For boomers and seniors, the market and economy are much tougher now. I'm used to just buying and holding stocks, but that doesn't seem to work well in this volatile market. Inflation is also hurting my portfolio. My biggest worry is if I can survive after retirement with only $300k.

@Madridstrat

3 күн бұрын

It's wise to reallocate your funds to minimize risks during market fluctuations. Consulting with a financial advisor can help simplify this process.

@Duttonmuffins

3 күн бұрын

I'm almost ready to retire, and having a financial advisor has been immensely helpful. Since I started investing late, I couldn't rely on compound interest from index funds. Despite this, I've earned more than some who have been investing for years. I'll be retiring with at least $1 million.

@Frankweily

3 күн бұрын

Your advisor must be excellent. How can I get in touch with them? I'm concerned about the decline in my retirement portfolio and could really use some guidance.

@Duttonmuffins

3 күн бұрын

I'm careful about giving specific recommendations since everyone's situation is different, but I've worked with Melissa Elise Robinson for six years and highly recommend her. Look her up to see if she meets your criteria.

@Frankweily

3 күн бұрын

Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.

Thanks for sharing such valuable knowledge Shashank !

loved it …i always look forward for your videos to recheck my thought process and investment plans. Good one 👍🏻

Thank you, Shashank! These sessions are very informative and helpful for us. Also, i am new to this channel. What community are you talking about?

It's really good and very useful n insightful too. Thanks a lot man

Good session, loved the analysis…got too many pointers to look into and research more. Thanks!

Thank you so much, great video as usual

Big thanks to Pratham too for research part for many industry sectors. Hats off to you man🎉

Loved it, Dear Shashank! Worth it every second. Genuine and Honest Stock Selection. This is my first time I am watching your video. With Love and Support, Prashant M, @Namma Bengaluru

Very informative video sir, thank you so much

So much effort u put in its just insane

Great one Shashi!

Thanks for the amazing content & in depth research.

Thanks bro..loved it.

Great video yet again Shashank!

I still remember New Year's basket It did very well . Kudos to your stock selection stretagy.

Great video mate. Thanks a lot! Am planning to buy this exact basket after your video as i loved how you have explained the rationale in such detail. That being said, the prices of most of these have risen significantly in the last 6 days. Would you recommend waiting for some correction or should i just buy at the current prices only

@sundarsriram970

12 күн бұрын

Waiting for correction

Great work shashank !

It would be helpful if you could tell me which site you are using and how.

THANKING YOU SIR.

Great work, Shashank❤

Great work! 👏🏻👏🏻

Very knowledgeable. Thanks

Can you please help me with this, I can't understand this like how to know that the valuation of a company is right?? We can't always tell that by watching the PE ratio and EVEBITDA, these doesn't always work right? Like the scrips from the defence sectors shot up like crazy, it was a frenzy considering the PSU sectors and corrections might happen, so how to understand when is the valuation right to enter into that stock? And there are some stocks like IHCL which trades at a premium, right, so how to differentiate and how to know that yes now the valuations look palpable?

Very useful as usual

Informative 🎉🎉 maza aa gaya what an interesting vedio

thank you for consistently doing weekend research, more than half of my knowledge have come from these sessions. although i always miss the stream; time to turn on notifications XD

@ShashankUdupa1

22 күн бұрын

Haha its fun to watch live

Hello Shashank. Thank you for this wonderful input. What about private banks? The rally that happened, PSU banks played a major role but not the private banks. HDFC, Kotak and IDFC Bank had not moved that much. Also what about Health insurance companies?. Premiums are soaring every year

Macha...so we need to wait till nifty comes to 23k levels for entering...?? Or u will inform wen ur entering this smallcase?

Thanks for the insights. Can you share the link of the document discussing about India - Strategy by IIFL securities ? Not able to find out.

@TheWiseShadow999

17 күн бұрын

Hey did you guys invest in any of these?? I've been doing my analysis as well but also keeping an eye and the market is all high now....as Shashank also mentioned that nifty could go a bit down and show some little correction so wondering what are your thoughts....are you waiting for market correction or just going all in ?

