Discover and read the best of Twitter Threads about #AssetClass
Most recents (3)
Here is this Week’s Market Wrap!
Time to Build a Multi-Asset Portfolio
A Thread! (1/n)
#multiasset #portfoliomanagement #marketwrap #thread
Time to Build a Multi-Asset Portfolio
A Thread! (1/n)
#multiasset #portfoliomanagement #marketwrap #thread
Most investors have been favouring equity for the last 2 years. Recency bias nudges investors to think that equity is the only asset class to bet on.
It is this bias that kept investors from buying gold. (2/n)
#investors #equity #stockmarket #gold
It is this bias that kept investors from buying gold. (2/n)
#investors #equity #stockmarket #gold
Investors thought that gold wouldn’t do well. The post-COVID rally in #cryptos spooked the prospects of gold & added to that conviction. But that conviction has proved to be short-lived, and gold did exceptionally well in 2022. (3/n)
#gold #investments #personalfinance
#gold #investments #personalfinance
From Jan 2018 to peak of #EquityMarkets on 18th Oct 2021, #SmartInvesting of @IamMisterBond underperformed #BuyAndHold only against #NIFTY50 but beat NIFTY Mid and Small Cap 100 by a big margin.
Post that, markets have been #volatile with downward bias
Post that, markets have been #volatile with downward bias
Results of Smart Investing v/s Buy & Hold under all Market Caps is for all to see - with 1) lower volatility, 2) beating results of Buy & Hold by big margins
#SmartInvesting switched to Equity in Mar 20 after downside protection and switched back to DAAF by Jul 20
#SmartInvesting switched to Equity in Mar 20 after downside protection and switched back to DAAF by Jul 20
3) Values under Buy & Hold have gone down substantially from Oct 2021 to Feb 2022 v/s values going down marginally under Smart Investing due to being in #DAAF, 4) Smart Investing portfolios better placed at current juncture to take advantage of market #volatility v/s Buy & Hold
#Goal Based Investing vs #PortfolioProtection Debate: Sharing my response to that debate: 👇
I have a totally different take in this Goal based investing and communication with Investors.
I have a totally different take in this Goal based investing and communication with Investors.
My 35 years of experience is showing me totally diametrically opposite conclusion to this. Only my observations, please ignore if you do not agree:
My belief is that Goal based investing is only good on paper and may be to get some discipline in Investment habits.
My belief is that Goal based investing is only good on paper and may be to get some discipline in Investment habits.
But unfortunately most Investors do not follow it. For example at current juncture, when they have existential crisis, how many will continue on the path of goal based investing? Many have stopped SIPs, many have withdrawn and redeemed.
What happens to their Goals now??
What happens to their Goals now??
