7 Profit Booking Strategies in Stock Market | When to Book Profits | How to Book Profits
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With Indian stock markets achieving a new all-time-high every week, I make the case for booking profits and in this video, I have discussed 7 profit booking strategies that on utilize. The strategies are a mix of dos & donts and I'm sure you'll find use for them in your own investing
👉 Video Chapters:
00:00 Importance of Profit Booking
01:51 1. All or Nothing Approach
03:56 2. Valuations and Not % Profits
06:52 3. Conviction
07:54 4. Clean Up the Mess
09:14 5. Sell in Smaller Chunks
10:51 6. Redeployment Plan
12:00 7. Rebalancing
#profitbooking #profitbookingstrategy
Disclaimer: I am not a SEBI registered investment advisor or research analyst. I am not registered with PFRDA or IRDA either. 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. Some of the links I have posted in the video, the description, the comments and other related resources might be affiliate links
You are simply one of the best teachers out there. As the phrase popularised by a viral insta reel. I would say, “Just like a Wow”
You are too kind. Thank you very much 🙌
I think I know most of these stuff, but it's good that someone reminds us about it specially in all time high market. Thanks Shankar 🙂
Repetition is more valuable than what people think (me included). Repetition builds propaganda, helps us think fast and yes, gives us a stronger investing foundation. Most welcome Piyush
Most awaited video. If you remember I asked for the profit booking video approximately 6 months back. finally its here.
Thanks brother, this is gold.
I learned 80% of this the hard way in my past 3.5 years in stock market.
Anyone new can directly benefit from this.
Glad you found it useful. 🙌
Profit booking is an Unknown art, needed to be xperienced. Good tips to keep in mind....
You are a serious guy and researcher 😊
No.4 is very important
What a robust comeback Shankar!! 😊
We were eager to listen to you. Thanks for another useful video
So nice of you
Super informative! Thanks
Glad it was helpful!
Welcome back, Guruji. Been missing your wisdom. Glad to see your recovery 👏
Good to see you in new year!!
Same here
So glad to see you back Shankar. Wishing you a Happy New Year filled with more wisdom that you can share with us
Happy new year to you too. Thank you
Lovely ....Enjoyed the learnings
Glad to hear that
Very useful guidance... thank you.
Thank you!
Superb analysis sir...happy to see you back ..
So nice of you. Thanks a ton
one of the best from u .. thanks loads..
Most welcome :)
Sir
Explained in a systematic way
Thank you
You're most welcome
Fantastic framework and a checklist in the all time high market.😊
Thank you Ankit
Happy New Year Shankar Nath. Glad that knowledge sharing has restarted. All the best for 2024
Happy new year to you too
Thanks a lot for creating this informational video.
Most welcome. Glad you liked it
Thanks shankarji for your valuable suggestions
Always welcome. So nice of you
Very very informative. Thank you.
Glad it was helpful!
Excellent presentation, cleared lot of confusions on booking profits, thank you.
Glad it was helpful!
Hi Sir, How to book profits in Smallcases ? Do we need to follow any strategy ?
Very happy to see you no doubt every video is worth watching
Thank you so much 😀
Great tips to keep in mind while profit booking...Shanker bro wow ... Info ❤❤
Thanks for watching 🙌
The way you explain is commendable, keep it going sir please ❤
Thank you very much 🤗
Yayyyy🎉🎉 he's back ❤
Hi @shankarnath Good to see you back & a very relevant video. If you don't mind me asking, what is your take on SIPs on MFs these days. I know the basic principle of SIPs itself is to invest during all the highs & the lows still asking would you continue your SIPs even now? And should we redeem partial amounts from Small & midcap mutual funds?
Thank you. Please refer to my video on making extra returns on mutual funds. I have given related scenarios with data. Hope you find it useful
Excellent presentation n explanation 👏👏👏👏
Thanks a lot. Glad you liked it Naveen
Wonderful video as always
👍👍👍👍
Thank you!
Thank you
Welcome!
Is there any ELSS momentum index fund..if not..any in future? Anyone if have any idea plz revert
WoW what a post...this is something most people.want and just at 20% of vedio I saw huge value in what u said. Thank u
My pleasure. Glad it was helpful!
