ETF
17/10/2022 Research Report For BankbeesDisclaimer:
I am not SEBI registered person and this is not an investment advice and also please note this is only for education purpose. Also note we can use this research in my own portfolios. So don't influence yourself by this research. Please note before investing according to this educational research, please do own research and also do take advice from your financial adviser. Your any profits and loss are totally your liability. No one is liable for that. Also, please note we will not never compensate your any loss. So before investing any single rupee, please do your own research according to your risk taking capacity and after that do invest and book profits on right time.
f you are trying to invest in BANKNIFTY but you don't want to trade in F&O or you don't have margin money for F&O trade, thyen you can invest in BANKBEES .
It is a Exchange Traded Fund and directly linked with BANKNIFTY. Every BANKBEES movements you can trade with BANKBEES
Buy @ C.M.P (Current Market Price)
Sell Target 1:- 414
Compare With BANKNIFTY Spot Chart:-
Technical ANalysis of XLEDisclaimer: I don't own shares of XLE . This analysis is not a trading or investing recommendation & is only for educational purpose.
1. XLE has been going up slowly & steadily since Mar’20 after putting a bullish 1-2-3 pattern marked by the successful break of point#2 of the pattern.
2.In Jan 2022 price crossed a major downtrend resistance line (dotted line) that has been valid since July 2014.
3.Price then re-tested the resistance converted support in the week of 18-Jan-22 & failed to break the newly created support favoring the bulls.
4.Price then started moving higher on the back of massive volume & has been creating a higher high-higher low structure on the daily & weekly charts staying above 200 MA & 20 MA demonstrating a strong uptrend.
5. On the daily chart , price has been consolidating for the last couple of days above the 20 DMA & based on the strong uptrend currently in place, could take out the current consolidation resistance to move higher.
6. Price also seems to be following a channel giving an insight into potential channel support & resistance levels.
With January 2022 seeing massive bullish volume , price staying above the 20 & 200 period moving averages on the daily & weekly charts & on balance volume having broken its previous resistance on the daily chart from Nov’21, the energy sector XLE has all the right ingredients to go higher in the weeks to come, to the next resistance levels of $80 followed by $84 & $91.
All the best!
EFT BASED INVESTINGHello Readers!
As of EOD 01-10-2021, the indices ended in a good amount of Red and there is some sort of pessimism set in from the posts, messages that I have been reading and watching. People have started calling for downward levels citing DXY and global issues and whatnot.
As a trader/investor, I feel that the greater the pessimism and such pessimism is confirmed by a downward price move, the better it is. The reason is very simple -
We are not in a sorry state as we were in March-April 2020. So any dip may only be seen as a buying opportunity as indices eventually would go up. The problem occurs when one is trading in derivates where MTM losses have to be settled with the exchange via the broker and that is where the pain comes.
However, if one buys quality scrips during such dips, those would go up if not in line with the markets at least in line with the sectoral trend. But again, which stock to pick may be an issue as either these are already hanging in the air or are nowhere near fundamental/technical levels to initiate a buy.
So I thought of doing a check on the NIFTY as well as BANK NIFTY ETFs - where I already have some holdings invested at lower levels. I was quite pleased with what I ended up working out and therefore, thought of sharing the same with you folks. In fact, just before recording this video, I was talking to a friend and I explained to him what I have explained in the video and he was quite interested in placing the order next week.
Now, I am not a SEBI regd analyst / advisor, but my view is medium to long term as eventually, over a period of time indices tend to achieve higher highs and that is why I thought of this approach to investing.
Please let me know what do you think about it. Based on where NIFTY trades on 4-10-21, I may invest part of my funds into both the approaches that I have shared in the video.
Happy Learniing, Investing & Money Making!
