저자: Izzat · 외국인
요약 보기
개인투자자는 뮤추얼펀드·기관보다 구조적으로 유리하다는 주장이 핵심이다. 기관(펀드)의 장점으로 전문 리서치팀, 기업 경영진 접근성, 우수한 포트폴리오 소프트웨어를 인정하지만, 단점으로 펀드매니저의 고용 불안정과 이로 인한 보수적 '군집 투자(인기주 따라 사기)' 경향을 든다. 펀드는 자금 유입·환매에 따라 가격과 무관하게 매수·매도를 강제당하고, 비중·업종 제한 등 규제를 받는다. 반면 개인은 진입·청산 시점을 스스로 정할 수 있다. 경영진 미팅은 실제로는 투자 유치 목적의 영업이므로 정보 우위가 아니라고 주장한다. 유명 투자자(라케시 준준왈라, 라다키산 다마니 등)도 1% 이상 보유 공시 시 시장에 노출되고 평판 압력을 받는다고 설명한다. 작전(오퍼레이터)을 두려워할 필요는 없고, 이익·점유율·매출이 지속 성장하는 우량 기업을 고르면 세력이 장기간 주가를 막을 수 없다는 결론이다. 개인투자자는 분기 성과 압박에서 자유롭다는 점도 강조한다.
다듬은 글
We wish we could also come and earn as much money as Jhunjhunwala or Radha Krishna Somani, and we do dream of that, but then many people come and say that the market is not for small investors like you and me; only the big fish make money from the operators of mutual fund investors like Saif Ali Khan and they make money, and if small investors get attracted and earn money, then it is better to stay away from this market.
So, I am going to change this thinking forever. I am going to tell you how such small investors can protect themselves from these super investors, mutual funds, FIRs, DIIs, and no operator can harm you. Today we will learn about this. With this, small investors like you and me are the most powerful.
Hello friends, I am Izzat, and let's start with long-term investment from the fifth market milestone. You know, whether it's business or investing, we are always told that such big players are more powerful, they have more data, they have more network, they have 19 minutes of skill. And how big companies always beat small companies, but I am telling this from my personal experience that even small companies have many advantages with the help of which they can defeat even the biggest companies.
Let me give a personal example. This is a business example, but there is a complete belt in trading also. After that we will discuss exactly what benefits a retail investor gets. First of all, let us talk about mutual funds. It is often said that mutual funds have a very experienced team, they have a lot of experience, so a retail investor cannot defeat them.
Now first we will discuss the advantages of this front, then we will tell how you can easily defeat any mutual fund. So first of all, yes, because mutual funds have a lot of money, they can raise a good team, they have a good stock research team, experienced and very knowledgeable people, of course, they have the right management.
Second, they can meet the companies. If you and I, people who buy some shares, call the management. To the owners or promoters, we want to talk to you, we want to know about the company's plans, then their secretary will never even let us on the phone, but these people get a big position from the position, stop, this is a big place, so access to management is an advantage for them, the best software, portfolio management software, any kind of software, whether it is arm's length, diversification, software to balance everything perfectly, of course, mutual funds have better, we and you cannot update that software, so that's it, these were their advantages, it seems that there are big advantages, now I will tell you about the disadvantages, and then you have much more disadvantages than the advantages of something, and we, the retail investors, are much better than these, the first thing is job security, just become a mutual fund manager, think about how much money is there, just think about it, many bureaucrats' money is invested in that mutual fund, many politicians' money, celebrities' money is invested in that mutual fund, people have given crores of rupees to that fund manager - Now what's the problem for that fund manager?
If I pick the wrong stock, if I do n't get good returns, if I get negative returns, then I'm bound to lose my job. All these big people will come after me, that Bollywood celebrity, how much money that politician has, all this. And these people are also in direct contact with that fund manager, why is this stock not growing, why is it falling, so there's a lot of pressure.
Now this worries me a lot. So what does such a fund manager do? I will go to a very safe store. I will buy a lot of these stocks, I wo n't take any risk at all because I know one thing: if everyone is buying Infosys, then I will also buy Infosys. If Infosys does badly, then I will have the excuse that I did n't own Infosys, and if something happens to it, what can I do?
But if I take a risk and buy some such stock that I hope will do well, but if it doesn't do well, then all these people will come after me, saying, look, everyone We were investing in Infosys, you should have invested in Infosys, in this company because you gave us 65% of our money, which is unknown, now that you have got a job, why should I do this, what do I want for a heroine, I am getting my previous salary, why should I try to become a hero, I just buy the stocks that everyone else is buying and the rest, so because of this the mutual fund manager always moves and does not even try to outperform, he does not keep an eye on the second entry and exit point, the fund manager is worried that whatever amount of money is coming into that mutual fund, suppose I am getting Rs 1 crore every year in that mutual fund, then he will have to invest at least 75% of it in juice, whether the market is up or down, even if he feels that the market is expensive, he should not invest, keep the money in cash, if Rs 10000000 is coming into that fund, then he will have to invest Rs 75 lakh in juice, whether the stock seems expensive than the market or the institution, it is under his control It is not there and when you want to do reading, when redemption comes, no matter how much the price has fallen, if there is a redemption of Rs 5 crore, then he will definitely have to send the shares at the fallen price, at cheap prices and the money will have to be given to other people.
