SquishyQuokka
SquishyQuokka

🚨 Are you guys investing more or not?

People say you can't time the market but I am curious what is the junta on Grapevine thinking about investing in the current times.

Also where do I invest now? I have some 1L to invest that would not impact my current liquidity.

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SqueakyPickle
SqueakyPickle
Google14mo

I am betting big on investing in Hang Seng Tech ETF (Tencent, Alibaba, Baidu, JD etc) at this price.... Very undervalued and it will be China's weapon against USA in race for AGI

SquishyQuokka
SquishyQuokka
Gojek14mo

@AGIcoming I am personally worried about the Chinese economy right now. The Hang Seng has been under significant underperformant spells in its history.

ZestyDonut
ZestyDonut

Tell us more @AGIcoming , would love to hear your opinion

SqueakyCupcake
SqueakyCupcake

I’m nobiie tbh. But from what I’ve heard, I’ve been told to keep my puny little amount as of now, because of election people unneccessarily pumping the amount in market or something. And do it after election? Untill then only observe? What is the logic behind this?

SquishyQuokka
SquishyQuokka
Gojek14mo

Ballooned valuations

SqueakyPenguin
SqueakyPenguin

Exactly i hv done profit or loss bookings on all my midcap stocks except few 2 weeks back. Now only investing in large cap. My cap is small only 1l

ZippyTaco
ZippyTaco
Tesco14mo

For how long you want to invest?

10 year: I would invest in Petrol Pumps. 5 year: I would invest in Banks which give shorter loans or are EMI enabler.

SillyPotato
SillyPotato

I don’t get the idea of petrol pump can you explain ?

ZippyTaco
ZippyTaco
Tesco14mo

We all know EVs are coming and you need charging infra for that and the first adoption for that will be in metros and Tier 1 cities. Spaces are very limited so pumps are the existing option that will be utilised. That's why you see all the EV companies having battery swapping partnering with such companies.

FluffyCupcake
FluffyCupcake
Amazon14mo

It took 250 pts fall on Nifty for salt to raise this koschan again on GV😂

I am adding quality names to my folio. Added some names on the pvt bank side, for me valuation comfort is most imp. Adding paints businesses as crude reductions will take margins in healthy category. Placed few orders on RIL as Jio ARPUs are expanding, giving boost to bottom line.

Overall, my hypothesis is rate cuts will start happening in June/July time frame and FIIs will return to EMs with fresh liquidity.

Keeping dry powder to add MF NAVs on steep fall days. I’ve some MF investment goals for 2024 and let that compound for some time. An experiment to see if time investment in direct equities is worth it or not. Avoiding falling knives and risky bets as of now.

SquishyQuokka
SquishyQuokka
Gojek14mo

Increasingly I seem to agree with you.

250pt fall made me leak some piss down there.

GoofyDonut
GoofyDonut

If you're heavy on equity already, perhaps diversify into hybrid/debt/gold as well?

SquishyQuokka
SquishyQuokka
Gojek14mo

Chasing high alpha.

PerkyMochi
PerkyMochi

Buying Gold ETFs to park the money before rate cuts. Stopped all SIPs, rejigged the portfolio- 65% large cap rest mid and small cap (direct equities: 75% large cap)

Highest allocation- Banks (value), Infra (growth) and Chemicals (value)

Recurring deposit started for 10k a month so get around 50-60k in June before the rate cut

Have bought around 3L of Adani stocks to be sold post elections

No new cash addition, just moving the portfolio around (increasingly becoming difficult due to size of portfolio)

ZestyWalrus
ZestyWalrus

Mind sharing portfolio size?(invested)

QuirkyCoconut
QuirkyCoconut
Stripe14mo

Can I DM you?

BouncyWaffle
BouncyWaffle
Meesho14mo

Invest in yourself buddy

DancingBiscuit
DancingBiscuit

Wtf is invest in yourself?

CosmicTaco
CosmicTaco
Zomato14mo

Losers who get inspired from another set of losers (insta/LinkedIn influencers)

BouncyPenguin
BouncyPenguin

@salt what dashboard is this? I'm new to investing and this looks like something I haven't seen yet

SillyPotato
SillyPotato

Tradingview you can see this dashboard in ur zerodha account as well

ZestyPotato
ZestyPotato
Swiggy14mo

Names I am picking irrespective of market sentiment. Am a high risk appetite investor (after my share of tesearch)

-Gensol -Dynacons (DSSL) -DCXSystems -Agarwal Ind

-ZenTech -Edelweiss (long haul) -SircaPaints

Will enter TataTech around 980 [holding a few IPO alloted lots], Droneacharya and Sealmaticat the right lrice

SparklyRaccoon
SparklyRaccoon

Wait it out @salt . If you wanna get into trading then you have numerous opportunities, but if you wanna invest wait it out for sometime. Being on Cash is also a position in itself.

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