Umesh
2-10-21
TRADING VS INVESTING PART 5 - Investing In Mutual FundsThis is the classical form of Investing that we may have come across as a complete novice to the concept of investing or investments. Even my introduction to the world of investing was done through the Mutual Funds or MF route. I was aware of the share market but had no clue about it, but due to my interest in making money and thanks to my childhood habits of Savings I was interested in anything that helped me see the money grow.
So when I started earning, but also had some amount that could be spared, I started looking at the various options where I could invest the funds. Even though I am using the term funds, my investments were not exceeding 1,000-2,000 per tranche and that also looked big to me as those were the days - early 2000. I accidentally came across an office of India Infoline and I met someone who was in the original team that was involved in set up and is now having his own MF distribution business. He suggested that I make an investment of 1,000 in an MF scheme and the money is likely to double in a few years.
Those days, Indira Vikas Patra and Kisan Vikas Patra were very popular forms of investments as after a certain number of years the money used to double. Also, these investments were made via Post Offices which meant Govt backed and the money was safe. Later on, I realized that IVPs were like a currency note at that time and the bearer could encash the same if s/he so desired.
So it was a refreshing change to see some other instrument also giving an opportunity to make money grow like IVP-KVP and that is how I started my journey with the MF. If my memory serves right, it was either the Aditya Birla MF or some well-known fund house. So I felt that the money was secure and that there was no issue with the capital that I had invested. Irrespective of the amount, for every investor, the capital investment is always priceless.
MFs have since come a long way and I have also evolved as an Investor. The fund houses have record-breaking collections from the retail investors, but thanks to my experience, I have realized the hard way that the caption - MF Sahi Hai, is not always the case. The blind faith with which I had invested thousands of rupees initially was all in good faith as with God’s grace, no casualties were experienced by me in respect of the investments made by me except that some depleted in value on account of whatever reasons.
On account of my involvement in the stock market in the last few years, I have realized that MFs are actually a more dangerous form of investment than investing in stocks of companies that are known to us. The reasons are simple --
As a retail investors, we may not have an idea about who actually manages our money.
As a retail investor, we do not get to know when exactly the Fund Manager invested in the shares of various companies so we do not know if he ended up buying at the bottom or at the top of the rally.
As a retail investors, we do not have access to various types of information that may be getting used in the Fund Manager making a decision to invest in a direct equity market or a bond market or Govt backed securities or in the debt market or in the direct corporate lending.
As a retail investors, we also lack the bandwidth to read, understand and interpret all the data that may be available for our consumption. In most cases, we may not be even competent to perform such an analysis.
The latest instance of Franklin Templeton debt fund - where the investment went astray and the unitholders ended up receiving only a part of the capital. Unfortunately, based on the track record of the Fund House, I had parked some amount temporarily in one such scheme and ended up booking a good amount of long-term capital loss just a few days ago.
Given the above, I have come to believe that unless you have absolute knowledge of the MF industry, it is best to invest where you understand things or at least where you can track the value of your investments on at least once a week basis. No doubt investing is a long-term play, but the times have changed and if you simply ignore the investments made and let them follow a Buy & Hold approach, you may also end up incurring a loss like how I ended up. In my case, just 2 days ago, I had spoken to someone who knew the issues that FT may be facing and had moved part of my investments in it to some other schemes . I forgot to realize that I had also made a part investment in the same scheme on my own and when I informed him, it was too late.
Instead of such MF investments, I prefer direct equity investments as I get to choose the company in which I would like to invest and there are many ways to invest in direct equity which we will cover in the posts that follow. If you have not yet one of the best ways to get started in the world of Investing - voa the IPO way, please go through the part of this series that relates to Investing Via the IPO route.
I will talk some more about MF in the next part before concluding it and please be rest assured, I am not here to advertise direct equity as I have also immensely benefited from the MF investments made by me and more about that in the next part.
Thank you & Happy Investing!
Umesh
01-08-21
P.S. Disclaimer - The views expressed here are purely for educational and informational purposes only and not a recommendation or advice in any manner. I am not a SEBI regd., so please consult your financial advisor or be your own decision-maker as you may deem fit.