Thank you

Sir, iam thinking of booking your this upcoming 2 hrs stock market masterclass but my queries is will we be getting notes of that lecture? and your lecture will be Hindi or English ??After we booked seat will we be getting that recorded video ?? Please answer anyone who has already experienced the workshop

Good one shashank. Would like to meet you sometime.

Very nice. Kindly clarifying (Method 1) In New Tax Regime ITR filing (44ADA), if Net income by Business is 4 Lacs & LTCG is Rs 2 Lacs (due to redemption of old equity investment) & STCG 0.95 Lacs (due to redemption of old equity investment) means Total income marginally less then limit of Rs 7 Lacs SO NO TAX ? OR (Method 2) In this case LTCG & STCG would be calculated separately ? Means on Rs 2 Lacs LTCG --> Required to pay TAX @10% i.e. Rs 20,000/- And on Rs 0.95 Lacs STCG --> Required to pay TAX @15% i.e. Rs 1425/- And no tax on Business income of Rs 4 Lacs as under limit. So total taxable amt Rs 21425/- Or no tax?? Can you make a video on this as well

When you say you are in cash due to volatility is it entire portfolio or portion of it which is for short term ?

What is your view on jio financial services as they are entering fintech

Great vedio please make such vedios

Thanks Shasank. Am I the only one not being able to locate this basked on small case?

Excellent portfolio

Hello Shashank, I have also made a similar basket of stocks but I am thinking of keeping it for 4-5 years. What do you think if BJP is still there then it will make money more throughout its journey correct? As the video title says it's for 5 years

Thanks Shanks for giving such a wonderful insights. Ready to beat the Nifty👍

Excellent analysis

What are your thoughts about finolex cables? It is also in b2c cable business and is doing pretty well

Where to find this pdf

Can you share the links of both the reports? Also, how to join your community? I am already part of 1 percent finance - do you update there or is it on KZread community?

@huzefa0505

22 күн бұрын

I tried searching on IIFL website as well but was not able to find the report.

Where can I find the IIFL report?

It's useful if you create more baskets like this.... Tq

I like very much. How much should we invest .

Why not Tata Motors considering the coming demerger of Private and commerical vehicles? I think value unlock will happen after that

It would not be sufficient if it only beats Nifty. This is because you are choosing from small cap as well. Your ideal target should be to beat smallcap and midcap index.

@ShashankUdupa1

22 күн бұрын

Yes hence i said 15% minimum i want

@viratprashar1766

21 күн бұрын

15% can easily get in a mutual fund

@viratprashar1766

16 күн бұрын

Added good stocks but Green energy in smallcase has given 60%returns yearly,

Hello I have a bit of doubt in Tata Power(just an observation). Their EPS is 11.6 but their FCF is at -272.. Isn't that concerning??

Sir what's your opinion about star insurance valuation at the moment ?

can you share link of that iifl REPORT?

Can someone paste the link for IIFL Strategy Report here

Can someone provide me the list of iifl report mentioned in the video ???

are these stocks meant to be invested as a 1 time and left till next year? or do we have to invest in these every month?

@viveknirmalkar2966

16 күн бұрын

Its upto you he just mention according to current gov these stocks can do well in next 1 year

When will we have Stock of the Month for June?

What is your view on geojit financial services?

Nice... Pl give periodical updates on this portfolio..with any necessary switches to adjust the portfolio.

@ShashankUdupa1

22 күн бұрын

This wont be adjusted this is one and done, stop loss given

Please like it if you liked my work thanks shashnka for the best help and best stocks to be Added

Sir can you please send me IIFL's research report link??

pls recommend us some good stocks from pharma sector??

Hi can anyone please share the IIFL document Shashank mentions in the video, I am not finding it online.

@TheWiseShadow999

17 күн бұрын

Same I couldn't find it too. I've been doing my analysis as well but also keeping an eye and the market is all high now....as Shashank also mentioned that nifty could go a bit down and show some little correction so wondering what are your thoughts....are you waiting for market correction or just going all in ?

cant find the public pdf report

how to avail the iifl 2024 report?

Motilal ex bonus on 10th. Thankss a lot for sharing ,sm i already hv . sm i will add on correction.

