Magic of Dividend investing I did analysis of 10 stocks of dividend opportunities index. They are ITC, TCS, Infosys, L&T, HUL, NTPC, powergrid, tata steel, HCL tech, nestle 10 years back, say you invested 1 lac each. So on 10 lakh, you would have got ₹21430/- as dividend.

Show up. Effort never betrays you.

The Hidden Cost of Ego and Jealousy on Brain and Body ▶️Emotions are central to our human experience. They guide our relationships, choices, and sense of self. But not all emotions are benign. Some—particularly ego, jealousy, anger, chronic guilt, envy, resentment, and chronic

This is Fake. Instead the air force officer beat a poor person. Shame.

How can a rawdy be allowed to be Indian air force officer. The severe punishment should be given for beating Innocent men who was merely working to feed his family. shame...shame...shame

Market beating returns can come with when you mix Low valuation, investible capital and courage.

Average valuation is 19X. What to do as per me: Have patience. Have staggered investment. Have long term view. Accept volatility in this space. Data source: DSP NETRA. Thanks to DSP team and Sahil Kapoor.

Mid cap and Small caps have fallen enough. But is this enough? Valuations are down from peak of 46 PE to 33 PE. Now, in last bull cycle of 2017, peak valuation was 29X. This means, that even with great fall, we are still above last Mid and small cap bull market peak.

Hey @CNBC_Awaaz Care to play this on loop too? Several others 👇 Maharashtra election - 1000 points Nifty, 500 points udhaar rahe Delhi elections - 1000 points Budget day - 1000 points

Great return in equities can come with greater volatility. Pure debt will have low return with low volatility. However, if want equivalant volatility of debt ( less) in portfolio & better return experience, then it can happen with 75% debt, 25% equity portfolio. src: whiteoak

We want returns. Key two factors which may drive long term return. 1. Country should grow and that means GDP. 2. Earnings of the companies should grow. That means they should make profit. Over long term returns have been near to Country growth and Profit growth of companies

Interesting data from Whiteoak capital MF. Whenever small caps were in discount compared to 5 year average, then in subsequent years, they have performed. Today its reverse. Even with fall, they are still trading at Premium. I would remain cautious.

Words of Wisdom

Mid caps and Small caps are still expensive even with current fall. Latest Kotak MF monthly data.

Macro economic positives and monitorables. source: ITC Presentation

The segments with opportunities appear to be Financials (as I believed last year, too), Oil & Gas, and Autos. Large cap returns could be more competitive going ahead. Source: @dspmf . More details on thought process. Link here: https://t.co/ggc1qMqioK Absolute learning

Nifty 50 and Nifty 500 gave 10% and 16.2%returns in 2024, including dividends (Source: Bloomberg). I'd be happy with double-digit returns this year. With single-digit earnings growth expected, this would need either earnings surprises or rerating in valuation multiples.

Market outlook by Mr. Abhishek Singh. Fund manager in some key schemes of DSP MF. 1. I don't know what markets are going to do in 2025. *Absolute Honesty and Humility* 2. Last year, I wrote that markets seemed expensive and suggested you should lower your return expectations.

Will sector/ style rotation happen? Will quality make comeback in 2025?

Disclaimer: For understanding purpose only. Past performance may or may not be sustained in future and is not a guarantee of any future returns. No reco

Financial Stability: Quality emphasizes low leverage. Undervaluation: Value seeks stocks with attractive valuations. Market Behavior: Quality shines in uncertainty , value thrives in recovery. Data source: @WhiteOakCap QUALITY EQUITY FUND PPT.