1cr? To all the questions in your mind here is the potential ways to build it through Mutual Funds, Stocks and Much More… Join the ONE CRORE Club Download this NewsLetter as a PDF by clicking the blow button DOWNLOAD NOW Facebook Youtube Whatsapp Instagram Linkedin This Newsletter is from Creating Wealth Company – For Private Circulation only. For more information connect with Sathish Kumar @ 9841058689 You can also connect with us investments@sathishspeaks.com Visit – www.sathishspeaks.com for More Details. Disclaimer Mutual Funds and Stock Market Investments are subject to market risks, pls read all scheme-related documents carefully. The past performance of the mutual fund is not necessarily indicative of future performances. Mutual fund does not guarantee any returns or dividends. This report is for informational purposes only and contains information, opinions, and material obtained from reliable sources every effort has been made to avoid errors and omissions and is

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