I Shamelessly Cloned India’s Top Investors to Make 41% Returns | Mohnish Pabrai | Copycat Investing

Подписаться 197 тыс.

Просмотров 603 тыс.

50% 1

👉 Join 25,000+ readers of my FREE Investing Newsletter at shankarnath.com
► Worksheet: docs.google.com/spreadsheets/...
► Try out the spam-free & absolutely FREE Underinsurance Checker :
www.klarifylife.com/term-insu...
The concept of shameless cloning, popularized by Mohnish Pabrai, involves replicating successful investment strategies of renowned investors. This video introduces a framework for creating a "shamelessly cloned portfolio" by identifying investable ideas from top investors' holdings disclosed under SEBI's 1% plus shareholding pattern rule. For this purpose, I have picked marquee investors like Vijay Kedia, Ashish Dhawan, Mukul Agrawal, Akash Bhanshali, Rakesh Jhunjhunwala, Madhusudhan Kela, Dolly Khanna, Ashish Kacholia, Sunil Singhania and Anil Kumar Goel. My simulated portfolio, comprising 57 stocks, shows impressive returns of 41.4% annually over the last two years, outperforming market benchmarks and actively managed funds
👉 Video Chapters:
00:00 Shameless Cloning Strategy
01:28 Percentage of Shareholding Method of Copycat Investing
06:39 Implementation Steps of Shameless Cloner Strategy
08:54 Cautions & Limitations
#shamelesscloning #copycatinvesting #mohnishpabrai #highreturns
Disclaimer: I am not a SEBI registered investment advisor or research analyst. I am not registered with PFRDA or IRDA either. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented. Some of the links I have posted in the video, the description, the comments and other related resources might be affiliate links

Опубликовано:

26 июн 2024

Ссылка:

Скачать:

Готовим ссылку...

Добавить в:

Мой плейлист

Посмотреть позже

Комментарии : 743

@shankarnath 3 месяца назад

👉 Try out the spam-free & absolutely FREE Underinsurance Checker : www.klarifylife.com/term-insurance/underinsurance-checker?

@akhilgupta6673 3 месяца назад

Helpful

@digamberrawat 2 месяца назад

Hi Shankar, do you manage any smallcase that I can subscribe to? As always an extremely informative video.

@shankarnath 2 месяца назад

Not currently but I'll consider having one in the 2nd half of this year. Right now, it's just my RU-vid channel & the newsletter.

@kirangowdan7478 3 месяца назад

Sir u only person who always attach the worksheet & help the investors to upgrade their knowledge. No one in ur field didn't share worksheet just insist to take personal classes

@shankarnath 3 месяца назад

Thank you. I'm glad you are finding the worksheet useful and it enhances your knowledge

@RajeevKumar-vr5ml 3 месяца назад

Absolutely right said👍

@srikarkuravi3853 3 месяца назад

most undervalued youtube channel. This channel should be shamelessly promoted with 100% XIRR!!

@shankarnath 3 месяца назад

Thank you!

@nandkishorsonawane2511 Месяц назад

Because all his videos are in English. If he started making videos in Hindi he will be star in RU-vid.

@ubantu8987 Месяц назад

@@nandkishorsonawane2511 aap apna msg to hindi me likh nhi paa rhe ho.. or hindi ki understanding ki baat karte ho.. abhi hindi me science padhayega to samajh aayega tujhe

@madankulkarni1715 3 месяца назад

SN, My take aways 1. We can copy shamelessly the portfolio of selected but their Convictions? 2. Good for people who want to dive in small & micro cap & ready to become self fund manager. 3. May be effective if no of stocks are more in portfolio considering only 1/3 rd last the marathon. 4. Your ability to simplify most complex ,confused & marketing driven fin.products is of great help to average retailers. Thanks for same.

@shankarnath 3 месяца назад

Glad you found it informative 🙌

@i_love_god10 3 месяца назад

Thanks Shankar as always with 1. Quality and useful video 2. Sharing not only knowledge but also the work did. Both these characteristics make you one of my most favorite Finance RU-vidr. I still can't understand why you are still underrated in terms of subscribers. You should be leading the group honestly. Keep up your good work!

