Rajeev Bahuguna

2.4K posts

Rajeev Bahuguna

Rajeev Bahuguna

@Bahuguna4u

Passionate about Personal Finance,Mutual Fund. Focused on Financial Independence. Inspired by Arun ( 80-20 Money Makeover), Mohnish Pabrai, WB, Ramdeo sir

Katılım Ağustos 2019
324 Takip Edilen42 Takipçiler
Rajeev Bahuguna
Rajeev Bahuguna@Bahuguna4u·
@Keval_IM I will say move to Ahemdabad Getting a wife should be your top priority now And I think you are good what you are doing so your business will prosper only Sorry for unwanted advise
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Investment_ Mantra
Investment_ Mantra@Keval_IM·
Was Taking to Girl from Ahmedabad She wanted me to move from Bhuj to Ahmedabad and buy house there bcoz she did not like bhuj She earns 25k pm in Ahmedabad.
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Rajeev Bahuguna
Rajeev Bahuguna@Bahuguna4u·
@ravihanda Sir ji which one is the youngest among all who attained FI fastest And also I think all are in the age group of 40 to 50 or it is like 40 to 45 bracket
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Ravi Handa
Ravi Handa@ravihanda·
The Jaipur FIRE retreat went well. Much better than what I expected for sure. Broad learnings: 1) How much is enough? Wide variety of FI corpuses - 3 cr to 25 Cr+. Wide variety of asset allocations post FIRE - 100% debt to 90% equity. 2) How to FIRE? Wide variety of paths which lead to FIRE - foreign stint, Tech ESOPs, high double income family, business that worked, big tax-free bonuses, etc. 3) What to do post FIRE? Everyone has figured out some way to spend time doing things they like - running marathons around the globe, 20+ hours in the gym a week, Golf, twitter bakchodi, school for the underprivileged. Hopefully will do a series of articles / videos in the coming weeks.
Ravi Handa tweet media
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Rajeev Bahuguna
Rajeev Bahuguna@Bahuguna4u·
@prabhakarkudva That's ok to mock them 😄 😄 but this is data sir and hardcore numbers from the past which are available right sir that was prediction for furure, prediction can be anything and wrong Matlab how to be very optimistic when views and data also are so so diverse
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Prabhakar Kudva
Prabhakar Kudva@prabhakarkudva·
@Bahuguna4u But Morgan Stanley has given a target of Sensex 1 lakh by this calendar year. Go figure :)
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Prabhakar Kudva
Prabhakar Kudva@prabhakarkudva·
The story of the earnings season so far is unequivocal. The game except a few exceptions is in mid, small and micro caps and if you go further to read the concalls the real game will happen in FY28. But the market as usual may price it in FY 27.
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Rajeev Bahuguna
Rajeev Bahuguna@Bahuguna4u·
@itsnitinverma Sir what your view on market like it is still start of Bull market or its changed based on latest developments after PM Modi sir announcement and call of upcoming bad days due to oil / ruppe falling / war etc
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Nitin Verma
Nitin Verma@itsnitinverma·
Happy to see my book readings are helping people 🙏
Nitin Verma tweet mediaNitin Verma tweet media
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Rajeev Bahuguna
Rajeev Bahuguna@Bahuguna4u·
@ravihanda That's the problem I see in such metrics it gives you only few days window to buy So what should we do ? In Covid time also it was I think green only from March to May only I thinks it's just good on sheet not useful much
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Ravi Handa
Ravi Handa@ravihanda·
ICICI Equity Valuation Index is back in Neutral zone. It dipped in the "Invest in Equities" zone very briefly in March end. Does that mean the buying opportunity is gone? I don't know. But what I do know is this - if a similar one existed for the global markets / Gold, we would be looking at a very different chart.
Ravi Handa tweet mediaRavi Handa tweet media
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Rajeev Bahuguna
Rajeev Bahuguna@Bahuguna4u·
@InvesysCapital @Pertinacious101 So sir you mean Now the market is topped or that sector like steel is topped ? Reading your tweet I always made impression that market is at bottom or near to bottom rather than top
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Zafar Shaikh
Zafar Shaikh@InvesysCapital·
#SAIL , the laggard of steel pack is usually good indicator of market top. Historically market has topped along with or few months after #SAIL tops out For current run we are looking SAIL to test 190-200 band. Hopefully the pattern plays out this time as well.
Zafar Shaikh tweet media
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Arun - Eighty Twenty Investor
Arun - Eighty Twenty Investor@arun_kumar_r·
