저자: Dr.MukulAgrawal · 외국인
요약 보기
Vijay Kedia의 Smile Strategy 포트폴리오를 따라가자는 취지의 영상. 결론: 큰손 투자자의 포트폴리오 구성과 장기 관점을 배우라는 메시지이며 특정 종목의 단기 방향은 제시하지 않음. 포트폴리오 배경: Vijay Kedia 순자산이 2017년 12월 496.8억 루피에서 2020년 195억 루피로 줄었다가 현재 790억 루피로 회복됐다고 설명. 포트폴리오 구성: 약 16개 종목, 섹터별로 대략 6%씩 분산. 페니주식 투자액은 작고(Panasonic Energy India 2.6억 루피), Tejas Networks 246억, Alcohol 81억, Vaibhav Global 등 우량주 비중이 큼. 개별 종목: Alcon Company(장기 관점, 기술적으로 41617 돌파 시 좋은 흐름 가능성 언급), Talbros Automotive(가스켓·단조, 매출 성장 12%, 이익 성장 29%), Mahindra Holidays(재무는 부진하나 코로나 이후 반등·브레이크아웃 언급). 세 종목을 긍정적으로 평가하나 단기 가격 방향 예측은 없음. 리스크·조건: 단기 등락은 불가피하며 장기 관점으로 봐야 한다는 취지. 투자 판단은 본인 이해에 따라야 한다고 강조. 출연자 전망: 장기적으로 Alcon 등이 좋아질 수 있다는 장기 견해 위주. 영상 내 광고(증권사 계좌개설, 포트폴리오 관리 서비스 안내)가 포함됨.
다듬은 글
Hello everyone, how are you all and how is your news? See, I try to learn and tell something new every day, every time, so that you can learn and earn money by understanding it, and in the same sequence, today I have brought those shares from Vijay Kedia ji's Smile Strategy, which can become multi-bagan, yes, but the more important thing is that when the name of multibag comes, people just hear the name of the stock and try to buy it by running, and then later when they go to the fans, they say that he has trapped me so much, but friend, I personally feel that what I am going to tell you today, if you have seen it, heard it, understood it and applied it in your portfolio, then you will see a live changing moment, yes, here, first of all, if I want to show, then I would like to show you one thing that his net worth history, that is, the money he invested, how his money has grown till 2017, after that, if you look at his net worth in December 2017, it was 496.8 crores, but if you go to 2020, how much has it fallen to, 195 crores Now understand carefully, you should pass 496 roughly and 195, that is, roughly 200 crores, 300 crores were collected, still there was no difference, there was no difference, the date remained in the market and if I talk about their net worth in today's date, then do 790, this is the jar of the stock market, the retail brothers here, if after investing 1 lakh, if 5000 rupees fall, they get so worried that they are never able to hold any stock, if 200000 rupees fall by 200000, they start getting worried, oh this one has trapped me, that one has trapped me, no one gets trapped, fast we ourselves are because we never invest according to our understanding, when it reached 200 crores, why did they not face any problem, because whatever they invested was done according to their understanding, that is why it reached 790 crores from 200 crores, should we try to think about it, so this is a journey today which we will try to live and if you live this journey, then friend, a life changing moment starts right now.
It will be done Like date small cap verification how far can your mind carry that weight I welcome you to my own YouTube channel all the new people please subscribe to the channel hit the bell icon turn on notifications so that whenever I go live or upload a video you will get to know now first of all we see that like his holding is of 790 crores so his rough investment in 16 companies and if you see the allocation there then roughly 6% is in every sector which is visible on your screen 66% is where and how is it today's video's Spencer who is behind Amazon stock know that that is Mirai Asset which has been in mutual funds for ages has possession in many countries and has 25 years plus experience you can treat yourself by opening an account here their one time account opening fee is of triple nine rupees by doing this you can trade lifetime free at zero brokerage in any segment of stock market account opens in 5 minutes they have smart calculator You can take advantage of this.
There is a Bessel feature on the trading chart. You can see both fundamental and technical data. You can enjoy unlimited benefits like this. So download it from the link given in the description and start your trading journey from here. Investment Security Market Risk Read All Related Documents Carefully Before Investing Now what do we see here?
Some big investor invests in a penny stock and we rush to buy it. You don't know what the big investor is thinking and I am going to show you even more master strokes here. If you look at it, you will be stunned. Here you have a penny stock like Panasonic Energy India Company in which their investment is only Rs 2.6 crore.
