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Creating a Stock Portfolio for the next 5 years | Weekend Research with Shashank Udupa

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Timestamps:
0:00 - Market and Elections Analysis
6:47 - Analyzing IIFL's Report
7:55 - Analyzing Goldman Sach's Report
9:45 - Sectors I am Bullish On
15:00 - Creating the Post-Election Portfolio
29:25 - Technical Analysis of the Stocks
36:29 - My Overall Thoughts
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Disclaimer: We encourage all investors to use the information on the channel as a resource only and should further do their own research on all featured companies, stocks, sectors, markets and information presented on the channel. Nothing published in this video should be considered as investment advice.
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#Stockmarket #Finance #ShashankUdupa

Опубликовано:

17 авг 2024

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Комментарии : 213

@JesseMayhill Месяц назад

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 Месяц назад

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

@Duttonmuffins Месяц назад

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 Месяц назад

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 Месяц назад

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 Месяц назад

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.

@neerumalhotra5630 2 месяца назад

Thanks for sharing such valuable knowledge Shashank !

@vedanthanda5163 2 месяца назад

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

@kevalkumar9694 2 месяца назад

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

@AditsGuitarLessons 2 месяца назад

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 2 месяца назад

Waiting for correction

@prashantmi22yestodo 2 месяца назад

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

@unbeaten9953 2 месяца назад

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?

@unleashyourlaptop7172 2 месяца назад

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 2 месяца назад

Yes hence i said 15% minimum i want

@viratprashar1766 2 месяца назад

15% can easily get in a mutual fund

@viratprashar1766 2 месяца назад

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

@meerathakkar7513 2 месяца назад

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

@shivanib.j 2 месяца назад

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

@opinionnnn Месяц назад

What about all the other smallcases in your portfolio ? Please share those also

@varinderkumar7092 2 месяца назад

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

@driyagon 2 месяца назад

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 2 месяца назад

Haha its fun to watch live

@patil.harshal 2 месяца назад

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

@swaminathans2224 2 месяца назад

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

@durgeshtelang4369 Месяц назад

Excellent analysis

@pargatsingh4086 2 месяца назад

Can someone paste the link for IIFL Strategy Report here

@pargatsingh4086 2 месяца назад

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

@RajuBhai-lk8rg 2 месяца назад

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?

@Advaithreddy229 2 месяца назад

So much effort u put in its just insane

@satish9957 2 месяца назад

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

@vemulamadhavarao6795 2 месяца назад

very good analysis i have three stocks in portfolio hal tata power and narayana hrudayalaia

@prachivijayvergiya9496 2 месяца назад

Informative 🎉🎉 maza aa gaya what an interesting vedio

@aquariusneon 2 месяца назад

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 2 месяца назад

Can you name few of mutual funds ?

@aquariusneon 2 месяца назад

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

@harinikartik 2 месяца назад

Could you please share some good MF picks 🙏

@suryapalnati26 2 месяца назад

What are thoss

@sandhyahemmady3805 2 месяца назад

Very informative video sir, thank you so much

@palakagarwal1794 2 месяца назад

Thanks for the amazing content & in depth research.

@vamsiantyakula4310 2 месяца назад

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 2 месяца назад

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 ?

@rajatgoel8515 2 месяца назад

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.

@ChethanKarur 2 месяца назад

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

@tejaszaveri44 2 месяца назад

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

@RexhaBabe 2 месяца назад

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

@ayushvarma9657 2 месяца назад

Great video yet again Shashank!

@Dark_Legend104 2 месяца назад

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

@ShekharDhangar-ux6kw 2 месяца назад

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

@navinmelwani2541 2 месяца назад

Very knowledgeable. Thanks

@shubhamkumar6383 2 месяца назад

Where to find this pdf

@MrAkhilisgood 2 месяца назад

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

@abbia1979 2 месяца назад

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

@mayurtaday2488 2 месяца назад

Federal Bank is not a PSU

@haniahcomdir1732 2 месяца назад

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

@vedanthanda5163 2 месяца назад

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

@DigishPandya 2 месяца назад

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

@umangmalhotra1222 Месяц назад

where is the link for thi smallcase?

@rishabhmaurya-yj4er 2 месяца назад

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

@simarpreetsingh4309 2 месяца назад

Great one Shashi!

@ic3475 2 месяца назад

Federal bank is not a PSU

@gauravsingh-nj5hx 2 месяца назад

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

@abhishekdixit8581 2 месяца назад

Great work! 👏🏻👏🏻

@rakshithn2159 2 месяца назад

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

@TheWiseShadow999 2 месяца назад

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 ?

@ramakrishnabobbili7612 2 месяца назад

THANKING YOU SIR.

