Sunil Jhaveri Profile picture
Oct 2, 2020 8 tweets 2 min read Read on X
Recently I have conducted Webinars on Power of Triple Advantage theme.

Please click on following link to view the recording:

bit.ly/33o94qp
Triple Advantage includes 3 Asset Classes:
Indian Large Cap - 85%
US Large Cap - 15%
Dollar Diversification
Is adding US Equity a recent fad or long term strategy or theme?

According to me this should have been done a decade back. It is like a lost decade by not investing in US Equity
99.8% Indian investors invest only in Indian equities. They do not have geographical or dollar diversification.

Familiarity or Home bias does not let Investors create this diversification. They wish to remain in their comfort zones
What we think of as Large Cap in Indian context is actually Small Caps in Global context.

India only contributes 3% towards Global Market Cap
Only 2 Indian companies qualify under Global top 100 company list viz. RIL (34th rank) and TCS (89th rank).
Combined Market Cap of top 3 US Comapnies is equal to total Market Cap of entire Indian Equity Markets
This combination enhances returns vs NIFTY 100 TRI and with lower volatility.

When we combine assets, they should complement and reduce volatility.

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More from @IamMisterBond

Jul 23
Some hits & misses in the Budget presented by @nsitharaman :
Hits:
1. Sticking to Fiscal consolidation path, this year 4.9% of GDP going down to 4.5% next FY
2. Youth employment, skill development, internship program - to benefit 1 cr youth
3. Infra spend of 11.11 lac cr by Govt
4. Economy to grow at 6.5 to 7% - highest among global economies
5. Direct & indirect taxes collection buoyancy to continue

Misses:

1. No steps to boost slowing consumption
2. Personal tax slab tinkering to give only 17.5k in hands of tax payers
3. To curb trading & F&O, they have not only increased STT but also increased STCG & LTCG
4. This will dissuade financialization of household savings & investing in markets
5. Cannot compare with developed economy and follow them blindly
6. Very limited impact on tax collections
Read 5 tweets
Feb 23
How do you choose a scheme to start your #SIP?

Last 1/3/5 year #PointToPoint (P2P) returns?
There is a study which shows that top performing scheme over any 3 years actually becomes bottom performing scheme over next 3 years and vice versa Image
Also, over any 5 to 10 year SIP data, best performing scheme can be 16% and bottom performing scheme can be 2%.
Read 13 tweets
Jul 8, 2023
Why does one #save & #invest? If you understand answers to this question, you will look at your #InvestmentJourney in a totally different light.

A thread:
You #earn through primary sources of #income like #salary & #BusinessIncome.

You have many #goals in your life like #education, #marriage, #retirement etc for which you start saving & investing
For achieving these #future goals, you start sacrificing on #current #needs, #desires and #aspirations.

Slowly & steadily, you nibble from your primary income, save & invest
Read 15 tweets
Apr 18, 2023
MisterBond's #RollOfHonour for various #Debt scheme categories for the year ending on March 31'2023.

#IHR - Investor High Returns Score - Higher Returns in Higher Bands
#IER - Investor Experience Returns Score - IHR divided by Std Deviation
#BI - Beating Industry Average Image
MisterBond's Roll of Honour - #BankingAndPSUFund: Image
MisterBond's Roll of Honour in #CorporateBond Funds: Image
Read 7 tweets
Apr 18, 2023
MisterBond's #RollOfHonour for various Equity scheme categories for the year ending on March 31'2023.

#IHR - Investor High Returns Score - Higher Returns in Higher Bands
#IER - Investor Experience Returns Score - IHR divided by Stabd Deviation
#BI - Beating Industry Average Image
MisterBond's Roll of Honour in #ELSS schemes Image
MisterBond's Roll of Honour in #FlexiCap schemes Image
Read 13 tweets
Mar 24, 2023
Amendment to the Finance Bill 2023 - The #FinanceMinister has made all #DebtMutual fund investments ,after 01.04.2023 taxable as #ShortTermCapitalGains.

No #LTCG on DebtSchemes.

DebtSchemes will now be at par with #BankDeposits on taxation

bit.ly/3LIC96w
Hybrid category will start becoming popular with more than 36% in Equity.

Expect more such offerings from #AMCs. Brace for more #volatility in New offerings.
No implications if you continue to hold your existing #DebtPortfolio. Only if you invest fresh funds post 1 April 2023, there will be only STCG like #BankDeposits.
Read 4 tweets

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