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Sarang.B
2.7K posts
Sarang.B
@SarangB7
Sharing insights on investing & personal finance | IIM R | BLR
Katılım Ağustos 2021
262 Takip Edilen580 Takipçiler
LETS ALL LAUGH AT ARSENAL😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂
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🚨🍒 Bournemouth beat Arsenal at Emirates Stadium!
Who’s been your Man of the Match?
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I swear this would be my favorite season of all time if Arsenal end up trophyless
Life would be complete
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BRK isn’t your typical investing fund or some alpha-chasing pool of capital.
It’s an insurance company meaning it’s supposed to hold piles of cash, not deploy every rupee like a trigger-happy fund manager given the nature of businesses it hold.
Maximising returns isn’t the mandate for them staying sound against large business risk is.
Samir Arora@Iamsamirarora
They have already lost a lot by sitting on cash- dont think can cover for the opportunity loss unless market falls 30-40% more. Simple logic - market has risen by 67% in past 3 yrs. They may have made 15% so they have lost 50%. Let us say that average cash they have had over this period is 200 billion (would be more). So they have lost opportunity cost of 100 billion. Now they have 370 billion. So first they need to recover 100 billion - if market fall more than 25% then sitting on cash would break even.
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@reallysachin Isn’t current tax policy hurting the net returns on dividend heavy stocks vs investing in MFs where dividends can be reinvested without taking tax hit
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The dividend yield of my portfolio in 2025-26 was 1.38%
During the previous year it was 1.1%
There may be different opinions about dividend, but I like them, provided that they are not dividend traps.
#Dividend
#investing
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Step 1 - Look the the drawdowns in your Portfolio
Step 2- Close your eyes and take a deep breath
Step 3- Pump more
Step 4- uninstall all the apps and trust the process.
#SIP
Sandeep Kulkarni@moneyworks4u_fa
✋Stop looking at the last 6 months and start looking at the last 10 years. 👉 The recent drawdowns in funds like IPru Value and DSP Smallcap feel heavy, but look at the chart. In the context of the total gains, this dip is minuscule. 👉 If you’re seeing single-digit SIP returns, you’re experiencing what investors felt in 2019. It’s part of the cycle. 👉 Currently, nearly half the stocks in the market are down 40%+. Despite this, fund managers are doing an incredible job protecting capital. 🫵You have to endure the "pain" of a flat year to earn the "gain" of a decade. If there was a time to believe in 🇮🇳 story it is now.
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@Crazynaval View 5: Markets go through the collection and we all pretend we know better then fund manager and discuss cash positions and stock picks despite paying % expensive ratio not to actively track 🤣
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View 1: Customer has given us money to invest, cash in portfolio would mean we are playing with her/his asset allocation. That's the job of advisors and distributors to work with.
View 2: customers don't know their asset allocation. They should buy multi- assets and we will do it for them ;) tax free
Sum total, customer kasht me hai hamesha;)
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Need patience to go through the cycle for atleast 5 years.
every other worry only applies to the fund manager :)
#ppfas
Margin of Safety🇮🇳@InvestorOfJAMMU
PPFAS Mutual fund holdings are falling apart one after another. HDFC ITC IT socks Kotak ICICI Maruti Nasdaq stocks It's 5 return is also slowing down, yet holding well with good cash holding. It will perform well if Bull run starts again.
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@paresh_pisipati Or 3. Folks who kept slogging for 240 months throughout market cycles.
Time and patience
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All those who built 6cr+ portfolio and achieved financial freedom have
1. either drawn their last salary in the range of 80-90LPA or more.
2. Running a business
I am yet to meet some who built 3cr PF over a decade with last drawn salary of 30 LPA
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You all know star fund managers like -
Rajeev Thakkar, S. Naren, Prashant Jain.
But here are some underrated names delivering quietly:
- R. Srinivasan (SBI)
- Sailesh Raj Bhan (Nippon)
- Manish Gunwani (Bandhan)
Less hype. More consistency.
Who else would you add?
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@contliving Ideally all of them should love it at this valuation:)
On a side note, great company but only at right valuation
Disc: not invested
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2 minutes silence for everyone buying Bajaj Housing at 180.
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