I Made 96.9% Returns with 25 TRENDING VALUE Stock Picks! Here’s My List for This Year 📝

👉 Use code SHANKAR40 for 40% discount on TickerTape Pro Plan

The above code is applicable only on the 12-months plan & can be used only once per user

👉 Additional Readings/Resources:

The "Trending Value Strategy" is a powerful combination of momentum and value investing principles designed to identify high-potential stocks with strong historical performance and attractive valuation metrics. Pioneered by James O'Shaughnessy in his classic book What Works on Wall Street, this strategy seeks to generate consistent returns by capitalizing on the dual factors of trending stock momentum and undervaluation

In this video, using a stock screener such as TickerTape, we examine how investors can filter stocks based on specific financial criteria ascribing to the trending value strategy approach. I believe this strategy offers an exciting, data-driven approach to stock market investing. By employing a disciplined stock screening process that incorporates both momentum and value factors, investors can enhance their portfolio’s potential for long-term growth and sustained performance

👉 Video Chapters:
00:00 I Achieved 96.9% Returns Last Year
02:02 What is Trending Value Strategy?
05:05 Calculating the Value Composite Score
11:06 Incorporate the Momentum Score
11:59 My Trending Value Portfolio for Oct 2024
13:23 Additional Considerations
16:10 Capital Mind's 16-Year Study on Indian Stocks

#trendingvaluestrategy #investingstrategies #stockpicks

Disclaimer: I am not a SEBI registered investment advisor or research analyst. I am not registered with PFRDA or IRDA either. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented. Some of the links I have posted in the video, the description, the comments and other related resources might be affiliate links

[sridharkalyanaraman]

One may watch the video and gain a lot of understanding of various strategies - but the key point is about the man himself - SHANKAR NATH - how consistent - how amazing - how down to earth - such clarity - THE BOSS - THE GOAT !

[NickLopes]

I rarely commnet on YT but shankar ji u are just amazing. The only financial influencer i follow and like to watch.

[antsonm]

Thanks, u a few of those people who are helping democratise stock picking strategies. So many strategies that can be used by small investors also.👍🏽

[saimanoranjan]

Too good. Have been following you since your ET money days. Your explanation skills are amazing

[akshayvengal]

Hello Shankar,
It's time you start your own smallcases or some similar options based on various strategies, it is becoming very difficult to explore all the investment strategies with limited money and more importantly limited time in our hands. I am afraid that I would definetily not be able to rebalance my portfolio at this rate, I hope you consider this suggestion.

[arunkiwi]

Thanks a lot.

Valuation score of selected companies in the range of 14-18 may be due to their momentum over last six months. Without momentum, valuation score might have been less than 10 making them even more value-oriented but lacking momentum.

Loved the Mario in between. Made me nostalgic :)

[anupdsouza]

Wow! Can't imagine the amount of work that must've gone into this. Fantastic video Shankar 👏🏻

[chocchait]

One Suggestion Shankar Sir.. if this strategy is well backtested, can you pleasecome up with smallcase as it would need quarterly o semi annual rebalancing?

[snehshandilya]

Nice 😅
Sir, please make a small fee based smallcase and rebalance it as and when needed.

[dinakarmn]

2.3L 🎉Congrats, 1M is not too far.
Hi Shankar, Pls consider starting paid community and smallcase to ease our investment journey.

[mdrafeek]

I was just reading your substack and your video pop-up 😂.
One question that is puzzling these days what's the sequence of order to go for while picking stock. Since we have so many strategy I am unable to understand how to pick best strategy.
1. Technical analysis
2. Fundamental analysis
3. Sector analysis
4. Valuations
5. Business analysis
6. Govt policies
7. International events like China dumping something...
Since I started with fundamental analysis and found few stocks but they're not moving and few stocks I avoided as their fundamentals are not good but they're making new highs 😂. Sometimes I am puzzled what's wrong. I am still at basic levels and learning is going on.

[mineshtemkar]

Thanks Shankar for an amazing concept. As always an excellent presentation. 👍

[devjitbanerjee]

This is what is called as higher order thinking and content.

This approach and strategy and content is very much appreciated

[AnkitKumar-cwrp]

Extremely methodological. I like it. This way we have decent diversification, don't have to do particular company analysis, etc. Strong thesis, less headache, easy to maintain!

[Razrman]

What a ‘value’ loaded video. Excellent insights as always. Thank you very much

[shinuraj]

This bestest of all content creators lucid, thoughtful, creative, simply outstanding!!!

[kevinsavla]

5 stock from my filter were matching within the shared stock. Thank you its boost Confidence.

[vineetb]

Another gem ! Great analysis, explained in simple and crisp manner . Thank you !

[rajadutta]

Always liked your Video, Shankar. First to comment for this video😂

[everythingwedo]

As always, an exceptional teachings from your bouquet of strategies. Kudos to you and your team.