Dear Sahil, On this auspicious occasion of Guru Purnima, I express my deepest gratitude to you for all the guidance and education on stock market. Wishing you a very Happy Guru Purnima!
Thank you so much Sahil for this in depth analysis. This is extremely helpful in making good decisions for our investments. I am glad to see that 4 out of 6 companies you mentioned are also in my portfolio :) I will explore the remaining 2 (may be all 4) and see if I need to reallocate. I currently have around 70 stocks in my portfolio, which is a very high number. But since I consider Largecap, Midcap, Smallcap and Microcap as separate categories, so its around 10-20 stocks each depending on the category (though allocation is highest for largecap). I believe having more stocks in midcap and smallcap category reduces the risk, and increases the chances of finding multibaggers, though I would like to know what is a good number of stocks to have in the portfolio. I have also divided my allocations by sector. I would really appreciate if we can have a video on sector wise allocation for a long term investor. I have highest allocation (20%) to NBFCs/Banks, followeed by another 20% for FMCG/Retail, 15% Infra, 15% Green Energy and EVs, 15% IT, Electronics and telecom, and the rest is divided among Pharma, Chemicals, Hospitality and Misc. I would really appreciate a video covering the Portfolio management aspects like right number of stocks, sector allocation, reshuffling duration and rebalancing. There are wayy too many good stocks out there, and leaving them out of the folio and see them multiply becomes really painful :) Though my folio is beating Nifty so far, but I am sure I could do much better. Its just been few years since I started my investment journey, and I am trying to keep improving with each year. Glad to have come across your channel. All the Best :)
Potential stock। But I am also with your views that is it prudent to purchase at this moment। My observation is to be kept in your book, but should but if there is a good corrections।
Excellent video, Sahil! PG Electroplast is another undervalued company in this space. We have VOEPL (Virtuosa Opto Elec) in the SME category, which seems promising.
Bro., I had seen 1st part but forgotten, I am waiting for part-2(Indian Electronics Sector). My suggession is release both parts at once. Good learing videos from your channel, But If possible make videos on OI(Price,Volume&open Interest), It helps a short term(15days to 1month) profit of 5to10% .Thanking Brother. All the best
Thanks Sahil for the wonderful video about EMS Sector. As a retail investor i found your videos very informative. Please keep contributing to retail investors. Thanks once again
Excellent explanation as usual. You are great brother. I request you take technical anylasis session so that we are able to find the best share to invest for long term 🙏💐
Sahil, I found this video very useful due to in-depth analysis of financial and business. Thank you for enlightening the viewers. Can I know if you would consider Optiemus infracom in this space considering the subsidiary that's operating in EMS
Hey Sahil, have been following you for a long time and really liked this comparative analysis of the different stocks using Excel. It would be really great if you could share the same as it will help us keep track of the same as the financials evolve over time.
Great analysis! I really appreciated your in-depth research and clear presentation. The way you explained the market trends and analyzed the company's financials was insightful. If possible, kindly provide fundamental analysis of paper industry ( stock JK Paper ltd)
