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Choosing stocks for investing in a portfolio needs to be chosen wisely

"Choose your friends wisely, and also choose friends that you can trust."-Elyn Saks Choosing stocks for investing in a portfolio also needs to be chosen wisely. Recently, I came across two stocks that had no previous corporate governance issues but their pricing behavior made be suspicious and I exited those two stocks. Some time back SEBI chief had raised concern on froth in small and midcap stocks after that many stocks corrected but This particular stock from energy sector hit the lower circuit. Although most of the stocks had corrected at that point of time, the stock hitting the lower circuit raised questions in my mind. Another stock from pharma sector I noticed was hitting lower circuit on multiple days consecutively while the overall market was hitting all time high.  One more stock from Internet sector. Periodically it keeps appearing in the bulk deals and block deals report. I noticed that the buyer and seller happens to be from same family and it looked like it w
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Role of Automation and Technology in Investing Business

  “The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency. The second is that automation applied to an inefficient operation will magnify the inefficiency.” ~Bill Gates Today I want to talk on, How I have applied (Semi) Automation in my trading and Investing to manage more than 150 stocks in the portfolio. The whole process is divided in three parts, (a) Identifying Stocks to Invest (b) Verifying their Corporate Governance Standards (3) Periodic entry and exit in terms of Price movements for profit booking. (a)   I use Smart Money Tracker Report which is generated after ranking high momentum stocks based on price, delivery volume and time weightage for past one year data that gets derived from approx. 2500 stocks from 5000 instruments being traded in NSE in last one year. The dataset is approx. 6 lakh (0.60 million) records. (b)  I use web search to look for any scams in the past for all the stocks that have
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Location: India
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Why my family portfolio has 220 stocks?

Why my family portfolio has 220 stocks? There are 4757 different instruments that have traded in last 1 year in NSE, out of which there are 2245 equity stocks. I track all these instruments (Equity Stocks, Government Securities, Gold Bonds and Treasury Bills) on day-to-day basis as part of the Smart Money Tracker to identify where the smart money is moving? While I was working in corporate life, there used to be performance appraisal exercise that used to identify top 10% and next 20% performers. This thought inspired me to follow the same practice in my stock selection for the portfolio using Smart Money Tracker. I identified top 10% stocks of total 2245 stocks for inclusion in my portfolio which comes to approx. 220 stocks.  This not only helps me diversify my portfolio across difference Industry sectors but also across large caps, midcaps and small caps. The additional filtration that I have introduced is, I exclude IPOs that have come within last 1 year and if a stock had any past
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Asset class wise Smart Money Score Movement for the period 23-Feb-2024 to 22-March-2024

Asset class wise Smart Money Score Movement for the period 23-Feb-2024 to 22-March-2024 Equity Class - There is a decrease of 7.5% of equity score on 22-March-2024 compared to 23-Feb-2024 Gold Bonds - There is an increase of 5.83% of Gold score on 22-March-2024 compared to 23-Feb-2024 Government Securities - There is an increase of 182% of Government Securities score on 22-March-2024 compared to 23-Feb-2024 Treasury Bills - There is an increase of 19.04% of Treasury Bills score on 22-March-2024 compared to 23-Feb-2024 Note - 23-Feb-2024 covers period from 24-Feb-2023 to 23-Feb-2024 22-Mar-2024 covers period from 23-Mar-2023 to 22-Mar-2024 hashtag # SmartMoney hashtag # SmartMoneyTracker hashtag # Equity hashtag # Gold hashtag # Bonds hashtag # TreasuryBills hashtag # NSE
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List of Mega Cap stocks outperforming Nasdaq 100 Composite Index as on Feb-2-2024

 Following are the Mega Cap stocks outperforming Nasdaq 100 Composite Index as on Feb-2-2024 Berkshire Hathaway Inc. (BRK/B) Toyota Motor Corporation Common Stock (TM) Note-  Outperformance - A stock that rises more than the baseline Index and falls less compared to fall in the baseline Index. Some or all the stocks mentioned here might be outperforming long back. Please don't assume that these stocks have started outperforming now.   Megacap - Companies with Market Cap > 200 billion Disclaimer - This is not a investment or trading advice / recommendation. It does not look at Technical Analysis or Fundamental Analysis. It is based on quantitative approach using Predictive Analytics. The outcome could be prone to data issues or calculation issues. This post is for information purpose only.  I don't charge or offer any paid service. The higher probability percentage or ranking does not guarantee the actual outcome to be matching with that of predicted outcome. I am not SEBI re
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List of Nifty 50 stocks outperforming Nifty 50 Index as on EOD 02-Feb-2024

Jai Jinendra, Following Nifty 50 stocks are outperforming Nifty 50 Index as on 2-Feb-2024 NTPC Bajaj-Auto TCS Sun Pharma Powergrid Note-  Outperformance - A stock that rises more than the baseline Index and falls less compared to fall in the baseline Index. Some or all the stocks mentioned here might be outperforming long back. Please don't assume that these stocks have started outperforming now.   Disclaimer - This is not a investment or trading advice / recommendation. It does not look at Technical Analysis or Fundamental Analysis. It is based on quantitative approach using Predictive Analytics. The outcome could be prone to data issues or calculation issues. This post is for information purpose only.  I don't charge or offer any paid service. The higher probability percentage or ranking does not guarantee the actual outcome to be matching with that of predicted outcome. I am not SEBI registered. For more details on Probability Analysis refer the FAQ in link below https://www
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Next 20 days Outlook of SPX based on Patterns from Historical Price Data as on EOD Jan-25-2024

Patterns based prediction using Predictive Analytics Every data contains patterns based on which it is possible to predict the expected movement of the market. Here I am trying to derive expected movement of  Nifty in next 20 trading session which will be approximate 1 month timeframe.  This blog is like central repository for me that I can refer in future to see how my research of the subject is progressing. Please don't use it for your trading. See the disclaimer below. Next 20 days Outlook of  SPX based on Patterns from Historical Price Data as on EOD Jan-25-2024 There are two patterns that match closely to the pattern created on EOD Jan-25-2024 1. Pattern one from SPX on March-7-1983 had a high of 0.88%, Low of -2.96% and closed -1.15% in next 20 trading days compared to next trading day opening levels. 2. Pattern two from SPX on Aug-7-2017 had a high of 0.04%, low of -2.56% and closed -0.96% in next 20 trading days compared to next trading day opening levels.  How did the pred
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Location: United States
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