@shankarnath 3 месяца назад

So nice of you, thank you for kind words. Honestly, it's a trick many fall into by measuring a channel on the basis of subscribers. For instance - reaching 1 million subscribers is not that difficult and publishing 1 short a day for 7-8 months or topics like "best mutual fund" will get me there. In my view, this is a problem because in many case, a large non-targeted viewership seeps into the channel and over time, the views start falling. E.g. Rachana (who has done a incredible job over the last 3-4 years) seems to be going through that phase. She's has 48 lakh subscribers, is still clocking 40k subscribers every month but is having only 100k views per day. The reasons can be many although I think it's more of viewer fatigue -- which is something my channel will also go through over time I've been looking at these phases and assessing RU-vid from a viewer & creator perspective has been helpful. My own read is that -- out of the 150k subscribers I have now or wherever I reach, it will come down to just 5-10k loyal fans who will continue with me & subscribe to the valuable services (like newsletter, community, smallcase etc.) I plan to introduce over the months & years. This suits me perfectly as I want to work with & for a smaller number of patrons and do more for them. Infact, let me close this with something I observed recently. So, I've had around 75 1:1 consultation calls and of the 75, only 8 persons had ever posted a comment on my channel. Which means 90% of the people who paid, discussed & got value from those interactions were a part of the silent majority. If I had assumed that only the ones who comment are the loyalists (much like how everyone says "underrated" and "subscribers"), then I would have been wrong. There's a bigger chunk out there and building a participation loop for them has to be my endeavour

@ashwinnair4816 3 месяца назад

Best channel for investing on youtube. Your ability to simplify complex topics is top notch.

@shankarnath 3 месяца назад

Wow, thanks!

@piyushranjan1176 3 месяца назад

Shankarji, Thank you very much. As always, very informative content presented in a very succinct manner!

@shankarnath 3 месяца назад

Most welcome, Piyush ji. I'm glad you liked it

@ishanwani8787 Месяц назад

if one isn't comfortable with small and microcap can one add a filter of using only mid and large cap of the stocks found if any when looking t invest in the long term?Or is this adding bias to the stock picking and may lead to potential losses?

@arvindgandhi1007 3 месяца назад

Excellent video Sir. Thank you very much.

@shankarnath 3 месяца назад

You are most welcome

@lakshnaramesh9733 3 месяца назад

How underrated this channel is Me: Yess I remember subscribing to this channel when it was little below 2,000 subscribers, now it's over 1,48,000 subscribers Still way below what Shankar Nath deserve to be (over 1 million easily)

@shankarnath 3 месяца назад

Thank you for the vote of confidence 🙌

@Rohit_Sharma- 3 месяца назад

That means you found out a small cap multibagger 😊😊

@gauravjangate 3 месяца назад

Excellent job man👍…. Day by day your videos showing us how much deep study you are doing… 👍 great

@shankarnath 3 месяца назад

Thank you very much 🙌

@Rickey023 3 месяца назад

One of the best videos in recent times.

@shankarnath 3 месяца назад

Glad you like it. Thank you very much

@ashishbarick 2 месяца назад

Your spoken English is very nice. No grammatical errors and good vocab. I like it.

@shankarnath 2 месяца назад

Thank you! 🙌

@karth12399 3 месяца назад

Sir investing in equity and debt funds separately is good or choose hybrid fund instead is good?

@salmansaleem4773 3 месяца назад

Hi Shankar Nath, just wanted to drop a quick note to say thank you for the incredibly useful videos you create. They've been very helpful and informative. Keep up the fantastic work!

@shankarnath 3 месяца назад

Most welcome and thank you very much for your kind appreciation 🙌

@blueworld2427 3 месяца назад

I may not follow your method but will say you are a genuine person.

@shankarnath 3 месяца назад

Thank you

@VakpathiRaoManupadi 3 месяца назад

Thank you so much for the Analysis and Information 🙏🙏🙏🙏🙏

@shankarnath 3 месяца назад

Most welcome

@puzzlerrrrrr 3 месяца назад

Great work, shankar. Thanks for this wonderful content ... appreciate your efforts

@shankarnath 3 месяца назад

So nice of you. My pleasure 🙌

@PiyushSharma-mo9qo 3 месяца назад

different and effective content shankar ji :)

@shankarnath 3 месяца назад

Thanks

@MrKsetty 3 месяца назад

Amazing work, it's not as easy as you depicted... cheers!

