Athena

118 posts

Athena

Athena

@AthenaWisdom12

Investments | Charts | Not a Regd. Investment Advisor | views are strictly personal

India Katılım Mart 2019
2 Takip Edilen9 Takipçiler
Athena
Athena@AthenaWisdom12·
@aditya942000 If it has happened in the last 10 years, how does this event become once in a LIFETIME opportunity 🤔🤔
English
3
0
27
2.7K
Aditya Mehta 🇮🇳
Aditya Mehta 🇮🇳@aditya942000·
Once In a LIFETIME Opportunity !! NIFTY50 has breached 100MA only thrice in last 10 years on Weekly timeframe and Everytime after that we witnessed Strong BULL MARKETS!!
Aditya Mehta 🇮🇳 tweet media
English
115
95
986
169.8K
Athena
Athena@AthenaWisdom12·
@SahilKapoor @__Abhijit__ Sahil, this is where i faced an issue. The decision of selection of a fund manager is with 1 person right. And everybody has a right to go wrong. have seen with kotak aif, and others. How do you tackle this?
English
0
0
0
5
Sahil Kapoor
Sahil Kapoor@SahilKapoor·
@__Abhijit__ We have a quantitative + qualitative engine which guides us to select managers.
English
1
0
0
159
Sahil Kapoor
Sahil Kapoor@SahilKapoor·
As a new investor, if I had Rs. 1 crore to invest today, what questions would I grapple with? 1. What should I buy: stocks, bonds, gold, and silver? 2. In what proportion should I buy? 3. What should my equity mix look like across market caps and sectors? 4. How will I decide when to take profits or re-balance my portfolio? 5. Every time I act, there is a tax impact. How do I ensure taxation does not interrupt my long-term wealth creation? 6. Which asset managers can I trust? How do I find them and stick with them? Do you have these or similar questions? To address this, I designed a product. • A tax-efficient, multi-manager, multi-asset, multi-sector strategy. • Powered by DSPNetra, it invests in equity, bonds, and gold and silver. It invests only through mutual funds, index funds, and ETFs. • It gives you the advantage of investing across AMCs, not just DSP Mutual Fund. It combines the industry’s stock-picking skills with allocation and opportunities powered by DSPNetra. Click this link for the full deck: DSP Multi Asset Omni Fund of Funds (dspim.com/latest-literat…) What do you get? • A well-diversified, multi-asset portfolio of mutual funds that can help you stay invested. • You no longer have to worry about fear of missing out, or over-committing to hot themes. This strategy focuses on margin of safety, while capturing opportunities. A Fund of Funds that can transform you investment experience. Disclaimers and more details: dspim.com/dsp-multi-asse…
Sahil Kapoor tweet media
English
23
10
105
14.7K
Athena
Athena@AthenaWisdom12·
@Mf360WW Hi Ankush, thanks for the data. Now basis this, how will you select the funds for the future..there are various changes in the fund that keep happening for eg, AUM goes up dramatically (like hdfc flexi is 1 lac cr now), change in FM. Same ex, ganatra is very different than roshi
English
1
0
1
32
Ankush Prajapati
Ankush Prajapati@Mf360WW·
Active equity only adds value when outperformance sustains across cycles. This study filters active equity mutual funds that have beaten Nifty 500 TRI across 1Y, 2Y, 3Y, 5Y & 10Y, supported by portfolio indicators like PTR, valuations, and market-cap mix. 📄 Full PDF available on Telegram: 👉 t.me/+MVCmKWU5l6BiY… Disclaimer: For information only. Not investment advice. Past performance may not be sustained. Mutual fund investments are subject to market risks. #MutualFunds #ActiveInvesting #Nifty500TRI #EquityResearch #AlphaConsistency
Ankush Prajapati tweet media
English
2
3
27
1.2K
Athena
Athena@AthenaWisdom12·
@_soniashenoy What is gurmeet doing with the other guests... Poor selection Sonia
English
0
0
0
19
Sonia Shenoy
Sonia Shenoy@_soniashenoy·
When I quit my job last year and decided to go independent, I had no clue what to expect. I just knew I wanted to build something of my own and was willing to take a bet on myself. I also knew that this industry is full of priceless mentors , people who are willing to support and guide you when the time is right. I’m lucky to have the guiding light of most of them. This Diwali , we put together something from the heart. Me along with Four market wizards who left their cushy jobs to start of on their own , create and build their own brand and today are standing tall. So cheers To everyone who is willing to give themselves a shot at doing something different , ready to be creatures of discomfort and embrace the awkwardness of learning before eventually hitting escape velocity ! 🚀 Happy Diwali and thank you for all the great feedback on the show . Full episode out now 🤩 @SunilBSinghania @vikaskhemani @pankajtibre @connectgurmeet
Sonia Shenoy tweet media
Sonia Shenoy tweet mediaSonia Shenoy tweet media
English
25
21
311
19.3K
Athena
Athena@AthenaWisdom12·
@DarshanKhatri4 @Prakashplutus Dear Prakashji, i admire your knowledge on capital markets, but I must also mention that geopolitics is NOT your domain. You should stop your rant and just follow specialists like @ankitatIIMA . Your followers will only get benefitted. Be positive
English
0
0
0
52
Darshan Khatri
Darshan Khatri@DarshanKhatri4·
@Prakashplutus Sir, during challenging times, you have always shown up to guide and support retail investors. Thank you for consistently sharing your insightful views with us — truly appreciate it 🙌
English
1
2
36
7.3K
Investing @ Prakash
Investing @ Prakash@Prakashplutus·
This 50% tariff & 2nd & 3rd order impacts are difficult to judge . All messed up , INR at all time Bond yields are spiking FIIs are selling in secondary markets big time . Private capex at not happening. Till the time government don’t intervene, it will be messy . Tough one to judge this time
Gaganndeep singh@gagsstocks

