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Something for those who prefer watching over reading!

A compilation of four simple 5 minute videos on basic investing principles, told with stories.

Investors and advisors, for you in this, from @EdelweissAMC #Viewpoint.
1. Risk Zaroori Hai

Three tips to achieving financial freedom with stories of history.

2. Biased or Not, That is a Question

Are biases affecting your investing and how do you fix them?

3. Nudge Nudge Wink Wink

Based on Thaler a few smart nudges we can add to life to stop us from making simple investing mistakes.

4. Peace in Investing

How to make investing a little more peaceful!

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More from @iRadhikaGupta see all

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Radhika Gupta
@iRadhikaGupta
How I would analyse a hybrid/balanced fund if I was an investor?

A thread...
There are many questions on how to understand this category. Since it is conceptually my favourite category, sharing a simple framework and some insights from our own review process at @EdelweissAMC. Applicable to balanced advantage, equity savings and hybrid aggressive/cons.
1. Understand asset allocation philosophy

How do you decide how much to allocate to equity and debt? What are the maximum and minimum equity limits?

In some the decision is fund manager driven which is harder to understand. In others it is model driven.
Read 11 tweets
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Radhika Gupta
@iRadhikaGupta
The 10 questions I would ask an AMC if I were an investor, that usually don’t get asked.

A thread...
1. What is your definition of good performance? And bad performance?

Very important. If your definition doesn’t align with the AMC, you will always be frustrated.
2. You outperformed your peers by a huge margin this year? Why? Exactly why?

Extreme outperformance is never questioned. It should be - it reveals a lot including tail risks.
Read 12 tweets
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Radhika Gupta
@iRadhikaGupta
15 years of financial services this year. 15 learnings in this thread about markets, personal finance and surviving this industry. Learned through multiple countries countries, one start up, many roles, and most of all, a lot of mistakes!
2005 - 2006
(Analyst days on Wall Street)

1. The reality of markets is much beyond the books. Markets have to be lived with real $!

2. Markets are so inter-linked! If you say I’m an equity guy but don’t know debt, or know India but not global markets, you know nothing!
2007 - 2008
(Quant crisis, GFC)

3. The world can change in a day. Completely uncorrelated things get correlated in a crisis and blow up together.

4. Asset allocation matters. Debt gives you staying power, and investing is a marathon.
Read 9 tweets

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