Can you Index better than Nifty 50 ? I WeekendInvesting DailyByte 09 Oct 2024

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Alok is the Founder of Weekend Investing. He has been in the Indian stock markets for almost three decades now and is passionate about building rule based - non discretionary momentum investing models to invest in the markets that can generate superior returns compared to benchmarks . His dream is to try to help others achieve Financial Independence early so that life can be lived to the full, like it has for him.
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[@anindyabh]

Thank you for emphasizing the requirement of equal weight index and the benefits it entails. One ETF is already there in the market and NNF10 smallcase is a much logical bet for me. In my view, Nifty next 50 is a better bet to create an index of 20 best stocks out of Nifty Next 50.

[@a.s.psastry7710]

A new idea and good idea for me. Index investing has both advantages and disadvantages. For some people, identifying a good stock is a herculean task. With index investing frequent look at the stock is eliminated, and also it offers an opportunity to be in the market without fear of losing the capital. Low returns, but better than FD rates is certainly welcome.

[@AlokJain]

Sure

[@rajarora2097]

Works absolutely fine with me , passive , lazy investor who checks investments twice a year , low cost indexing which has a self correcting process .

[@Boney.M.]

Yes same here. Have a large portfolio and put lumpsum at 16000 Nifty. Now I will just ride. If I make 0% for next two years, my cagr will still be 12%. Entry is most important.

[@Parvez861]

फिर इनका चैनेल कौन देखेगा

[@AlokJain]

Ok

[@rajarora2097]

@@Boney.M. For me it was not what time I bought index , the learning was how not to do anything when it falls down by 50% like in Covid , it was very stressful not to do anything when all experts and news was creating panic . Buy low cost Index and never touch it .

[@dramolpathak6261]

Your views and data analysis are really eye openers ! Thanks

[@AlokJain]

Glad you like them!

[@ajaypanchal5142]

Loves your content sir , Thanks for sharing with us 🙏

[@sachinkhare1708]

I recently switched an SIP from a small cap MF to "HDFC NIFTY100 Equal Weight Index Fund" 2 moths back 😃

[@MaheshkumarMalaiappan]

Alok ji, I am more interested to know how momentum investing works when the market is sideways or in a downtrend, could you please elaborate more.

[@AlokJain]

It will try to move to cash or into defensives

[@MaheshkumarMalaiappan]

@@AlokJain thank you ji

[@satishpatel5414]

👌

[@pbg2266]

Yes certainly Momentum index fund (Ex Nifty 500 Momentum 50 index fund , etc) is an attractive beta fund . The only drawback I see is , 6 monthly change & balancing. Hence Nifty Alpha 50 is better index because of its Quarterly balancing.

[@AlokJain]

We can offer weekly and monthly 😀

[@Rsingali]

Understanding weightage skew is crucial for investors as it highlights the potential risks and biases in index performance. Are pyramiding and averaging beneficial In momentum investing ? Could you please consider to make a video on this topic? Thank you Alok!

[@AlokJain]

Yes absolutely

[@sibanandlenka4384]

Hey sir good evening As you said an equal weight index is outperforming right... After 2020 lots of stocks shifted from nifty 50 and added new stocks so how did you make an equal weight index in trading view using before 2020 stocks or every shift you give a weightage hope you are replying....

[@AlokJain]

Momentum portfolios best in both time frames

[@dr.govindagrawal7351]

First comment -following you since long

[@AlokJain]

Grt

[@gauravlodha7967]

Equal weight idea in momentum investing don't give super performance...unevenly distribution of weightage can lead to super performance -Marke Minerveni mentioned something in his book

[@jaikishanjadwani1747]

You are genius

[@hpjoshi8120]

Will the momentum strategy work well during market down turns as well?

[@krishnansubramanian7237]

Fantastic video. What stands out is how many MF still lag the index itself. They have still not moved from value to momentum fearing what will happen when market cracks

[@AlokJain]

True

[@sudhinbathija4833]

What about the age when it comes to investing? Please share your view.

[@PunitaManchanda]

Alok Ji. Thanks for these wonderful videos and insights.

[@AlokJain]

So nice of you

[@perumaljanakiraman9126]

Thank You sir...2nd half insights are really amazing analysis...🙏

[@AlokJain]

So nice of you

[@someothername9462]

Just to understand your basic thumb rule of a (upwards) trending market - the closing price of day 3 should be higher than the highest point of day 1 and day 2 ? Apologies if I'm sounding confused.

