Product Manager

The company is undergoing an overhaul. They have reset their focus on steel, recently have started a steel plant, some more iron mines planned. Apart from this ores/minerals they haven't yet mined would now be focused on, Gold, diamond, precious metals, foreign investments/mining. Got a new logo as well. Company is getting rejuvenated. Not just NMDC, many PSU companies are now cutting fat, making sizeable profits. Of this only NMDC is that diversified with its mining operations. So a safer long term investment. Short term uh right now everything is near ath. so yeah a long term trade decision

Investor

HDFC had been consistently flat if looked yoy.

Yes, it's in consolidation phase just like ITC it will breakout soon

Software Engineer

Consultant

Software Developer

I have portfolio of Kalyan jewellers, welspun corp and Arvind for short term gains. But these stocks are hitting industry PE. For long term I have ujjivan bank and coal India.   Any suggestions for...

Welcome to Personal Finance's Private Community

I have portfolio of Kalyan jewellers, welspun corp and Arvind for short term gains. But these stocks are hitting industry PE. For long term I have ujjivan bank and coal India. 

Any suggestions for short term and long term?

Stock ideas for short term vs long term

Stock ideas for short term vs long term- Grapevine

If you had ₹10k to invest every month, where would you put this money?

Where should I invest in the current market scenario? It may sound naive but I want suggestions for the stocks.

As of now I'm invested heavily in the railway sector for the short term because of the election hype (would eventually decrease my holding after the exit poll results)

But for safety where should I invest now(promising small caps)? I'm a student so I have a fixed budget of 1 lakh to invest rn.

Where to Invest in the current market scenario?

Market has been expensive of late. Which companies are you most bullish on in 5-7 years (Thought process - Might be expensive today but conviction of at least 3x from here in 5-7 years).

What are your 5-7 year bets in stock market (only 1-3 names)

Business Analyst

This was my last market update. I built a portfolio in real-time, explaining what I'm doing and why I'm doing it.

https://share.gvine.app/VaSwtbqJVzF384YRA

I have given a list stocks in the comment section where i want to build newer positions. I have given some psychology related tips as well. Check them out.


Out of the list Jindal, ABB, Siemens, Colpal, ICICI B, TATA S I did cut down on ICICI Bank and Colpal last week as they were around 2-3% gain. I found another opportunity in Havells as well. Although I didn't make a post about it or update it here, I did discuss it with    @TheOatmeal in the DMs when i got in. 
My avg Buy price is 1575.

I have certainly been very lucky in this cycle. Well it's not just pure luck i did identify leaders of the current run and have been doing this for quite some time now. But the moves in my portfolio have been amazing and pretty smooth during recent fall as well. My top 3 winners are -

Jindal - +23.14%
ABB - +39% 
SIEMENS - +44.32%
These 3 stocks have given me a lot of cushion to operate further. 
None of the above 3 stocks violated their trending pivot during the market fall.

I made a few posts about SBI and that trade is still on. Check it here.
https://share.gvine.app/yXc9GETSiWn8c2Uz8

 https://share.gvine.app/yYujDrw15CLsLxC59


Today's session was excellent. The Nifty moved around 300 points in just 20 to 25 minutes, potentially wiping out months of gains for option writers and cleared up all the short term bearish players out of the system.Such moves in a single day can decimate months and months of hardwork. Just stay away from options if you can.

VIX often rises during election years, as seen in 2014 and 2019. I will only be concerned if it crosses 30 and stays there. Otherwise, it's not worth overanalyzing.People link rise in VIX with Possibility of government changes but if the market senses a shift, 8-12% would just go in a few sessions. The market will not give us a lot of time to manage our positions.

[TRADING] OPPORTUNITY TO BUY OR OPPORTUNITY TO SELL ?

Machine Learning Engineer

Hi need suggestiona on investing 3 lakshs on stocks and mfs suggest me some good mf or stocks for 5 years atleast in don't touch

A noob question mf and stocks for long term as on 2024

Have a couple of lakhs to invest lump sump in some stock. What are your picks and rationale behind that?

