PP
The Meet Kevin Pricing Power ETF
stock NYSE

I opened Microsoft’s latest quarter expecting to find some obvious reason people have turned so negative on the stock. The growth numbers didn’t really surprise me that much. Revenue was still up, operating income was still up, Azure was still growing fast. The number I kept staring at was cash paid for PP&E: $30.9B in one quarter. I still think of Microsoft as Office, Azure, enterprise software, high margins, all that. But that capex number is way heavier than the version of Microsoft I had in my head. Maybe everyone else already adjusted to this, but I’m only now realizing how different the AI buildout makes the business feel.

Achtung! Achtung! Mein PP ist gross 🫷😲🫸

Hey! Kais did real investigative journalism
He could be the heart of PP investigative services

That was exactly my thought. Kais was extremely pissed in the weeks following plootfest because he became aware that PP had made absolute bank off of it and hadn’t shared a dime with anybody, even though 100% of the content of his show was generated by guests like Kais, PP has never done anything at all. 

I think PP explains it very clearly, no?

Title: starting my first SIP at ₹5,000/month — need feedback on my allocation
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Hey everyone, finally took the plunge and locked my first mutual fund portfolio. Would love a roast or any suggestions.
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1. Risk Appetite
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Took the Nippon Risk Analyser — came out as Aggressive. I'm okay with short term volatility as long as long term growth is strong. I won't panic sell during a crash.
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2. Investment Goal
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Primary goal is long term wealth creation. No specific target event like house or education right now — just want to build a solid corpus over the next decade and let compounding do its thing.
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3. Investment Horizon
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10+ years minimum. I'm not touching this money. SIP date locked to 5th of every month, auto-debit set up.
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4. Allocation Details
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Monthly SIP — ₹5,000 total split across 5 funds:
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Parag Parikh Flexi Cap Direct Growth — ₹1,500/month (30%)
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UTI Nifty 50 Index Direct Growth — ₹1,500/month (30%)
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Motilal Oswal Nifty Midcap 150 Index Direct Growth — ₹1,000/month (20%)
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Nippon India Small Cap Direct Growth — ₹500/month (10%)
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Nippon India Gold Savings Fund Direct Growth — ₹500/month (10%)
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5. App I Use
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Zerodha Coin — all direct plans, zero commission.
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6. Why These Funds
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Parag Parikh Flexi Cap — only active fund in my portfolio. Chosen because it has consistently delivered 15%+ CAGR across 3Y, 5Y, and 7Y timeframes. Also has built-in global diversification through US stocks like Google and Meta, which acts as a natural hedge against INR depreciation. No other flexi cap fund offers this combination.
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UTI Nifty 50 Index — chosen over ICICI/HDFC/SBI Nifty 50 because UTI has the lowest expense ratio (\\\~0.05%) and best tracking error in the category. Since all Nifty 50 funds hold identical stocks, expense ratio and tracking error are the only differentiators. UTI wins on both.
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Motilal Oswal Nifty Midcap 150 Index — went passive for mid cap deliberately. Since PP already takes active bets, I didn't want another active mid cap fund creating overlap. Midcap 150 gives me exposure to 150 stocks instead of 30-40 in active funds. Lower cost, broader exposure.
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Nippon India Small Cap — long term aggressive kicker. Aware it can fall 40-50% in a bad year. Keeping it at just 10% so it doesn't damage the portfolio but adds meaningful upside over a 10 year horizon.
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Nippon India Gold Savings Fund — pure hedge. Gold tends to rise when equity falls. Also protects against inflation and INR weakness. Chose Nippon over HDFC Gold because expense ratio is lower (\\\~0.30% vs \\\~0.50%). Both track the same gold price so cheaper is better here.
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What I intentionally avoided: Multiple flexi cap funds (high overlap, no real diversification), regular plans (never), more than 5 funds (over-diversification kills returns).
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Open to feedback — especially on whether 10% gold is too much or too little at this portfolio size, and whether I should swap Nippon Small Cap for an index alternative.
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Discussions here reflect peer opinions. This is just my personal allocation. Please any suggestions.

So funny because have the Bonds even smoked since Pierce Brosnan?? PP has probably never even seen a James Bond movie where they smoked a cigar....

I really don't think this is Kais, even when he was "feuding" with PP it never seemed like he felt a whole lot of personal animosity, he just liked the attention.
There are all sorts of weird ape sub-factions who hate each other, I think this is more likely the Mormon Coin guys, or Squeezist Christ (which might be the same faction tbh it's hard to keep them straight.)