The smaller your portfolio, the less important your portfolio returns. And the more important your future savings potential. That changes how you should think about asset allocation! Contrary to popular advice, in the early stages of wealth creation, 100% diversified equity portfolio can make a lot of sense as future earnings and savings may be much larger than the current portfolio. Here is a simple framework to think this through: 100% equity works best when you have: 1) High savings relative to portfolio Rule: SAP Rate (Annual Savings as % of Portfolio) >15% 2) Long earning runway Rule: 15+ earning years remaining with stable income 3) Long investment horizon Rule: 10+ year time frame 4) High ability to handle declines Rule: Can tolerate a 40-50% decline without panicking out When does asset allocation become more important? As wealth grows: • Savings become smaller relative to portfolio size • Portfolio becomes harder to rebuild after losses • Financial goals move closer • The same percentage decline starts feeling very different on a larger base - making it psychologically and financially harder to absorb Simple Takeaway Early stage wealth building: Prioritize increasing earnings, aggressive savings and equity heavy portfolios. Later stage wealth building: Prioritize asset allocation and risk management. In the beginning, your future income is your biggest asset. Over time, if done right, your portfolio becomes your biggest asset!
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Rajeev Bahuguna
Rajeev Bahuguna@Bahuguna4u·
@WeekendInvestng Sir PC toh PC hain no one room seriously I think Modi sir ko log seriously letey hain Jaan de dengey Modi ke ishare pe 😀
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Rajeev Bahuguna
Rajeev Bahuguna@Bahuguna4u·
@InvesysCapital Market similarities are very high in this cycle and last cycle so hopefully there is lot of steam still left in small caps
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Zafar Shaikh
Zafar Shaikh@InvesysCapital·
Market structure has changed in Apr-May26 #Smallcaps which were grossly underperforming for 18M since Sep24 have come back sharply & started to outperform #Nifty this month We saw similar phase in Oct21-Mar23 & then outperformance of Smallcaps started in May23 which lasted 12+M Are we at similar juncture again?
Zafar Shaikh tweet mediaZafar Shaikh tweet media
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Rajeev Bahuguna
Rajeev Bahuguna@Bahuguna4u·
@gurjota Bhai You also did the same when you initiated 8 crore topic Atleast he looks more realistic and quite true with 1 crore / retire
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Gurjot Ahluwalia
Gurjot Ahluwalia@gurjota·
Typical LinkedIn clickbait - "I retired with 1 cr" 30 seconds later 1. Moved to Tier 2 city, reduced 70% expenses 2. During retirement, worked to build two new income streams Slow claps.
Gurjot Ahluwalia tweet media
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Rajeev Bahuguna
Rajeev Bahuguna@Bahuguna4u·
@ChitrakShivalik I am surprised No one said Dehradun School , Hospitals , Malls , Airports all essentials for modern life Weather is relatively better than most part of country Lacking Infrastructure but can be managed if living outer circle of city Proximity to Delhi after new express way
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Chitrak Shah
Chitrak Shah@ChitrakShivalik·
Which Indian city has the best quality of life on ₹25L per annum household income? One city. One reason. No "depends on lifestyle".
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Rajeev Bahuguna
Rajeev Bahuguna@Bahuguna4u·
@Salman_2911 Yes everyone will take it and it's great But I hope you know still after running up 22% in last month it is still down 10% from Sept 2024 .Now so to say my PF is still down close to 9% only as my PF consist of 90% value till sept and than 18 months of SIP
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Salman Khan
Salman Khan@Salman_2911·
Assuming your PF is up ~22% since 1st April 2026 in line with #NiftySmallCap250 - will you be happy if you get another 22% for the rest of 2026? Confession: I'll take it with both hands 🙌 If this plays out, SmallCap 250 ends CY2026 at ~27.5% - a monster year by any standard. For this to play out, earnings need to sustain this trajectory 👇 Pic credits: #TheWrap🫔
Salman Khan tweet media
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Rajeev Bahuguna
Rajeev Bahuguna@Bahuguna4u·
@Atulsingh_asan Bhai Hum toh tumhe khiladi samjhey they Lekin tum bhi FOMO mein aa rahey hoo Last year was the time not now
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ASAN
ASAN@Atulsingh_asan·
I am also planning to invest into overseas markets but don’t know the procedure.
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Rajeev Bahuguna
Rajeev Bahuguna@Bahuguna4u·
@Keval_IM It's also foolish to assume people have infinite patience and psychology to hold on for very period of time in terms of long term play.
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Investment_ Mantra
Investment_ Mantra@Keval_IM·
Abakkus Small Cap Fund April Portfolio 76% money deployed 42 stocks Average PE 24 Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing
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Rajeev Bahuguna
Rajeev Bahuguna@Bahuguna4u·
@Keval_IM Long term is nothing but sum of many short term.Timing in the market is equally important than time in the market especially when u are putting lumpsum one good cycle move is missed & returns r gone for long period I know here it's only for 1 month & not relevant but still
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