Video summary
This is the strategy I use to Swing Trade...
Main summary
Key takeaways
Finance-focused summary (swing trading + risk/portfolio framework)
Market context / outlook (macro + technical)
- The speaker describes a market rebound after a sharp pullback: “bad news gets absorbed,” and price is recovering from a “scary 21,800 zone.”
- Resistance is cited around 23,800, which has acted as resistance “3 to 4 times.”
- Expectation: if Trump-related headlines stay quiet for the next 3–4 days, the speaker expects price to break above resistance and then gradually recover.
- Recovery pace is expected to be choppy, not a straight move to 26,000 (“up, down, up”).
Explicit caution/disclaimer: The speaker repeatedly warns that the approach—especially leverage—is very risky and not recommended for viewers. The emphasis is on learning and risk management rather than copying trades.
Portfolio construction + capital allocation (core methodology)
“Long-term core + short-term swing overlay” structure
The speaker keeps separate buckets:
- Core / locked portfolio (referred to as “STARS PF”) and a separate HDFC long-term account
- Swing trading capital generated by pledging holdings for margin (leveraged trading)
Why pledge instead of selling core holdings:
- Selling core holdings would realize losses and reduce the ability to deploy capital efficiently.
- Instead, the core is pledged to unlock margin.
Margin unlocking and deployment
In STARS PF (pledge + leveraged overlay)
- Invested: ~59 lakhs
- Current value: ~47 lakhs
- Overall P&L: about -19%
- Margin unlocked via pledge: about ~27 lakhs (speaker says roughly 50% of capital unlocked)
Leverage usage framing
- They deploy only part of available margin. Example:
- ~15 lakhs used, ~11 lakhs available
- Another account uses additional margin; total margin used mentioned:
- ~40 lakhs vs total capital scale of ~1.4 cr
- framed as < one-third of capital
Risk management rules (explicit)
- “Don’t lose money” first rule.
- Tight stop-loss: described such that even multiple stop-outs shouldn’t be catastrophic.
- Risk exposure cap: worst-day loss expected not more than ~2–3% of the total portfolio.
- If a trade moves in their favor, they raise the stop to “cost” (break-even) to prevent a drawdown.
- If a swing position “goes wrong,” they cut the position and take the loss (active exit discipline).
Trading setups / scanning framework (step-by-step)
High-level scanner universe
- Starts with a large watchlist of F&O stocks.
- Preference: use futures/options over cash buying due to taxes/charges on cash/MTF.
- Notes that MTF adds interest and costs, but it’s used in some cases.
Core technical setup categories
The speaker uses repeatable setup types:
- Volume spikes
- Trend reversal (declining stock forms base → then turns up)
- Tight setups (consolidation/near-breakout that may “explode”)
- Big positive events (e.g., acquisitions/partnerships → must provide favorable risk/reward)
Additional references mentioned:
- VWAP / R-ball / volume indicators linked to volume spike detection
- VCP is mentioned, but they say they don’t like it as much (doesn’t match their preference)
Screening filters (specific examples)
-
Near 52-week high by ~25%
- Looks for stocks ~25% below their 52-week high
- Confirms positive momentum on weekly/daily charts and breakout behavior
-
“Stage two” screener
- Targets Stage 2: strong upward rally / “mega upward phase”
- Uses weekly chart primarily (daily is said to “complicate” things)
-
CCI / Atlas CCI-type screener
- Uses CCI concept for strength confirmation
- Example context: bank stocks showing strength; mentions HDFC Bank and ICICI Bank
How they choose trade timing
- They often avoid entering on breakout day
- Instead they look for:
- close above level, or
- pullback to support after a breakout/support break
- Profit-taking is described as progressive along the way, not waiting for one fixed objective.
