Check out the smallcases mentioned in the video here: 1. All weather investing - link.smallcase.com/uVCr4TVCIib 2. Dividend Aristocrats - link.smallcase.com/tLQCyqNHnrb 3. Mi_Mt_Allcap - link.smallcase.com/TxSlW3fa5wb 4. CapitalMind Momentum - link.smallcase.com/GkbHkikZjsb 5. Electric Mobility - link.smallcase.com/O7pKrkfsihb 6. IT Tracker - link.smallcase.com/K4Z9Z2I0rqb 7. Value and Momentum - link.smallcase.com/UbFKbJ4CIib 8. House of Tata - link.smallcase.com/qOIZP4wcWpb 9. Top 100 stocks - link.smallcase.com/jn3yGXka5wb 10. BM Vision 2030 - link.smallcase.com/BtfKPKpa5wb Check out my former videos on Smallcase investing I mentioned in the video: Rebalancing smallcase: bit.ly/3JcIPXz Charges of investing in smallcase: bit.ly/3JeR7yi Horizon smallcases: bit.ly/3JdiJny
I began my investment journey at the age of 38, primarily through hard work and dedication. Now at the age of 42, I am thrilled to share that my passive income exceeded $100k in a single month for the first time. This success reinforces the importance of the advice mentioned earlier. It is not about achieving quick wealth, but rather ensuring long-term financial prosperity
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 $483k 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 'Jude Ryan Mcdonough' He works with Merrill, Pierce, Smith incorporated and interviewed on CNBC Television. You can use something else, for me his strategy works hence my result. He provides entry and exit point for the securities I focus on.
@ankurwarikoo I recently began investing in smallcase after watching your video where you said that smallcase take only one time charges of 118 rupees. However, I accidentally discovered that smallcase charges an additional fee of 100 rupees plus GST EACH TIME I make a lump sum investment. In your video, you mentioned that smallcase only imposes a one-time fee of 118 rupees. As a responsible content creator, I trusted your advice and started investing around 10-15k every 3-4 days. I kindly request you to create videos with more responsibility, considering the significant impact they have on investors.
yes it is. they charge 118 per lumpsum. you can create a sip ( if it is available in that smallcase) . they charge 10Rs + GST per sip i think . ( as they mentioned in charges) PS: i never did a sip in smallcase.
My portfolio has good companies, however it has been stalling this year. I’ve approximately $700k stagnant in my reserve that needs growth, any suggestions to grow my portfolio will be highly appreciated.
Find stocks with market-beating yields and shares that at least keep pace with the market for a long term. For a successful long-term strategy I recommend you seek the guidance a broker or financial advisor.
@@Isaacmeide very true, I started investing before the pandemic and that same year I pulled a profit of about $600k with no prior investing experience, basically all I was doing was seeking guidance from a financial-advisorr, you can be passively involved with the aid of a professional.
@@ellamezo Isabel Linda Dueri” is my portfolio-coach, I found her on Bloomberg where she was featured, I looked up her name on the internet. Fortunately I came across her site and reached out to her, you can verify her yourself.
@@vivianecardoso0 She appears to be well-educated and well-read. I ran a Google search on her name and came across her website; thank you for sharing.. This information is really helpful.
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.
This is superb! Information, as a noob it gets quite difficult to handle all of this and staying informed is a major cause, how do you go about this are you a pro investor?
Through closely monitoring the performance of my portfolio, I have witnessed a remarkable growth of $483k 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.
