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#ValueShastra - first Value based Solution in #PMS Industry - Piercing Chakravyuha of Equity Investing.

Bonding #Process of selecting 12 Equi-weighted Mega Cap stocks (Emkay's 12) with Value Investing of #MisterBond

@vikaasmsachdeva

Main Features:
Current liquidity will chase quality large cap stocks. A trend of past few years both globally as well in India.

Emkay's 12 is most ideally suited product under current market conditions.

12 Equi-weighted stocks with no Allocation and Selection bias of Fund Managers
On top of that, created under Smart Solutions of #MisterBond. Right allocation to Equity at Right Valuations with in built profit booking/Exit strategy.

Ensuring we do not create Abhimanyus getting stuck in Equity Chakravyuha.
Read 5 tweets
๐๐ž๐ฐ ๐’๐ญ๐จ๐œ๐ค ๐ˆ๐๐ž๐š - #๐Œ๐Ž๐…๐’๐‹

Market Cap-8,610

CMP- 580

@darshanvmehta1
๐–๐ก๐ฒ ๐๐ฎ๐ฒ ๐š๐ญ ๐‚๐Œ๐ ๐ข๐ž ๐Ÿ“๐Ÿ–๐ŸŽ

#AMC
#Aspire
#Broking
#WealthManagement
๐Š๐ž๐ฒ ๐๐ฎ๐ฌ๐ข๐ง๐ž๐ฌ๐ฌ ๐’๐ž๐ ๐ฆ๐ž๐ง๐ญ๐ฌ

๐Ÿ.๐€๐ฌ๐ฌ๐ž๐ญ ๐Œ๐š๐ง๐š๐ ๐ž๐ฆ๐ž๐ง๐ญ

#AssetManagement
#PMS
#SIP
#AMCYield
Read 9 tweets
#EVIL #WORLD #LEADERS #Illuminati #OCCULT
#LeeWarren #PLIM #REPORT #Volume 11#1
๐Ÿค”
When have the most inhumane acts occurred in time?
Was Nazism born of secret societies and the occult?
Was Hitler under demonic influence?
Was Stalin controlled by demons?
soulwinning.info/satan/world_leโ€ฆ
#World #Leaders & the #Occult #EVIL #Satanic #System

World leaders gathered around a moving luminescent #pyramid in a circle with symbols. They wear a lapel pin of an unholy triangle, the #illuminati pyramid

World Leaders #Wearing Illuminati Pyramid Pin
Read 22 tweets
warning: Long thread @Prashanth_Krish @dmuthuk
(applicable for long only style)

Occamโ€™s razor, immutable laws, investments
Occamโ€™s razor is a problem-solving principle (a guide / heuristic device) attributed to William of Ockham (c1287-1347). #pms #investing @Krishna49653296
The principle states that โ€œEntities should not be multiplied unnecessarilyโ€. Over time it has been used by scientists, logicians and thinkers to choose between competing answers to a problem and has taken more understandable and unrelated forms like:
-if you have 2 explanations the 1 that requires the fewest assumptions is most likely to be correct
-start with the simplest solution, and as you get more data, move to the next simplest
-the more assumptions you make the likelier you are wrong
-and my favorite โ€œkeep it simpleโ€
Read 16 tweets
Guidelines for #PMS:
*Fees*
1) no upfront fees shall be charged (directly/indirectly)
2) Brokerage at actuals shall be charged
3) Operating exp shall not exceed 0.5% p.a. of avg daily AUM (excl brokerage & mgnt fees)
4) Exit load not more than
3% yr 1
2% yr 2
1% yr 3
NIL, yr 3+
*Direct option in PMS*
1) a direct option to clients without intermediation of distributors
2) prominent disclosure of direct option in its Disclosure Documents, marketing material and on its website
3) no charges except statutory charges shall be levied from direct client
*Investment Approach (IA)*
1) info about IA(s) offered shall be uniform across all types of regulatory/client reporting, discl docx mrkt material
2) IA details
objective
typ of sec
basis of selctn
allocation of sec
appr. benchmark and basis of choice
indicative tenure
risk of IA
Read 10 tweets
I came across a top portfolio manager who has made a good return in the recent time.

