Worst Sector ever at 0% CAGR in 18 years ?

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Alok is the Founder of Weekend Investing. He has been in the Indian stock markets for almost three decades now and is passionate about building rule based - non discretionary momentum investing models to invest in the markets that can generate superior returns compared to benchmarks . His dream is to try to help others achieve Financial Independence early so that life can be lived to the full, like it has for him.

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[Tetsu-pg]

Job well done with the sectoral performance, you gave a broader picture and the analysis were clear. I'm looking up strategies to 3x my gains.

[sanjaytatpati]

Sir, while no one can predict markets (sectors) but I think broadly (1) Union Budget is a indicator of Government Spend (CapEx) from where top sectoral choices can be identified (2) based on industry focus prevalent (dynamic) one can identify sectors and choose private spaces (telecom boom, IT boom like AI, etc, Banking Rate cuts etc, etc) (3) Need to do a prognosis on what sector may play out in next 2-3 years based on Global demands and India status in that area (4) Technical charts/Indicators on sectoral Indices (like right now IT index is showing a CUP & HANDLE) to be taken into consideration (5) Finally review these on a 6 monthly/Half/Yearly basis and tweak them accordingly (means if you have invested in five sectors) apportion them accordingly to your study while being invested. Of course there is no HOLY GRAIL but being dynamic, we need to monitor and adjust to beat the index or atleast match it. Thanks

[shivshankarguha]

THANKS FOR THE INSIGHTS .HDFC DEFENCE SECTOR FUND DOWN 13 PERCENT BUT STILL SHOWING 102 PERCENT ABSOLUTE RETURNS SINCE INCEPTION. MADE A DEFENCE INDEX ON TRADING VIEW AND TRYING KEEP A TRACK OF THIS SECTOR.

[gautamrathod]

Thanks for sharing the views! Always appreciate

[nitishmistry]

Realty sector 18 years of no performance.

[manojkumarmaster]

Very good analysis and thought provoking for retailers to follow price action only and nothing else.

[prasadsreedharan]

Thank you Sir for Data driven analysis. Better to follow momemtum strategy under your guidance.

[ophthalmichouse]

Thanks in advance
Sector analysis in all bull runs needed

[kpdwivedi]

The best thing will be ride the stock than sectors. It is the stock that will make money, not the sector. If there there more than one stock in the same sector, go for both.
However, you must 1st think of scenario scanning. For example after modi emphasis was on defence and infra sectors because that was being talked about largely in news papers or TV.
IT sector is driven by exports and if most NASDAQ co are doing well, our it should do well. But for last 2 years only few NASDAQ CO. did well and also interest were high in use.
Now you will most co. Of nasdaq will do well and our IT companies will start preforming.
However take a note that a good no. Of MIDCAP IT CO. DID WELL ie kpit tech, persistent tech, new gen, zensar tech whereas large cap were OK but not very well because large orders were not coming. When I noted large it companies ie tech m and hcl tech, tcs and infy not doing well in 2022, I exited them all moved to mid cap it, and infra related ie apar ind, kei, linde india, dixon tech, zomato .... which did well.
It is constant struggle to battle.

[ramireddy]

Thank you Sir for the wonderful session. Had experience of Power sector through Reliance Power sector mutual.fund fund in 2007 and it did not do well after that. Similarly, in Dec 2021, invested in IT funds, Infy and TCS when they were doing well. Had exited all of them in 2023. So sector or thematic funds for long term are strict NO. However after these fiasco, I have successfully implemented Dual Momentum through excel sheet with good backtested results.

[kevalkumar]

VERY INSIGHTFUL, THANKS.
Pls also teach how to identify sectors when they start moving up (leading all others behind) at very start of beginning?

[VijayAkula-tf]

Sir, excellent video, right on time. Thanks a lot. The Defense and Railway sectors have given good returns in my portfolio over the past couple of years. Now I am evaluating a switch to Energy, AI, and Small Cap. This analysis is really useful to me.

[ravichandar]

i'm sure i speak for many of us who find great value from you daily videos. thanks. next time please cover HOW toidentify sectors that are on the upswing and then choose strong stocks within them to invest in. thanks again

[GSSingh]

Outstanding study and good lessons to learn 👌

[ashutoshdongare]

Fantastic Video Sir ! So real... I have gained well in Defence Theme. Think it will still playout for next few years so holding on to it so far...

[arjunmurali]

We can use RRB charts to see when a sector is about to turn around and enter as per that ? However, havent found any RRB charts for Indian markets.

[DaveCulbertson]

I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Katherine Storch

[copypaste]

Same thing happened with me one of my relative who is in MF distribution was trying to sell PSU bank, Defence, small caps to someone as old as 55 years of age as safe investment. I strongly objected him to don't open my family sip in these sectors. 😅

[ambarishtoshniwal]

Core equity investment has to be in
Large+ midcap fund - 40
Flexi cap fund - 40
Small cap fund - 20

Investible surplus can be used for
Sector rotation -
Thru etf or top 5 stocks by weightage in that sector

Strategy -
Can be both
Momentum trading / Investing - till the trend bends ( pharma, healthcare currently)
Risk reward can be poor here, depending on where is the entry point
And
Contra buying in beaten down sector ( pvt banks, metal currently)
Risk reward is good, but holding time can be long

[TutulBiswas-khtl]

Thank you sir....very good analysis and broader picture of sectoral performance...