My Dear , you are in the spinning in BETA , forget that
"'I will think always before invest ,how long that business will be in the earth , what is the best price i can purchase those business ‘’ ,(These words from the book of Inteligent investor) these two things are take a month for buffet to finalise the call . , its not a matter is cocacola or IBM or APPLE for him , the matter only for him as a business and price ( these two things will cover all other formula ) for him
@lazy auto sector are always cyclical be caution , i am not interested in auto sector , its upto you
Bhai … i have not read his book and I have no plans To read .
You said low beta and high beta stock won’t work .
But your guru warren buffet made a fortune out of buying low beta and high dividend stocks.
Obviously there are other parameters as well .
i never said beta will work or not , i dont know , he is a value investor , the business is good , value is reasonable , and its available below intrensic value also he will buy those business ,
he is the master of diversification , he have some high dividended yield stock also , its only for protection in downward market and dividends are a cushion in falling market for that reason he buy some dividend yield stock also , he never put all the money in dividended yield stock , thats a penny portion he have
In your first reply to me you said , it’s a bad idea according to you 
I merely countered you saying , most of WBs portfolio is made of low beta and high dividend stocks 
i said its bad idea only , i never tell its will work or not
i told never compare indian and american market , all dow jones company are paying good dividend yield , its not a problem there , most of the company business model are stable in usa the beta naturally will be reduced ,
in india dividended yield stock are govt company . See the ITC itc is very good dividended yield stock its erode 50 % of wealth , its upto you my dear, your money you are investing,
Warren buffet finally Recommended to his wife to invest in S&P500 ETF for long term
For that u have to open an account with the foriegn broker …
not really an auto, I think you don’t know much about that company, this is the difference, that’s why only invest in companies you totally understand and what they do.
He invested in those companies when they were in their initial growth phase, basically when they were penny stocks. Now they have grown may folds and so has their beta and dividend’s they pay.
No … Coca Cola was well established company back then
He bought IBM in 2010 I guess , apple in 2018/19
@lazy ya maybe you are correct , i will never put trust in any single company , even it’s a jewels or maharatna company , maybe so i am still in the market i believe , I am investing iN ETF also in vanguard S&P500 ETF putting monthly small amount to it for international diversification , thats giving peace of mind for me , thats enough
@Leo my maximum equity portion is only 30 % more than than i will never invest in equity , plan according to your risk profile
my allocation is
equity - 30%(max) currently i have 22% only if nifty touch 7k i will increase to 28%
debt- 40%
gold-15 %
real estate - 15%
this is my allocation , it will differ from person to person , even in the market melt down my equity portion wll not affet my over all portfolio , i am very comfortable in this allocation ,
@Riyas_Ahamed Many thanks for insights, btw what about % allocation b/w various instruments(equity, MF, ETF)?
Also does sectoral % allocation matter in current situation or we should just be focused on bluest of blue-chip? and does niffy 7% seems viable? i don’t see it happening unless corona virus becomes rampant then also it are fair chances of govt stepping in
@Mohammed_Yasin_Shaik
My personal long term picks would be Tatasteel, Escorts, HDFC, Bajaj Finance, Kotak Bank, HUL.
This is right time to buy quality stocks, do not invest in lumpsum, if u r having 5 lakhs invest 1/3 i.e. rs 1,50000 , wait for further correction of 20/25% then invest 1,50000 , if markets again correct by 15/ 20% invest balance 2,00,000, then wait, but monitor your stocks , dont sleep over it, if there are any fundamental changes like drop in sales or profit substantially sell that stock, stocks worth investing are 1. alkylamines 2. Bata 3. Berger paints 4.Hindustan unilever 5. Indraprasth gas 6. Nestle 7 Pfizer 8. Pidilite ind. 9. TCS 10 . Divis lab.11. SRF 12 Trent . These are the stocks in which I have invested on 19.3.20 .
@Riyas_Ahamed brother,
I want to know why in this situation, when market is hitting LC, all stocks are down, then why EMBASSY-RR stock is also down.
As per my understanding, the real estate asset class should be up in this down time…