Hey Ankur, I have been following you for couple of years now, and what I am observing is that you are now making more videos on Finance related topics. But I would love to see more videos on Personal development as well : Like Public Speaking, Time Management etc. Please try to include these types of videos also in your upcoming agenda. Thanks
Hi Ankur... Myself Vikas Bansal... Must Say.. Your Way of Presenting and Explaining Concepts is Just Outstanding... Just got connected with you in the last 7-8 days... Just now focusing on your content... Really Awesome... Recently purchased few of your books from Amazon. Current Video of yours is showing the best smallcases stocks of six months back... Can we get some latest update of preferences as per your understandings as on current date...if possible kindly update how it can be updated. Looking forward to connect with you much strengthier way. Thanks & Regards
Sir smallcase has updated (increased) their charges and also introduced sip charges. Please make a updated and detailed video on the small case charges with EXCEL. This is really the need of the hour. Your previous small case charges video is outdated.
If you are not in the financial market space right now, you are making a huge mistake. I understand that it could be due to ignorance, but if you want to make your money work for you, prevent inflation from eroding your savings, build generational wealth, and cultivate good habits and financial knowledge, you must be in the market.
NOBODY BECOMES A MILLIONAIRE OR BILLIONAIRE BY WORKING FOR OTHERS AND DEPENDING ON THEM, GOOD INVESTMENT BRINGS MILLIONS OF DOLLARS AND CONSISTENCY BRINGS BILLIONS. THE MARKET IS ALL ABOUT CRYPTO NOW YOU MIGHT WANT TO LOOK INTO IT
Investing in Stocks and Forex is the wisest, it's a place where millionaires and future billionaires come to get inspired. If you've not been involved in any you're missing out. Most importantly If you know how to trade you can make a ton of money no matter where you find yourself
As a beginner who don't understand how Bitcoin trade/forex trading really works and you really want to make profit from it. I will advise you to first start working with a professional broker
Ankur sir , my name is rahul , i am watching you actively since last 2 years and i have started my small case almost one and half years ago. I am a bit confused now because once i have entered now i am wondering what will be the right time to exit the small case. Is their any idea time period to stay on a particular small case. I am trying to find out the answer of this question , can you please tell me? Thanks and regards, your sincere subscriber Rahul jha
Sir , Maan ke chalte hai smallcase se ek atcha portfolio le liya ,10 saal invest v kar liya return v atche aa gaye uske baad kaise exit/end/withdraw , end part kaise karte wo thoda help karte toh matlab concept clear hota.
Thank you Ankur. You are the best. I am starting investment in 2023. If you could answer my questions I will be very much obliged. The question are as follows. How to disinvest from stocks? For example If you buy a small case and you want some money and you sell some of the stocks then the balancing of the stocks will be disturb then how this rebalance again? Second question In momentum strategy Do they tell when to sell the stock? if so how ?
Hi Ankur Ji, Very informative session. I reviewed all the Smallcase baskets which you had advised in March-2023, they all have performed well now. Pls suggest for 2024 now 😊. Thank you
Wariko I respect you but you should mention the cost of rebalancing frequently and it eats up the returns. Please recheck and help us to understand more
I invested in Value and Momentum smallcase early in around 2021 when it was free. Now I feel like king of the world bcos it's part of paid subscription lol
Today I made my decision to quit trading because it was causing health issues plus I'm trying for two years and wasn't profitable in total. Plus blew 30% of my capital in those years. I'M FEELING REALLY LOW RIGHT NOW. I'M TRYING TO FIND A WAY TO GENERATE INCOME BECAUSE NO ONE WOULD GIVE ME A JOB
I need to invest in a smallcase, I can invest about 1-2 lacs upfront and 30-50k a month. Planning to go for momentum strategy please help me choose from 1. One of the Weekend investing 2. Capitalmind 3. Wright momentum. Can invest in only one as want to average the fees by investing good amount over 5 years
Thank you for this video. Very helpful. To add, had I seen this recommendation last year and invested, I would have been rich :d. Never too late, so no regrets :) Thanks again!
Hi sir, in weekly rebalance smallcases, whenever there is rebalance, there is transaction fee and then stocks are sold, so everytime I am paying capital gain tax of 20% on them, so effective returns over a year become very less as compared to what they say, so how do you recommend to go about in these smallcases?
