Staying Invested More Important Than Constantly Tweaking Portfolio: Parag Parikh's Rajeev Thakkar
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- 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
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Always fond of Rajeev bhai, very grounded and practical individual
Dont only add music, have some dancer's n fighting scene too,, its investment discussion or cinema???
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Thank you for this video... Rajeev ji is very humble. He reminds me of Nilesh Shah ji of Kotak Mutual Funds.
I wish to join Soon in ppfas organization ❤
Best fund manager
Definitely one of the best we have right now in the country
Wonderful conversation... Beautiful questions and insightful answers ❤🙏💐
Please remove background music
Noted Subha
Very good insights.
very informative
Rajeev thakur...best fund manager ever
Why background music, too much distraction
Can you avoid your back ground music from next videos?
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
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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.
get sameer arora on series as well
Remove music and re upload
Background music is like a thi spa.
Rajiv sir ka time waste Kiya
Who is this interviewer? Is he not an Indian ? he don"t have any respect for elders.