Trying to make money in equity.....when is the time is right to buy

Today, I'll share with you when the time is right. 

I always love to own Diversified Equity Mutual Funds instead of investing directly in Stocks for My long term investment and i insist all my friends and Customers to own Diversified Equity Mutual Funds for Long term Wealth Creation.  

Let me brief you what is Diversified Equity Mutual Funds

An investment fund that contains a wide array of securities to reduce the amount of risk in the fund. Actively maintaining diversification prevents events that affect one sector from affecting an entire portfolio, make large losses less likely.

As all Diversified Equity Funds invest in stocks and it is related to each other i feel it make logic to see stocks or funds picking style.

Let’s See,

Trying to make money as the market goes down is difficult… but under the right circumstances, it is possible…

For most people, it's not worth even attempting. 

In short, making a bet that stocks will fall goes against the grain… Thanks to earnings and inflation, stocks have an inherent upward bias. 

The market does crash by 40%-plus from time to time. Stocks fell 57% from 2007 to 2009. And the stock market dropped 49% from 2000 to 2002. But these kinds of spectacular falls are the exception, not the rule. They're hard to time just right. 

Today, I'll share with you when the time is right. 

Let me explain… 

If you've read my work for any amount of time, you know my investment prism – I want an investment that is 1) cheap, 2) hated, and 3) in the start of an uptrend. I always want to make investments that are good values… that most investors aren't interested in… and that are trending up in price. 

That's the ideal setup for an investment to go up. 
If you see the opposite setup, then you have a recipe for lower stock prices. 

We need to look at both the trend AND value to find the best time to short stocks (to bet on lower prices). 

The simplest way to think of opportunity in the stock market is to think of it in four different states… based on trend and value. 

The easiest way to visualize this is the graphic below. Take a look… 

This is simple. The market has four distinct states based on trend and value. 

Through testing dozens of different systems to determine what REALLY works, we found that each state of the market leads to significantly different returns. Here are the basic states and how we want to be invested in each: 

1.	Cheap and in an uptrend – We REALLY want to own stocks.
2.	Expensive and in an uptrend – We keep owning stocks despite valuations.
3.	Cheap and in a downtrend – We're not long OR short.
4.	Expensive and in a downtrend – The only time we want to bet against the stock market.

There's only one state of the market in which you'd want to bet against stocks… And that's when they're expensive and falling in price.

Today, stocks are somewhat expensive. But they've rebounded from their lows and are NOT in a downtrend. That means we're not in the "red" mode right now… which means shorting stocks today is a bad idea.

Personally, I'm still bullish on stocks. And I believe we could see significant gains over the next 18 months in what I've been calling The Melt Up.

Stocks will certainly fall at some point. And when we finally fall into the red in the box above, we'll bet against some stocks for the first time in a very long time.

We're not there yet… But now you know the principle for success…

Don't bet against stocks until we're in "the red." 

Domestically, we are getting incrementally positive from a medium term perspective after many quarters of being cautious, as you know. What do we see that others don’t? 

A confluence of events like better IIP, lower inflation, lowering interest rates etc.,all a harbinger of better times than worse, if the past were to rhyme with the future. We once again are taking a contrarian position from a medium term perspective, just as we were alone and skeptical in Jan – Mar of this year. 

Yes! We are on tenterhooks like most others but for different set of reasons. We wish to see if the narrowing window of opportunity – that the ground up situation is getting better, coincides with investors good humor till date. If it does, it shall be a buying opportunity that investors, who have been cautious so far, will look back and enjoy buying into. 

Again, I always love to own Diversified Equity Mutual Funds instead of investing directly in Stocks.

