Most investors made profits in FY25-26.

But filing ITR for those profits?

That is where people are making costly mistakes.

Here is what you must know before filing returns this year. 🧵 Capital gains from shares and mutual funds are NOT auto-filled in your ITR.

Unlike your salary or bank interest — you have to manually enter every transaction.

The Income Tax Department does not do this for you.

Your broker's capital gains statement is your only reliable source.

Tonight (July 3, 2026), NSDL and CDSL released FPI sector flow data for the Jun 16-30 fortnight.

I have gone through all 8 fortnights since March, sector by sector, for the last 2 hours.

For 8 straight fortnights, FPIs did one thing.

Tonight, that changed.

Here is what the data actually shows, before anyone else breaks it down. First, the full picture. FPI equity flows, fortnight by fortnight, since March 2026:

1. Mar 1-15: 🔻₹52,704 Cr
2. Mar 16-31: 🔻₹65,071 Cr
3. Apr 1-15: 🔻₹48,139 Cr
4. Apr 16-30: 🔻₹12,708 Cr
5. May 1-15: 🔻₹27,048 Cr
6. May 16-31: 🔻₹5,915 Cr
7. Jun 1-15: 🔻₹63,450 Cr
8. Jun 16-30: +₹14,109 Cr

Read that last line again. That is the first positive fortnight in the last 8 fortnights — 4 straight months of selling before this.

The costliest mistake in the stock market isn't buying the wrong stock.

It's selling the right one too early.

A stock doubles. Most investors call it profit and exit.
Feels like discipline. It's actually one of the most expensive habits in investing.

I went through 20 years of India's biggest market lessons — on patience, price and mindset.

Here's what stood out (thread) 🧵 1. The real money is made in the SECOND half of holding, not the first

Eicher Motors (Royal Enfield):

1. 2004 to 2009: stock up +249%. Most investors exited here. Job done, they thought.
2. 2009 to 2024: stock up +3,554%

Same company. Same business. They just stopped waiting too soon.

I spent 8 weeks reading every block & bulk deal filed on NSE/BSE.

Morgan Stanley. GQG. Norges Bank. SBI MF. HDFC MF. Fidelity.

I know exactly what they bought. What they dumped. And when.

Here's what smart money actually did — Mar to Jun 2026 🧵 Most investors check FII data from quarterly shareholding reports.

By the time you see it — it's 60 to 75 days old.
The move is already done. The price is already up.

Block & bulk deal data is same-day disclosure on NSE/BSE.
That's where the real signal lives.

Everything in this thread is from live exchange filings. Not news. Not opinions.

Equity MF inflows just crashed 🔻40% in May 2026.

From ₹38,440 cr in April → ₹22,907 cr in May.

Lowest number in all of 2026.

Everyone is asking — is this the start of a big market fall?

Here is what the data actually says. 🧵 Let's break down where the money went.

May 2026 category-wise inflows:

1. Large Cap — 🔻36.9% | ₹1,592 cr (April: ₹2,524 cr)
2. Mid Cap — 🔻33.1% | ₹4,385 cr (April: ₹6,551 cr)
3. Small Cap — 🔻28.2% | ₹4,945 cr (April: ₹6,885 cr)
4. Flexi Cap — 🔻49% | ₹5,175 cr (April: ₹10,147 cr)
5. Sectoral Funds — 🔻66.8% | ₹647 cr (April: ₹1,949 cr)

Every single category fell.

But before you panic — read the next tweet.

India just made a silent move that could bring ₹2+ lakh crore back into the country.

Most people haven't noticed it yet.

But if you have money in FDs, mutual funds, or stocks — this affects you directly.

Here's what happened and what it means for your money 🧵 On June 5, 2026 — the government scrapped capital gains tax on G-Secs for foreign investors.

Two taxes removed in one shot:
1. 12.5% capital gains tax — gone
2. 20% withholding tax on interest — gone

Effective from April 1, 2026. Via ordinance.

Why so urgently? Because the numbers were getting scary. 👇

Dabur fell 4% today.

Most people think it's just a routine FDA inspection.

It's not.

There's a word buried in the FDA report that changes everything.

🧵 A thread every Dabur investor needs to read 👇 FDA inspected Dabur's OTC drug plant in Dadra & Nagar Haveli. Jan 12–16, 2026.

They found 7 major violations:
1. Bird droppings in the raw material warehouse
2. Unidentified black substance on 25%+ of warehouse ceilings
3. Equipment cleaning and maintenance gaps
4. No management review before releasing batches to market

But none of that is the real problem.

The next tweet is. 👇

My Portfolio Strategy: Balancing Core Investments & Tactical Plays 🚀

I’ve divided my portfolio into two broad categories:
(1) Core/Long-Term Portfolio
(2) Satellite Portfolio

Here’s how I manage them and what I aim to achieve. A detailed 🧵👇 Core Portfolio
This is my mid-to-long-term bucket, including ETFs and individual stocks.

Thesis:

1. Aim for 20-25% CAGR over the next 5-8 years
2. Pick simple assets like Nifty 50 index ETFs
3. Don’t time the market; buy at good valuations and hold
4. Be okay with volatility and avoid daily tracking
5. Add on dips when valuations align
6. Rebalance annually; make tough calls when needed
7. Allocate ~60% of my portfolio here
8. Focus on futuristic sectors, not trending ones