Wednesday, 18 May 2016

Want to be the brightest layman investor in stock market? Look for the share holdings in Mutual funds.

"When I was young I thought that money was the most important thing in life; now that I am old I know that it is".   -Oscar Wilde

Not that everyone shall agree in the open but that is how it remains.


Let me put another important personality's thought in this regard.




"I'd like to live as a poor man with lots of money."   -Pablo Picasso


Money is indeed a currency of necessity. And this is why we all strive to earn money, sometimes to the point that it becomes an addiction.

The family suffers. You suffer the most!! The possibility of a bond between your children and you goes away. You create material comforts and your love for emotional ties sadly walks past you!!!



Imagine!!! Imagine a world, full of love,warmth,comfort with the people that loves you.

And........

You shall find no substance in what I am saying right now!!!!

True but sad. 

You are desperate to provide the best in the world that you can possibly give them yet you are in constant need to struggle and worry and fret about the impediments across your way.

Let us say that you are a middle aged human being. You have so far saved some money but it lies idle either in savings bank, or you have bought gold or insurance and yet you know that what you have done is not enough to keep your family away from economic desperadoes. 

And  one day a friend comes and tells you that he has made a lot of money in share market and if you are interested he can help you and make you rich enough by trading in stocks!!!!

What do you do? You are so excited that you start imagining that you have become a money mogul in a couple of years.

AND THE ONLY THING YOU REMEMBERED ABOUT THE CONVERSATION WAS THAT YOUR FRIEND SAID THAT TRADING IN STOCK MARKET MADE HIM RICH.

And then  came the year 2008!!! You had opened a demat account .You brokers were equally excited  and they were promising you heavy leverage on the money that you had in your demat account. They came up with all possible tips ,suggestions, insider information!!!

You wanted to buy 'cheap' stocks!!!

They bought stocks worth 10 paisa, 5 paisa, Re 1 or Rs 2 .

You stocks had doubled within three months...

You were in the seventh heaven!!!

And the day came when the market closed with a lower circuit ; a complete nose dive with 15% of the total wealth washed away!!!

You were dumbfounded !! And days passed by;markets across the wold headed lower in sync with the sub-prime crisis.

It was a complete economic melt down!!!

Though the other stocks in the futures continued to trade , your being penny stocks always attracted the lower circuits.

By the time your stocks opened inside the circuit your wealth (if we can call penny stocks wealth at all!!!) has been reduced by 95%.

Let me give you two examples of penny stocks in the Indian stock market which went high crashed and subsequently de-listed fro the bourses!

1. Bisleri 2. Bellary steel

Sunk without a trace!!!

YOU  WIPED YOUR TEARS , PROMISED NEVER TO GO TO THE STOCK MARKET AGAIN , EVER IN YOUR LIFE!!!

But God had other designs for you!!!

You were destined for something else!!! You were created with a different kind of mettle!!  In you was put the never say never attitude!!!

   ' ...   And what shoulder, & what art, 
Could twist the sinews of thy heart? 
And when thy heart began to beat, 

What dread hand? & what dread feet?' [ The Tyger ,William Blake]
A TRUE TEACHER WALKED PASSED YOU, WHISPERING IN YOUR EARS THE CHANTS OF OPTIMISM, PATIENCE AND FORBEARANCE!!! 

He presented himself as the example;he guided you!!!

He told you to read,read and read before you venture for something new. He told you that go and look at the stocks that the mutual fund houses held. That was of course....Yes!!! You guessed it right! 

Warren Buffet!

And what did you find out?

You found that all diversified equity mutual fund held the same 8 or 9 stocks either of NIFTY OR SENSEX!!!

Let us choose 3 diversified equity fund and see what there holdings are!!!

1.Franklin India Opportunities Fund (G):

HDFC BANK 
YES BANK
LARSEN
TATA MOTORS 
INFOSYS 
ICICI BANK 
AIRTEL 
BPCL 
MARUTI 

2. ICICI Prudential Value Discovery Fund (G):

Larsen
ICICI Bank 
NTPC  
Axis Bank  
Container Corp 
Bank of Baroda 
Tata Motors
Bharti Airtel 
M&M 
Amara Raja  
Wipro

3. L&T India Value Fund (G):

Infosys
ICICI Bank
Reliance
Axis Bank
UPL
Grasim Conglomerates
Tata Motors (D)
SBI
EngineersInd
Balrampur Chini

Ambuja Cements

And what we observe is indeed interesting!! All the product mix is mostly from the fifty best companies in India!!!

That is what the layman needs to do!

He has to invest in a few of these 50 best companies and stay invested for  a long period of time!!!







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