So, Funds which can generate good Returns over Long term

1)     HDFC TOP 200 FUND & HDFC CAPITAL BUILDER FUND

2)     RELIANCE VISION FUND & RELIANCE RSF - EQUITY FUND

3)     ICICI PRU TOP 200 FUND & ICICI PRU FOCUSED BLUCHIP FUND

4)     KOTAK 50 EQUITY

5)     L&T EQUITY FUND & L&T INDIA VALUE FUND

6)     CANARA ROBECO EQUITY DIVERSIFIED

7)     MIREA ASSET INDIA OPPRTUNITIES FUND

8)     DSP BR EQUITY FUND & DSP BR FOCUS 25 FUND

9)     UTI MASTER SHARE & UTI LEADERSHIP FUND

10)IDBI EQUITY FUND & SBI EQUITY FUND

Few More to watch Franklin prima plus, Birla advantage fund

Please get in touch with Us to know Scheme information   

Happy staying invested for now! 

Thanks a lot for your time and allowing us to stay in touch with you. All of at Tejas Consultancy are grateful for the opportunity to serve you. 

-- 

Regards,

Ritesh.Sheth CWM^®

CHARTERED WEALTH MANAGER

              Helping you invest better...  

Allaudin Bldg Shop No 1,Manchubhai Road,Malad East,Mumbai - 400097.
Shop No.9,Param Ratan Bldg,Jakaria Road,Malad West,Mumbai - 400064.
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Quit Saying These 11 Things You Really Don't Mean

What is said is often not what is meant--especially where these phrases are concerned:

1. "It's not about the money."

Yes, it is. If money weren't an issue, you wouldn't even think to bring it up.

(By the way: There's nothing wrong with money being a primary driver--at all.)

Of course, if you say it's not about the money, you could prove it's not about the money: You could forgo that raise, give back that bonus, take less equity or profit.

Thought so.

If it's not about the money, focus solely on what is most important--and leave out the pseudo-altruism.

2. "That sounds great--I'll let you know!"

It actually doesn't sound great, but you don't want to hurt the person's feelings.

3. "I'm a giver."

Truly giving people give generously, selflessly, and without expectation of return. They give because their happiness--and their success--comes from someone else's happiness and someone else's success.

Giving people give simply because it's who they are.

Do you walk around saying "I'm a man" or "I'm a brunette" or "I'm an American"? Of course you don't--those things are who you are.

Take it from Margaret Thatcher, who said, "Power is like being a lady; if you have to say you are, you aren't."

The same is true for being a giver: People already know if you are or if you aren't.

4. "I'm just thinking out loud."

Actually, you've had the idea for a while, and you think it's great. But it's a lot more fun to come across as if you're super creative and just dreamed up the idea on the spot.

And, oh yeah, you'll be hurt if people don't agree with what you're about to propose.

5. "No, it's fine."

In fact, it's far from fine, but you don't want to talk about it any more.

6. "We have no specific plans at this time to..."

"At this time" almost always means "We're thinking about it, and maybe we're even hoping for it, but we're not quite ready to announce it."

Say sales are down and you're forced to consider employee layoffs. If only to keep morale up, you may not want employees to know that yet. But still, once you actually do announce layoffs, everyone will forget "at this time" and simply feel lied to.

If you're considering something, and you're asked about it, whenever possible, be honest. Say, "Yes, sales are down, and if we don't find a solution fairly quickly, we might have to reduce staffing."

Don't worry that you'll cause concern or alarm. Rest assured your employees already know.

7. "We're not looking for additional sales channels."

Whom are you kidding? Every company wants more sales. You're just not interested in working with that person.

8. "Let me see what I can do."

Odds are you can't--or won't--do anything, but at least you can pretend you'll try.

9. "Let me be honest."

Easily the most annoying on the list because, "Let me be honest" implies you haven't been honest, or open, or forthcoming up to this point.

(And if not, why not?)

If you need to say something difficult, just say it. Don't pretend you're saying something you shouldn't say--because if you really shouldn't say it, don't say it.

10. "With all due respect..."

While Ricky Bobby takes it a little too far, prefacing any statement with "With all due respect" means you feel the other person is misguided. Or wrong. Or even stupid.

So leave out the theoretically impact-softening preface and just say, as politely and professionally as you can, what you really mean.

Honesty is always the best way to show "due respect."

11. "I may be wrong, but..."

No, you do think you're right--otherwise you wouldn't say what you're about to say. So, hey, just say it.