STOCKS TO BUY PORTFOLIO ALLOCATION
Market can only go up now irrespective of Budget. Here's why
The Street has discounted the defence manufacturing stocks too much into the future. Even the earning visibility has been discounted. It is a fast-moving train; it does not make sense to get onto that train at this point. There are many choices when it comes to rural play – two-wheelers, fertilisers, pesticides and M&M, says Dipan Mehta.
Nilesh Shah’s tip for investors: Stick to asset allocation dharma. Don’t chew more than you can afford
Nilesh Shah says that he always recommends that people follow their asset allocation dharma. If they are too much over-invested into equity, there is no harm in taking profit. If they are under-invested in equity, then there is no harm in investing even at this level, but with a longer-term horizon.
Decoding momentum funds: What you need to know
Momentum funds select stocks based on recent performance for continuity. The 17 funds in this category include both index funds and ETFs, with a tracking error of 0.3 to 0.5% in passive funds. High-risk investors are ideal for these funds, with recommended asset allocation of 80% in equity and 20% in debt, says Chirag Muni.
Is there any advantage of buying mutual funds in a demat form?
Once you have chosen a mutual fund scheme to buy, the next step is to proceed to buy these units and execute your transaction. There are a number of ways to buy mutual funds, be it the fund house websites, RTA (registrar and transfer agent) websites, third-party platforms and stock brokers.
Which are the best asset classes to own over 1-year, 3-year & 5 years? Nilesh Shah answers
Nilesh Shah says up to one year, he will recommend an arbitrage fund for a high taxpayer or debt funds, money market funds and short-term bond funds where one could have the limited benefit of a drop in interest rates. Between one to three years, one can go towards longer duration bond funds. Post-budget, one can also look at investment in precious metal.
What are dynamic asset allocation funds? 5 key points to know
What are dynamic asset allocation funds? 5 key points to know
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Spotting Red Flags: Lawrence A. Cunningham's tips to safeguard your investment portfolio
Renowned financial author Lawrence A. Cunningham emphasises the importance of a quality-focused, long-term investment strategy for investors aiming to achieve success in the investment world. In the same breath, Cunningham acknowledges that following such a strategy is very challenging. It requires resisting the temptation to respond to short-term attractive opportunities and standing by decisions that may not appear correct at a particular moment. He believes these challenges can lead investors to make unacceptable mistakes, potentially resulting in a permanent loss of capital.
Best balanced advantage funds or dynamic asset allocation funds to invest in June 2024
There are no changes in the list this month. Follow our monthly updates to know how your schemes performed in the previous month.
25 and stepping into the market for the first time? Hybrid funds are just for you, says V Srivatsa
The strategies for the UTI Aggressive Hybrid is quite different from the UTI Large Cap or UTI Flexi Cap. I run more of a relative value strategy. I focus a lot on value. So, for example, you would not find many high PE stocks in my portfolio or very high level quality stocks in my portfolio. It will be a more decent quality, says V Srivatsa.
Sanjiv Bhasin picks 3 sectors that may outperform in near term
The overall benign environment remains that you have to be a little neutral over here. I think technology, pharma and FMCG -- those are the favoured sector on seasonality, on US cues, and on local demographics.
How to turn panic into profit: Only lesson equity investors should learn to manage stock market volatility
When things get tough, those who have managed to get the basics right— diversification, cost averaging, asset allocation—don’t panic. Investors should have done this and been confident about it. This only comes with simplicity. Embracing simplicity in investment strategy is not just a defensive move, but a proactive approach to building a resilient portfolio.
Affle India is this week's top stock; why analysts are bullish
The management aims for over 20% revenue growth in 2024-25 and is optimistic about better pricing and margin improvement. Analysts expect the near-term pressure from developed markets to subside in the current financial year. Should you invest in Affle India?
Unlocking the power of passive value investing through Nifty 50 Value 20 Index
Investing can be done in many ways. One of the eminent investment philosophies that is used by investors is value investing. Value investing is an investment strategy where investors seek to buy stocks that they believe are undervalued by the market. These stocks are typically trading below their intrinsic value, which is determined by analysing the company's fundamentals, such as earnings, dividends, and growth potential.
Why is it right time to reshuffle your portfolio? Feroze Azeez answers
Now if you come to the contemporary situation that general election is over, the mandate of the new government is also reasonably clear, the NDA is going to form a government in 99% of the situations, which is going to be a stable government because you have 292 seats on a pre-poll alliance, UPA 1, UPA 2 also you would not see one single party having a majority greater than 272, 273, so it is a stable government, that is one thing behind us now.
Why is the process of asset allocation necessary in mutual funds?
It is difficult for any investor to predict when equity will go up or when it could correct. There could be many factors affecting it. So when equities go down, and all your money is in it, you will be hit hard. However, if some part of it is allocated to gold and debt, it will protect your portfolio.
