Top Tweets for #SolitairePMS

4 months ago

#SolitairePMS is coming out of a tough phase with portfolio companies delivered improving quarterly performance. Our product philosophy of avoiding cyclicals and leveraged companies has kept us firmly in a safer, though boring investment zone. While it appears to be a phase of muted performance, we are working constantly on making the portfolios deliver strong long-term outperformance. This is mainly made possible due to our investors regularly adding monies to their portfolios. They are scaling up in markets like the present. Returns are also making a strong comeback when markets recover. If you wish to invest in. SolitairePMS, do fill the form below. https://t.co/Xvn7AaFOSk

shyamsek's tweet photo. #SolitairePMS is coming out of a tough phase with portfolio companies delivered improving quarterly performance. Our product philosophy of avoiding cyclicals and leveraged companies has kept us firmly in a safer, though boring investment zone. While it appears to be a phase of muted performance, we are working constantly on making the portfolios deliver strong long-term outperformance. This is mainly made possible due to our investors regularly adding monies to their portfolios. They are scaling up in markets like the present. Returns are also making a strong comeback when markets recover.

If you wish to invest in. SolitairePMS, do fill the form below.
https://t.co/Xvn7AaFOSk

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6 months ago

#SolitairePMS had a rather soft uneventful November. Our investment approach took a further step away from risk. We continue to prioritise capital protection over risk taking. This does not seem like the right time to take more risks in highly volatile smallcaps and midcaps. The largecaps we are buying are also not stocks currently in favour with the market. Not investing in cyclicals like banking and metals is core to our product philosophy. All this only means that the softness in this portfolio should continue for some time. Our stance continues to be strongly defensive. But, we think it is a good time to scale up portfolios. Incremental investment would be very rewarding in the long term. If you like to start on your SolitairePMS journey , fill the form below. https://t.co/Xvn7AaFOSk

shyamsek's tweet photo. #SolitairePMS had a rather soft uneventful November. Our investment approach took a further step away from risk. We continue to prioritise capital protection over risk taking. This does not seem like the right time to take more risks in highly volatile smallcaps and midcaps. The largecaps we are buying are also not stocks currently in favour with the market.

Not investing in cyclicals like banking and metals is core to our product philosophy. All this only means that the softness in this portfolio should continue for some time. Our stance continues to be strongly defensive.

But, we think it is a good time to scale up portfolios. Incremental investment would be very rewarding in the long term. If you like to start on your SolitairePMS journey , fill the form below.

https://t.co/Xvn7AaFOSk

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10 months ago

#SolitairePMS had another stable month. We run a flexicap strategy and invest away from the benchmark. Our investment approach draws on a decade of live investing when this product philosophy got built before it was launched as a PMS. That real-time experience is what gives this product its unique resilience. I enjoy running this strategy as it is close to my heart and at the same time challenging to manage as we dont buy banks and leveraged companies.

shyamsek's tweet photo. #SolitairePMS had another stable month. We run a flexicap strategy and invest away from the benchmark. Our investment approach draws on a decade of live investing when this product philosophy got built before it was launched as a PMS. That real-time experience is what gives this product its unique resilience. I enjoy running this strategy as it is close to my heart and at the same time challenging to manage as we dont buy banks and leveraged companies.

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10 months ago

#SolitairePMS had another stable month. We run a flexicap strategy and invest away from the benchmark. Our investment approach draws on a decade of live investing when this product philosophy got built before it was launched as a PMS. That real-time experience is what gives this product its unique resilience. I enjoy running this strategy as it is close to my heart and at the same time challenging to manage as we dont buy banks and leveraged companies.

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11 months ago

#SolitairePMS had another strong month in July. While we believe in the intrinsic strength of the portfolio, this year will not be easy. We will see swings in performance and our focus will be on strengthening the portfolio, scaling up new bets, finding new ideas for our investment universe and staying patient. Newer investors signing up now will see their portfolio form and take shape. Existing investors regularly give us incremental money to be invested. Our focus remains on ensuring we never waste a temporary crisis and turn volatility to our advantage. As the portfolio Manager, it is both a challenging and interesting year to run a product strategy like Solitaire. 16 years since I first ideated this product and six years since it became a PMS offering, I enjoy running this product more than anything else I do. When you build something special over such a long period of effort, it becomes a way of life. If you like to know more about Solitaire and join me in this journey, feel free to fill this form. We welcome you to join our family of happy investors. @ithoughtpms https://t.co/Xvn7AaFOSk

