The Art of Portfolio Allocation Prabhakar Kudva Samvitti Capital
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The Art of Portfolio Allocation: Prabhakar Kudva, Samvitti Capital • Prabhakar Kudva is a successful long only growth investor. Prabhakar has been selected as one among 40 under 40 Investment managers by AIWMI (Association of International Wealth Management of India. He has been generating market beating returns across multiple years by cherry picking a number of high growth businesses which have turned out to be big winners. He has been authoring a popular blog (Investment Insight India) on investment ideas for the past several years. He has also worked in the financial technology product space designing products for the capital markets. Prabhakar in his capacity as the founder director of Samvitti focuses on unearthing long term investment opportunities for the various long-only portfolios that Samvitti manages. He also manages the investment research and technology teams. • Video Chapters 👇 • 00:00 Introduction • 02:53 Opening Note on PF Allocation (BIG MISTAKES PORTFOLIO ALLOCATION) • 10:35 Ideal Portfolio Construction • 18:20 Portfolio Approach for Beginners • 21:15 Fund Manager View on Asset Allocation • 23:30 Difference between Trading and Investing • 25:17 Optimal Allocation • 26:58 Portfolio Rebalancing • 28:52 Portfolio Allocation For Small Investors • 31:31 Portfolio Churning • 33:12 Risk Profiles • 35:05 Advice on Portfolio Allocation • 37:48 Averaged Up and Down • 38:57 When to Invest • 43:11 When to Allocate • 46:14 Client Portfolio Allocation • 49:13 How to handle portfolio rebalancing with an oversized stock after a significant run-up? • 55:12 Importance of Clarity • 58:40 Investing during pessimism and selling during euphoria • 01:01:11 Timing the Market: Is it wise to sell at the peak and completely exit the market? • 01:05:50 Buying at Multi-Year Low • 01:09:39 Result reading set-up • 01:11:13 Client Onboarding • 01:13:34 When to sell overvalued stocks? • 01:17:32 How long does the Bull Market remain? • 01:20:55 Earning Catalyst Investing Approach Challenge • 01:26:33 Current Market Overview • 01:28:11 Epilogue • • 🎉 Exclusive Offer for our YouTube Family: The Best tool for the stock market will cost you 10% Less if you use this Link https://www.tijorifinance.com/account... • Code: PRINCE10 • Must read Investing Books: • 1) A Wealth of Common Sense - https://amzn.to/46uDFRu • 2) Invest Like a Dealmaker - https://amzn.to/444KGHl • 3) The Most Important Thing - https://amzn.to/3NPD6dV • 4) The Five Rules for Successful Stock Investing - https://amzn.to/3rbHhYp • 5) What I Learned About Investing from Darwin - https://amzn.to/3JxpPEj • 6) Value Investing And Behavioural Finance - https://amzn.to/3JDJRNs • 7) Masterclass with Super-Investors - https://amzn.to/3plymU3 • 8) You Can Be Stock Market Genius - https://amzn.to/3JBzz0k • 9) The Psychology of Money - https://amzn.to/440lKR6 • 10) The Intelligent Investor - https://amzn.to/3JE5Dk1 • 🤩 Best Videos On our Channel ( Don't forget to subscribe) • Healthcare/Pharma Masterclass: • Navigating the Healthcare Industry | ... • Uncovering SmallCaps Gems by Ayush Mittal: • Uncovering Small Cap Gems: A Conversa... • Growth Investing, Jeevan Patwa: • Unleashing the Potential of Growth In... • Chemical Sector Masterclass: • A comprehensive view on the Chemical ... • Manish Gupta, Solidarity Investment Managers • Reflections:10 years of Value Investi... • The Art Of Portfolio Allocation: • The Art of Portfolio Allocation: Prab... • • ❤️ Our Youtube channel is viewer-supported. Opening a trading account using the link below helps us earn an affiliate commission at no extra cost to you: • Zerodha: https://zerodha.com/open-account?c=KL... • Angel: https://play.google.com/store/apps/de... • Disclaimer: We are not SEBI-registered investment advisors or research analysts. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented • PS: Some of the links in this description are affiliate links that we get something little at NO extra cost to you :)links in this description are affiliate links that we get something little at NO extra cost to you :)
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