We ready for another bullrun, my fellow Grapeviners? 🚀
Everything seems to indicate that this is the beginning of an extended bullrun till the elections. What is the game plan? Personally, I am all in. First time since 2020, that I have a net zero cash position.
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Based on what there will be a bull run exactly? The Balck money to fight elections will would be bought in all by next month. After that the noose tightens. There is already a money supply contraction of 1 trillion dollars due to high interest rates. You can easily get 5% risk free interest from US treasury bonds. The biggest boom since COVID, the tech startups are all shutting down. So the question again, what is the reason for the bull market to continue further? And which sector will lead it?
Although charts say a lot, but I am still having dual thoughts in my mind.
The valuations are sort of disturbing currently with increasing SIP flows.
We're in a secular bull run. Not over a year / two. Over 2+ decades.
This'll run till we start tapering off growth at around USD 15 tn GDP.
There'll obviously be severe temporary drawdowns as with all repricing, but given that the economy is on a growth trajectory no point in looking at short term spikes.
*Individual stock picks are an aberration.
I completely agree. 20% of my portfolio is NiftyBees.
To the moon 🥳 Also took some leveraged bets.
Leveraged? Are you using margin? Intraday or Long term?
Margin longs
Need to invest 1.5L in ELSS before april, should i wait till end of mar? Trend is market crashes in march every year so still hoping it will crash this year too
Hard to say. No one can predict hit and we might be in Hopium.
@NiceYaar With ELSS there is lock-in of 3 years, so it won't really matter if you invest now or 3 months later. Anyways with big amounts it's always recommended to go the SIP route, e.g. 50k each month.