@shankarnath 3 месяца назад

Thank you very much!

@aravindtiwari9702 3 месяца назад

10/10 for your creativity 😂👍. Keep up the good work. 💯

@shankarnath 3 месяца назад

Thanks!

@nithinpm5449 3 месяца назад

Great ji, u have variety content & educative too.😊

@shankarnath 3 месяца назад

So nice of you. Thanks!

@rrajesh145 3 месяца назад

So much of effort to make this video to simplify concept . Thanks a lot Mr.Shankar. These are innovations on finance/investments

@shankarnath 3 месяца назад

Thank you so much! 🙌 I am glad you liked this video, found it informative

@aswamy2 3 месяца назад

Shankar, your knowledge, research, presentation and vocabulary are superb. Not just this video but everyone of them. I got some great insights from some of your earlier videos and take this opportunity to thank you.

@shankarnath 3 месяца назад

Thank you very much Mr. Arun for your kind appreciation and warm words

@kalyandey6103 3 месяца назад

The content in your channel is always informative.Thankyou

@shankarnath 3 месяца назад

Most welcome!

@prashantmalik5333 3 месяца назад

Quite informative.

@gopikannans9246 3 месяца назад

An excellent session and a nice thought process.

@shankarnath 3 месяца назад

Thank you!

@chotanalabheem1646 3 месяца назад

thankful to you sir for sharing the information

@shankarnath 3 месяца назад

Most welcome!

@hkmstreams 3 месяца назад

Good stuff, sir! Good that you included the issues and limitations you noticed during the process of cloning.

@shankarnath 3 месяца назад

Thanks!

@SatyamRaina 3 месяца назад

Quality content always, thank you!!

@shankarnath 3 месяца назад

My pleasure!

@shreehariprasad6432 3 месяца назад

The amount of research and dedicated work you and your team does for each video is top notch ,,, thank you

@shankarnath 3 месяца назад

Thank you so much for your kind words! I'm glad you like my work

@NeoGaming666 3 месяца назад

The video felt like a lecture in a top B school. I personally used this strategy last year and made some profit in Asahi Glass and then got greedy and trapped at 598. However, I still think for beginners like me, this was the best way to go. I wish to learn more from your immaculate presentation skills and like-minded thought process. Also, much appreciate for attaching the Excel sheet. subscribed.

@shankarnath 3 месяца назад

Thank you 🙌

@AnilkumarYadav-gn7bj 3 месяца назад

Great work... Immense knowledge.... Thank you Shankarnath ji.... But only wish is, please make more and more videos and do different stock analysis

@shankarnath 3 месяца назад

Thank you for the suggestion & appreciation

@Pur4348 3 месяца назад

Your videos are amazing. Everytime there is something to learn unlike other tons of useless channels out there! Thanks

@shankarnath 3 месяца назад

I appreciate that! Thank you very much

@nilanjanbiswas7104 2 месяца назад

Great video, as usual. Thank you.

@shankarnath 2 месяца назад

Glad you enjoyed it

@padmanabhanr4242 3 месяца назад

what was the drawdown of this portfolio compared to Small Cap index?

@SumitKumar-ru1lz 2 месяца назад

Good work man 👌

@sulemannadaf7172 3 месяца назад

You deserve more subscribers than you have now. Truthful content is so rare. Thank you so much for putting out this perspective on investing… great work!! 👍👍

@shankarnath 3 месяца назад

Wow, thank you!

@kakashisenpai99 3 месяца назад

Your channel is underrated man

@vishvajeetmoyon3235 3 месяца назад

Quality is often ignored for quantity bro

@islamicbayan6473 3 месяца назад

Since I watched the 1st video on this channel I unsubscribed all other channels and never missed a single RU-vid video of this channel. Quality and only quality.

@shankarnath 3 месяца назад

Thank you

@LearnwithAk95 2 месяца назад

due to english language

@raremagnum999 Месяц назад

Good but won't work

@MarzbanHathiram 3 месяца назад

Excellent video, Shankar!

