How to Build a Smarter Portfolio With Clear Exit Signals | Ft Rohan Mehta | MastersInOne | EP - 65
Автор: Vijay Thakkar
Загружено: 2025-12-12
Просмотров: 20087
In this episode, Vijay Thakkar sits down with Rohan Mehta to discuss one of the most misunderstood yet most important parts of investing - EXIT STRATEGY.
Most investors focus on which stock to buy, but very few learn when to sell, when to hold, and how to replace under performers.
This podcast explores a clear, data-driven approach to exits and portfolio management — without predictions, hype, or guaranteed outcomes.
What We Discuss in This Video:
Why exits matter more than entries
How to identify strong vs weak performers
How to avoid emotional selling
The 3 signals used to evaluate exits
Understanding Add / Hold / Replace logic
A portfolio review process that simplifies decision-making
How professionals think about allocating and de-allocating capital
Real examples of stocks and exit outcomes
A discussion on silver and asset allocation (purely educational)
Key Insight:
“Investors lose less in losses but lose MUCH more by exiting winners too early.”
This episode helps you understand how to build a smarter, data-backed approach to your portfolio — not by predicting markets, but by using consistent rules.
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Connect with : Rohan Mehta ji
Website mentioned - www.exitmantra.com
Twitter - / rohanmehta_99
Website - https://turtlewealth.in/
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#portfoliomanagement #exitstrategy
Do Subscribe - / vijaythakkar
Plan Your Trade
Thanks for watching!
Happy Trading & Investing :)
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Connect With Me At :
Twitter: / vijaythk
Instagram: / itsvijaythk
Telegram Channel : https://t.me/itsvijaythk
Facebook: / itsvijaythkk
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Topic covered in Video
Timestamp:
00:00 – Intro
01:00 – Why Exit Strategy Matters
10:00 – Understanding Exit Signals
20:00 – Portfolio Review Logic
35:00 – Real Stock Examples
50:00 – Silver Case Study
1:00:00 – Final Thoughts
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DISCLAIMER:
1. Vijay Mahendra Thakkar Proprietor of Vijay Thakkar is registered with SEBI as Individual Research Analyst vide Registration number INH000022844 dated August 21, 2025, pursuant to which it provides Research Analyst services to its clients.
2. Any matter displayed in this content are purely for Knowledge purpose and shall not be treated as an advice or opinion of any kind. Neither Vijay Mahendra Thakkar Proprietor of Vijay Thakkar nor the marketing agents related to the firm shall be held liable/responsible in any manner whatsoever for any losses the viewers may incur due to acting upon this content.
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7. The securities quoted are for illustration only and are not recommendatory.
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