Video summary

This is the strategy I use to Swing Trade...

Main summary

Key takeaways

Finance

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)

  1. 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

  2. “Stage two” screener

    • Targets Stage 2: strong upward rally / “mega upward phase”
    • Uses weekly chart primarily (daily is said to “complicate” things)

  3. 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)

  • 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)

Original video