@shankarnath 3 месяца назад

Thank you!

@kakashisenpai99 3 месяца назад

Will definitely try this with 10-12 stocks

@SumChatter 2 месяца назад

Shankar, very few youtubers have this level of clarity and conviction and I compliment you for that. I discovered you today and you deserve many more followers. Perhaps some Hindi videos as they get more traction? Most importantly, you came across as very knowledgable and one with integrity. Will look forward to seeing your other videos. Cheers! Sumeet

@shankarnath 2 месяца назад

Welcome aboard Sumeet ji. I'm glad you like my work! 🙌

@rohanpatil7420 3 месяца назад

Can we derive formula which considers percentage holding, invested amount (largest holding in portfolio or small holding) and free float ?

@sharmilasamantasarkar8951 3 месяца назад

Something quite different .. The content is very useful and like the approach. Thank you for your hard work

@shankarnath 3 месяца назад

Most welcome. I'm glad you liked this analysis.

@SingaporeBuilds 3 месяца назад

Something new . Well done !

@shankarnath 3 месяца назад

Thanks!

@HimanshuGupta-ex4yq 3 месяца назад

Another great video, thanks Shankar

@shankarnath 3 месяца назад

My pleasure!

@StockMarketWithDrRahul 3 месяца назад

It will be interesting to see the performance of this copy clone portfolio during the bear phase, requesting SN to make part 2 of it more deeply in this strategy- thanks and regards.

@shankarnath 3 месяца назад

Thanks for the suggestion. Yes, the trendlyne data was available for the last 8 quarters only hence couldn't extend the time period

@StockMarketWithDrRahul 3 месяца назад

@@shankarnath Oh in that case it will be impossible to make a more detailed version to test it, but seriously you did an amazing job sir. I am doing the same method with some of the best-renowned investors and the returns are quite impressive! Good luck to you and your team- Thanks

@shankarnath 3 месяца назад

@@StockMarketWithDrRahul Thank you so much 🙌

@aj-by4nc 3 месяца назад

Sir please tell from who we can copy

@senjugoku Месяц назад

Any insights into rebalancing, entering new positions, and investing on a monthly cadence after the initial lump-sum investment?

@kspavankrishna 2 месяца назад

Is there a latest version of the work chart list of stocks and to track the investments so we can know ?

@madan314 3 месяца назад

Wow this is next level revelation Shankar ji , great video , thank you. :)

@shankarnath 3 месяца назад

My pleasure 🙌

@aaronalexanderjenson3804 2 месяца назад

Quality content. Subscribed!

@shankarnath 2 месяца назад

Welcome aboard!

@Yegnesh_KSA 2 месяца назад

Wonderfully. Thank you 🙏

@shankarnath 2 месяца назад

Most welcome!

@SanthoshKumar-jp5el 3 месяца назад

Shankar, i picked up a rare gem which wasn't explored.. that's u. Great knowledge sharing bro

@shankarnath 3 месяца назад

My pleasure

@vamsikrishna24 3 месяца назад

Excellent analysis

@shankarnath 3 месяца назад

Thanks!

@khafrekhufu7259 2 месяца назад

I am a shameless cloner too...and I'm proud of it.

@TylerDurdenVibes 3 месяца назад

Hi I had changed my regular index SIP to your suggested nifty momentum and nifty value SIP strategy and I am really thankful to you for sharing such a unique info with historical data as we see significantly much more return than niftyIndex regular SIP. Thank you, these in depth analysis really teach us a lot

@shankarnath 3 месяца назад

Most welcome. I'm glad it helped.

@reomurphy 2 месяца назад

Is it the 'Why Momentum investing is now 15% of my portfolio' video?

@TylerDurdenVibes 2 месяца назад

@@reomurphy dont know, but this can be "why in bull market nifty index investing should be swapped by momentum investing"

@user-ox7ze1xm3f 2 месяца назад

omg! what an amazing video and ur speaking skills are really impressive

@shankarnath 2 месяца назад

Thank you! 😃

@phoenix-nq1jf 2 месяца назад

So happy I came across your channel , one of the finest wonder why so underated ...kudos to your work and efforts

@shankarnath 2 месяца назад

Thank you very much!

