Building a long-term US stock portfolio: A fundamental + technical approach
About this Live Session
Building a long-term portfolio of US stocks requires more than finding companies with strong growth potential. Investors need to understand the fundamentals of a business while also considering price trends, market conditions, and the right time to build or add to a position.
In this session, we will explore how fundamental and technical analysis can work together when building a long-term US stock portfolio. We will cover how to identify quality businesses, evaluate their financials and valuation, and use technical signals to better understand entry points and price trends.
The session is designed to help investors develop a structured approach to researching, selecting, and managing US stocks for the long term.
Key Agenda
How to identify quality US companies for a long-term portfolio
Fundamental analysis: Understanding business performance, growth, profitability, and valuation
Technical analysis: Reading price trends, support, resistance, and momentum
How to combine fundamental and technical signals in your investment process
Portfolio construction: Diversification, position sizing, and risk management
When to buy, hold, add to, or review a stock
Practical examples of analysing US stocks from both fundamental and technical perspectives
Common mistakes to avoid when building a long-term US stock portfolio
Speakers
Viral Shah leads the Analytics function at Vested, where he transforms data into actionable insights across product, growth, and investment initiatives. As a core member of the team, he played a key role in setting up the company's analytics function, helping build a data-driven culture from the ground up.
He holds an M.Tech in Thermal Engineering from Pandit Deendayal Energy University (PDEU) and a Post Graduate Diploma in Data Science from IIIT Bangalore. With over eight years of experience spanning trading, fintech, and analytics, Viral brings a unique blend of quantitative expertise and practical market understanding.
Passionate about investing, finance, and data, he enjoys uncovering patterns that drive better decision-making and simplifying complex analytical concepts into meaningful business insights.
Sumit Kumar, brings close to 8 years of experience across wealth management, portfolio strategy, and equity markets, and currently leads Portfolio Research at Vested.
He was previously part of J.P. Morgan Chase’s Wealth Management team, where he managed approximately $11 billion in AUM across 5,000 client accounts, with a strong focus on tax-loss harvesting and portfolio rebalancing.
Before that, he was with Goldman Sachs in Management & Strategy, covering U.S. derivatives and equity markets. His work included sell-side analysis, market research, and tracking competitive dynamics.