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Don't Create a Portfolio Zoo - Ft. Sankaran Naren

Original: DON'T Create A Portfolio Zoo๐Ÿ™„ | Ft. Sanakaran Naren #stockmarket

13.7K views ยท Aug 04, 2022 ยท 3:52 min ยท Watch on YouTube โ†—
Takeaway

Don't create a portfolio zoo of 100 stocks โ€” focus on buying, sizing big bets, and rotating between asset classes based on relative value.

Summary

  • Biggest investing mistake: focusing only on buying. Investors create a 'zoo' โ€” 35 schemes, 100 stocks โ€” guaranteeing average returns
  • Three pillars: buy, size (take big bets per Buffett), and sell โ€” most people only learn buying
  • Selling really means switching: rotate between equities, real estate, gold, FD based on relative attractiveness
  • Historical examples: 1999 Infosys+Wipro worth more than all cement+steel โ€” selling to rotate gave 7 years of cement/steel outperformance; pharma>metals then sell-pharma-buy-metals; consumer>metals then rotate back
  • Today PSUs as a group are worth less than one private company โ€” Naren believes this gap can't continue because economy depends on PSUs for petrol, power, transmission, coal
portfolio constructionSankaran Narenasset rotation
Original description 
๐“๐จ ๐’๐ฎ๐ฉ๐ฉ๐จ๐ซ๐ญ ๐˜๐จ๐ฎ๐ซ ๐Œ๐จ๐ง๐ž๐ฒ๐ฉ๐ฎ๐ซ๐ฌ๐ž ๐‚๐ก๐š๐ง๐ง๐ž๐ฅ ๐“๐ซ๐ฒ ๐“๐จ ๐Ž๐ฉ๐ž๐ง ๐˜๐จ๐ฎ๐ซ ๐ƒ๐ž๐ฆ๐š๐ญ ๐€๐œ๐œ๐จ๐ฎ๐ง๐ญ ๐“๐ก๐ซ๐จ๐ฎ๐ ๐ก ๐๐ž๐ฅ๐จ๐ฐ ๐Ÿ‘‡ ๐‘๐ž๐Ÿ๐ž๐ซ๐ซ๐š๐ฅ ๐‹๐ข๐ง๐ค๐ฌ 
๐€๐ง๐ ๐ž๐ฅ ๐๐ซ๐จ๐ค๐ข๐ง๐  (๐…๐ซ๐ž๐ž): ๐Ÿ‘‰ http://tinyurl.com/y3r42a2x 
๐…๐ฒ๐ž๐ซ๐ฌ (๐‹๐ข๐Ÿ๐ž ๐“๐ข๐ฆ๐ž ๐…๐ซ๐ž๐ž) ๐Ÿ‘‰ https://bit.ly/3JZwgyc
๐”๐ฉ๐ฌ๐ญ๐จ๐ฑ(Free) ๐Ÿ‘‰ https://tinyurl.com/y8sbw9w8
๐™๐ž๐ซ๐จ๐๐ก๐š: ๐Ÿ‘‰ https://zerodha.com/open-account?c=ZMPVNW 
๐’๐ฆ๐š๐ฅ๐ฅ ๐œ๐š๐ฌ๐ž ๐Ÿ‘‰ https://tinyurl.com/4ba54kuj
๐ญ๐ข๐ฃ๐จ๐ซ๐ข ๐Ÿ๐Ÿ“% ๐๐ข๐ฌ๐œ๐จ๐ฎ๐ง๐ญ ๐‹๐ข๐ง๐ค ๐Ÿ‘‰ https://tinyurl.com/vk645vp3                      
๐Ž๐ง๐ฅ๐ข๐ง๐ž เฐฒเฑ‹ ๐„๐š๐ฌ๐ฒ เฐ—เฐพ ๐ƒ๐ž๐ฆ๐š๐ญ ๐š๐œ๐œ๐จ๐ฎ๐ง๐ญ ๐จ๐ฉ๐ž๐ง เฐšเฑ‡เฐฏเฐกเฐ‚ เฐŽเฐฒเฐพ ๐Ÿ‘‰ https://youtu.be/9Pz_ADhR5Q8

You can compare Term Insurance here  ๐Ÿ‘‰ https://tinyurl.com/44tp7uor                     

You can compare Health Insurance here  ๐Ÿ‘‰ https://tinyurl.com/pgc9dcxc 

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