Showing posts with label fundamental. Show all posts
Showing posts with label fundamental. Show all posts

Monday, February 15, 2021

Is it better to stay invested in market or buying when there is a dip using the accumulated amount ?

Can we make more money by investing only when the market falls by more than 5 percent ? 

Idea sounds good until we take a look at the numbers. But, don't forget we might also miss some good market runs if we don't invest. 

I tested the monthly data from Jan 2009 to Jan 2021.  Making investment at the end of month, we acccumulated 10191 Niftybees whose value at the end of Jan 2021 was 14.8 Lakh. 
Total amount invested was 7.19 Lakhs.

But, if we keep on accumulating the money and invest only when the market falls by more than 5 percent. We had 9260 Niftybees whose value is 13.52 Lakhs. 

If we keep SIP on, we will make 9.46 percent more returns in NIFTYBEES.

I have not considered any returns on the accumulated money that is lying idle in the bank. If we consider that too, more or less returns will be same. 



Excel Numbers 



Monday, October 2, 2017

How to check institutional holding of stocks

This link will give you the list of stocks with highest FII holding.

https://trendlyne.com/stock-screeners/shareholding/FII/increase/Q2-2017/index/BSEAllCap/s-p-bse-allcap/

You can sort them on the basis of change in the holding in the recent quarter.  You can expect good returns from the stocks which has good FII holding.

Use this for DII.

https://trendlyne.com/stock-screeners/shareholding/Institutions/increase/now/index/BSE500/bse-500/

Stocks with good FII holding will also perform well.

Wednesday, May 18, 2016

Why people are not able to make money by investing?


The answer is impatience.

If you buy 10 stocks, 5 of them are gonna rise and 5 of them are gonna lose(just taking a 50% scenario). People will book profit as soon as those 5 stocks rise by 10% and they will keep hold on to their losers.

But, if someone just keep holding on to both losers and gainers, they will surely make money.

Business today mentioned 13 stocks in  may 2014. I did this study around 2 months back so profits are calculated as per that and overall profit was 60%. I have taken split into account too.

One could do that on today's price and would still find it profitable.





Some of them are going are give tremendous trends and some will lose but overall had 60% gain over 2 year span.


Monday, May 2, 2016

Websites for fundamental analysis of stocks

Personally, I like the one below. There are some others too.
 http://www.screener.in/

1.Balance sheet Comparison

http://economictimes.indiatimes.com/...nyid-13554.cms

The economic times used to gives data backing to 1990s.But now they seem to limit it to 5 years. But neat compilation and mostly accurate data.

2. Stock Screener 

http://www.edelweiss.in/Tools/screener.aspx

Edelweiss.You can screen stocks based on PE, Dividend Yield, Mcap and EPS.

3.Company snapshot

http://investing.businessweek.com/re...ticker=SOTL:IN

For a quick snapshot of what the company does.Very useful for the first look at a company you think of investing.



4. Current Performance

http://www.edelweiss.in/company/ITC-Ltd.html

Again Edelweiss. Excellent website. You can find almost anything from ROE to 3year CAGR profit/Sales

5. Latest company announcements

http://www.corpfiling.co.in/InsiderT...erTrading.aspx

Though this website gives almost every information the most important according to me is the insider trading details it provides on a daily basis. The site may sometimes give server error may be due to the huge traffic but the finding information part is very easy.

6. Brokerage reports

http://www.valuenotes.com/

A comprehensive collection of brokerage reports. Reports from almost everyone and has almost all companies.You will most probably find atleast one report on even unheard companies.Excellent website and best of all it is free and you dont even have to register.