If you too want to invest in the mentioned small case, check: link.smallcase.com/KORK5lSQAhb Create your own small case today!: link.smallcase.com/YFpIQMmDbhb
Hi Akshat, Thanks again for this video. I would also request you to create smallcase as you said during the video, in addition it will be really helpful if you create more videos on smallcase
Please create your small case. What is the entry time for small case? Shall I take entry on unit stock which are in small case based on 200 SMA by increasing investing amount? Is it for long time investment? I am a beginner and have been watching your videos?
@@udyan9571 It actually reduces the watchtime. if you watch a 10 minute video at 2x speed it's watchtime is only 5 minutes. which in my opinion is bad for youtuber... I don't understand why they do this... Ankur Warikoo does the same thing.
Managing money is different from accumulating wealth, and the lack of investment education in schools may explain why people struggle to maintain their financial gains. The examples you provided are relevant, and I personally benefited from the market crisis, as I embrace challenging times while others tend to avoid them. Well, at least my advisor does too, jokingly.
Investors should exercise caution with their exposure and exercise caution when considering new investments, particularly during periods of inflation. It is advisable to seek guidance from a professional or trusted advisor in order to navigate this recession and achieve potential high yields.
I subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your adviser
Through closely monitoring the performance of my portfolio, I have witnessed a remarkable growth of $485k in just the past two quarters. This experience has shed light on why experienced traders are able to generate substantial returns even in lesser-known markets. It is safe to say that this bold decision has been one of the most impactful choices I have made recently.
The Adviser I'm in touch with is *'Nolan Velden Brent'* , he works with Merrill, Pierce, Smith incorporated and interviewed on CNBC Television. You can use something else. for me he strategy works hence my result. He provides entry and exit point for the securities I focus on.
If you were my Economics teacher in school/college, I'd be in an entirely different field right now. Teachers like you need to be in every school/college.
Thank you for this video and all other videos as well. 1. Please do create a small case of yours. 2. Please make a video(s) on various small cases explaining ( breaking down further for layman ) and the ticket sizes appropriate to the fees for them , time horizon et, this would be very helpful for choosing a mix of small cases for short, short-long and long term ( e.g EV could be a long term). 3. Also if we say invest into a X number of small cases and then based on performance say for next 6 months we can have the flexibility of trimming down the investments, how to stop a small case. 5. Please also ellaborate on the impact of short term capital gains ( due to rebalancing in small case) which a mutual fund investor doesnt have to bear.
Although Smallcase sounds like a good option, one should be aware that such theme based small cases might lead to decrease in returns over time. Instead diversification will be less risky.
Even am a newbie what I can say about diversification is that investing in multiple shares, mutiple sectors, multiple asset classes, so overall these all will make you returns but if instantly one sectors starts performing poorly because of some reason your overall return won't get affected that much. Now much % in which sector or asset class etc that am not gonna tell you. Look up yourself, beware of debt funds right now because of USA economy.
Hey @ Akshat, you missed one point. In case of rebalancing in Smallcase, there would be capital gain implications for the individual. Although in case of mutual funds rebalancing, same would not be applicable for individual.
I also wanted to bring this up. I was expecting him to explain about the tax implications as well as many smallcases get rebalanced quarterly. Some paid smallcases get rebalanced weekly. I have been investing in MFs since 12 years and my portfolio is on 17% CAGR right now. I have now started some SIPs in a smallcase that has a 5 year CAGR of 27%. I have been trying to figure out what would be the tax adjusted returns on it and whether it makes sense over MFs. I'd like someone to make a video explaining this particular thing.
@@TheBoomsonic A few other RU-vidrs have made video on the specific charges and taxation. Please check them out, Akshat was definitely biased towards smallcase and the whole intent of the video was to get everyone to use smallcase.
