Staying Invested More Important Than Constantly Tweaking Portfolio: Parag Parikh's Rajeev Thakkar

Sdílet
Vložit
  • čas přidán 28. 07. 2024
  • In the 4th episode of Guru Portfolios, we speak with Rajeev Thakkar, the CIO of PPFAS Mutual Fund. Thakkar uses a fun analogy to give investors some key advice - while driving, we always look forward, rarely into the rear-view mirror. Why not do the same instead of constantly analysing past returns? 'Evaluating your risk appetite, doing proper asset allocation and staying the course in investing is more important than constantly tweaking your portfolio', he says. Watch the full episode!
    #investing #investingtips #mutualfund #topstocks #RajeevThakkar
    0:00-1:26 Coming up
    1:26-157: Intro
    1:57-2:56: My asset allocation mix
    2:56-3:30: Exposure to PPFAS MF schemes & company shares
    3:30-4:54: Why concentration to PPFAS MF?
    4:54-5:35: Investing or tracking other unlisted companies?
    5:35-6:17: Would you invest in real estate?
    6:17-6:31: Your investment returns in past year?
    6:31-7:00: What's your split: large-, mid- and small-caps?
    7:00-7:08: What's your international exposure?
    7:08-7:53: Big miss and hit last year
    7:53-8:30: Do you keep a contingency fund?
    8:30-8:52: Debt tax changes. How did you deal?
    8:52-9:33: Contingency fund halved in past. Why?
    9:33-11:02: What about life and health insurance?
    11:02-11:20: Family's involvement in investment decisions?
    11:20-11:57: Daughter's investing interest
    11:57-12:15: What drove daughter's interest in investing?
    12:15-12:51: Have you already reached your retirement corpus?
    12:51-13:31: Reading recommendation
    13:31-14:57: Big advice for investors
    14:57-15:13: Outro
    Want to make your money go further & work harder for you? Here are 20 Personal Finance Strategies from Mint. Check out our new coffee table book authored by Neil Borate & the Mint Money team. Download your digital copy here! shorturl.at/dDUV1
    Mint is an Indian financial daily newspaper published by HT Media. The Mint YT Channel brings you cutting edge analysis of the latest business news and financial news. With in-depth market coverage, explainers and expert opinions, we break down and simplify business news for you.
    Click here to download the Mint App
    livemint.onelink.me/MrDS/p0kx...

Komentáře • 27

  • @ManishSoni-zp5jb
    @ManishSoni-zp5jb Před 4 měsíci +13

    Always fond of Rajeev bhai, very grounded and practical individual

  • @riturajkundu210
    @riturajkundu210 Před 3 měsíci +31

    Dont only add music, have some dancer's n fighting scene too,, its investment discussion or cinema???

  • @sushil2kashyap
    @sushil2kashyap Před 3 měsíci +1

    Thank you for this video... Rajeev ji is very humble. He reminds me of Nilesh Shah ji of Kotak Mutual Funds.

  • @karthikraghav2070
    @karthikraghav2070 Před 3 měsíci +5

    I wish to join Soon in ppfas organization ❤

  • @mainakmallick1143
    @mainakmallick1143 Před 4 měsíci +8

    Best fund manager

    • @JashAboutMoney
      @JashAboutMoney Před 3 měsíci

      Definitely one of the best we have right now in the country

  • @drharshadkadam9296
    @drharshadkadam9296 Před 3 měsíci

    Wonderful conversation... Beautiful questions and insightful answers ❤🙏💐

  • @subharanshurath9607
    @subharanshurath9607 Před 4 měsíci +15

    Please remove background music

  • @lakshmananvenkatraman5762
    @lakshmananvenkatraman5762 Před 3 měsíci

    Very good insights.

  • @rajeshpankan1467
    @rajeshpankan1467 Před 3 měsíci

    very informative

  • @ramaliya197
    @ramaliya197 Před 24 dny

    Rajeev thakur...best fund manager ever

  • @sachininamdar1310
    @sachininamdar1310 Před 3 měsíci +2

    Why background music, too much distraction

  • @chithrakanmani3091
    @chithrakanmani3091 Před 3 měsíci +2

    Can you avoid your back ground music from next videos?

  • @sn17156
    @sn17156 Před 2 měsíci

    Interviewer asks very basic questions about mutual fund and other funds which very well can be found on internet, their perspective about finances would be of more help

  • @vickeyvvp
    @vickeyvvp Před 3 měsíci

    ❤❤

  • @suriseetaram
    @suriseetaram Před 3 měsíci

    Looking at past performance ia not identical to looking at rear view mirror while driving.
    It may be punch story which unfortunately used by fund managers and promoters to suit to their arguments.
    But in practice we can't afford not to evaluate past performance in addition to looking at other attributes in selecting a Fund.
    Just think the same fund managers or promoters speak loud about credit rating of their underwriting Assets in the funds they want promote. Credit rating is given on past performance by the Rating Agencies and there have been incidents in the past wherein a Tripple A (AAA) rated security has been brought down Overnight to D grade, which is highly risky and no fresh investor will go to.

  • @Raahulsingh
    @Raahulsingh Před 3 měsíci

    get sameer arora on series as well

  • @amishpatel192
    @amishpatel192 Před 5 dny

    Remove music and re upload

  • @amishpatel192
    @amishpatel192 Před 5 dny

    Background music is like a thi spa.
    Rajiv sir ka time waste Kiya

  • @morning166
    @morning166 Před 3 měsíci

    Who is this interviewer? Is he not an Indian ? he don"t have any respect for elders.