Watch this before you invest in an ETF

[@Roxannwatts]

My biggest irk with ETFs is the lack of optimization;changes in any given stock in the ETF can drag your portfolio down. While dividends can provide immediate income, the true power lies in the compounding effect over many years. But in general, I think the stock market isn't showing any sign of slowdown and I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...

[@JohannLang-r8y]

I think a good investment portfolio should have three basic things: ETFs for diversification, dividend stocks for cash flow, and leading tech stocks. With your budget, it's a good idea to talk to a fiduciary financial advisor for expert advice.

[@NatalieFormor]

True, initially I wasn't quite impressed with my gains, I was doing so badly, figured I needed to diversify into better assets, I touched base with a portfolio-advisor and that same year, I pulled a net gain of 550k...that's like 7times more than I average on my own.

[@Robbertskypes]

I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?

[@NatalieFormor]

Just gotta give props to Viviana Marisa Coelho , my CFA, she's the real deal in the finance game. Dive into her background, this lady's a treasure trove of experience and knowledge for anyone navigating the financial jungle.

[@DanielOrstein]

She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.

[@ajay_krishna]

Wow, I had thought of this difference. But to what extent is the difference in price? I think it will often be way less than 0.5% and there is no concern.

[@BK-oz3ml]

Isn't it better to buy when CMP < INAV? Seems like buying in discount

[@sarabjotsingh4458]

Very useful info.. but futile for Zerodha users. Very tough in Zerodha to get nav of an etf listed in your watchlist. Zerodha walon.. kuch kro yaar.. Please make it easy to get iNAVs on watchlist. Have some easy nomenclature. On one hand even a brand name can be enough to find a stock.. on other hand finding etf nav on kite is sooo tough.

[@varsitybyzerodha]

To check the iNAV of an ETF on Kite, simply search for "iNAV" in the marketwatch and click "Add." For detailed instructions, refer to this article: support.zerodha.com/category/trading-and-markets/kite-web-and-mobile/others/articles/what-is-inav

[@sarabjotsingh4458]

@varsitybyzerodha I followed above process but got very limited number of navs.. A to D. Is there a way to get other ones on my mobile app ? Specifically tell me how to get kotak AMC's Alpha ETF's nav ? Or your own zerodha Case the liqid etf's nav ?

[@mrtonyktl]

how to check inav in zerodha

[@kshitijdarwhekar]

If you trade any international etfs you will see iNAV instead of NAV.

[@Onlynatures]

​@@kshitijdarwhekar😂😂 ab NAV nahi INAV hota bhai

[@hari14m]

Amc website for inav

[@JaisatyaGudiwaka-g8g]

Directly in nse website by just checking for that etf

[@varsitybyzerodha]

To check the iNAV of an ETF on Kite, simply search for "iNAV" in the marketwatch and click "Add." For detailed instructions, refer to this article: support.zerodha.com/category/trading-and-markets/kite-web-and-mobile/others/articles/what-is-inav

[@divyanshubansal14]

Etf me market me chlne wala price hota h and nav to nav kaise calculate hoti h

[@sohank7131]

Does Zerodha shows the iNAV on its website ?

[@MorganMarién]

I really appreciate your efforts! Just a quick off-topic question: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How should I go about transferring them to Binance?

[@DrPratikBabel]

Where to find iNAV, brokers shall give inav tracking as well for enhancing consumer experience

[@bseandnse]

Thanks for Valuable information. Does that means the inav is decided by etf companies?

[@niketraja]

what would be the tax on Motilal Oswal Nasdaq 100 ETF bought in March 2023? would it same if I sell in FY25 v/s if I sell in FY26? is holding period considered as 1 year or 2 year for this ETF?

[@rahul_20004]

Hi Team, a quick question.... as per video ... NAV is the closing price of the underlying assets ... so this should be constant throughout the day ..... but it also fluctuates during the trading hours .... eg NIFTYBEES price (NAV) fluctuates throughout the day ... why ?? am I missing something ???

[@shre6619]

I had the Same question

[@kailashsood1789]

Where on kite app one can see inav of ETF

[@varsitybyzerodha]

To check the iNAV of an ETF on Kite, simply search for "iNAV" in the marketwatch and click "Add." For detailed instructions, refer to this article: support.zerodha.com/category/trading-and-markets/kite-web-and-mobile/others/articles/what-is-inav

[@ddesai1080]

How we can buy ETF directly from AMC instead of on exchange? or other words wants to invest in ETF means increase the corpus of AMC instead of transferring from another unit holder.

[@unnikrishnan_ravi]

You can buy directly from AMC if the amount is huge enough

[@sp-ye7ht]

Hi, is this inav useful for only etf investing or is it useful for etf traders also?

[@varsitybyzerodha]

iNAV is more relevant for ETF investors as it helps assess whether the market price is close to the fair value of the ETF. For traders, short-term price movements and liquidity matter more than iNAV, so it’s not as useful for them.

[@sp-ye7ht]

@@varsitybyzerodha thank you for the reply.

[@7patel445]

Superb, nicely explained

[@varsitybyzerodha]

Glad you liked it! 🙂

[@vamseekrishna7076]

Example taken for the pricing of ETF with vegetables is misleading (120Rs vs 125Rs - 4% extra)

[@melvinselvaraj]

Thank you Ak 😌

[@sp-ye7ht]

Which are the sites/brokers which give this inav data..

[@Onlynatures]

Sab dete etf ke sath NAV likh ke check karo

[@hari14m]

The AMC website

[@sp-ye7ht]

@@Onlynatures bat nav kee nahi inav kee ho rahi hai

[@sp-ye7ht]

@@hari14m i mean at one place.. For amc for each etf we have to check different amc websites which is not convenient.

[@Onlynatures]

@@sp-ye7ht pehle NAV aata tha chote ab iNav aata hai. Indicative laga diya hai or sab broker dikhate hain isko kisi bhi etf ke sath iNav likh de aa jayega

[@vineetkapoor1300]

I don't think this is useful. One should choose an ETF when it has corrected and there's a good chance for it to bounce back rather than looking at iNAV. If you buy it a little expensive, there's a chance at the time of selling it may be expensive too.

[@Messi10947]

I remember you from yadnya investment.

[@arc6676]

arrey...Yadnya to Zerodha switch. Congrats

[@Wealth4generations]

Don't be a news channel and share only gyaan. Show practical use

[@Rudi_Mentary723]

If you want to have everything spoon fed to you, go back to eating from your mother's hands.

[@divyakumar8147]

thanks

[@Sau.libran]

It’d have been so much easier to explain this with real example rather than using vegetables…thanks anyways

[@ParasPatel-z8u]

You take time to discribe concept but not deatils how to use it in properway.

[@MOHITRATNESH]

boring, yadnya me hi thik thi

[@Messi10947]

Tu chup baithta to hi theek tha