@Prakashplutus Sir when do u think things are going to be better ? No one can judge better than u sir And it is surprising to see govt. Still sleeping

English
16
14
214
36.9K
Athena
Athena@AthenaWisdom12·
@iRadhikaGupta What exactly does this association do? Whom does it work for?
English
0
0
0
57
Radhika Gupta
Radhika Gupta@iRadhikaGupta·
30 Years of AMFI. 50 AMCs. Lots of us CEOs. A celebration!
Radhika Gupta tweet media
English
15
14
231
15.6K
Athena
Athena@AthenaWisdom12·
@moneyworks4u_fa Do you know who is future gaming and which party got the most funds from him? Do you know which states allow paper lottery in India??
English
0
0
0
22
Sandeep Kulkarni
Sandeep Kulkarni@moneyworks4u_fa·
If you all remember who was the biggest donor to BJP in 2024. Future Gaming. What does it do? Lottery business in south and east indian states. If Dream11 is illegal, how is future Gaming legal?
Sandeep Kulkarni tweet media
Harsh Upadhyay@upadhyay_harsh1

Breaking: Dream11 is shutting down its core real money gaming business => As per sources, the decision was shared in an internal town hall on Wednesday. => Sources added that RMG contributes over two-third of Dream11’s revenue. => This follows the govt’s Online Gaming Bill.

English
9
12
55
12.8K
Athena
Athena@AthenaWisdom12·
@moneyworks4u_fa Also gives brokers v high commissions.... I believe aum based brokerage structure by sebi, is the most anti customer rule... incentivises brokers to sell new/small aum funds... You can justify/fool people by saying whatever ..reality is commision drives a broker's fund selection
English
0
0
0
23
Sandeep Kulkarni
Sandeep Kulkarni@moneyworks4u_fa·
I don't see anything wrong in 'asset gathering'. Unless you get people to invest with you tum unka bhala kaise karoge? Usually, Public will onboard after 2-3 yrs of superlative performance which often is too late. I feel all new fund houses should so whatever it takes to woes new inventors and build their AUMs. I am pretty sure the new fund houses in their earnest will try hard to differential their offering, generate superior risk-adjusted returns and help investors their wealth creation journey. If not anything the size is on their side. Sharing one of my favorite dialogues from Guru movie for the context.
Anil Singh@AnilSin99017610

@moneyworks4u_fa Hope they just don’t gather AUM. Giving good returns to customers should be the top priority