Happy new year sir. Great knowledge in simple ways explained ❤🎉
Happy new year to you too. Thanks for the kind words 🙌
Very well explained 👏
Glad it was helpful!
Thanks
Thank you very much Bikash for this appreciation. Hope you are doing well & wishing everyone back home a happy new years.
Thank u sir. ❤
Most welcome
I like the way you speak and explain
Thank you very much
Finally,Good to see you back 😀
Thank you
We are waiting fa ur video
Booking profit is a art . Tq fa guiding
All the best and most welcome
Welcome back and wish you and your team a very happy and a prosperous new year ahead
Thank you very much and wishing you a happy and memorable year ahead
Again very good video Sir. Keep Going 😁💪.
Thank you
Glad to see you...
Same here
Very good video . Thank you.❤❤ 0:34
Glad you liked it!
Great video
Thank you
Very good informative video
Glad you liked it 🙌
Welcome back Sir!
Thanks!
Good information. However, the rebalancing of portfolio is less complicated in case of equity MFs. What if the portfolio is having stocks and a very few of the stocks (Titan like) have grown up significantly.
Welcome back sir ji after as short vacation.. Many thanks.. for valuable information when market is at ATH
Most welcome
Good to see you back, Shankar
Thank you Ankit
Nice info
Thanks
Very Simple and easy to Understand….Thanks Shankar… Just request to make Video on investment strategy For Short term investors 1-2 years, mid term investors 4-6 years and long term investors >10 years.. It will be very useful to new and young investors
Thanks for your appreciation and suggestion
Good to see you fully recovered. Was waiting to see you in your next video. Can you please make video on large caps to consider keeping the view that rally in undervalued good Nifty 50 stocks is due with looming rate cuts and FII flows. Thanks and stay safe and healthy
Thanks for your good wishes and for the suggestion
Finally!
Great video Shankar sir.
One suggestion - you could have added one more strategy which relates to one's financial goals. Eg. If your goals are in the near future, then it might be a good time to book your profits at ATH markets.
Thank you for your suggestion
Sale when you have chance to invest same amount to other stock . I follow this concept .
Amazing Information sir. Keep it up. i had always struggled with the selling part.
Glad it helped
@@shankarnath sir i know you are a busy person ... But i have a request that can you make a video of factors to be considered while selling in the context of swing trading..Again ThankYou sir for sharing your knowledge with us🥰
@@tc4xy Unfortunately, I don't do swing trading nor have an idea of how it works
After long time .
All time high markets may not necessarily mean all individual stocks are at their life time high valuations. In fact in any market cycle one may find great companies at cheap valuations. Re-balancing is detrimental to portfolio returns if done blindly.
At 21500 levels, what an opportune and relevant time to post this reel. Frankly, this one video can help lakhs of hapless retail investors make intelligent returns and contain losses: if they cut out the noise around.
Shankar ji you're a dashing Hero! Thanks and All the Best. 😌🔆
Most welcome. Glad you found it useful
Very informative Shankar 👏 Quick question coming to rebalancing, if one were to look at debt funds for shifting gains from equity over time and considering debt funds are taxed at salary slab; does this mean that retirees are not taxed on selling debt fund units? And if they are, then what is the tax percentage?
Thanks! There is no tax for 0% tax slabers on debt funds if holding period is three years or less
Rebalancing approach looks more promising to me as -
1• Ensures profit booking
2• Ensures asset allocation is maintained
3• Better Risk adjusted returns
I have a significant portion of my portfolio in mutual funds, about 75 percentage of my total savings. I plan to use the money for my retirement needs which is 20 years away.
Half of my funds is in midcap index funds and small cap index funds. The other half is invested in nifty 50 index fund.
Should I do any kind of relocation in these market conditions? Or should i just hold long term ?
Bech de bhai
How did you know I was looking for this knowledge 😅
Welcome back!! 🎉
Thank you 🙌
Hi sir , welcome back . Glad to see videos back and had missed it.. hope you have recovered quickly and doing good .
The video as always is very informative and helpful . Thanks .
Thank you so much Jayadevan
Welcome back Shankar ji😊❤
Thank you very much
Welcome back Shankar! Please suggest some good MF’s for lumpsump investment (time horizon : 7 to 10 years)
Thank you, great to be back. That's quite a long period of time. I use target maturity funds; please consult a financial advisor for more updated research
I have made most of my losses by selling early
I have sold jp power at 5.5 2%, bajaj holding at 4500 20%gains, hdfc amc at 3000 50%,ntpc at 285 138% gain., exide at 180 with 5% gain when the stock could give 100%.
