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#010 - Powerful Portfolio Allocation Strategies

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Manage episode 289113648 series 2869301
Content provided by Vivek Mashrani, CFA, Vivek Mashrani, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Vivek Mashrani, CFA, Vivek Mashrani, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Do you want to know the powerful strategies for portfolio allocation to generate excellent returns? In this episode, I get into below key topics:
1. Number of Stocks in a Portfolio

  • How many stocks should be in a portfolio?
  • Ideal number of stocks in portfolio

2. Concentrated vs. Diversified Portfolio

  • The case for a concentrated portfolio
  • Types of portfolio diversification
  • Equity portfolio diversification

3. Thoughts on "Kachra Stocks"

  • What is Loss Aversion?
  • Loss aversion in investing with examples

4. 80/20 Rule in Investing

  • The Pareto Principal
  • Asset Allocation Strategies
  • Successful stock market investors in India
  • Rakesh Jhunjhunwala Titan Story

5. Rule of 72

  • 25% CAGR Compounding Formula
  • How to double money in 3 years?
  • How to make 100 crores by investing 10 lakh? - Access Podcast

6. Averaging Up

  • Foot in the door technique
  • It’s easy to make a mistake and do the opposite, pulling out the flowers and watering the weeds - Peter Lynch

7. Thoughts on Sector Analysis and Market Leaders

8. Risk Management

  • Position sizing formula
  • Exit strategies
  • Stock Ranking system

9. TechnoFunda Investing Formula

10. Reference Materials

YouTube Channel >> ACCESS HERE
My Website >>
https://vivekmashrani.com/
Listen to other episodes >>
LISTEN HERE
Disclaimer:
Only for educational purpose. Kindly consult your financial advisor for implementation based on your risk profile.

  continue reading

24 episodes

Artwork
iconShare
 
Manage episode 289113648 series 2869301
Content provided by Vivek Mashrani, CFA, Vivek Mashrani, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Vivek Mashrani, CFA, Vivek Mashrani, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Do you want to know the powerful strategies for portfolio allocation to generate excellent returns? In this episode, I get into below key topics:
1. Number of Stocks in a Portfolio

  • How many stocks should be in a portfolio?
  • Ideal number of stocks in portfolio

2. Concentrated vs. Diversified Portfolio

  • The case for a concentrated portfolio
  • Types of portfolio diversification
  • Equity portfolio diversification

3. Thoughts on "Kachra Stocks"

  • What is Loss Aversion?
  • Loss aversion in investing with examples

4. 80/20 Rule in Investing

  • The Pareto Principal
  • Asset Allocation Strategies
  • Successful stock market investors in India
  • Rakesh Jhunjhunwala Titan Story

5. Rule of 72

  • 25% CAGR Compounding Formula
  • How to double money in 3 years?
  • How to make 100 crores by investing 10 lakh? - Access Podcast

6. Averaging Up

  • Foot in the door technique
  • It’s easy to make a mistake and do the opposite, pulling out the flowers and watering the weeds - Peter Lynch

7. Thoughts on Sector Analysis and Market Leaders

8. Risk Management

  • Position sizing formula
  • Exit strategies
  • Stock Ranking system

9. TechnoFunda Investing Formula

10. Reference Materials

YouTube Channel >> ACCESS HERE
My Website >>
https://vivekmashrani.com/
Listen to other episodes >>
LISTEN HERE
Disclaimer:
Only for educational purpose. Kindly consult your financial advisor for implementation based on your risk profile.

  continue reading

24 episodes

All episodes

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