TRADING Vs INVESTING - PART 4 - SOUND INVESTING METHODSIn the earlier part, we talked about the IPO route to invest and earn listing gains and then letting the profits turn into possibly a good long-term investment - the subject of course to the ever-elusive allotment being honored by the company in question.
For example, I did not get an allotment of Zomato Shares and lost the opportunity to lock in 80%+ listing gains. Those who read and watched the video and of those who were lucky to have been allotted; would have made good gains.
However, not everything can be left to lady luck. We can develop a process that suits us well and aim for the long-term goals of building wealth via investment and also generate a good amount of dividend income. And if the company in due course may also reward via bonus/splits/buy-back, it would be an added advantage.
Contrary to some beliefs, it is possible to make money grow by being actively away from the stock market as well. How is this possible and where do I then end up investing?
If you Google it, you will find several avenues of investment so I will let you do that at your convenience. My focus is on activating your mind on how you could find your approach in the instruments that I believe are good for investment and long-term appreciation.
This is how I would have approached investing if I was around 30-35 years of age :
Invest in ETFs
Nifty
Bank Nifty
Gold
Invest in Nifty Bees, Bank Bees.
Invest in PPF, NPS.
Invest in stocks of companies that manufacture / are involved in items of daily consumption.
Invest in stocks of companies that have a bright future on account of some actions that they propose to take - Electric Vehicles.
Invest in Medicine / Pharma and related companies.
Invest in IT companies.
Invest in companies that pay regular dividends and the return in better than that of FDs.
Invest in instruments that are now opening up to the retail investors .
Invest in a start-up that is run by someone you know very well - remember, personal relationships and investor-start-up relationships should be managed well.
I have not included Mutual Funds as it is known to all. Please remember that MF investments are also subject to market risks and there is no fixed return.
The above investments could be made by way of:
Systematic Investment Plan or SIP
By way of lump-sum purchases.
Top-up the SIPs by way of ad-hoc investments at an appropriate time - even though I have mentioned this, there is no right time to make an investment.
From what I know, via the Zerodha broking platform, it is possible to “gift” all exchange-traded instruments. So the next time you want to gift someone on an occasion, think of helping him/her get started on investing by gifting something that will help the recipient.
I encourage you to spend some time on knowing more about each of the above so that you familiarize yourself with the instruments/opportunities. Although there are many well-qualified and competent Financial Advisors, I believe that there is no one better than me who knows how important my capital is to me. So take the best step to be your own CFO and in due course of time, you will be suitably rewarded for the actions taken by you.
The above is good for this week. I will be back with some more inputs next week.
I would love to read your feedback and if you have something interesting to share, please feel free to do so for the benefit of all readers.
Thank you & Happy Investing!
Umesh
BONUS DAILY SWING CALL // Wed 17th of February 2021 / PSUBNKBEES****SPECIAL TRADE****
This an ETF which is linked with PSU Banks, If you wish to benefit the current PSU Banks Rally and want to ride the wave. This is a perfect trade. You can Swing / Short Term / Long Term on this trade. We will navigate you through the trailing SLs and Targets.
BONUS DAILY SWING CALL // Wednesday 17th of February 2021 / NSE:PSUBNKBEES
// This is a swing trade call and not an intra-day trade. Please do not expect the stock to go up on the same day of posting or within a few sessions. Please follow the notes along with the posting before, during and after entering the trade //
CMP / LTP: 26.65
TARGET: +30.5 (15% Around)
STOP LOSS: 23.95 (10% Max)
Standard Notes:
- Please follow the Stop Loss strictly and preferably on a daily closing basis.
- Recommended Profit Booking / Exit is on +12-15% & If you still want to hold the stock, trail the SL once this target is achieved.
- Duration: 15-20 Trading Days is suggested for all my trades and is an indicative period.
- If SL / Target are not triggered and you still wish to hold the trade, this can be done as long as SL is followed or trailed.