@srinaga1975 3 месяца назад

Very useful video Shankarji

@shankarnath 3 месяца назад

Thanks a lot

@skreddy0440 3 месяца назад

Thank you Shankar nath sir..

@shankarnath 3 месяца назад

Most welcome!

@saiki1989 3 месяца назад

Thank you for sharing! Much appreciated 😊 How did you determine ‘marquee investors’?

@shankarnath 3 месяца назад

Most welcome. The process has been explained in the video

@respondvivek 3 месяца назад

Shameless...What a strategy & analysis. Thanks Shankar. You always stand out with your strategies....

@shankarnath 3 месяца назад

My pleasure! Thank you for the encouragement

@atmyownservice 2 месяца назад

Excellent and genuine analysis. Subscribed to the channel within 3 mins of the video.

@shankarnath 2 месяца назад

Welcome aboard! 🙌

@ganeshdr2 3 месяца назад

Very informative thanks

@shankarnath 3 месяца назад

Most welcome

@arunabhsengupta4075 3 месяца назад

I started following your videos when you were in ET. I can only thank you for the quality content you put in each video!

@shankarnath 3 месяца назад

I appreciate that! Thank you Arunabh

@NikhilKumar-sv3pp 3 месяца назад

Appreciate your hardwork sir

@shankarnath 3 месяца назад

Thank you very much!

@user-xb8tk7iw5u 2 месяца назад

Thank you, Sir 🙏🙇🏿‍♀️

@shankarnath 2 месяца назад

You are welcome

@Sampleeeeee 2 месяца назад

Thank you sir First time visited ur page Nice information

@shankarnath 2 месяца назад

Welcome aboard!

@makarandgajare1537 2 месяца назад

Very creative idea and very well presented

@shankarnath 2 месяца назад

Thank you very much 🙌

@lancewendel6707 2 месяца назад

Nice work and thank you. Do you happen to know whether I could do this from the UK to check shareholder investments (lookup individual investors' investments online ).

@shankarnath 2 месяца назад

Most welcome. Sorry, I wont know; have not tested this on the stock exchange there

@sudeshmirashe9411 Месяц назад

Very nicely explained, thank you 👍🏻

@shankarnath Месяц назад

Glad it was helpful!

@mk67890 3 месяца назад

Your presentation skills are amazing

@shankarnath 3 месяца назад

Thanks a lot 😊

@narendragautam1457 3 месяца назад

Just excellant 🙏🙏

@shankarnath 3 месяца назад

Thanks a lot

@jayaramsi 3 месяца назад

Its my first time watching your video and your video is very clear and informative. I subscribed and i dont know i will use your shared sheet but i want to appreciate your effort and i can understand ypur research how intense. Thanks i will share your video to some of friends

@shankarnath 3 месяца назад

Welcome aboard! I'm glad you like my work

@shilpashah4491 3 месяца назад

Brilliant work sir

@shankarnath 3 месяца назад

Many thanks

@Raviteja_0502 3 месяца назад

Hi sir , Good morning Thank you for the content ☺️

@shankarnath 3 месяца назад

Good morning to you too. Most welcome!

@guruprakashsrinivasamurthy5503 2 месяца назад

Thanks for being honest and sharing your learnings with the world. God bless 👍

@shankarnath 2 месяца назад

My pleasure!

@TheBtrivedi 3 месяца назад

Superb video. One of the best things I liked was your unbiased simulation whereby one out of 3 stocks made loss which is likely close to reality.

@shankarnath 3 месяца назад

Glad you liked it

@pwuda123 Месяц назад

Thank you - this is very helpful and appreciate your good work @shankarnath sir... appreciate you going that extra mile and making the spreadsheet available for amateurs and beginners like me. Regards

@shankarnath Месяц назад

So nice of you. You are more welcome 🙌

@sandiy007 2 месяца назад

Very interesting concept 👌 Thanks for excel attachment 🎉

@shankarnath 2 месяца назад

Most welcome. Glad you liked it! 🙌

@somshridhar 3 месяца назад

Perfect investment strategy Thanks

@shankarnath 3 месяца назад

You're welcome!