@cthinkzz 2 месяца назад

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

@nirmalkrishna7741 2 месяца назад

Thanks bro..loved it.

@srihari_views 2 месяца назад

Good one shashank. Would like to meet you sometime.

@SK-gx5jx 2 месяца назад

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

@pranabdebnath5474 Месяц назад

Can't find this portfolio

@sanjeevhegde5422 2 месяца назад

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

@7aaven 2 месяца назад

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

@sohankhomane7295 2 месяца назад

Great work shashank !

@raghavendrakonamolla681 2 месяца назад

Great work, Shashank❤

@lavakumar9243 2 месяца назад

Thank you

@michaelprince9418 2 месяца назад

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 2 месяца назад

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

@surinderkumar956 2 месяца назад

Excellent portfolio

@varinderkumar7092 2 месяца назад

I like very much. How much should we invest .

@lifelong494 2 месяца назад

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 RU-vid community?

@huzefa0505 2 месяца назад

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

@Bhardwajweb 2 месяца назад

please make video on basis of latest ministry

@rohitjain-nr7mu 2 месяца назад

Anyone have the IIFL report link?

@AvaneeshKumar-ei1cw 2 месяца назад

I think instead of NH we can put Max Healthcare

@imarobot6240 2 месяца назад

i think you should add consumption and banks

@garimangupta7815 2 месяца назад

When will we have Stock of the Month for June?

@pr12064 2 месяца назад

what about semiconductor theme??

@ankitahegde1393 2 месяца назад

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 2 месяца назад

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

@raju1950 2 месяца назад

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

@ShashankUdupa1 2 месяца назад

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

@snehilsinghal6312 2 месяца назад

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

@rahull9155 2 месяца назад

Sip is better than one time

@Financeforyou118 2 месяца назад

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

@vaishnavikabadi3363 2 месяца назад

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

@hemanthpatel4680 2 месяца назад

How can i get that iifl report?

@shweta16690 2 месяца назад

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

@viveknirmalkar2966 2 месяца назад

Create your own smallcase

@MoreInformation999 2 месяца назад

What is your view on geojit financial services?

@dhruvarora7637 2 месяца назад

pls recommend us some good stocks from pharma sector??

@shyamvasant8316 2 месяца назад

Where can I find the IIFL report?

@thejeshk3944 2 месяца назад

Great vedio please make such vedios

@sarveshsardeshmukh 2 месяца назад

link to the IIFL report anyone?

@viveknirmalkar2966 2 месяца назад

Motilal oswal on fire🔥🔥

@exploretravelandfly 2 месяца назад

IRFC BUY Target 240 Next 6 month

@siddhantyadav3706 2 месяца назад

cant find the public pdf report

@devanshbansall 2 месяца назад

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

@ShashankUdupa1 2 месяца назад

If they have no knowledge then Nifty 50

@unnikrishnan3934 2 месяца назад

Audio problem

@soul8062 2 месяца назад

how to avail the iifl 2024 report?

@ClashWithSparsh 2 месяца назад

can you share link of that iifl REPORT?

@Xubairr 2 месяца назад

Mutual fund aur stocks mei kitna % distribution kare

@prashanthk.6843 2 месяца назад

No stock in finance?

@abdurahimanmadathil3970 2 месяца назад

Very useful as usual

@soumen_22 2 месяца назад

Shashank bro, Did you invested this smallcase today?

@ShashankUdupa1 2 месяца назад

No, not when nifty is at all time high

@goku10096 2 месяца назад

Poor Audio. But Great Content. Thank You.

@ShashankUdupa1 2 месяца назад

Sorry about that

@souravacharya4823 2 месяца назад

coforge promotoer holding has reduced

@anandkoshy1 2 месяца назад

What about pitti engineering & Stell strip wheel

@yashigoyal261 2 месяца назад

Any views on Deepak Nitrite. I am in red.

@maverickrishi413 2 месяца назад

Only when China dumping concerns are mitigated

@rahulverma-lz1hi 2 месяца назад

Which app or website is this for making own smallcase

@ShashankUdupa1 2 месяца назад

Its called smallcase

@Free-Online-Courses 2 месяца назад

Where is he making the basket? Which site?

@viveknirmalkar2966 2 месяца назад

Smallcase website

@Free-Online-Courses 2 месяца назад

@@viveknirmalkar2966 Thanks a lot :)

@harikrishnasi 2 месяца назад

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

@ShashankUdupa1 2 месяца назад

its good but needs growth triggers to grow

@harishgoud3628 2 месяца назад

do something on ur mikr issue , its so irritating

@ShashankUdupa1 2 месяца назад

Fixing it