This entry means when to enter it, he will have to ask when people will invest, how do we exit like this in UP or in all of us, so entry is not in his hands, unity is also not in his hands, whereas when you invest in such individual inverters, then both exit and entry are in your hands, when to exit from which stock, when to put money in it, apart from this, there are many regulatory per motion combinations and limitations also come, how much percent cannot be invested in a share, if it is a midcap fund, then one has to invest in such companies, if it is the result of greed, then one has to invest in some of these funds, if it is multi cap, then launch 25 percent midcap and 25 percent small cap, then many There are restrictions.
When you invest individually, these restrictions are not there on you, and this is a huge advantage for you. Apart from this, one big thing that comes to mind is that these people, not only mutual funds, but this or this celebrity investor, have direct contact with the management. These people talk to the management every day and they know what is happening in the company, but there is a very big one-sidedness to it.
When we are talking regularly, then big people, people worth Rs. 5000 crore, people worth Rs. 50 thousand crore, who have made such a company successful, these people are very well versed in it. So whatever you talk to us, you are thinking that you can Google things for them, but the truth is that the person has met you only to convince you to invest your money in his own company.
Because the person who can build such a big company, who can get it listed in the stock market, does he not have enough sales skills to convince you that his company is the best company in the world and please invest in his company only? People go to invest in these companies thinking that they will find out the truth about this company, that they have access to the management.
On the contrary, the management makes you invest in their company by showing you golden dreams. So the management does not talk to you, nor is this a great placement for you. Even if I am ready to talk to you, don't do it, they are just trying to sell you their company. Now let's talk about super investors like Rakesh Jhunjhunwala or Radha Krishna.
There is a lot of pressure on them to protect their image and respect. The name they have earned over the years. Just imagine, if someone buys a company and that company goes bankrupt or something goes wrong in it, then the media will use it. You know that the company in which Rakesh Jhunjhunwala invested turned out to be bad.
So, this pressure is very high on them. If you are investing in a company, no matter what happens in the company, no media is going to publish that you had invested in this company and it went bankrupt. There is a lot of pressure on them to do more than necessary and nothing should go wrong. My name should not be published by mistake, due to which they I have to play it many times.
Apart from this, as soon as any investor invests more than one percent in a company, if one percent of this total comes to me, then it is necessary to dispose it in the news market. So many times it happens that this Supreme Master wants to buy two percent or five percent in a company. As soon as he buys one percent, the display goes down and there is an upper circuit in that stock and the stock goes up and even if he wants to buy this stock, he is not able to buy that much.
Now think, no matter how many shares you buy of any company, neither is there going to be a circuit nor is there going to be a coma. So, you can buy as many shares as you want at a cheap rate on your favorite tune. But when these people go to buy any share and if someone gets a whiff of it, suppose if someone gets a whiff of it even before one percent, then it will spread like fire in the entire market and the price of the share will increase and they will not be able to buy as many shares as they want.
So, there are a lot of problems with them too. Such a festival is very There are various kinds of relative, some have one objective and some have another, but just think like this, they have reports on Monday about how was the performance of this quarter, how much return did the investment get, many companies seem to improve, Russia is very strict about diversification and you think that no matter how good shares you have bought in your portfolio, they will give good returns, this cannot happen, my portfolio has given negative returns for one and a half years of 2016, so this happens with everyone, but if there is this pressure on me that I have to show profit on my investment every quarter, otherwise all my investors will abuse me, then how much money will I have, I will lose sleep at night and why panic, I will keep taking good decisions, so you have this freedom that how much are you earning in 3 months, how much are you earning in 6 months, how much are you earning in a year, you are responsible for it and you do not have to answer to anyone, so this reaction that happens in your mind is priceless and because of this You are able to take good decisions.
Now let's talk about these mysterious anti-operators that this operator is bringing down the stock, this operator is increasing the market, stay away from that and there is an operator working in that, I don't know who this operator is, but I will tell you one basic thing, if you have bought a stock whose profit is increasing every year or market share is increasing or sales are increasing but that is decreasing, it is not in airplane mode, that is, basically whose business is starting, if you have found such a stock, then no operator has the power to stop that company from running away for a long time, it may be that in six months I will put forward the name, but suppose that in two years the profit of this company has doubled and there is no problem in that company, then no operator has the power to stop that company from running away after a minute, if a company is doing very well for 5 years continuously, profits are increasing, face is increasing, respect in the market is increasing, then no operator has the power to stop that company from running away.
It's one thing if you keep dancing for a long time, six months together, but with these parties, no operator can harm the market, the company, or you. If you have created a safe haven for good companies, then forget the operators. They will keep coming, but if the company is doing well, they won't be able to do anything.
So, instead of thinking about all these things, it's better to think about what is in your control and do those things that are in your control well. So, think about it. No one is calling you and selling their company or misleading you, saying invest in my company only. There is no regulation that you can invest only so much money in shares and you have to send it in so much time.
No one is asking you for a monthly report. At the same time, no one is after your money. You are so relaxed and you are in the best position to take the right decision. So, do n't consider yourself weak. In fact, if someone is in the strongest position in the market, then you are such a retail investor.
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