Create Your Equity Portfolio | Money Psychology

Passive investing is gaining traction in India. And why not? 63% of fund managers managing actively managed funds cannot beat the index. And as a most common advice, it is said that if you are someone who does not want to get into the depths of the markets and spend a lot of time on research, it’s often said to go with low-cost index funds.

But there are hundreds of low-cost index funds. How do you know which funds to select for your portfolio? That’s where this video comes in. In this video, we talk about how you can build your portfolio based on your goals through the concept of the core-satellite strategy.
Do show us your love in the comments below!

0:00 - Let's begin
1:06 - Goal Setting
5:36 - Future Value Calculator
6:22 - SIP Calculator
7:28 - Nifty 50 vs Nifty Next 50
9:36 - Core Satellite Portfolio
12:51 - Bloopers!

Resources

Happy Watching :)

[aayushkamat]

Zerodha is doing an amazing job with this channel

[alokhk]

Am in my late 30s and I wish content like this was available 10 or 15 years ago. You're all doing a great job and a fantastic service to the youth of this country. Keep up the great work!

[moonwalkrr]

Nifty senior is an adorable nickname 😅

[safwanjamal]

Ok fine, for the past six months i'm doing my homework around share market and investment. Shuffling a lot. had a clear picture about things recently. on the other hand here is a video for 13 mins which sums up my six months. thank you guys. 🙌

[parthgaidhani]

This channel is legit leveling up the society

[theinfinitytrader]

Index funds guide:-
Low to high risk
Less duration to long duration
1) nifty 50 (holding period 3~5 years)
2) nifty next 50 (holding period 3~6 years)
3) nifty midcap 150 (holding period 10+years)
4) nifty smallcap 250 (holding period 15+ years)
5) nifty microcap 250 (holding period 20+ years)

⛳️📈🇮🇳📊☮️….. (Long term investment) not any kind of investment advice but just Education purposes only.

[williampaul]

Now I am going to teach this to my elders. Thanks for providing knowledge to us about finance.

[PriyansuMaurya]

I eagerly wait for bloopers. They are the fun part complemented with education.

[PushanBarman]

Twist in the plot: The moment you thought you have reached your goal and about to withdraw that amount, there's a pandemic, war, recession. So, planning is good but don't overthink on achieving goals. Keep investing and live your life happily.

[George_Jr.]

But don't you think so many different ways of investing(MF, Index Funds, ETF's etc.) which makes investing easy for retail investors is creating a bubble in the market? Just assume if 1Cr people are starting SIP into Index funds with Rs.1000/month i.e. Rs. 1000cr is flowing into markets no matter if its overvalued or undervalued. Maybe adding some indication in such index funds/etf's that the companies in these indexes are overvalued will be help for investors. Because what I have seen so far is that people just look at past returns and simply start the SIP. Like private banks right now are not that overvalued so an indicator will help the investors.

[neo]

It's really interesting, though the key is to determine your own risk appetite and diversify your investments accordingly. This can sometimes be confusing. However, what I do is follow a set proportion. I have an Excel sheet where I allocate specific percentages to different investment tools, such as 40% to large-cap stocks, 5% to gold, etc. (just as an example). I hope this approach helps!

[GhostJulie]

0:09 she's not even touching the trackpad... 😂😂😂

[KKBDesignStudio]

01:12 That "Why not?" Was too funny 😂😂😂
Edit: Your Editor/s are incredible! 🙌

[NishantRanjan]

This is one of the best channel for finance awareness and learn it.

[mohammedsaqlainshaikh]

I was just searching this topic video on your channel only. But you uploaded right away❤

[sagnikpaul]

Thanks for these videos. These have been very helpful.

[SuplexCityF]

I love the quality of the content ❤️❤️great job

[anjankumarkalburgi]

Amazing and simple to understand valuable video...
Keep up guys...
Pls upload videos daily....
😊

[rakeshgupta]

All your channels are assets for investors ❤

[LearnWithSmartShorts]

Have learned a lot about investing in equity with proper goals ❤ but what about tax 😭😭 all planning got messed up 😢😭, !! Lots of Love ❤️