[@AlokJain]

Yes correct. Close above prv 2 days high

[@optionsironcondor4424]

How periodic rebalancing is done for Equal weights, same as nifty? Thank you

[@AlokJain]

Same

[@PranavKumar-m8k]

Alok sir, there is ETFs for Nifty50 Equalweight Index-, EQUAL50ADD. Do you see it as a better option if someone wants to go via passive route ?

[@AlokJain]

Yes sure

[@imashwinikr]

What are the ways of momentum investing via mutual fund, or via small cases?

[@AlokJain]

Smallcase I know

[@imashwinikr]

@@AlokJain Will that be right for these type of markets? I am talking about “weekend investing” momentum 10 small case. One thing which I like about this small case is that you guys just choose from Nifty Next 50 universe, which is my favourite index from all.

[@tarunjain361]

Hi Alok Ji, I would like to understand why two different instruments tracking the same NIFTY50 index are showing different results. I recently invested in the Nifty50 through an SBI NIFTY ETF and an ICICI Index Fund, following some recent changes in the index. As of yesterday, October 8th, the NIFTY50 was up by +0.87%, but the SBI ETF was down by -0.23%, while the ICICI Index Fund was up by +0.87%. Could you please advise on where it might be better to invest? Should we opt for a more volatile instrument like the ETF, or stick to the Index Fund?

[@AlokJain]

Etf shd track underlying largely minus its expenses

[@sibanandlenka4384]

@@AlokJain sir as we know etf are tradable instruments so in this case buyer or seller can also push the price up or down .. , the amc are managing it the value.. is there any relevance in buyer or seller force

[@sourabhpatel2391]

Well it happens due to liquidity issues and spreads

[@ashishpatil32]

Let it fall more, will shop

[@mayankmantra]

Sir while we all.know momentum index available do you want to highlight on how frequency of rebalance will have impact

[@AlokJain]

Yes, definitely

[@mahadevaniyer2726]

Hi, this pov neglects the fact that a " lazy" (or Saintly!) investor, even if he writes a python code for Momentum investing may prefer to rebalance only once a year! So considering the turnover costs, the difference in ROI may not be that stark! Moreover, the Nifty being the bellwether Index is looked after by the Fin Min, The RBI Guv and even the PM! So peaceful sleep is virtually guaranteed! Of course there is merit in having the next 50, considering it's more egalitarian allocation across sectors, as a significant part of the folio! 😊

[@AlokJain]

No pov can cover all bases

[@topblogger5296]

Sir at what point we can buy smalll cap index?

[@AlokJain]

Gradually anytime

[@topblogger5296]

@@AlokJain thanks Sir

[@sumitkalaria5721]

Those who want to keep 50/100 marks can invest in Nifty50. Those who want to get more than that can take risks and may either fall short or go beyond that!

[@AlokJain]

Perfect

[@ravindarsingh3002]

I think luck also have some role to play except this weightage criteria.

[@AlokJain]

Luck is there always

[@navissek9704]

What is your formula for picking momentum stocks

[@Sateesh-s8o]

that will not be shared. The moment it was shared you will stop watching these videos

[@AlokJain]

Many sample strategies are shared in videos on our website

[@DrSoumyadipPanda2024]

alok sir is master of playing with data

[@AlokJain]

Ok ji

[@vishalsulibhavi]

FIIs have heavily sold nifty futures.hence Cash selling continues

[@AlokJain]

Ok

[@saggudental9751]

What are your view on Nifty50 value 20 etf?

[@AlokJain]

I am not a value lover

[@mandarp9472]

HDFC Bank, Reliance shares were down today.

[@AlokJain]

Ya

[@brijeshgandhi116]

Follow Momentum...... only.

[@AlokJain]

Yeah!

[@SanjayKumar-hp3rk]

HDFC Bank Target 1750

[@shankarrawat2365]

Nifty india economy ka reflection hai ,har government, Nifty ko hamesha upper hi rekhna chahega ,Nifty ko upper le Jane k liye index manage kiya jata hai ,to long time mai Nifty k sath hi rehne mai fayda hai ,apna dimag lagaoge to underferform karoge.

[@AlokJain]

Nifty will go up no doubt

[@mandarp9472]

Concern now - Israel - Iran war and US elections

[@rao91188]

How would this index perform when markets are moving sideways and there is less standard deviations? Thank you for your valuable videos. I really appreciate it.

[@AlokJain]

Lot of past data is there to study

[@Dahyabhai.Chaudhary]

Hindiiii please