22. Learn a Successful Techno Funda Strategy & How to Manage your Portfolio? #Face2Face with Rohan Mehta
Stock selection process
Screening: ALL time High & All time Profit & All time high relative strength (RS or RSI Outperform nitfy 500)
analyze: turnaround story breakout after long consolidation, valuation
Value vs Process
Net profit higher than price, price gradually eaching to its value..
formula to screen >>> ??
video trranscription
control over losses profits are not in our hands.
PPP price profit and people
Price: All time high, multi year consolidation breakout, deciding exit before entry.
Profit: Value greater than Price, All time high Profits, turnaround stories,
Peoples: management, scuttlebut research, due diligence
more profit from turnaround stories turnaround sector
chemical sector 15 years no then 15x return.
company breakut from 10 years consolidation
ex: l&t
is this company outperforming the sector
all time high after decade
profits:
profit value 3x price same in l&t
value is higher than price..
no debt
3 filtes all time high after long decade, profit high then turnaround story
PSU denial of price or investing value getting bigger price not people not inerested.
PE 4 times dividend 6%
allocation
15-18 stocks 10 good
top 50 50% rest 33%,
sector turnaroud
tata has high debt compare to mahindra and maruti
tvs, bajaj gud honda not all time high
nifty 500 peer index outperfor sbi out rnked hdfc,icici in last 2 years
212 EMA exit
ath stocks scanner weekly
Debt to equity < .6 AND
From 52w high >.8 AND
Market Capitalization > 1000 AND
Market Capitalization <10000 AND
Pledged percentage < 1 AND
Sales growth >Sales growth 3Years AND
Sales growth >Sales growth 5Years AND
Profit growth >Profit growth 3Years AND
Profit growth >Profit growth 5Years AND
Price to Earning <EPS AND
Price to Earning <50 AND
Price to Earning <Industry PE AND
Price to Earning <Historical PE 3Years
rohan mehata stock Sc0rin formula sample* appox:
breakout after long time consolidation * (jackpot) turnaround
ATH Price score 5,
ATH Profit score 4
ATH Sales 3
PE<EPS 2
ATH Latest Q Profit 1
passising score 10
these things changed
https://www.youtube.com/watch?v=i5NrQr3Emuw
Stock picks
Weekend scan
Within 25% of their 52 week high
Eliminate stocks below 30 rupees
200MA rising over 3 months
50 MA is above 200MA
Current price is above 200 Ma and preferably above 50Ma
Current price is at least 50%-100% from 52 week low
The stock have made 52 week high at least once every 6 months.
Weekly 52 week high sell on Friday groww
Screener
Return over week <5
Market cap 20k,to 5k,
Learn How To Find Multibagger Stocks In 3 Simple Steps | Ft Rohan Mehta | MastersInOne | EP-32
video link
data driven or mindset driven
5 quants
- what to buy
- how much to buy
- when to buy
- when to sell
- when to scale the position
what & when buy based PPP Strategy
how much to buy
We buy 15 Stocks, Allocation is decided on our Turtle Risk Management System, we do not invest lesser than 4% and more than 6% in the 1st phase of a stock Investments.
Maximum Investment Money stock is 10% and we don’t Often Trim our Portfolio.
We believe in 50% of Top 5 Stock(each 10%), (6% each ) Next 30% in Next 5 Stock & (4% each) Last 20% in last 5 Stocks.
When to Exit?
We decide Exit before we enter a stock, there are 3 types of Exit we prepare for
1. Price wise exit, Known as Happy Loss ex: 200 days *
2. Business wise exit, deciding when to exit as per the stock business and growth
3. Non-Performance Exit: Exiting if stock is not performing and not correcting
(added my own; 25% per annum, 2% month, weekly 0.5% daily 0.1%) trigger week or month.. or months.. monthly would be better idea my case..
When to Scale Up?
We Scale up and give more allocation to the performer stock, as per the company improves the performance in PPP Process
No need to check the market if market then intution
Turn around strategy
PPP Price, Profit, People
all time high Price
All time high profits
Scoring quants
All time high Price – 1
All time high Profits -1
All time high releative strenth -1 (recently added) *
we take 3 score for further resarch.
exting through quants
relative strenth above 100 -1
ATP, ATH 2
and outperforming nifty 500 or not.
if score below 2 we take further review
2 wait 1 or 0 replace with another.
Money made in ignorant stocks
exit strategies
price, daily 200 ema or shor term 100, 50
exit karke outformer , previous stock may high.. sold tcs 20% till date and bought blss 300x
non performer
better perfoformer
Stock need to outperform NIFTY 500 as Benchmark
Value Higher than Price,
IRFC Profit went 8x, price at same.
