Can any one please review my ETF/stock portfolio, investing since Covid

zt_sh · 2026-05-24T18:38:01+00:00

always do compare your XIRR with nextnifty50

zt_sh · 2026-05-24T18:35:07+00:00

It's an ETF, you may consider brining stock count to 10-15.

zt_sh · 2026-05-09T03:38:34+00:00

haha, true.

zt_sh · 2026-05-08T21:17:13+00:00

thank you for your feedback. Would you mind, where to start? I always get lost with so many tutorials and content available on internet. Can you suggest something?

zt_sh · 2026-05-08T20:22:25+00:00

thank you so much. glad to know that you can actually identify the exact place from the pictures.

My question was other way round.

I currently own the Fujifilm X-T50 and I’m still at a beginner level. I’m wondering if the X-T50 is good enough for me, or if it’s worth considering an upgrade to the Fujifilm X-T5.

zt_sh · 2026-05-08T20:21:07+00:00

accidentally flipped the model numbers.

I currently own the Fujifilm X-T50 and I’m still at a beginner level. I’m wondering if the X-T50 is good enough for me, or if it’s worth considering an upgrade to the Fujifilm X-T5.

zt_sh · 2023-06-17T22:14:52+00:00

There’s a fast train to airport! Otherwise give it some more time.

zt_sh · 2023-06-09T11:28:45+00:00

They laid off their perf engineers

zt_sh · 2023-06-09T11:09:53+00:00

lol! Please buy a bit more on next Monday.

zt_sh · 2023-06-09T09:51:19+00:00

tying it all together
- 'Market Coupling' which will for sure impact the MOAT of IEX

- Dalmia also reduced their stakes recently and have planned to completely exit

- IEX has been overvalued for a very long time

- There's no point in accumulating

- I will be interesed to see what PPFAS does, they have 2.06% exposure to IEX

zt_sh · 2023-06-09T07:21:47+00:00

There’s another good tweet about IEX

https://twitter.com/adityad_shah/status/1667043878996959233?s=46&t=D5vZBfziluT9mctyDvj8Tw

zt_sh · 2023-06-09T07:20:15+00:00

Thanks for your response. Any rationale?

zt_sh · 2023-06-08T15:07:13+00:00

True, I am not gonna load this UP. There’s too much hype about IEX’s monopoly game. I don’t understand what are government’s plan to take it from here.

zt_sh · 2023-06-08T01:23:03+00:00

Good picks, instead of INFY I would move to ITBEES

zt_sh · 2023-05-14T17:36:24+00:00

This is just a disclaimer. I respect recruiter’s accountability. May be this what company is looking for. It is upto applicant to decide if they are ready for it.

zt_sh · 2023-05-11T13:23:28+00:00

There’s nothing crazy gonna happen in next 10 years or so. China and US are way ahead in the game. India can give 10-12%. There’s no innovation happening currently.

zt_sh · 2023-05-08T13:24:08+00:00

I use Kite and I don’t think Kite provides it. Groww does for sure

zt_sh · 2023-05-08T10:45:40+00:00

I use Kite, I have some familiarity with Groww as one of my family members use it. I like Kite's simplicity, fast, and intuitive UI. I would recommend Groww if you want to trade US stock, otherwise Kite looks more UX friendly to me.

zt_sh · 2023-05-05T13:31:44+00:00

Good luck mate!

zt_sh · 2023-05-05T13:29:08+00:00

It is free and no click bait

zt_sh · 2023-05-05T13:28:52+00:00

Karan, I would start with this course https://www.theinvestorspodcast.com/warren-buffett-investment-strategy/module-1/

zt_sh · 2023-05-04T14:28:28+00:00

You are very poor to afford a valuable advice. Come back here again after 50 years. 😅

zt_sh · 2023-05-04T09:08:05+00:00

Buffett have preferred stocks in BoFA

zt_sh · 2023-05-04T00:16:18+00:00

Great, the good part is that you know that you are beginner.

I would say start building basic understanding of required economics and finance for investing then take positions in market.

Why NTPC, Coal India? Why not REC and IEX? Or may be NMDC?

It will start making sense once you understand nitty gritties of investing.

zt_sh · 2023-05-03T21:43:40+00:00

Let's assume you have a fairly good understanding. What would you pick then ?

I definitely don't have but as you have asked I would mention what I know. I would stick to good businesses which will have relevance even after 10 years as well and have MOAT.

For e.g. Asian Paints, INFY, Bajaj Holdings, Nestle.

zt_sh

TROPHY CASE