Every video of yours . . I First Hit the Like Button and then start watching the Video. . Man ur simple Inspirational. . The only feedback I wud like to give is. . I saw few of your earlier videos. . And u were talking in Hindi. . For us South Indian it's Greek and Latin . . Tot why don't u seak in English . . And ya after every video of yours was only in English, so we all can understand. . Keep Rocking. .
Before jumping into conclusions, I think you should take a look at things first. For the past few days, the price of BTC has been fluctuating which means the market is currently unstable and you can't tell if it is going bearish or bullish
I was expecting you to explain about the tax implications as well as many smallcases get rebalanced quarterly. Some paid smallcases get rebalanced weekly. I have been investing in MFs since 12 years and my portfolio is on 17% CAGR right now. I have now started some SIPs in a smallcase that has a 5 year CAGR of 27%. I have been trying to figure out what would be the tax adjusted returns on it and whether it makes sense over MFs. I'd like someone to make a video explaining this particular thing.
Hey akshat as you showed at the end that on small case you get suggestions to rebalance. Now if we rebalance our shares we would be entitled to pay 15% as short term capital gain on every readjustment. Then wouldn't this make smallcase portfolios extremely expensive when compared to a mutual fund. Please do share your thoughts on this!!
Even I had the same question, I checked my friends portfolio, rebalancing isn't always done by selling a stock at higher price. Even if they do there will be some stocks which you will have to sell for a loss, in a way it sets off. The chances of you paying stcg is less, and even if you have to pay it will be minimal. But what sucks is you'll end up paying more DP, STT and other charges than actual tax. This is something every RU-vidr promoting smallcase don't tell us. To conclude Mutual funds are flexible if we do proper research. Smallcase is lucrative, but you'll realise there are more charges than a mutual fund
I have been a fan of small cases. But lately me and my friends have problem with few of them. Some of the small cases have closed down without any support. Benchmark indices have been changed without any communication. I have moved out of my small case investments. Just my experience
@@VALAR_Morgulis. Yes, My experience is too many partners created Small cases without any checks & balances. Unlike a MF as there is no control, a partner can close a small case whenever it wants. Especially when they miss a trend and it gets into a loss for few quarters. I do not have the data to share now. Have a look at Abhimanyu's scenario. Over 3 years he not only made losses but 17 of the 18 small cases closed down. (www.quora.com/What-is-your-review-of-smallcase-by-Zerodha). Once a small case close down, there is no rebalancing and you are left with stocks without any guidance. I am planning to reach out to small case on this & curious to understand their response
@@VALAR_Morgulis. Earlier there were no charges from the small case side. You still had to pay the Brokerage charges based on your broker (Just like you buy/sell stocks). But now small case charges Rs 100 for each BUY in addition to the charges you pay to the broker (zerodha-help.smallcase.com/en/articles/410729-charges-for-smallcases)
Like mutual funds, small cases are also framed by fund managers. How do we know the competency of these fund managers that whatever rebalancing they will be doing is going to be benefitial. In MF we can track its rating via crisil and similar rating agencies, nothing as such in smallcase. Its a new product and it has been promoting by paying heavily these youtubers.
Akshat, yes please create videos on top 3 small cases..Also please consider the actual returns as rebalancing is happening now and then and for each stock we need to pay STCG..Also I would encourage if you personally create a small case for us as we have big hope on your analysis.
Why is no youtuber talking about the STCG implication in smallcase for every rebalance. Suppose I invest 50k in a smallcase, after 3 months it is rebalanced and just for simplicity lets say that the cost of stocks sold is equal to the cost of stocks purchased. Say, there is 50% portfolio turnover, and we sell stocks for 25k and rebuy the newer stocks. In that 25k, say there is 5k capital gain, which we will have to pay tax on, when we didnt really "gain" any capital as we just reinvested the money. When in mutual funds people say that the dividends dont come to us directly we should also see that the tax implications are also not on us directly. More than the "commissions", it is the STCG in smallcases that reduces the returns.
This rebalancing is too frequently happening. If some one has to gain LTCG, manual baskets are prepared by self for atleast one financial year is the only solution.
