This document is a presentation on identifying investor types and sectors. It discusses determining an investor's risk appetite, investment horizon, and whether they are an active or passive investor. It then covers the main types of sectors - value, growth, cyclical, and momentum - and provides brief definitions for each. The presentation aims to help investors narrow down their sector research based on their identified investor type.

1. VIVEK
BAJAJ
LEARN2INVEST
Know where to start and how to start!
PRESENTS
SESSION 6

2. IDENTIFY
YOUR
INVESTOR
TYPE &
SECTORS
Key Agenda
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3. WHAT
TYPE OF
INVESTOR
ARE YOU?
ACTIVE
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PASSIVE

4. DETERMINING YOUR
RISK APPETITE
RISK
&
RETURN
ARE
DIRECTLY
PROPORTIONAL
Re 5% Re 10% Re 8% Re 20% Re 15%
20
15
10
5
0
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5. FIXING YOUR
INVESTMENT HORIZON
Less Than 1 Year
Tactical Investor
Looking for a short-
term gain or a one-time
opportunity
3 Years
Goal-oriented in the
short term with
specific
needs/wants to be
fulfilled using
specific information.
5 Years
Medium Term
investor generally
has medium term
goals like paying off
a home loan, etc.
10 Years & More
Long-Term investor
with time not being a
constraint. Looking for
multi-fold returns and
security. Retirement
fund at times.
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6. LET'S HELP
YOU FIGURE
OUT THE TYPE
OF INVESTOR
YOU ARE!
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7. TYPES
OF
SECTORS
VALUE
The Right Art Of Investing - SAJAL KAPOOR
https://youtu.be/V77Pa5uCgzM
MOMENTUM
A to Z of Momentum Trading and Investing -ALOK JAIN
https://youtu.be/R8qYEOZF460
GROWTH
शेयर बाजार में बड़ा पैसा कै से बनता है ? - VARINDER BANSAL
https://youtu.be/ZdcOSuQtltI
CYCLICAL
How to Invest in Cyclical Stocks? -JITEN PARMAR
https://youtu.be/LNugKiQkP0I
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8. WHAT IS
VALUE?
This sector is defined by the hidden value or
intrinsic value that gives multi-fold returns when
unlocked. The hidden value/intrinsic value could
be defined by land bank, excessive cash,
technology, etc. These when unlocked due to a
change in policy, disruption in technology, or a
mere conversion of an opportunity, gives massive
upside which was uknown to the general
eyesight.
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9. WHAT IS
GROWTH?
This sector is defined by the increase in
propensity of consumption by human beings.
Human beings are constantly growing in
population and subsequently in consumption,
whether edible or non-edible. The needs and
wants are on a constant rise and these sectors are
driven by the growth in these needs and wants.
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10. WHAT IS
CYCLICAL?
This sector depends on natural and man-made
phenomenons and directly relates to the business
cycles that exist in the economy. Natural
phenomenons like seasonality in the agriculture
sector and man-made phenomenons like changes
in interest rates and commodity prices are some
examples justifying the cyclicality behind these
sectors. Ideally, capturing the movement from a
"Down-Cycle" to "Up-Cycle" is the primary goal of
the investor in these sectors.
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11. WHAT IS
MOMENTUM?
This could be part of any sector and is purely
driven by an aggressive movement or a wave in
any particular sector. There is no pre-defined
segregation except the volume at which the sector
starts operating suddenly due to a shift in
consumer/producer behaviour resulting out of
external causes. For example, the Pharma Sector
experienced momentum due to the Covid-19
pandemic.
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12. LEARN2INVEST |
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ACTIVE
ACTIVE
AGGRESSIVE
AGGRESSIVE
ACTIVE
ACTIVE
DEFENSIVE
DEFENSIVE
PASSIVE
PASSIVE
AGGRESSIVE
AGGRESSIVE
PASSIVE
PASSIVE
DEFENSIVE
DEFENSIVE
V
V
V
V
G C M
G
G
G
C
C
C M
M
M

13. LET'S HELP YOU
NARROW DOWN
YOUR SECTOR
RESEARCH
BASED ON YOUR
INVESTOR TYPE!
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14. THANK
YOU!
TAKE A SIMPLE IDEA,
AND TAKE IT
SERIOUSLY.
CHARLIE MUNGER
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