In an interesting session as a part of the highly popular Face2Face series, conducted by Elearnmarkets, Mr Vivek Bajaj, Co-founder of Elearnmarkets, invited Mr Mayank Mehraa, a successful stock market Investor, to decode how one should diversify their portfolio in proper companies.
He bought Balkrishna Industries in 2010 for investing, which generated a good return, and then Minda Industries in 2016. He invested in Nocil in the year 2017, he had the concept of buying only one stock per year because the research technology has changed significantly. In 2018 his portfolio was 80% auto stocks. In that year the auto sector was in bad shape and just then he realised that cyclicality is real. This is the reason he bought Mphasis Ltd. to diversify his portfolio.
According to Mr Mayank Mehraa- The Stock Market is a place where you make your money work so you can do other things-Very few people think about their own portfolio and what their allocation looks like. There are a lot of investors who just pick up stocks. Suppose there are just two companies that are competing with each other; they will not have synergy. So if one company is losing then another company will make a profit. So you don’t enjoy that portfolio level. Every sector is cyclical. However, some fundamentally good industries make money constantly. Some companies are nearly consistent and some are highly volatile.
In this video, Mr. Mayank Mehraa will guide us through how Reliance's transformation showcases India's adaptability. Invest 25-30% in a diversified, scalable portfolio, aiming for a 24% CAGR over 40 years. Focus on quality, niche markets, and momentum. Use ETFs for diversification. Understand customer needs like Apple. Diversify to spread risk. Stock examples highlight success factors. Invest patiently for financial success.
Your Speaker
Mr. Mayank Mehraa
Your Host
Vivek Bajaj