Portfolio Management Insights by Akshat Shrivastava

Introduction

Akshat discusses critical changes in his investment portfolio due to perceived market risks.
Focus on the strategy of repositioning and rebalancing his portfolio.

Completely sold his Small Cap 250 Index fund due to high market risk.
Previously had a significant gain of roughly 40% but decided to exit.
Notable performance: Small caps had a run-up of approximately 115% in the last year, capturing around 90% of this.

Current market conditions indicate high risks, especially for small-cap companies.
Insights based on a review of historical performance from pre-COVID levels and the recent market trends.
Discussion on the behavior of Foreign Institutional Investors (FIIs) and Domestic Institutional Investors (DIIs) in the Indian market.
With the rise in Systematic Investment Plans (SIPs), significant capital has flowed into mid-cap and small-cap sectors, increasing overall market risk.

Reinvesting funds into selected mid-cap and large-cap stocks.
Example: CDSL and CAMS as case studies demonstrating solid returns and future potential.
Examining technical corrections and market conditions where these stocks can thrive, especially in a stable or bullish market environment.

Anticipation of a sideways market without significant corrections coming soon.
Emphasis on maintaining positions in fundamentally sound stocks like CAMS and CDSL despite minor corrections.

Expectation of interest rate cuts in the US could influence Indian market rates.
Beneficial for companies like Aavas in housing finance as lower interest rates might increase loan demand.

Focus on companies like Bajaj Finance that will benefit from easing consumer lending conditions.
Importance of diversifying across companies in various sectors, including those facing competition from new entrants like Jio.

Caution against investing in stocks that show signs of 'pump and dump' schemes.
Importance of identifying overvalued stocks and making informed decisions based on peer comparisons.
Example: Comparison of Zomato and Swiggy's valuations leading to a strategic shift in investment.

Long-term strategy should be based on solid fundamentals, avoiding overvalued stocks, and being patient for investments to yield returns.
Akshat encourages engagement in his foundational investment courses for deeper insights and learning.

Viewers encouraged to like the video if they found the information valuable and to join his community for more insights.