Hey Akshat, Really love the content of the channel! Every minute watched is like an investment in knowledge. Would really love to see your own Small case, please make one! & Thank you for sharing such amazing content!
Please don't follow this blindly. Smallcases can have frequent rebalancing of stocks which can heavily impact your return. This is not true for mutual funds. The tax is not factored in the CAGR shown on the smallcase website. The fact that Akshat didn't mention this shows he is not different from other youtubers.
@@puru2652 I mean short term capital gains because of rebalancing. You don't have to pay this in mutual funds. If you are comparing the 2, how do you not mention this?
@@MrEternalFool then they are supposed to just do charity for minimal charges. Obviously there's gonna be a catch and rebalancing is optional. Know your stuff and then u can decide not to do that if you feel so
Still now i heard so many channels subscribed for stock market knowledge but this one is the best nd i know in future it will skyrocket with lot of subscribers
Hi Akshat, please also explain the taxation part of the small case. What happens when rebalancing is done, the charges, and how the STCG will come into effect for the stocks that were sold during rebalancing.
Every vedio of yours is very very indepth and systematically described with lots of examples...speciallywhen you discribe point by point (easy to remember) with disclaimers also..this shows how good teacher you are. 🙏👌🙌 loved watching all vedios. Also recommended to frends.
Very useful as I was looking for an explanation between MF and small case. Thank you. Your teaching is fabulous, however can't deny the power of your positive energy and hearty smile.
Nice video Akshat. Very informative. I would suggest if you could touch base on " Rebalancing concept" with 80-20 rule of buying and selling. Its slight tricky and many early investors get jittery while rebalancing their portfolio either weekly or monthly
Hey Akshat, whenever there is a rebalance. Which is usually done every quarter, on selling stocks a tax event is originated. Thus, don't u think there will be lot of portfolio churning and thus STCG? Also do u think smallcases are effective for long term investing?
@@mithileshreddy8420 He could have explained the depository charges which will be occured whenever you rebalance your portfolio. These will literally eat up your capital if you sell and buy stocks frequently, not to mention the short term capital gains tax.
@@gauravbhisikar6381 overall his channel is a better one... When compared to other ones like Tanmay, and Ankur. Even though yadhnya and Parimal always push their promotion, I feel they are honest when compared to the aforementioned, and they promote only their products. Tanmay is just the worst. First bjp ranting, next pubg, phir personal finance, ab crypto. Matlab kuch bhi
Hi pls put a video on your investment style so that we can learn Akshat ... Learning a lot and sharing to my family as well 👍 keep moving forward you love what u doing ...keep smiling
Awesome video sir. Binge watching your content for the past one week, and yes want to see your small case portfolio. Thank you for sharing your knowledge, big fan.
Thank you so much sirji ..very informative..I have following questions on small case 1. If I buy a small case it says min amount 50k for eg is it 1time investment/monthly investment sip? 2. Most of small case requires subscription only few are available for free..
Hello Akshat, Great video! Very clearly articulated! While choosing to invest in a Smallcase, I'd like to ask how to decide whether to go for a SIP or a Lumpsum? I'm sure there is more to this than just getting into the discipline and habit of investing! For the smallcases which have a low minimum value amount, I think SIP would be better (correct me if I'm wrong) but I get confused when its the high minimum value smallcases! Please guide me with this clarification!
Thank you for the video, Akshat. Very informative. One question though - do small cases also have a filters/financial rules that govern them instead of just themes. For example - PPFAS Flexi Cap clearly says they will buy low PE and debt free companies whereas Axis Bluechip says they will invest in cash rich, debt free, High RoE businesses. Do such themes play across Smallcase or are Smallcase investments just based on themes ?
hi Akshat Need some information regarding investment 1>Is the small case right tool to invest in stocks as I don't have the know-how of Stock trading? Currently invested via MF 2>Should I invest in the small case via SIP or Lumpsum? 3>Which is the best small case for small-cap.