shyamsek's tweet photo. #SolitairePMS had another strong month in July. While we believe in the intrinsic strength of the portfolio, this year will not be easy. We will see swings in performance and our focus will be on strengthening the portfolio, scaling up new bets, finding new ideas for our investment universe and staying patient. Newer investors signing up now will see their portfolio form and take shape. Existing investors regularly give us incremental money to be invested. Our focus remains on ensuring we never waste a temporary crisis and turn volatility to our advantage. As the portfolio Manager, it is both a challenging and interesting year to run a product strategy like Solitaire. 16 years since I first ideated this product and six years since it became a PMS offering, I enjoy running this product more than anything else I do. When you build something special over such a long period of effort, it becomes a way of life. If you like to know more about Solitaire and join me in this journey, feel free to fill this form. We welcome you to join our family of happy investors. @ithoughtpms

https://t.co/Xvn7AaFOSk

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about 1 year ago

We don't invest in banks as part of our investment philosophy. That's how we curated #SolitairePMS. So when banks lead the market, our benchmark is likely to show superior performance. But, that should not really bother us. Because the stock selection done outside of banks should deliver on return expectations. That's the design of SolitairePMS. This year has been interesting from a performance perspective. Despite banks having a great year, and us not owning them, we are doing decently. Not many people get the import of this. But, this is not going to be an easy phase and we are upfront about our thinking. As a manager we have a job to do and we are absolutely committed to doing a good job. When we get a good month, we are only feeling all the more inspired to work harder for our investors. If you like to know more about SolitairePMS or wish to join us in this journey, fill this form below: https://t.co/Xvn7AaFOSk

shyamsek's tweet photo. We don't invest in banks as part of our investment philosophy. That's how we curated #SolitairePMS. So when banks lead the market, our benchmark is likely to show superior performance. But, that should not really bother us. Because the stock selection done outside of banks should deliver on return expectations. That's the design of SolitairePMS.

This year has been interesting from a performance perspective. Despite banks having a great year, and us not owning them, we are doing decently. Not many people get the import of this. But, this is not going to be an easy phase and we are upfront about our thinking.

As a manager we have a job to do and we are absolutely committed to doing a good job. When we get a good month, we are only feeling all the more inspired to work harder for our investors.

If you like to know more about SolitairePMS or wish to join us in this journey, fill this form below:
https://t.co/Xvn7AaFOSk

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about 1 year ago

This video tells you what I said then. It has been a wonderful journey. The support we got from investors is truly humbling. It gives us tremendous encouragement to do better. If you like to join us in the #SolitairePMS journey, fill in the form below. https://t.co/Xvn7AaFOSk

about 1 year ago

Solitaire PMS: Investing with Conviction, Not Convention | By @shyamsek Build a portfolio that's truly yours — start your Solitaire PMS journey today Join Now: https://t.co/8xsHhaiX1p #SolitairePMS #ValuationDrivenInvesting #SmartInvesting #PersonalisedPortfolio #EquityInvesting #LongTermWealth #ithoughtPMS #DisciplinedInvesting #MarketTimingMyth #CustomPMS #InvestmentWithConviction #ModerateFeesGreatValue #WealthWithoutWorry #shyamsekhar

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about 1 year ago

Solitaire PMS: Investing with Conviction, Not Convention | By @shyamsek Build a portfolio that's truly yours — start your Solitaire PMS journey today Join Now: https://t.co/8xsHhaiX1p #SolitairePMS #ValuationDrivenInvesting #SmartInvesting #PersonalisedPortfolio #EquityInvesting #LongTermWealth #ithoughtPMS #DisciplinedInvesting #MarketTimingMyth #CustomPMS #InvestmentWithConviction #ModerateFeesGreatValue #WealthWithoutWorry #shyamsekhar

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about 1 year ago

The tough times continue for #SolitairePMS. We don’t invest in leveraged companies. Banks do not form a part of our portfolio. We generally invest away from the benchmarks in this portfolio. This has had a significant impact over the last quarter. While our portfolio beta is normally lower than 1 over a longer time horizon, we do experience higher volatility for short periods like in the present during bigger market swings. However, our experience has been that these tough times tide over and once the markets stabilise, our strategy catches up. Over the long term, our performance & portfolio strategy remain stable.

about 1 year ago

Solitaire PMS Performance – March 2025 Update Stay updated on the latest Solitaire PMS performance. See how it compares against the benchmark and delivers long-term value. To know more about our PMS, visit https://t.co/d1NlkenaBc #Investment #PMS #MutualFunds #PortfolioManagement #EquityInvesting #Finance #ithoughtpms #PerformanceUpdate #PMSProduct #InvestmentPerformance #March2025 #SolitairePMS #MarketTrends #ithoughtpms

ithoughtpms's tweet photo. Solitaire PMS Performance – March 2025 Update

Stay updated on the latest Solitaire PMS performance. See how it compares against the benchmark and delivers long-term value.