PS: Have some MFs as well but don't want to go there right now. Need some good stock ideas for long term (hence no large caps). I prefer those who have decent business prospects but even more important is the price they're available at.

Stock ideas to invest?

Hi All,

If you have any particular stocks in mind which could go up after the election results. Please share. 

Note: I know that we should not blindly trust speculations but I have left trading stocks a long time ago. I know prices fluctuate very much after the elections, so just wanted to know the stocks which you are positive about.

Any Particular Stocks to buy before June 4

Which stocks according to you are undervalued and why(Ind and US stocks)

For me - Meta, Weibo and alibaba are significantly undervalued.(All US listed)

Value Investors

Business Development Manager

A win in its own sense. I invest in mutual fund as well which is worth 27L but this is direct equity portfolio. AMA

Equity Portfolio touched 2Cr this Friday!

Founder

[Stock Market] Industry you will be bet on for long term (3-5 years)

Current mf portfolio (total invested = 10L) :
Axis small cap
Quant absolute
Hdfc equity savings
Axis blue chip
Sbi gold (just started)

Top performers are axis small cap and quant; also running an sip on them

Current stocks (1.3L ):
Mostly largecap (mostly in red)

The rest of the money is either in fds or in the Bank (significant amount)

I feel the equity portion of my investments is very less and I need to be a bit more aggressive on it right now since I've about 60% of my net worth in either fd or in Bank. I can probably do a 5L lump sum then an sip on the same if they continue to perform well.
Considering that please suggest some investment options

A few options I had in mind:
Us mutual funds
Chinese funds
Indian infrastructure funds
Reits

Need advice on where to invest in lumpsum

Please suggest some short-term (6Months - 1 Year) investment options, other than FD with good returns.

Investment Advice - Short Term

SBI has moved around 20% for me. I'll explain how I plan to manage this trade ahead.

You can read how and why I picked SBI here - 

https://share.gvine.app/yYujDrw15CLsLxC59

I have created my Substack, & I will begin posting there next week. I will drop the link here, so subscribe if you're interested :) I will also show who is interested, how to build a trading portfolio and enter the market at the right time in the next cycle after the correction. How one can outperform the market.
                      -------------------------
The stocks that are on my radar are- 
ICICI B , JSW, Wipro, M&M. M&M has already given the entry but will wait for the pullback to get in. 

I picked up Wipro around 460. I selected Wipro before I started posting here, but will explain in another post how I chose it, just to give an idea of how to catch such moves.

JSW Steel and ICICI Bank are getting ready, and I will initiate a trade when I get confirmation.  I have entered with a probe quantity just to track it on a daily basis. They are doing the right thing for now. Again, I will only initiate if I get confirmation. I won't preempt.

Why am I going behind JSW, SBI, ICICI Bank, and Wipro? Why behind Bank Nifty, Metal index,Nifty IT when PSU, Infra, Realty, Oil, and Energy are going crazy?

Look at the index of Auto, Realty, Infra, PSU, Oil, and Gas, Energy. They have been consistently outperforming. Now if Nifty has to move up from here, which I think it will in weeks to come, I want to be in sectors and stocks that can offer a better good Risk:Reward. You always have to think about what can move next in the market.

SBI, JSW, ICICI Bank, etc., are undervalued and underperforming. The sectors I mentioned above are outperforming but overvalued at this stage.

Look at SBI and Wipro both have gone up 20% in the last 1 month without making any noise. I like it when the stock I hold keeps moving up without making noise on social media and news channels.

CHECK COMMENT SECTION FOR SBI.

[TRADING] SBI HAS MOVED 20%. NOW WHAT TO DO NEXT ? ALSO, SOME OTHER BIG OPPORTUNITIES ?

Hi all , I have some 10 lacs of savings which I don't want to keep idle in the bank for obvious reasons, 
I need suggestions on where I can invest for the next couple of years with Medium risk involved.
TIA.

Investment ideas

Analyst

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.

🚨 Are you guys investing more or not?

I’m looking at atleast a 15-20% 6M CAGR for 1L. (Include STCG). Don’t mind taking some risk/volatility. 

Anyone got any ideas?

Stock ideas for short term vs long term

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