Sandeep Kulkarni
@moneyworks4u_fa
CEO, Aksha Moneyworks4u Pvt Ltd | 2 decades in the market | 600 families | 300 Crs AUM | Contrarianism | Risk-adjusted returns | Good Investing Experience
This was the first time I asked people to build their portfolios with me. The message is still relevant as many of our calls have been 🎯 If you are interested in availing our services as a mutual fund distributor please fill up this Google form. forms.gle/bWpX5N4vmMMDc4…
If you have benefited from my analysis build your mutual fund portfolio with me. If you saw my tweets and didn't act on it become my client so that you get personalized advise and my advise doesn't end up becoming random tweet in the ocean of twitter.
Dalai lama has rightly said "Man sacrifices his health in order to make money. Then he sacrifices money to recuperate his health. And then he is so anxious about the future that he does not enjoy the present; the result being that he does not live in the present or the future;…
Met my oldest client today. Age - 85 Networth - $ millionaire Lives with wife. No kids. Super fit for his age. Due to slower impulses he has stopped driving the car, hasn't gone out of Pune, doesn't go out more than 5 kms from his house. He has no FB/Insta account. He has…
Purely from the Charts POV, IT sector is on the edge of a precipice. Historically, 200 WMA has been a good buying level for long-term investors. If 200 WMA holds again, IT can be a good contra bet. But if it breaks down below 200 WMA it's a sign that things are broken. As now I…
Every year we feel this year the summer is too hot. This year though it seems like winter has started from May. It's been such beautiful weather in Pune for the past 3 months. Hope I don't jinx it.
Hi Balaji, very balanced take on PMS/ MF debate. Few additional pointers could be 1. Taxation for US based NRIs on unrealised gains in MF versus No tax on unrealised gains in PMS. 2. In PMS stocks are held in investors name and impact and transactions cost of new investors and…
'Be greedy when others are fearful" Here is a list of the occasions in the past few months where we were able to practice it. - Last year in February, we gave a buy call on China, which was the bottom for HSI, and the HSI has gone up 70% from there. The Edelweiss Greater China…
I'm unsure how IEX qualifies to be part of the capital market index. 🤔
Regulated businesses carry the risk of change in regulations. No one talks about it at the top of the bull cycle. IN 2015-18 Pharma industry went through big disruption due to FDA, Telecom industry has the most unfriendly market regulators, recently Insurance industry is bearing…
Bulls: IEX is down 30% from top, its a generational buying opportunity Bears: IEX is at the same price as it traded less than 3 weeks back and still 70% above 23rd Aug level. Story for many stocks.
Finally Breakout.
Copper is losing yet another battle in its Waterloo.
This is why the index investing works in the US. When only 7 biggest stocks outperform the remaining 493 stocks it's pretty hard to beat the market. Remember something similar happened in India in 2018-19. The best thing about indian equity markets is the diversity in its…
Investing in the US vs India - The magnificent 7 in the US has close to 35% weight in the S&P 500 index. - Last year (2024) ~60% of the total returns that S&P generated was generated by these 7 stocks. - Over the last 5 years ~51% of the returns of the S&P 500 were generated…
3 Stocks worth tracking for swing trading over the next few weeks. #GODREJAGROVET #DIXON #TATAMOTORS
Perspective on PMS vs MF debate by someone who has worked on both sides
Why PMS Isn’t the Villain Mutual Fund Loyalists Claim It Is There have been numerous articles proclaiming Mutual Funds (MF) to be the superior investment vehicle over Portfolio Management Services (PMS). But these arguments rarely address certain key gaps that PMS providers see…
Pune Real Estate Market update by Mr. Rohit Gera. Price per sq ft ⏫ Average Home Size ⏫ Compact Homes ⏬ Larger Homes ⏫ Inventory ↗️ Luxury Home Sales 💹 Affordability ⤵️⤵️👎
Doesn't look like an economic slowdown
What’s app forward Amazon Prime day Nos– early signs of growth revival? •Orders peaked at over 18,000/minute; 50%+ v/s Prime Day 2024 •70% of the new sign-ups coming from tier 2 and 3 cities and towns •1 out of 4 spends this Prime Day were on EMI and 9 out of 10 EMI…
30K & going strong! 💪 It's an amazing feeling to see this community grow to 30,000. What started as my "random thought board" has evolved into an indispensable part of my professional persona, and I sincerely hope reading my tweets has been worth your time. I promise to…
Read this apt quote somewhere.. 'No one knows the value of right advice and the price of free advice.'
Recently, a couple working in IT sector approached us to take our view on their mutual fund portfolio as they were not happy with its performance. They were working with a fee-only advisor for the past few yrs. The advisor used to engage with the clients only twice a year to…
3 Stocks looking good for swing trading. #KSCL #FLUOROCHEM #UBL
How will they handle such a large AUM? - look at fund level AUM and not scheme level AUM as individual stock limits are at fund level, not scheme. So the best stock idea can have good allocation in one scheme instead of allocating the same idea in multiple schemes- basically…
I’ve been investing in PPFAS Flexi Cap for the past 5–6 years. It’s a solid fund with a great track record and what I like most is its clear goal: generate long-term capital growth These days, it feels like everyone invested in this fund. It’s become a staple in most portfolios.…