Only Rs 2.6 crore. But when we run towards good companies, like if we are going towards Tejas Network, going towards Alcohol, going towards Vaibhav Global, then you see that there is an investment of Rs 246 crore in Tejas, Rs 81 crore in Alcohol and Rs 76.7 crore in Sehra Sanitary Ware. What does it mean, it means the same, so if you do n't mind, how much did they invest, they invested as per their capacity and in ₹1 lakh, there is a penny top of 75000, because this investor took it, he took it, he took it, we are full of just penny but never operate in its details that the big investor has invested, his good money is in good stocks and a small one is in such a penny stock, so what is the value of two crore four crore for them, it is nothing, for the one whose portfolio is of 700 crores, what is the value of two-four crore, it is gone, so this rule applies first in our portfolio, that is why I said that you can check your portfolio and that is why our service is where we check your portfolio, by taking a small full, if you want, you can also get your portfolio made from us, so by calling 9708094321, we will come now, till here you must have got the opening session, in what manner, where is their investment, if it is in penny, then how much is it, in what manner The growth happened, but don't panic even if it fell, that's why the journey from Rs 200 crore to Rs 790 crore was decided.
Now there are some stocks in it which I find very good, so I am going to share some names with you among the best, but I would like to say that don't just go behind the name, try to understand what the company is doing, how it is doing, so the first name in it is Alcan Company Limited, which was started in 1960, it is in design and manufacturing, material handling equipment, industrial gear and provisioning, construction and commission solutions, then above 15%, which is considered to be a good, if you look at the profit growth there for 5 years, then it is 69%, which is good.
The company has a debt of ₹1151 crore, whereas they also have a free cash flow of ₹2009 crore, which means they can adjust it. The company has also continuously reduced its debt, this is also a thing to keep in mind. If you look at their sales figures there, you will see that their profit growth The figure has improved again and that is a good sign.
So, that's the big region. If you look at it from an investment perspective, I like this stock. I feel that we need to understand things. Now, to understand what some things are, let me give you an example. Well, today Agarwal ji told me that alcohol is good and I will buy it today. Now, yesterday, Alcon started falling, so Agarwal ji trapped me.
Here we are trying to tell you what is this vision for 5 years. Now, in this 5- year region, who knows how many times it will go down, who knows how many times it will rise, and then it will become good. This is that friend learning which is the unit opener. So, from the technical level, I feel that if it goes above 41617, then it can give a very good moment.
Whatever I have talked about here is for the long term. After that, we come to Talbros Automatic Component. These are all those shares. Jim Vijay Kedia ji has investment from Smile Streets and there They also have holdings, keep this in mind and on that basis I have tried to tell you, so manufacturing is reducing in gaskets and forgings by 66%, the revenue from the gas division has been above 15%, sales growth is 12%, profit growth is 29%, the growth is good, if you look at the debt of the company, it is 89 crores and the free cash flow is ₹20 crores, that is, it is roughly correct, the way the company is running, the sales of the company are running at an average, where it is believed that this company can move in the right direction, when we invest, it is very important to see, listen and understand each and every thing, not just tell which stock is there and put it in the portfolio because in today's date, most of the trades are fast here, there we come to the next stock, that is Mahindra Holidays, it is a Mahindra Group company, if you look at the ROI, it is 7.92, if you look at the ascendant, it is quite good The growth rate is 39.7% and the profit growth is negative.
The company also has a lot of debt. This company is a Mahindra Group company. After Kovind, it is believed that it is in a holiday resort, in which you may have heard the name of Club Mahindra. Perhaps you have not written about it, but you may have also written about it. If you know or have heard about Mahindra, then please tell us in the comment section.
So, if seen from the fundamental point of view, it is not good at all because Kovind 's tremendous hit, when you look at his selfie, as it fell, it kept rising. So there it is believed that this company can do well in the future. But if you look at the financials right now, the financials are not such that a person can go and buy it.
But due to this, after Kovid, this stock is performing very well and has also given a major breakout. So this is a learning that the finances are not good, what is the reason for the stock to perform? The things that have improved after Kovind, which is a future prospect among them. From my perspective, I feel that these three stocks are absolutely good.
What is your vision, what is your opinion, or any such couplet from Zee's portfolio that you like for the vision, please do tell us in the comment section. If you liked today's video camera, then do not forget to like, comment and share because it is important for every Indian to learn in this style because only if you learn in this style, you will earn. Thank you so much. Jai Hind, Jai Bharat [Praise]
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