Hi, Today is Monday, You are investigating in this small case today?

Hi Shashank I got some CSK lots from Leadoff now precisely after watching one of your videos it’s in 18% loss. Any recommendations/suggestions since it’s not listed am not sure what to do, I remember you got some lots what did you do with that are you still holding ?

@viveknirmalkar2966

18 күн бұрын

I guess he is going to hold it untill it will get listed in market

How can i get that iifl report?

i think you should add consumption and banks

Anyone have the IIFL report link?

if someone has 5lac to invest should he buy nifty 50 etf/index fund or buy stocks seperately or wait for correction

@ShashankUdupa1

22 күн бұрын

If they have no knowledge then Nifty 50

Mutual fund aur stocks mei kitna % distribution kare

There are quite a few MFs that give consistently 18%+ compounded returns over a 2-5 years period. Why would you spend so much time & energy into researching these stocks and not invest into MFs? I'd build my small case to aim 30%+ compounded returns over a 2-5 years period. If you're just managing expectations and actually building this small case to get 30%+ then say it. Be brave!

@viveknirmalkar2966

20 күн бұрын

Can you name few of mutual funds ?

@aquariusneon

20 күн бұрын

@@viveknirmalkar2966 Nippon India large cap; QUANT MID CAP,

@harinikartik

18 күн бұрын

Could you please share some good MF picks 🙏

@suryapalnati26

18 күн бұрын

What are thoss

should i do a one time or sip in these stocks (am a stock market begineer)

@rahull9155

22 күн бұрын

Sip is better than one time

@Financeforyou118

22 күн бұрын

simply depends on two things type of funds available and risk taking ability as your conviction with these stocks is very low as u are a beginner

please make video on basis of latest ministry

Not able to find this smallcase. How to search ? Is it not searchable for all?

@viveknirmalkar2966

18 күн бұрын

Create your own smallcase

I think instead of NH we can put Max Healthcare

link to the IIFL report anyone?

Great video ..thank you..btw whats your view on Navin fluride? i am in red any hope?

@ShashankUdupa1

22 күн бұрын

its good but needs growth triggers to grow

Hi Shashank, Now that Railway sector is kept with BJP, will you swap any stock with Railway stocks.?

IRFC BUY Target 240 Next 6 month

Which app or website is this for making own smallcase

@ShashankUdupa1

22 күн бұрын

Its called smallcase

Excellent analysis. But i don't get the part when you keep on saying that the goal is to beat Nifty. I think an investor should never set the bar so low because if Nifty is the benchmark then go ahead buy Nifty index fund, buy Nifty bees. There will not be any hours spent on research, analysis and micro-macro events. When one spend enough time then the bar should be raised higher, atleast 2x of Nifty. This is my personal opinion only.

Your views on angel one? Im in red

Federal Bank is not a PSU

What about pitti engineering & Stell strip wheel

Sooper video maga.. liked it

@ShashankUdupa1

22 күн бұрын

Thanks macha

@satishsannakki3006

20 күн бұрын

@@ShashankUdupa1 thanks for the reply Shashank.. I am following you from 2021… invested in your smallcase( Tata stocks) one.. Your videos are very informative.. Thanks for sharing your knowledge/ ideas

Shashank bro, Did you invested this smallcase today?

@ShashankUdupa1

20 күн бұрын

No, not when nifty is at all time high

what about semiconductor theme??

Audio problem

No stock in finance?

Voice is so unclear, are you using mic which is choking?

Federal bank is not a PSU

Ur views on happiest minds

CHINA CHINA is Buying GOLD Like anything 1. they want to tread there currency replacing US DOLAR 2. acquiring TIWAN so china is planning BIG so in war situation GOLD price going up so marketing⏬⏬🔻🔻 make video on it

Poor Audio. But Great Content. Thank You.

@ShashankUdupa1

22 күн бұрын

Sorry about that

Try to solve that mic issue 🙂 bro

Can we do live deep research sometime long sessions?

@ShashankUdupa1

22 күн бұрын

This was also live deep research long session, 40mins it was about the changing dynamics of the market

Motilal oswal on fire🔥🔥