English
3
1
14
5K
Athena
Athena@AthenaWisdom12·
@Iamsamirarora All that u f***ing care is markets.... Useless fellow sitting in Singapore and tweeting about india
English
0
0
0
95
Samir Arora
Samir Arora@Iamsamirarora·
@BullaJaana Some of us are analysts, not decision makers. You help decide, I will analyze its impact.
English
6
0
78
11K
Samir Arora
Samir Arora@Iamsamirarora·
Wonderful news. Face ripping rally expected
English
198
53
1.4K
223.5K
Athena
Athena@AthenaWisdom12·
@AkankshaMaulik @hmkaizen @capitalmind_in Most PMS's including CM has not given any alpha compared to mutual funds adjusted for taxes and fees. Simply hopeless performance for all the hassles every year for tax filing. CapGains statement is 20+ pages .. full headache
English
0
0
0
35
Akanksha M Pandey
Akanksha M Pandey@AkankshaMaulik·
@hmkaizen @capitalmind_in That’s true in case of clients with existing NRE-PIS accounts. PMS are limited by partner tie ups because the partners help manage a lot of regulatory reporting. We are able to offer services to existing NRE-PIS clients of HDFC and ICICI.
English
1
0
1
195
Akanksha M Pandey
Akanksha M Pandey@AkankshaMaulik·
Most NRIs keep their Indian funds in three places: low-interest savings accounts, fixed deposits, or investments managed by family members. This approach is driven by convenience and familiarity, but limits participation in India's growth story. (1/3)
English
2
6
25
12.4K
Athena
Athena@AthenaWisdom12·
@AskPerplexity what is the name of the person. In the photo
Athena tweet media
English
0
0
1
7
Athena
Athena@AthenaWisdom12·
@abhishekcjain @505 U should keep a tracker of whatever you say as "BUY" and then evaluate your call once a month... I used to trust you, but then realised you are just another Broker.. sad
English
0
0
0
93
Abhishek Jain
Abhishek Jain@abhishekcjain·
Good time to accumulate GNFC @505-480 For 750 PVR 900-925 for 1150 FNO exits are giving good long opportunity
English
3
4
38
5.7K
Athena
Athena@AthenaWisdom12·
@Prakashplutus Prakashji, kya hua? Thand rako. Doosron ko blame karke kya fayeda. Sabka pf down hai. Am sure we have some more downside to come. Part of market cycle...
English
1
0
0
56
Investing @ Prakash
Investing @ Prakash@Prakashplutus·
Coincidentally: We hiked that taxes in July September 2024 numbers were horrible December quarter was ok , but single digit growth. we will get the advantage of lower base effect in next few quarters. Bad capital market can hit the economy beyond anyone imagination . I hope your team is watching this & they will take some corrective measures soon @nsitharaman ji @narendramodi ji
Investing @ Prakash@Prakashplutus

About 2024 July Budget Government hiked LTCG Tax Government hiked STCG tax Government hiked STT . Since then Nifty is down approx 2000 points & Individual stocks are down 30-60% . How much capital gain you will get & who gave this creative idea ? Remember the simple Rule : Bad capital market = Bad Economy @nsitharaman @narendramodi

English
39
91
509
57.4K
Athena
Athena@AthenaWisdom12·
@jitenkparmar Do you mean some stocks like NEWGEN,aarti,irm? 🤔
English
0
0
0
32
Jiten Parmar
Jiten Parmar@jitenkparmar·
Investors just few days/weeks ago: High PE. I dont care. Buy. Investors now: High PE. Sell. #investorbehavior
English
6
1
68
5.6K
Athena
Athena@AthenaWisdom12·
@AlgoBoffin Is your prediction of 28000+ still on our any change in views?
English
0
0
0
135
ViPiN 😉
ViPiN 😉@AlgoBoffin·
200 DMA became Red Light Area. 😁😁😁
ViPiN 😉 tweet media
English
10
6
104
9.1K
Athena
Athena@AthenaWisdom12·
@moneyworks4u_fa Since when did kotak flexi, mirae emerging become value oriented funds?🤔
English
0
0
0
32
Sandeep Kulkarni
Sandeep Kulkarni@moneyworks4u_fa·
Let's see how it goes after 'value' peaks out and markets get narrow as mass PE rerating turns into mass scale PE derating. I guess we are getting there already.
Neeraj Kumar@Neeraj_Ayaansh

@moneyworks4u_fa Hdfc flexicap , midcap, icici value discovery, ppfas, nippon small cap , mirae emerging bluechip, kotak flexicap and many more all are real big funds from some time and still outperformed. While there are many smaller funds that underperfomed during the same time.

English
2
0
16
3.3K
Athena
Athena@AthenaWisdom12·
@Dutta_Souravd What's the number for middle class according to you?
English
0
0
0
3.1K
Sourav
Sourav@Dutta_Souravd·
1 Cr is not middle class in India. If you had 1 Cr, you can not: 1] Buy a decent 2BHK House 2] Get enough interest to live off FD 3] Leave your job and spend more time with family 4] Go on an international vacation with family So, stop feeling fake rich and get back to increasing income.
English
417
454
4.8K
654.9K
Deepak Shenoy
Deepak Shenoy@deepakshenoy·
I've had some fun things to have lived with in my life this far :)
CNBC-TV18@CNBCTV18News

@deepakshenoy of Capitalmind shares some funny instances of his investments… This, and much more in our latest episode of ‘I Did It My Way’ with @_soniashenoy on CNBC-TV18’s YouTube channel.

English
6
0
47
15.4K
Arvind Datta
Arvind Datta@datta_arvind·
@moneyworks4u_fa Have seen on Twitter. Like fast food people need quick names for investing that can become multi baggers but they are not willing to travel the full distance to research a stock sector or industry Everyone wants a short cut I won't blame Muthu but his followers who follow blindly
English
3
0
12
4K
Sandeep Kulkarni
Sandeep Kulkarni@moneyworks4u_fa·
Muthu's handle is perfect example of people falling for authority bias. Higher follower count doesn't mean better stock picker.
Sandeep Kulkarni tweet mediaSandeep Kulkarni tweet media
English
38
7
203
87.2K