🚨 Are you guys investing more or not?
People say you can't time the market but I am curious what is the junta on Grapevine thinking about investing in the current times. Also where do I invest now? I have some 1L to invest that would not impact my current liquidity.
I am betting big on investing in Hang Seng Tech ETF (Tencent, Alibaba, Baidu, JD etc) at this price.... Very undervalued and it will be China's weapon against USA in race for AGI
@AGIcoming I am personally worried about the Chinese economy right now. The Hang Seng has been under significant underperformant spells in its history.
TheOatmeal
Stealth
7 months ago
Tell us more @AGIcoming , would love to hear your opinion
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satan
Stealth
7 months ago
I’m nobiie tbh. But from what I’ve heard, I’ve been told to keep my puny little amount as of now, because of election people unneccessarily pumping the amount in market or something. And do it after election? Untill then only observe? What is the logic behind this?
NanOrNull
Stealth
7 months ago
Exactly i hv done profit or loss bookings on all my midcap stocks except few 2 weeks back. Now only investing in large cap. My cap is small only 1l
It took 250 pts fall on Nifty for salt to raise this koschan again on GV😂
I am adding quality names to my folio. Added some names on the pvt bank side, for me valuation comfort is most imp. Adding paints businesses as crude reductions will take margins in healthy category. Placed few orders on RIL as Jio ARPUs are expanding, giving boost to bottom line.
Overall, my hypothesis is rate cuts will start happening in June/July time frame and FIIs will return to EMs with fresh liquidity.
Keeping dry powder to add MF NAVs on steep fall days. I’ve some MF investment goals for 2024 and let that compound for some time. An experiment to see if time investment in direct equities is worth it or not. Avoiding falling knives and risky bets as of now.
Increasingly I seem to agree with you.
250pt fall made me leak some piss down there.
For how long you want to invest?
10 year: I would invest in Petrol Pumps.
5 year: I would invest in Banks which give shorter loans or are EMI enabler.
I don’t get the idea of petrol pump can you explain ?
We all know EVs are coming and you need charging infra for that and the first adoption for that will be in metros and Tier 1 cities. Spaces are very limited so pumps are the existing option that will be utilised. That's why you see all the EV companies having battery swapping partnering with such companies.
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If you're heavy on equity already, perhaps diversify into hybrid/debt/gold as well?
Buying Gold ETFs to park the money before rate cuts. Stopped all SIPs, rejigged the portfolio- 65% large cap rest mid and small cap (direct equities: 75% large cap)
Highest allocation- Banks (value), Infra (growth) and Chemicals (value)
Recurring deposit started for 10k a month so get around 50-60k in June before the rate cut
Have bought around 3L of Adani stocks to be sold post elections
No new cash addition, just moving the portfolio around (increasingly becoming difficult due to size of portfolio)
@salt what dashboard is this? I'm new to investing and this looks like something I haven't seen yet
Tradingview you can see this dashboard in ur zerodha account as well
Names I am picking irrespective of market sentiment. Am a high risk appetite investor (after my share of tesearch)
-Gensol
-Dynacons (DSSL)
-DCXSystems
-Agarwal Ind
-ZenTech
-Edelweiss (long haul)
-SircaPaints
Will enter TataTech around 980 [holding a few IPO alloted lots], Droneacharya and Sealmaticat the right lrice
I would advise investing in Mutual Fund/SIP. You will have 3 years/5 years/ 7 years lock-in period. Since you have 1L, Start a SIP of 3K per month.
3*12 = 36K per year.
The remaining amount, make a FD for one year.
Repeat the same in 2nd year. You can get interest from FD as well as SIP.
steppenwolf
Stealth
7 months ago
Wait it out @salt . If you wanna get into trading then you have numerous opportunities, but if you wanna invest wait it out for sometime. Being on Cash is also a position in itself.
Wont recommend opening new positions, 23k nifty is what i am eyeing as top.
The election is already priced in, all PSUs are overvalued ATM.
Invest in major US stocks via IndMoney app.
Use my code *VIS5PFK6IND* or https://indmoney.onelink.me/RmHC/puahkgnx and let's make some smart investments together!💸
GlitchGroovy
Stealth
7 months ago
Which one?
Twozerotwo
Student
7 months ago
What’s your view on HDFC bank?
Kamlesh
Stealth
7 months ago
Can't say it's a good time to enter right now, corrections are due. Not much to worry if you're averaging in buys though imo.
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