DIY Portfolio vs Mutual Fund Post-Tax Returns & Review #stockmarket #momentumstocks #mutualfunds

In this video, we review the post-tax and STT performance of our core portfolio vs that for the Nifty 500, which is our benchmark index. We also talk about some global factors and review our portfolio, sharing which stocks could exit and enter during the next rebalancing.
Our core momentum portfolio based on the Nifty 500 is live for learning and sharing purpose, and you can access it any time. All the prices, weights and returns are updated in realtime via Google Finance. Please access the portfolio sheet here: http://bit.ly/4axM7lf
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If you need a copy of the portfolio sheet, please reach out to me at [email protected]. Please note that not all of the stuff is automated, there's a fair bit of manual effort that goes on.
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Added below are some resources and videos you may find useful in this learning journey.
1. Core Momentum Portfolio (Nifty 500): http://bit.ly/4axM7lf
2. My Core Portfolio Momentum Strategy: https://bit.ly/3HjxGDS
3. Nifty Top 10 Momentum Portfolio (Nifty 50): https://bit.ly/3y5h0i3
4. Nifty Top 10 Momentum Portfolio Strategy Video: https://youtu.be/B9QDrriaUII
5. MoMo India Screener (this is the paid screener which I use for ranking): https://momoindiascreener.in/
6. How Selection Universe & No. of Stocks impact Momentum Returns (with backtested results): https://youtu.be/MwnZDjAaEoI
7. How Often Should You Change Your Stocks: How Rebelancing Frequency Affects Momentum Performance (with backtested results): https://youtu.be/JtkFU4_esaM
8. How to Manage Drawdowns in Momentum Investing: https://youtu.be/ktiC1WhHGyI
9. When Should You Sell or Exit a Stock: https://youtu.be/9RuiKt7Z97c
10. Momentum vs other factors (document by Blackrock): https://bit.ly/492Iyli
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If you like the content and want to follow this experimental portfolio, subscribe to this channel. Please post any queries in the comments.
You can follow me on X (former Twitter) here: https://x.com/investing_fool
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DISCLAIMER: This is just edutainment (education + entertainment), NOT financial advice.
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#stockmarket #investing #investment #financialfreedom #momentuminvesting #nifty #momentumstocks #finance #largecap #midcapshare #smallcapstocks #multibagger #portfolio #mutualfunds #finance #midcapshare #bse #nse

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#momentum_investing #nifty #stock_market #large_caps #investing_fool #share_market #share_price #momentum_strategy #investing_strategy #multibagger #midcap #smallcap #portfolio

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