Election stocks to buy: Pick from a buffet of 50+ counters from 5 brokerages
Investors are adjusting portfolios for potential structural reforms under Modi's third term. Sectors like infrastructure, financials, and consumer discretionary are in focus. Brokerages recommend stocks across sectors including SBI, ICICI Bank, L&T, and ONGC for potential gains post-election.
Election picks: Bharti Airtel, Texrail among 5 stock recommendations for your portfolio
Ahead of the 18th Lok Sabha election results, Amar Ambani, Executive Director of YES Securities, suggested several stocks worth buying. These stocks include NTPC, Texmaco Rail & Engineering (Texrail), SBI, and Bharti Airtel, with potential returns of up to 26%. "The market is presently in a wait-and-watch mode. A clear mandate would reinforce confidence in India, ensuring policy continuity. Positive FII flows can be anticipated with a clear majority in the election results. After the completion of this mega event, the Indian economy will continue on its growth path; hence, we expect capital markets to be buoyant in the year ahead," said Amar Ambani, Executive Director of YES Securities.
Should you invest in multi asset funds pre-election for post-election gains?
Invest in multi-asset funds for a balanced investment portfolio with proper asset allocation. Consider the risks and limits of equity markets pre-election for post-election gains.
Technical Breakout Stocks: Bharat Dynamics, Finolex Cables & Cochin Shipyard hit record highs; trading tips for Monday
The domestic market closed flat after hitting record highs with S&P BSE Sensex reaching 75,636 and Nifty50 at 23,026. Buying was seen in public sector stocks while selling was seen in other sectors.
Should investors adjust their portfolios based on predictions of election outcomes?
Investors may adjust portfolios based on election outcome predictions. Constructing robust portfolios is crucial in uncertain times to withstand market shocks and ensure long-term survival.
Losing sleep over election results? 35 stocks to hedge portfolio from Prabhudas
Stating that consumption-led sectors will do better, irrespective of which government comes to power, Amnish Aggarwal gave out a list of 35 stocks like FMCG, auto, healthcare, IT services, banks, capital goods, commodities, consumer durables, and telecom.
Volatility has risen as Lok Sabha Elections 2024 fever grips the stock market; will polls halt the rally?
Volatility has risen in recent weeks as election fever grips the market. The heightened volatility stems from concerns over lower voter turnout in the ongoing general elections, potentially indicating an unfavourable verdict for the ruling party. Is this market nervousness a sign of future trends or a temporary blip before equities resume their upward journey?
Best conservative hybrid mutual funds to invest in May 2024
Conservative hybrid mutual funds offer a balanced mix of debt and equity, adhering to SEBI guidelines. Ideal for conservative investors seeking modest exposure to stocks for additional returns.
Best balanced advantage funds or dynamic asset allocation funds to invest in May 2024
There are no changes in the list this month. Follow our monthly updates to know how your schemes performed in the previous month.
ETMarkets Smart Talk: 3 reasons why FIIs are turning net sellers after putting Rs 2 trn in FY24: Pradeep Gupta
Pradeep Gupta of Anand Rathi Group discusses FIIs turning net sellers in India due to various global uncertainties and market volatility, emphasizing the importance of long-term strategic decisions in an interview with ETMarkets. Gupta says: "On a risk-adjusted basis, there is equal positivity on large and small cap indices, with slightly more caution on the mid-cap segment."
Standout midcap stocks to buy on dips: Deven Choksey
Deven Choksey analyzes market trends, emphasizing the impact of railways on capital goods companies' growth. He recommends seizing buying opportunities during price dips and highlights potential stocks for investment. He says: Choksey further says that selectivity, in the corrective market, one should definitely go for buying fresh into the portfolio.
Why does gold have an important place in everyone's portfolio, irrespective of age and gender?
As Akshaya Tritiya approaches, a time considered auspicious for buying gold for prosperity and good fortune, the gold-buying frenzy is about to be unleashed notwithstanding the current stratospheric rates gold has reached currently. The decision to buy gold this Akshaya Tritiya depends on several factors. Check here before you invest.
Ashish Kacholia's portfolio: These 5 stocks surged over 40% in just 4 months
Investors are keenly observing the investment portfolios of top players in Dalal Street. ETMarkets, in this context, has chosen to analyse the investment holdings of the renowned investor Ashish Kacholia. Recent data for the March quarter indicates that Kacholia has publicly disclosed investments in approximately 50 stocks, valued at around Rs 3,123 crore as of April 30, 2024. It's important to mention that this list specifically includes companies where Kacholia holds a stake exceeding 1%, although it may not encompass all of his investments.
IPL Portfolio: Picking stocks like selecting a cricket team, says Arvind Kothari
Arvind Kothari draws parallels between crafting investment portfolios and selecting cricket teams, advocating a mix of specialists, all-rounders, and x-factor options to navigate market dynamics and outperform the competition. "Our investment portfolio primarily focuses on high-growth sectors that have significant potential for future growth and are expected to perform well, such as Make in India, Recycling Trends, Energy Transition, Consumption, and Defense, among others."
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