As small case will have rebalancing at frequent cycles we will be charged 15% STCG on profits for each cycle, while in mutual funds you can escape from this situation by tax harvesting and holding stocks till you enter into LTCG tax rate. Can you compare a mutual fund and a small case considering the tax into picture? If a mutual fund can provide a CAGR of 20% for an example, to get similar returns what should be the CAGR of the small case? Regards, Harish.
Confused. Why would someone invest in All weather small case with a CAGR of 9.94% when nifty50 gives 12% over the long term? What's the benefit? Can someone please explain?
For Free Small case:: How many times is the 100 Rs fee applicable? Each time I invest. How to increase my exposure to a small case. Let's say I start with Rs 5000 and then want to increase to 20000. Do I pay Rs 100 every time I change??
Thanks for yet another awesome video. It would really help if you could also speak about the percentage portfolio allocation to each of those Smallcases. And a vision for 2023-24 what would be your suggested portfolio split between (MF, Smallcases, Cash in hand for a market dip opportunity and so on) Once again, thank you for all the awesome videos
I would say invest just in mutual fund. Don’t fall in trap of these money minded youtubers, they will promote small case, ind money, crypto(previously). Boring way of investing is the best way of investing. 😀
Same here, i have also invested by active small case but there is no net profit because of smallcase charges, rebalance charges, stocks sell in loss. If we invest one lakh in bank FD, we will get 6000 annually guaranteed but zero in stock market. Bhai saab sirf video hi banate hai par reply kisi ko nhi dete.
@@k80536 MF to some extent is helping bur not at all ideal investment. If planning for retirement only then it makes sense, else stock market as a whole is not an investment tool
Hi Ankur : please provide your commentary on top ten smallcases across Low, medium and High Volatility segments on past 6m performance basis - please include new smallcases which are less than one year old too. Some of these new smallcases will be one year old in a few months from now. You may find a different list all together 😊
Why do you keep changing your small case recommendations every now and then ? So what do we do with all the small cases recommended by you in 2021 and 2022? Can you also please have a mention about them ?
Hi Ankur, as usual very useful content, could you help figure a systematic approach to book profits? Now I know how to put money in, but how do I figure a right time and method to take it out of the market?
Been following you from lockdown.your content was amazing and I personally learnt a lot from this channel so Thank you so much for that. But I see that the content nowadays you are making is redundant and lot of it is repeated with some improvisation..... It's my humble request for you to come up with better and more unique content atleast unique from your own channel I am a fan of your explanation. By the way the podcast that you conduct are amazing please continue doing that.
Hello ankur bhaiya, Im a college student and i have just started to learn about stock market..i had a doubt, why people start investing into a particular company after a good news about that company comes into the market ( due to which the comapny would make profit) Is it because they are expecting dividends? Like i was watching scam 1992, there was a scene where harshad mehta predicted that the stock price of a tea company would increase because they are going to export a lot more tea that year and thus make a lot of profit
Hello sir..what if someone has a very less amount to invest every month. Plz do make a video for such persons n how they can maximize the use of their minimal amt
Sir , this smallcase investment that you suggested, if we did one time investment for how long we should hold it. To get good returns. Please reply , Thank you 🙏
Sir I want to know currently market is doing well and my all smallcases are doing well should I book profit from the smallcase Or keep for the long term
I am still confused. Someone please help. I want to start an SIP of 2K per month so Suppose I decide to invest in All Weather Investing , the minimum amount is 4K , Okay. So is it a one time purchase , Like Pehle 4000 Pay karo and after that i can invest 2K every month as an SIP in all weather investing or it will be like I have to invest 4K every month ?
I have always advocated bringing capital through Smallcase gradually through the SIP routes. Nowadays there is a cost associated with SIP, which I feel somehow is not right. This will discourage people bringing capital more frequently. Surprisingly, no big youtuber/influencer is talking about this matter. I request you to atleast research this and make a video to at-least make your audience aware about the charges associated with SIP in small case.