Specific trades / positions mentioned (tickers) + key details
Swing trades in one account (margin/pledge + futures/short-term)
TTK Prestige
- Weekly structure: breakout above a pattern; “bullish engulfing” type candle described
- Stop-loss: ~4.91%
- Risk/reward: about ~5x
- Plan: book profits progressively (e.g., 10%, then 25%, etc.) and move stop to cost/breakeven after price moves ~4–5%
SH Kelkar
- Trigger: news about a “billion dollar deal with HL”
- One-day move: +13% on the news day
- Stop-loss level mentioned around 9.22, but speaker notes they don’t like it and will require active risk management as price moves within small % ranges
NCC
- Fundamentals: described as “hammered,” low P/E, and order book increasing
- Macro/sector risk: government spending constraints
- Entry timing: bought on day 3 after market revival; chart described as reversal
- Bought using MTF (details below)
SCG
- Identified via volume spike + resistance + bullish momentum
- Entry around ~570
- Move cited: ~570 → ~593 (+3.95%)
- Leveraged/allocated P&L cited: up about 22% on ~2 lakh invested (reflecting margin/leverage sizing)
ICICI Bank
- Mentioned as a short-term futures trade that was exited (full price/time details not fully provided here; example exit mentioned later)
Core/other futures positions (STARS PF, “naked futures”)
- The account is said to have ~4 positions in STARS PF.
ICICI Bank (example exit)
- Exited at: 26,915
- Speaker notes exit happened quickly after a rapid spike to avoid opportunity cost
Baron Beverages (rangebound)
- Buy inside a range
- Stop-loss if price breaks below the range
- Plan: take multiple partial exits (“3 to 5 exits”)
Dixon (breakout / trend change)
- “Breakoff trend” after a prior downtrend
- Multiple exits planned
Titan
- Weekly momentum; ties narrative to “earnings season” and positive fundamental updates tied to “gold companies”
- Scorecard numbers cited: ~0.92% change and ~15k profit
- Stop management: move stop to cost (or cost + small) as profits accrue
Chumbul / Choice / 361 / MCX / Trent
- Mentioned as “tracking zone” / paper trade / watchlist candidates
- Some explicitly not invested, used to validate setups
- Trent considered higher risk due to earnings and already high valuation fundamentally
Example MTF use (explicit cost framing)
The speaker buys NCC using MTF with the following framing:
- MTF described as involving a funding structure where HDFC finances a portion (speaker estimate: ~0.7%/month cost as an assumption)
Position numbers
- Invested by speaker: ~2 lakhs
- HDFC funds: ~4.18 lakhs (speaker states HDFC funds the remaining)
- Total position: ~7.16 lakhs
- Avg/billed cost referenced by “paid” amounts: includes values like 3.42 paid and 4.18 paid (as described in the session)
- Current P&L: +2.98%, about +₹22,000
- Average buying price: ~211.47 (buys at 211.47 twice)
Intent: “let it cook / ride,” not panic—due to low volatility.
Pledged-margin used for short-term swing overlay (second account with MTF)
- In the HDFC account example:
- Holdings: Beta Drugs and Bajaj Holdings (Bajaj Holdings singled out)
- They pledge Bajaj Holdings to obtain margin, then deploy margin into swing trades.
Margin figures
- Available/used margin discussed: ~14 lakhs used (as described)
Performance / monitoring metrics explicitly mentioned
-
STARS PF performance
- Current value: ~47 lakhs
- Total investment: ~59 lakhs
- P&L: ~ -19.75%
-
Risk sizing example
- Total capital: ~1.4 cr
- Total margin used: ~40 lakhs (< 1/3)
-
Trade-level performance examples
- SCG: ~+3.95% move; ~+22% on leveraged invested amount
- NCC (MTF): ~+2.98%, about +₹22,000
- Titan: ~15k profit at the time of discussion
- Bajaj Holdings: up ~3.19% yesterday, with overall PF up ~1.4%
Disclosures / cautions (explicit)
- Multiple disclaimers:
- Not a suggestion to copy leverage or pledging; “very risky.”
- Don’t get into leveraged trading / MTF—implies it can destroy wealth.
- Speaker claims experience and tight total-portfolio risk tracking for 4–5 years.
- Regulatory statement:
- Says they are not SEBI registered, and therefore won’t provide stock recommendations.
Presenter / sources mentioned (end)
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Presenter: Shashank (speaker; referenced as “Shashan” in Q&A portions)
-
Referenced educators/people
- Rakesh Jhunjhunwala / RJ sir (futures trading approach reference)
- Mark Minervini (referenced in context of VCP)
- Trader Lion (YouTube channel for learning)
- Atlas CCI (YouTube screener reference; author said to have “disappeared” per the speaker)