Was waiting for you to start uploading again!
Hope you're doing well now... :-)
Welcome back 🎉
Thank you so much 🙌
do we get 1 lakh benefit in LTGC in case of mutual funds like we get in in selling stocks ?
Of course
Hi Shankar. Possible to come up with a structured live paid course for long term investing?
Thanks for the suggestion. Yes I would at some point of time. Why a live course, won't a recorded one be better? More structured than live delivery
@@shankarnath thanks for the response. Preference for live would be the in-person format for interaction. For the online version, a recorded one may help to go to greater depths as you mentioned.
I really like your video editing skill! Do you do it yourself or any agency does it for you?
Thanks. An agency does it for me.
www.onocreators.com
Thank you so much for the prompt reply
After a long time sir
Sorry about that. I was not well and had kept everyone informed through community posts of my progress
Sir can you please do fundamentals analysis of happy forge limited because i am planning to invest in it.
Thanks for the suggestion
Hi sir, i investing past 3 year my profit grow 12℅ annually but mutual profit return is 20% Annually can i pick individual stock or go with mutual fund.
If you aren't good picking stocks then pls allow a fund manager to do it for you by opting for an actively managed MF
Dear Shankarji, please increase the output frequency of your content. It is really frustrating not to find the good knowledgeable videos which are meant for us young intermediate level investors. All other are either beginner friendly or expert level. Kindly shoot more!
Thanks for the suggestion. It's not a straight up lets-fo-it though. The issue with increasing output is a deterioration in quality. I have seen many channels go through this.
Crisp nice video with good illustrations/ examples. The Appolo Tyres price in the example mentioned was Rs 115 ( it should have been Rs 415). Sorry, dont mean this in a rude arrogant way to correct the Guru :)
Thank you. Sorry for the inconvenience
shankar ji please make video on the topic of investors make investments decision like that you made on dolly khanna
You can find a dozen videos in this style in this playlist. Pls have a look : czcams.com/video/R2KM1SJuED0/video.html
Can you make a video on Algo trading, these days getting too many requests to try and are charging from 50k to 3lac a year
Thanks for the suggestion
Hi Shankar great content as always.. can you please make a video on best returns of MF in non equity sector..
Thanks for the suggestion. Anything in particular you want me to cover there? Covering the data will not be practical as it is readily available on an updated basis on a website like valueresearchonline.com or advisorkhoj.com
@@shankarnath Yes it is readily available thanks for sharing. Actually what I meant was from an SWP perspective how can we allot funds with debt/equity MFs SWP for greater certainty of returns in the short term from Debt/ liquid funds and in equity for a higher holding period. The main purpose is to maximize returns and protection from short term market volatility.. by mix and match of different asset classes..
@@agantuk1off I do this often. Lumpsum monies go into a short duration debt funds (money market or ultra short duration) and the SWP happens into an equity fund of my choice. I don't look for "best returns" in such situations because eventually the money is getting deployed into an equity fund.
Another learning sharing from your side, please accept sincere thanks and a LIKE 😊
Thanks for visiting
Appolo tyres
Shankar sir, where were you for this long! Missed your videos.
I was not well. Was keeping everyone informed through the community postings
@@shankarnath oh. Hope you are better now!
@@mitulsat Yes, I am. Thanks
Do you manage ET Genius portfolios😂 thank you!
No. I left ET Money over an year back
This strategy of Saurav sir is mentioned in Rich Dad Poor Dad. 4:35
Thanks for sharing
6:10 ₹415, not ₹115*
Gold content
Thanks
Not not 115 it's 415 bro
Sir please make video in Hindi
Thanks for the suggestion
Please stick to English in your videos. Thanks dor good content.
A lot of my communication is English, almost all of it. Apologies if some Hindi words are used, I do it if it creates better effect
আমি আবার ২০২৪.....এ😊
This guy is awesome the way he teaches the ideas & logic behind it. Makes every bit of sense.
Anyone who asks me where to learn investing & Mutual Fund etc terms I refer ETMoney & Shankar Nath s' name.