Hey Ankur! Wonderful video, learnt a lot. What I wanted to ask was - is there any ideal number of smallcases you should have in your portfolio? Or say number of stocks? Is investing into 5-7 smallcases going to dilute one's profits?
Agr situation aisa ho k smallcase ko partially exit krna hga ya jewl pledge krna hga for the need of money.. What is the right option.? Kya exit krne se aage smallcase mein faida na milega? Ya score kam hjyga hamra?
Hi Ankur I just started watching your Videos.Started with Small case videos as I am planning to Invest.I have a doubt that what's your opinion about Green energy and Mid,Small Cap by Niveshaay as it's giving Very Good Returns.Pkease give your Opinion about that
Sir, while makin these kind of videos please take into account Cost-adjusted Returns along with the STCG and LTCG tax that are levied while rebalancing for innocent viewers like us that eats up maximum of the profits in both long and short term
Great Video Ankur! Thanks for your suggestions. Can you please clear weather momentum small cases are good for long-term investment (I'm talking about 30yrs or so) And can you please suggest small cases for Longterm Investments.. around 20-30 yrs I'm thinking.
I have started a SIP monthly plan on equity and gold smallcase as a beginner investment! There is no other funds in portfolio as of now and I am also planning to add multiple MF's or smallcases. Any comments on the equity and gold??
Thank you sir explain the best information for the smallcase investment. Stock SIP equity I was just start investment. Please tell some information best stock.
Good morning Mr. Warikoo I hope u r doing well Can I withdraw my profits which I earned in small case for say invested 1lk and 21k profit that 21k again reinvesting the same portfolio. ( small case) I have doubt about this ?. Do I need to sell the stocks for the amt 21k or 21k separately I can withdraw?
Hello Ankur, for long term 10-15 yrs with a monthly SIP of 5000 INR which smallcap fund would you recommend? I was thinking between these 2 smallcaps "all weather investing" or "equity & gold" Many Thanks in advance for your advise.
Sir I m 16 years old can you make some videos regarding us how can we learn about this and invest in 20s... Some learning tips .... What to do in this age
Hi ankur..I am 20 years old, just started with my trading journey..with your ideas of small case and stuff..Just one doubt are these smallcase investment benefits are for long term or short term like monthly or quarterly? ..and how do I transfer my profits and when should I?
I want to invest heavily in small and mid caps cause I think that's where the growth is, please suggest good smallcase for getting small and mid cap exposure
अब मार्केट all time high hai isliye smallcase पर cost मत लगाओ.... Tata nifty midcap 150 momentum 50 and motilal oswal midcap fund is very best... No fees.... Midcap ka super gain, tata का भरोसा मोतीलाल की रिसर्च... 3 साल बाद आप डबल gain तक ले सकते है
Dear Ankur Sir, i regularly follow your investment videos and I have done most of my investments on your suggestions. I have not been investing in EQUITY/MF in 2023 considering market is too high. Is it a good idea to invest in these smallcases now? P.S I have invested in All weather investment already.
Thanks for sharing this again. had a question regarding investments done via SIPs , are these paid smallcases suitable for one doing regular investments through SIPs ?
Nobody talks about the reality that smallcase are damn! EXPENSIVE with registration charges, investment charges and SIP charges. Not to mention the DEMAT charges that will be incurred on top due to frequent rebalancing. I'm all okay with the charges if tbe return is phenomenal, but a detailed explanation of the charges with an excel is really the need of the hour. Sir your previous smallcase charges video is outdated because they have introduced new charges after that please look into it.
Mr @warikoo, why are you cutting Charlie of your audience. 10 smalllcases, and every year you change them, pehle weekend investing ka NNF 10 then all cap fir ye fir wo. I know you have a huge partnership with the company SMALLCASE but don't be harsh and untruthful to new investors. And anybody reading this comment, Warikoo earns more just from smallcase than what his 99% audience earns from their salary