@ashwinjaipurkar59 13 часов назад

Interesting video. Interesting way to fund good picks

@shankarnath 11 часов назад

Thank you!

@gauravmalhotra2272 3 месяца назад

Excellent insights

@shankarnath 3 месяца назад

Thank you

@brolysujay Месяц назад

Good video brother, you have explained complex things in understandable manner. Subscribed.

@shankarnath Месяц назад

Welcome aboard!

@mohan7642 3 месяца назад

Very good content Shankar, thanks for this and even the spreadsheet. It is very informative. Appreciate and love your contents as always. Very good perspective. Never imagined with copycat strategy one can create huge returns, as most of it are small cap or micro cap at times like now, it will fall brutally. Investor to have bigger stomach to hold it for 5-10Yrs.

@shankarnath 3 месяца назад

My pleasure, glad you found it informative

@piedpiper17 2 месяца назад

Fabulous work and learning Shankar

@shankarnath 2 месяца назад

Thank you!

@Ninjago134 3 месяца назад

Great video as your other videos 👏 You could start active index fund on this theme 😊

@shankarnath 3 месяца назад

Thanks for the suggestion

@keshavkumar5331 3 месяца назад

We trust you and your efforts. Thanks for your guidance. You are God for investors like us. Tq once again.

@shankarnath 3 месяца назад

So nice of you, Keshav ji. It's my pleasure

@sreevathsabr82 2 месяца назад

Such a great insight and analysis 😮

@shankarnath 2 месяца назад

Thank you!

@karangadgil9847 2 месяца назад

so well presented. it was impressive to see so many factors considered.

@shankarnath 2 месяца назад

Thank you!

@kumargaru7327 3 месяца назад

Really really excellent video

@shankarnath 3 месяца назад

Thank you very much!

@praveenas7072 2 месяца назад

Good content, Thank you

@shankarnath 2 месяца назад

You're welcome

@topblogger5296 3 месяца назад

Awesome 😎

@100paise2 Месяц назад

This was the best informative video and entertaining video so far .. Thank you so much

@shankarnath Месяц назад

Glad you enjoyed it!

@privacyowl 3 месяца назад

While I personally don’t believe in investing a large corpus outside the major indices, I really like your well researched approach to these active/quantitative investing. I think you should create a few smallcase baskets for novice investors who’ll love to invest in such ideas but have no idea/inclination to research and rebalance regularly. It think could be a good source of income for you as well

@shankarnath 3 месяца назад

Thank you for the appreciation and suggestion! I might build smallcases in the 2nd half of this year.

@rahulrajdon 3 месяца назад

Superb ❤

@shankarnath 3 месяца назад

Thanks 🤗

@gauthamrokz 2 месяца назад

Wow you are genius strategy to look into for small investors

@shankarnath 2 месяца назад

Thank you very mych 🙌

@adityakohli6266 3 месяца назад

In step 5 you mentioned about clean up and paying attention to when the investment was initially made and when the investor took an exit. My question is what if the investor had bought and sold the stock on different intervals - The price on each date would be considered or you took an average or something to calculate the returns? Also, if you used the buying and selling price to calculate the returns then what role did price over last 8 quarters play?

@shankarnath 3 месяца назад

1. I used the price on specific dates i.e. 31-03-2022, 30-06-2022 and so on 2. I didn't understand the question on "role of price", can you pls elaborate?

@user-no007 3 месяца назад

Hi Shankar, great video like always. Here is quick tangential question and hope you may please answer - I like the quality of your videos - the way they are presented is just right with voice, commentary and very fine graphics. Just curious what recording devices for audio and video do you use? And any software? Thank you 😊

@shankarnath 3 месяца назад

Thank you very much 🙌 1. Audio recording happens via a regular 700 rupee Boya mic that can be bought on Amazon 2. Video recording is done via a Sony camera (an expensive one .. almost 2 lakhs) that my videographer brings with him. I don't own a camera myself. 3. For editing, the editor uses Adobe Premiere Pro 4. The invisible quotient is the graphics you see on screen. I create that using Powerpoint; slide by slide and the editor replicates it 5. For thumbnails, I use Canva

@user-no007 3 месяца назад

@@shankarnath Fantastic! Much Helpful.