#askweekendInvesting - Round 20 | Ep 146 | WeekendInvesting Daily Bytes
00:00 - Market Outlook 02:05- WeekendInvesting Smallcase Performance 02:36- #askweekendInvesting - Round 20 • #askweekendInvesting - Round 20 | Ep 146 |... 3:17 - Invest More in AllCap is around 1.5L. You suggest to bring capital over period of 2-3 years. Since max we can invest is only 15Lacs, we can do invest more only 9 times ~ 3 per year. So we can invest more only once every 4 months? Is my understanding correct? 04:07 - Your new portfolio with US Stocks will be on Vested? Can you give any more details about the launch? 04:27 - I am subscriber of all_cap. There is a recommended portfolio size of abt 15 lakhs. Suppose my portfolio grows organically to 25 lakhs. Do i need to book profits as recommended size is less. But if I book profits then compounding will not get affected ? 04:47 - Could you pls explain how the magic of compounding happens within WI smallcases over long periods of time staying invested? Doesn’t the rebalance disrupt the compounding effect? Kindly throw some light on this topic pls 06:01 - Even after knowing all the Pros&Cons of Momentum Investing, why do you think there aren't more Hedge Fund managers using Momentum strategies 08:08 - Can you please explain the relationship between a) India Vix and b) Crude Oil with the Indian Market. Thank you. 08:30 - Considering we can only invest 15 lak max in NNF10 , if I stay in the strategy for 7 yrs...won't my expense ratio increase as I need to pay for subscription for all 7 yrs ? Are you considering any discount for renewal of subscription ? 09:12 - can u pls make 2 telegram channels , one for only messages related to smallcases, & other fr ur guides, tweet links, etc etc. the beauty of weekendinvesting of spending 5 mins a week is turning into checking telegram multiple times a day 10:20 - Just wanted to share with U my experience, I started my investment in NNF10 in Oct, in the first invst 4 stock of Havells was purc @1382 .5, in Nov rebalance the same stocks where sold @1287 .95 cont.. and then again in Dec rebalance 4 stocks of Havells where purchased @1344 .10. Wanted your view on this, can't this kind of rebalance advise avoided from your end.. 11:32 - Can the amount needed to invest under the 'Invest More' option for All Cap be brought down please? Currently, it's around 1.75 L, which is a huge amount to save before investing. NNF10 and ATH2 need a lot less while doing 'Invest More'. 13:01 - U tweeted that people jumping from one advisory to another for better returns and, in the end not getting desire results, 4 me sticking to one plan or strategy is way to go. just wanted to know, how many subscriber you have which r with u for at least 3-4yrs 14:17 - Why do we compare strategies with their underlying index, when in an investor’s mind usually the alternative would be to invest in a Nifty50 index fund? And if that is a wrong approach, how should one do market cap distribution in their portfolio? 15:41 - I've been hearing smallcase cannot see our holdings. But smallcase definitely has access to our holdings & positions according to Zerodha. 16:36 - I am subscrbr of ATH2 nd Allcap. ATH2 has been underperforming since it's inception. Any plans to revisit the stratgy/filter criteria for stocks selection. Mrkt being sideways, it's hard to get strong momentum. Ur thoughts? 17:30 - How long do you hold your positions in stocks that are a part of the portfolio and how are the stocks selected? 18:05 - As there is a significant difference between Friday close and Monday opening price sometime, would it be possible for you to do DB on return difference for schemes like ATH and AllCaps? 22:25 - When implementing Growth or Value investing strategy, the idea is to buy more when the basket of stocks have crashed due to market factors For MI, do we wait for the basket to start rising (ie bottom out) for additional top-ups? 23:30 - Will the subscription to MI MT ALLCAP & MI25 resume