By looking at his portfolio it looks like he is into Momentum Stocks.

Be wary of portfolios that doesn't do Value Investing. Returns will look good in short term.
Always ask the fund manager his investing style.

Also check it the investing style suits you.

A little mismatch can cost you a bomb
Earlier one of the PMSes has bought illiquid stocks when the investors asked for their money back. They were handed over the shares of the illiquid stock.

#success #PMS #Investing
Read 3 tweets
Thread on #GeneralElection + the business of #Parliament. Last night @HouseofCommons passed the #QueensSpeech 310 v 294 + earlier this week we had a x party majority (329v299) in favour of 2nd reading of the new Brexit bill 1/
That we need a #GeneralElection is not, in reality, disputed by any MP. But decision is not in the #PMs power. If #Parliament does not agree an election under Fixed Term Parliament Act (needs 2/3 of all MPs actually to vote for this) then no election possible 2/
Hence why #Labour votes decide if a general election happens. The PM proposal is that if the offered 3 days of Brexit debate is not enough (rejected by oppo this week) then @HouseofCommons would have all available days until November 6 (including weekends /late sittings etc) 3/
Read 5 tweets
Good morning! ๐Ÿ˜€End of August --> Time to look at some Monthly charts. What does the latest Monthly candles suggest for the road ahead for global economy? Stay tuned for #HZupdates
Yesterday, I posted this chart for #EURUSD. This is very central, as it provides indication for direction of USD. Major topping pattern - backtest in early 2018 - now targeting <0.9. Notice August candle! Zoom-in chart 2. It seems to be very Bearish #HZupdates
Turning towards Monthly chart for #DXY, we got corresponding candle to what we observed in #EURUSD. Bullish which set #DXY on the path towards min. 111, pot. as high as 120. Trend line suggest we could get there by Q1/Q2 2020. USD strength will create global challenges #HZupdates
Read 10 tweets
Welcome to today's session of #HRwithEM, a weekly #TwitterSession #TweetChat to connect, learn and share career development tips, employee experience practices, as well as resolve burning #HR issues and/or questions.
Thank you for joining us this evening. Please identify yourself and the location you are joining from, so we can acknowledge you properly. #HRwithEM
Feel free to tweet your question(s) at me with the hashtag #HRwithEM as the session is going on, and I would respond to all at the end of the session.
Read 26 tweets
Hope you enjoy the weekend! ๐Ÿ˜€Deflation unfolding in economy. Stay tuned for my view on market and coming macro developments #HZupdates
Short term we may see a bounce in #AUDUSD, as wave 2 develops - which sets us up for strong wave 3 down #HZupdates
#OIL develops in Ending Diagonal, which sets a target <20USD before LT-bottom. Again - we could pot. see that LT-bottom in around early Spring 2020. The period from now - until then is the #DEFLATIONARY phase of the crisis. This is where liquidity (USD) is scarce #HZupdates
Read 18 tweets
@SimonoffBob @Hawknest24 Hey! Check this out ๐Ÿ‘‰ This paper proposes mechanisms by which #PMS may be part of a broader set of #infectious illnesses that are exacerbated by cyclic changes in immunosuppression, which are induced by cyclic changes in estrogen and progesterone: ncbi.nlm.nih.gov/m/pubmed/17468โ€ฆ Image
@SimonoffBob @Hawknest24 Our own teamโ€™s work has focused greatly on how nuclear receptors that control #hormone expression (like alpha-thyroid, VDR etc) also express key genes associated with the human immune response + innate immunity towards infection: microbeminded.com/wp-content/uplโ€ฆ ImageImage
@SimonoffBob @Hawknest24 Here we show that VDR receptor expression changes during the #menstrual cycle - especially in the cycling endometrium ๐Ÿ‘‰ That, in turn, alters how innate immune peptides under VDR control allow a womanโ€™s body to manage infection/microbiome dysbiosis: ncbi.nlm.nih.gov/m/pubmed/19758โ€ฆ
Read 6 tweets

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