Disclosure: I may or may not have a position in this trade.
Disclaimer: All the recommendations are subject to market conditions. Please trade at your own risks.
BANKNIFTY | Looks strong for another 4000 points rally (No F&O)BANKNIFTY | Looks strong for another 4000-5000 points rally - Consider buying only BANKBEES with some leverage than doing with F&O during this volatile period.
Weekly candle only looks like taking a pause - insider candle.
CMP : 35800
Target : 40000
P.S : View negated if BANKNIFTY closes below 35000 in Daily time frame.
BANKNIFTY | Strong support with RSI divergence (BANKBEES)BANKNIFTY | Strong support with RSI divergence
CMP : 31125
Support : 30800
Target : 31700, 32600
PS : Its an excellent dip, if you are worried about F&O (like me 😃) utilize this dip to accumulate BANKBEES 5-7% scope is there upside in couple of days
Medium Term Investing Idea - CPSE ETF - ( Exchange Traded Fund)The CPSE ETF is made up of equity investments in 12 of India’s largest public sector companies. Owned 55% or more by the Government of India and listed on the NSE.
It is an Index fund. CPSE ETF Full form is Central Public Sector Enterprises. It's an Exchange, Traded Fund.
The government of India wanted to divest some of its holdings in CPSE and decided to divest such funds through ETF.
Below are the 12 of India’s largest public-sector companies, where CPSE ETF money is being invested.
Bel Coal India Cochin Shipyard NBCC NHPC NCL India NMDC NTPC Oil India Ongc Power Grid SJVN
Since the last few weeks CPSE companies showing good upside movement. You can track the Nifty CPSE Index.
Here is a technical overview of the Nifty CPSE Index and it's 12 constituent.
NIFTY CPSE INDEX - It's making higher highs and higher lows, an uptrend, and broke out of consolidation.
1) NSE:BEL - It is in strong uptrend, doubled form it's march 2020 low. One can apply pullback trading stategies on this stock.
2) NSE:COALINDIA - A government's cash cow. Paying healthy dividends. Coal India awaiting triangle breakout.
3) NSE:COCHINSHIP - Price is trading above previous resistance zone. Buy on pullback can be applied on this stock.
4) NSE:NBCC - Making higher high - Higher lows, Uptrend. Price is approaching trendline resistance.
5) NSE:NHPC - Price brekaout previous resistance.
6) NSE:NLCINDIA - Price breaking mltiyear trendline resistance.
7) NSE:NMDC - Clear uptrend is visible. Making higher highs and Higher Lows.
8) NSE:NTPC - Ntpc showing good momentum. It a clear uptrend. Price breaking trendline resistance.
9) NSE:OIL - Price is breaking out of a consolidation.
10) NSE:ONGC - Price breaking bullish flag formation.
11) NSE:POWERGRID - Price making higher highs - higher lows, an uptrend.
12) NSE:SJVN - Price breaking out of a triangle.
Above is the drilling down of the Nifty CESE Index. Idea is to invest in NSE:CPSEETF for a medium-term.
CPSE ETF is Trading at 19.45/ Expecting 20 to 25% return over the medium-term. On can track the Nifty CPSE Index for stop-loss and trade management.
Below is an exit rule that I will track if anything goes wrong. We must have an exit plan as well if the trading idea or investment idea goes wrong. Risk management is a must in trading and investing. We are trading and investing in probabilities if our investing goes south we need to have an exit plan. This is not a trading idea, so a clear level if the stop-loss is not required here. Because there can be multiple entries in investing and that depends on your investing style such as investing timeframe, position-sizing, and capital allocation, and risk appetite. However, in trading and investing, we must have an exit plan.
Below is a Stiff Pitchfork tool. Price is trading above the median line. Upper and lower median lines are set a specified number of standard deviations away from the median.
One can use the breakout of a lower line as a stop-loss.
Your comments and criticism are welcome.
Thank you.