Cesium Wealth

The more actions you take in market, the more chances you leave on the table for your counterpart to win. Taking more action doesn't guarantee success, but doing less can improve your chances of not blowing-up.

Sometimes you don't have the cash to buy Sometimes you don't have the courage to buy

Today's Entry in Smart ETF Portfolio ETF Symbol: NSE:NEXT50IETF Underlying Asset: NIFTY NEXT 50 (CMP): ₹64.91 Quantity (QTY): 34 Additional Information: ✔️Quantity is adjusted to fit a 1 lakh Portfolio. ✔️Prefer to buy on NSE (National Stock Exchange). ✔️Prefer to buy on limit orders. Resources(Please Go through below links for further Info): Live Tracking sheet YouTube video for explanation ETF Strategy Implementation

https://x.com/CoinByZerodha/status/1875170552480215505 Good thread, must read

Happy new year to everyone🎉🎉

Please find the attached file for our order book of our personal investment in Wonderla Holidays. Where small quantities of the stock were accumulated every month.

SIP in Stocks: A Strategic Approach While we often advocate for investing in index funds or equity ETFs due to their diversification and relatively lower risk, there are times when SIPs (Systematic Investment Plans) in individual stocks can also deliver significant results. This is especially true for stocks that offer a high risk-to-reward ratio. However, the real question arises: Should we invest in stocks via SIPs or opt for lump-sum investments, timing the purchase during market dips? To simplify, we’ve developed a framework to determine the best approach. If there are no clear catalysts or revolutionary changes expected in a stock, it is often better to invest in it via SIPs. Stocks can remain in a sideways phase for long periods, and SIPs allow us to accumulate shares over time, without being overly concerned about short-term fluctuations. On the other hand, if we believe the stock has a compelling opportunity and expect significant movement in the near future, SIPs might not be the best option. In this case, lump-sum investments allow us to capture the majority of the upside. When to Invest via SIP SIPs in stocks are most suitable when: The stock is undervalued, with potential for a long-term re-rating (though this may take years). The company has a strong balance sheet and sound financial health. The business is going through a gestation period, meaning it may take time to see meaningful movement in the stock price. We’ve observed that stocks tend to move in "patches." They may remain stagnant for several years before making substantial moves over a short period—sometimes in just a few months. By identifying 10-15 such stocks, we can mitigate the risk of underperformance in the short term and focus on long-term gains. Case Study: Wonderla Holidays An example of a successful SIP approach is our investment in Wonderla Holidays. Our thesis was simple: Wonderla is a leading player in the Indian waterpark segment, with strong promoters and robust assets. While the company’s performance suffered during the pandemic, the business fundamentals remained intact, and the stock price had dropped significantly. We initiated an SIP in June 2021, even though there was no immediate catalyst for the stock's recovery. We were investing in an undervalued stock with strong long-term prospects, even though it was not showing any immediate movement. Over the next year, the stock remained stagnant, but we continued accumulating shares. Once the stock eventually broke out, it multiplied 3-4 times, providing us with handsome returns. Conclusion In summary, identifying stocks that are undervalued with strong business fundamentals can lead to great returns through SIPs. Some of these stocks may fail, but by diversifying our investments across several potential winners, we can significantly increase the likelihood of success. The key is patience and consistency in accumulating these stocks over time, without the pressure of trying to time the market perfectly.

After Centum , good move by Avanti🎊🎊🎉🎉

Strong move above all time high 🎊🎊

Good Move🎊🎊

BSE at new high🎉

Today's Exit in Smart ETF Portfolio ETF Symbol: NSE:BFSI Current Market Price (CMP): ₹25 Quantity (QTY): 85 Profit Booked: 3.14% Today's Entry in Smart ETF Portfolio ETF Symbol: NSE:METALIETF Underlying Asset: NIFTY Metal ETF (CMP): ₹9.19 Quantity (QTY): 238 Additional Information: ✔️Quantity is adjusted to fit a 1 lakh Portfolio. ✔️Prefer to buy on NSE (National Stock Exchange). ✔️Prefer to buy on limit orders. Resources(Please Go through below links for further Info): Live Tracking sheet YouTube video for explanation ETF Strategy Implementation

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Today's Exit in Smart ETF Portfolio ETF Symbol: NSE:MOREALTY Current Market Price (CMP): ₹104.74 Quantity (QTY): 21 Profit Booked: 3.25% Today's Entry in Smart ETF Portfolio ETF Symbol: NSE:GOLDBEES Underlying Asset: Gold (CMP): ₹64.17 Quantity (QTY): 35 Additional Information: ✔️Quantity is adjusted to fit a 1 lakh Portfolio. ✔️Prefer to buy on NSE (National Stock Exchange). ✔️Prefer to buy on limit orders. Resources(Please Go through below links for further Info): Live Tracking sheet YouTube video for explanation ETF Strategy Implementation

Today's Exit in Smart ETF Portfolio ETF Symbol: NSE:NEXT50IETF Current Market Price (CMP): ₹73.91 Quantity (QTY): 31 Profit Booked: 3.18% Additional Information: ✔️Quantity is adjusted to fit a 1 lakh Portfolio. ✔️Prefer to buy on NSE (National Stock Exchange). ✔️Prefer to buy on limit orders. Resources(Please Go through below links for further Info): Live Tracking sheet YouTube video for explanation ETF Strategy Implementation