Calculate how many shares to sell to remove capital

This is an excel sheet to calculate how many shares are to be sold to remove capital invested. 

Here is the link: How many shares to sell to recover invested capital

Enter:

1. How many shares you currently own
2. Buy Price 
3. Current market price

Good books for long term investing:

Disclaimer

The views presented in this article are opinions and not necessarily a comment on the legality of the strategy adopted

The views expressed in this article are for educational and reading purpose only. The author does not solicit any course of action based on these views and the reader is advised to exercise independent judgment and act upon the same based on its/his/her sole discretion, their own investigations and risk-reward preferences. This article and the information do not constitute a distribution, an endorsement, an investment advice, an offer to buy or sell or the solicitation of an offer to buy or sell any securities mentioned in this Document or an attempt to influence the opinion or behavior of the Investors/Recipients.

The article is prepared on the basis of publicly available information, internally developed data and from sources believed to be reliable. Due care has been taken to ensure that the facts are accurate and the views are fair.

Author , its associates or any of their respective directors, employees, affiliates or representatives do not assume any responsibility for, or warrant the accuracy, completeness, adequacy and reliability of such views and consequently are not liable for any direct, indirect, special, incidental, consequential, punitive or exemplary damages, including lost profits arising in any way for decisions taken based on the said article. The views presented in this article are opinions and not necessarily a comment on the legality of the strategy adopted. Views of the concerned fund house have been duly considered while covering the issues highlighted in the article.

It is stated that, as permitted by SEBI Regulations and the Company’s Employee Dealing Policy, the associates, employees, affiliates of the author may have interests in securities referred to in the information. The contents herein – information or views – do not amount to distribution, guidelines, an offer or solicitation of any offer to buy or sell any securities or financial instruments, directly or indirectly, in the United States of America (US), in Canada, in jurisdictions where such distribution or offer is not authorized and in FATF non-compliant jurisdiction and are particularly not for US persons (being persons resident in the US, corporations, partnerships or other entities created or organized in or under the laws of the US or any person falling within the definition of the term “US person” under Regulation S promulgated under the US Securities Act of 1933, as amended) and persons of Canada.

a. Securities investments are subject to market risks and there is no assurance or guarantee that the objective of the investments will be achieved.

b. As with any investment in securities, the value of investments can go up or down depending on the factors and forces affecting the capital market. Author is not responsible/liable for any losses resulting from such factors.

c. Securities investments are subject to external risks such as war, natural calamities, and policy changes of local/international markets which affect stock markets.

Good shares for long term investment in the Indian Market

This is an excel sheet tracking the NIFTY ALPHA QUALITY VALUE LOW-VOLATILITY INDEX which has 30 shares. 

As the name suggests, these shares have:

1. High alpha: More gains as compared to the index.
2. Value: Low P/E (Few of them are costly but they have been always valued high)
3. Low volatility: The shares do not have rapid falls or gains as compared to the index.

The Index is updated by NSE every 6 months

This includes data for the :

1. Current market price
2. Market Cap
3. 52 week high and low
4. The difference from 52 weeks high

Although past performance does not guarantee future returns, these have been long term wealth creators. 

You can read more about the index and its performance on the NSE website

Other Posts:

• Investing snapshot
• Calculate how many shares to recover capital

Good books for long term investing:

Disclaimer

The views presented in this article are opinions and not necessarily a comment on the legality of the strategy adopted

The views expressed in this article are for educational and reading purpose only. The author does not solicit any course of action based on these views and the reader is advised to exercise independent judgment and act upon the same based on its/his/her sole discretion, their own investigations and risk-reward preferences. This article and the information do not constitute a distribution, an endorsement, investment advice, an offer to buy or sell or the solicitation of an offer to buy or sell any securities mentioned in this Document or an attempt to influence the opinion or behavior of the Investors/Recipients.

The article is prepared on the basis of publicly available information, internally developed data and from sources believed to be reliable. Due care has been taken to ensure that the facts are accurate and the views are fair.

author , its associates or any of their respective directors, employees, affiliates or representatives do not assume any responsibility for, or warrant the accuracy, completeness, adequacy and reliability of such views and consequently are not liable for any direct, indirect, special, incidental, consequential, punitive or exemplary damages, including lost profits arising in any way for decisions taken based on the said article. The views presented in this article are opinions and not necessarily a comment on the legality of the strategy adopted. Views of the concerned fund house have been duly considered while covering the issues highlighted in the article.

It is stated that, as permitted by SEBI Regulations and the Company’s Employee Dealing Policy, the associates, employees, affiliates of the author may have interests in securities referred to in the information. The contents herein – information or views – do not amount to distribution, guidelines, an offer or solicitation of any offer to buy or sell any securities or financial instruments, directly or indirectly, in the United States of America (US), in Canada, in jurisdictions where such distribution or offer is not authorized and in FATF non-compliant jurisdiction and are particularly not for US persons (being persons resident in the US, corporations, partnerships or other entities created or organized in or under the laws of the US or any person falling within the definition of the term “US person” under Regulation S promulgated under the US Securities Act of 1933, as amended) and persons of Canada.

a. Securities investments are subject to market risks and there is no assurance or guarantee that the objective of the investments will be achieved.

b. As with any investment in securities, the value of investments can go up or down depending on the factors and forces affecting the capital market. Author is not responsible/liable for any losses resulting from such factors.

c. Securities investments are subject to external risks such as war, natural calamities, and policy changes of local/international markets which affect stock markets.