If it's anyone we'd know, it'd be Kais. He did actual work for Pulte, travelled everywhere to be 'the man on scene' for BBBY Apes while PP just sat back in his bedroom studio, repeated other people's DD and collected donations without sharing the money to his 'team'.

PP is just being stupid. Nothing is confirmed until that guy posts a picture of himself eating ice cream.

PP always tweets like he has a team or reporters in a NY skyscraper with rolled up shirtsleeves talking in two landline phones, and fiery young reporters in Cairo and Nairobi sending PP a cable with the latest.

PP truly is a fucking moron

A. Quit trying to gaslight. This community is a force to be reckoned with when it gets riled up. I’ve seen it give the Reddit hug to many websites over the years. If something catches on here you are guaranteed engagement from thousands of people. If you don’t realize the power in that, I can’t help you.
B. If you think this dude knows material non-public information you are gullible fool. All those PP zealots claiming “we’ve already won” are dipshits, and Sultan is using crap like this to drive exactly the engagement we are giving him.

Because James Bond sometimes drives convertibles and smokes cigars, of course. You need to have a galaxy brain like PP to understand this type of market analysis.

Is PP crashing out the finale?

>*Does PP split make sense or I just divide the whole 2.5L into mid and small only?*
Investing with excessive risk while ignoring potential downsides is imprudent and shows a tendency towards greed.
**✓** [**Kill your greed (1) - Stay away from overtly greedy portfolios**](https://www.reddit.com/r/mutualfunds/comments/1ljive6/sure_winner_strategy_253540_largemidsmall/)
**✓** [**Be Wise, Risk is Real - December 2008 1 year returns. How many funds vanished?**](https://www.reddit.com/r/mutualfunds/comments/1mxp68d/december_2008_1_year_returns_how_many_funds/)
>*For the midcap and small, does it make sense to add into existing funds or I should try and find parallel funds to avoid risking the SIPs and this lumpsum into same funds?*
If you are considering adding new midcap and smallcap funds, doesn’t that indicate a lack of confidence in your own fund selection process and a lack of conviction in your existing funds? What is the point of ending "diworsification" only to start a new round of "diworsification"?
>*Is it advisable in current market to add all 2.5L at once or should I do it progressively? Maybe double my SIP for coming months?*
It is always prudent to gradually invest a lumpsum amount. Currently, the market is near its 52-week lows, so you might unexpectedly see a sudden rise of 2% to 3% one day, followed by a drop of 2% to 3% the next day. To avoid unfavourable outcomes in a highly volatile and news-driven market, it is wise to use a strategy of averaging in your purchases.

Serious question: how to grift in that case? Sure, he offers business coachings iirc - but he knows that people who are into "that" stock (or "were" ro be more precise) won't buy those anyway and even if they would, the amount of money to be made would be super low. Fame? I highly doubt it. So why coming up with it? I held that stock in DRSed form until cancelation, am balls deep in GME and have surely done my research. But how would / could anyone probably grift from these people at this point when not even PP is getting anymore funds from the die hard fans?

The reason was some sort of very sudden atmospheric pressure problem that somehow only Pulte felt and not the pilots or any members of the PP crew.

I am looking to put in a 2.5 L lumpsum investment in Mutual Funds.
Existing SIPs (1L/month) -
PP Flexi Cap Fund - 35k
MO Midcap 150 Index Fund - 30k
Invesco Small Cap Fund - 25k
Rest 10k goes in international and gold ETFs.
I am thinking of putting 50k in PP Flexi, 1L in MO midcap 150 index fund and 1L in a smallcap fund.
I don’t mind this being a super aggressive move as I don’t need this money for coming 8-10 years. I got this by selling my existing underperforming funds to reduce diworsification.
Questions -
Does PP split make sense or I just divide the whole 2.5L into mid and small only?
For the midcap and small, does it make sense to add into existing funds or I should try and find parallel funds to avoid risking the SIPs and this lumpsum into same funds?
Is it advisable in current market to add all 2.5L at once or should I do it progressively? Maybe double my SIP for coming months?
I personally think adding to existing funds should be fine as I already trimmed down number of funds in my portfolio. Just wanted to hear if there are other suggestions.
Risk Tolerance - High
Investment Horizon - 10 years

just took PP pills and about to read WSB end-to-end 😎