Mf dividend is not a dividend. They sell some units and give you your money.. People were being mislead..hence sebi renamed it to idcw (income distribution and capital withdrawal)..it is no longer called dividend option
what about relabalancing & stock delivery charges everytime we rebalance the basket ? Usually for active baskets rebalncing is done quiet frequently. You didn't cover this part.
Hey, Akshat. I am a huge fan of your channel and watch your videos regularly to de-stress myself. I have genuinely learnt a lot from you and would be forever grateful. However, this video seemed completely against MFs and biased towards Smallcase. For isntant, you specifically mentioned about MFs having high expense ratio but did not highlight how index and many other MFs can have low expense ratios as well- just like Smallcase. The problem/issue is the same on both the sides; I would have apprecited if you would have highlighted the same. Thanks :)
thank you so much for this video! I wish I had you 5 years back ! looking forward to your every video. Please answer this question- whenever we are rebalancing then we are selling and buying multiple stocks, then we would be charged brokerage, STT, capital gains tax etc for it each time. So realistically what are the returns on the small cases ? Is it better than buying those stocks individually without frequent rebalancing?
Yes I think that causes a major drain. Rebalancing frequency varies from weekly to quaterly. So essentially, in each rebalance the no. of types of stocks that are being sold, we end up paying Rs 15*(no. of types). For video's example - 15*9 = 135Rs would have been deducted as Depository charges. Interesting thing is Smallcase wouldn't count that `loss` in its investments dashboard. But 135*4 = 540 seems to be a major drain in profits yearly. Thoughts?
@@theraveskies Yes. One other interesting observation is smallcase misleads users by not showing data of 6months, 1Yr. Most of their Smallcases(all weather, equity and gold) haven't performed better than Bluechip MFs in last 6 months. I think SmallCase is mainly living off youtubers promotion.
Appreciate if you can explain me this scenario - In Aug 2020 I started a small case and purchased 10 NiftyBees, via small case. Let's call them 10SC In May 2021 I purchased 10 NiftyBees but directly from my broker account - Zerodha. Let's call them 10Z Now total NiftyBees in my account is 20 (10SC+10Z) Now when I exit my small case that I created in Aug 2020,, which set of NiftyBees will be sold ? Will 10SC be sold or 10Z be sold ?
Hey Akshat, As always brilliant stuff 👍🏼 Can you please provide an insight about Rebalancing portfolio and whether a beginner investor should go for it considering its charges and tax implications (Due to sell call etc).
Hello Akshat, first of all thank you for making and posting great videos on the topic of investment. As for rebalancing of smallcase portfolio, is it mandatory to do so once you have been notified by the backend research team? What impact will it have if you decide to hold on to the existing stocks?
Correction sir- 13:33 In mutual fund you can choose the option for divided payout option. So it's not necessary that your dividend is reinvested. 14:35 Entry loads are not charged by the Mutual funds on equity based schemes
I have been making losses trying to make profit trading. I thought trading demo account is just like trading the real market... can anyone help me out or at least advise me on what to do ?
Talking about Brokers, fund Managers of FMs, managers of baskets of themes, Equities and MFs in isolation or group etc. etc., in smart way will hardly make a difference. The only diffrence is the way some one is made convinced of, knowing fully that the stock market is most unpredictable whether you buy singly or in basket, or diversify your fund rationally. Your smartness and conviction will surely benefit some people including those who are smarter enough to extract much more indirectly. Thanks.
Akshat , thanks for all the information you are sharing, One basic question i would love you to address, we usually get all the information about when to buy a stock but there is no video or analysis video on when to exit from the stock. Requesting you to share your idea / methods to evaluate exit strategy from a stock
Respected sir, please make video on granular market segmentation. Your style of explaining is very digestive mentally. Makes understanding complex subjects easier for the layman.
Yes sir, please create a small case of your choice. I am beginer in stock market. So until I get a hold of it I and people like me can invest in something that's not too risky.
