SquishyQuokka

🚨 Are you guys investing more or not?

People say you can't time the market but I am curious what is the junta on Grapevine thinking about investing in the current times.

Also where do I invest now? I have some 1L to invest that would not impact my current liquidity.

15mo ago

Talking product sense with Ridhi

9 min AI interview5 questions

SqueakyPickle

Google15mo

I am betting big on investing in Hang Seng Tech ETF (Tencent, Alibaba, Baidu, JD etc) at this price.... Very undervalued and it will be China's weapon against USA in race for AGI

SquishyQuokka

Gojek15mo

@AGIcoming I am personally worried about the Chinese economy right now. The Hang Seng has been under significant underperformant spells in its history.

ZestyDonut

Stealth15mo

Tell us more @AGIcoming , would love to hear your opinion

SqueakyCupcake

Stealth15mo

I’m nobiie tbh. But from what I’ve heard, I’ve been told to keep my puny little amount as of now, because of election people unneccessarily pumping the amount in market or something. And do it after election? Untill then only observe? What is the logic behind this?

SquishyQuokka

Gojek15mo

Ballooned valuations

SqueakyPenguin

Walmart15mo

Exactly i hv done profit or loss bookings on all my midcap stocks except few 2 weeks back. Now only investing in large cap. My cap is small only 1l

ZippyTaco

Tesco15mo

For how long you want to invest?

10 year: I would invest in Petrol Pumps. 5 year: I would invest in Banks which give shorter loans or are EMI enabler.

SillyPotato

Stealth15mo

I don’t get the idea of petrol pump can you explain ?

ZippyTaco

Tesco15mo

We all know EVs are coming and you need charging infra for that and the first adoption for that will be in metros and Tier 1 cities. Spaces are very limited so pumps are the existing option that will be utilised. That's why you see all the EV companies having battery swapping partnering with such companies.

GoofyDonut

Stealth15mo

If you're heavy on equity already, perhaps diversify into hybrid/debt/gold as well?

SquishyQuokka

Gojek15mo

Chasing high alpha.

PerkyMochi

Murugappa Group15mo

Buying Gold ETFs to park the money before rate cuts. Stopped all SIPs, rejigged the portfolio- 65% large cap rest mid and small cap (direct equities: 75% large cap)

Highest allocation- Banks (value), Infra (growth) and Chemicals (value)

Recurring deposit started for 10k a month so get around 50-60k in June before the rate cut

Have bought around 3L of Adani stocks to be sold post elections

No new cash addition, just moving the portfolio around (increasingly becoming difficult due to size of portfolio)

ZestyWalrus

Flipkart15mo

Mind sharing portfolio size?(invested)

QuirkyCoconut

Stripe15mo

Can I DM you?

BouncyWaffle

Meesho15mo

Invest in yourself buddy

DancingBiscuit

X (formerly Twitter)15mo

Wtf is invest in yourself?

CosmicTaco

Zomato15mo

Losers who get inspired from another set of losers (insta/LinkedIn influencers)

BouncyPenguin

Stealth15mo

@salt what dashboard is this? I'm new to investing and this looks like something I haven't seen yet

SillyPotato

Stealth15mo

Tradingview you can see this dashboard in ur zerodha account as well

ZestyPotato

Swiggy15mo

Names I am picking irrespective of market sentiment. Am a high risk appetite investor (after my share of tesearch)

-Gensol -Dynacons (DSSL) -DCXSystems -Agarwal Ind

-ZenTech -Edelweiss (long haul) -SircaPaints

Will enter TataTech around 980 [holding a few IPO alloted lots], Droneacharya and Sealmaticat the right lrice

SparklyRaccoon

Stealth15mo

Wait it out @salt . If you wanna get into trading then you have numerous opportunities, but if you wanna invest wait it out for sometime. Being on Cash is also a position in itself.