Value Investors

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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.

Which are the best US / global stocks to invest in right now? I have installed IndMoney and looking to invest in attractive global companies... Looking forward to some awesome insights🙂

Can you share your experience?

Finance noob here. A month ago I invested a couple thousand bucks in this but redeemed as I thought this is not a good investment. People who are diversifying the equity portfolio beyond India, what are you buying?

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.

VC here. Doing this for fun. Don't take all views seriously.

For those actively engaged in direct stock investments, what guiding principles do you adhere to? Personally, my portfolio lacks structure; I tend to purchase stocks whenever funds are available, resulting in an overly diverse spread across approximately 30 stocks that I'm looking to consolidate. I aim to adopt a more disciplined approach and identify areas for improvement. Are you an active stock investor? Do you adhere to a regular investment interval and budget? Do you impose an upper limit on the number of stocks in your portfolio? If so, how do you handle adding a new stock? Do you skip the new addition, or do you exit an existing one? When investing, do you consistently allocate multiples of the same amount, or does it vary? When entering a stock, do you make a single purchase or spread it over multiple days? Do you adjust your stake in existing stocks? If so, what criteria guide your decision to increase or decrease your stake? Upon exiting a stock, is it done in one shot or over several days? Does the dividend yield influence your stock selection, and do you have a specific dividend target? Do you use external services like Excel, Value Research, Markets Mojo, etc., to track your stocks? Where do you conduct your research? Platforms such as Screener, ValuePickr, MoneyControl, etc.? Do you have a specific metric for evaluating portfolio performance, such as absolute returns or CAGR? Are there any additional strategies you follow in your stock investments?

Apps / Websites that you use for trading stocks , mutual funds, us stocks , fds, bonds and more.