To know more about our PMS, visit https://t.co/d1NlkenaBc

#Investment #PMS #MutualFunds #PortfolioManagement #EquityInvesting #Finance #ithoughtpms #PerformanceUpdate #PMSProduct #InvestmentPerformance #March2025 #SolitairePMS #MarketTrends #ithoughtpms

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over 1 year ago

Another tough month for the market..and a difficult one for #SolitairePMS. We didn't do too badly. Frankly speaking, these monthly trends don't even matter. The good news is that we are calling in cash. We are raising cash in client accounts so that we can buy specific stocks when they become cheaper. This correction is a good opportunity to start a #SolitairePMS account, if you haven't yet. @ithoughtpms We will deploy money gradually and responsibly. And, when it's a good time to become aggressive, we will always let you know. @ithoughtadviser

shyamsek's tweet photo. Another tough month for the market..and a difficult one for #SolitairePMS. We didn't do too badly. Frankly speaking, these monthly trends don't even matter.

The good news is that we are calling in cash. We are raising cash in client accounts so that we can buy specific stocks when they become cheaper.

This correction is a good opportunity to start a #SolitairePMS account, if you haven't yet. @ithoughtpms

We will deploy money gradually and responsibly. And, when it's a good time to become aggressive, we will always let you know. @ithoughtadviser

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over 1 year ago

#SolitairePMS is deploying capital very diligently in the current market scenario. Clearly, we are prioritising prudence over generation of returns right now. We are raising cash wherever necessary.

shyamsek's tweet photo. #SolitairePMS is deploying capital very diligently in the current market scenario. Clearly, we are prioritising prudence over generation of returns right now. We are raising cash wherever necessary. https://t.co/dgo1dcHCAu

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almost 2 years ago

Today, I am talking to our #SolitairePMS clients at 4 pm and the links to the webinar are already sent to you. We will discuss our five year journey, our current positioning and our thinking on the way forward. I request all our clients to join us in this webinar. @ithoughtpms

shyamsek's tweet photo. Today, I am talking to our #SolitairePMS clients at 4 pm and the links to the webinar are already sent to you. We will discuss our five year journey, our current positioning and our thinking on the way forward. I request all our clients to join us in this webinar. @ithoughtpms https://t.co/6U0ZUtcbYC

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almost 2 years ago

Here is the Five Year story of #SolitairePMS in numbers. We are raising cash in our portfolios. In new portfolios, we are deploying only where we see value. Naturally, this would mean investing away for the benchmark for a period of time. This is a conscious choice made in the best interest of our investors. The idea behind this choice is to focus on portfolio safety over short term performance. Follow @ithoughtpms on X for regular updates.

shyamsek's tweet photo. Here is the Five Year story of #SolitairePMS in numbers. We are raising cash in our portfolios. In new portfolios, we are deploying only where we see value. Naturally, this would mean investing away for the benchmark for a period of time. This is a conscious choice made in the best interest of our investors. The idea behind this choice is to focus on portfolio safety over short term performance. Follow @ithoughtpms on X for regular updates.

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முதலீட்டுக்களம்

@muthaleetukaLam

almost 2 years ago

5 YEARS OF SOLITAIRE PMS - என்னுடைய JOURNEY Watch Full Video: https://t.co/gi5RCfFVz8 #SolitairePMS #solitaire #ithoughtpms #5YearsOfSolitaire #Shyamsekhar #flexicap #PMS #PortfolioManagementServices #Muthaleetukalam

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almost 2 years ago

#SolitairePMS completed five years this weekend. Here is my video on this journey.

almost 2 years ago

5 Years of Solitaire PMS - My Journey by @shyamsek Watch this video to know more! Know More About ithoughtpms: https://t.co/T4bRqNZsJw #SolitairePMS #solitaire #ithoughtpms #5YearsOfSolitaire #Shyamsekhar #flexicap #PMS #PortfolioManagementServices

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almost 2 years ago

5 Years of Solitaire PMS - My Journey by @shyamsek Watch this video to know more! Know More About ithoughtpms: https://t.co/T4bRqNZsJw #SolitairePMS #solitaire #ithoughtpms #5YearsOfSolitaire #Shyamsekhar #flexicap #PMS #PortfolioManagementServices

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almost 2 years ago

#SolitairePMS had another good month. More importantly, this strategy completes five years very soon. Our very first year was hugely challenging. And, from the worst of times, we travelled to the best of times. On this journey, numerous investors joined us and supported us all the way. We remain grateful to every one of you who have believed in us. We could not have done this without you.

shyamsek's tweet photo. #SolitairePMS had another good month. More importantly, this strategy completes five years very soon. Our very first year was hugely challenging. And, from the worst of times, we travelled to the best of times. On this journey, numerous investors joined us and supported us all the way. We remain grateful to every one of you who have believed in us. We could not have done this without you.

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almost 2 years ago

Testimonial from Mr Ashok Sivakumaran Happy Client, Happy Us! Here is what our client, Mr Ashok Sivakumaran has to say about his experience as a Solitaire investor! #SolitairePMS #ithoughtpms

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