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Sunil Jhaveri Profile picture
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6 Sep, 4 tweets, 2 min read
10 Reasons why Investment Returns are not Investor Returns.

Do not miss this session. It may give you many answers in how to behave in current market valuations.

Get your own invite after registering on:

https:misterbond.in/jigyasa
Bull market horror stories:

1. Did an investor whose portfolio value go up from 10,000 to 1,75,000 finally end up making huge money?

Register here to know outcome for above investor:

misterbond.in/jigyasa
2. Did a Genius investor who booked profits worth 200 months of his salary ended up enjoying it?

To know answer to above question, get your own invite after registering on:

https:misterbond.in/jigyasa
3. Did a very seasoned investor make tons of money by going short on Tech stocks during 1999-2000 tech bust??

To know answer to above question, get your own invite after registering on:

https:misterbond.in/jigyasa

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More from @IamMisterBond

Sunil Jhaveri Profile picture
8 Sep
My thoughts on NFO of @KotakMF Multi Cap Scheme:

Post recategorizations of schemes, most erstwhile Multi Cap Schemes were converted to Flexi Cap schemes where Fund Managers can decide what Allocation to which Market cap bias.

bit.ly/3BCX9mW

@NileshShah68
Thanks to that, there are very few Multi Caps available now which allocates min 25% each to Large, Mid and Small Caps and balance 25% that can be at the discretion of the Fund Manager.
What is the benefit of Multi Caps?

1. It takes away Fund Manager bias of going overweight or underweight in any market Cap bias

2. Most Flexi Caps are overweight on Large Caps
Read 7 tweets
Sunil Jhaveri Profile picture
4 Aug
My interview with @MubinaKapasi on the Money Show on @ETNOWlive : what is #AssetAllocation and how does #DAAF fit into AA:



Currently it makes sense to do SIP/STP into DAAF and then switch to Equity on corrections

Don't worry it is my interview only😀😉
At this juncture if you have FOMO, you may regret in future. As Harry Markowitz said in his Thesis on Risk-Reward Tradeoff:

VISUALISED MY GRIEF WHEN MARKETS WENT DOWN AND I WAS 100% IN IT OR WHEN MARKETS WENT UP, I WAS'T IN IT. INTENTION SHOULD BE TO MINIMISE FUTURE REGRET
Our Value STP follows 1X, 3X, 100X formula:

Lumpsum in Liquid/Equity Saving and switch into:

1X - in DAAF in Red Zone (current)
3X - in Equity in Yellow Zone
100X - Equity in Green Zone
Read 7 tweets
Sunil Jhaveri Profile picture
18 Jul
Many have asked me about spate of IPOs and NFOs launches and my thoughts. Should they invest or not?

Another question: why are AMCs launching NFOs at expensive valuations?

My thoughts on this subject:
If you had bought 5kg of sugar from a grocer & you order another 2kgs next day, will the grocer not sell you more? They are in the business of selling you day to day groceries.

What and how much you need is your choice as a customer. You cannot blame the grocer for selling
Put differently:
Which medicine(scheme) needed for which patient(Investor) is job of a Doctor(MFD) or patient(DIY Investor). It is not job of Pharma Companies(AMCs).

Just because Pharma Cos repackage the medicines, does not mean patients should increase their dose
Read 8 tweets
Sunil Jhaveri Profile picture
5 Jun
#FTSaga Update:

One more tranche of 3205 crs repaid on Jun 4'21

I had written an article on 24th April 20, day after @FTIIndia winding up schemes

In the end, I had mentioned a few points on what to expect going forward. Let me take each point and see where we stand today.
Link of my April 2020 article for ready reference:
bit.ly/3pmMbNk

Point No 1:
This is not delay or default and no haircuts so far

FM was asking time for reversal of Risk Aversion & markets to stabilise & normalise

Proven correct
Point No: 2

This is to give better value to Investors at cost of delayed liquidity

Again proven correct from almost 71% collections so far at far better values than on the date of winding up
Read 10 tweets
Sunil Jhaveri Profile picture
3 Jun
Investors have short memories and wish to dissect market phases based on what suits their sensibilities.

Current hot topic of discussions on Social Media:
How Mid and Small Caps have delivered stupendous returns since March 2020
What they have conveniently forgotten is their recent past experience of investing in Mid & Small Caps from Jan 18 to Dec 19 and till Mar 20

Above table shows entire journey of same Indices over different time periods vs 2 popular DAAF schemes and vs Smart Solution of MisterBond
Many have questioned our exit from Equity in July 2020(after entries in March 2020):
As @morganhousel has mentioned in his book:
It is not being conservative but creating Margin of Safety. This raises odds of success at a given level of risk by raising your chance of survival
Read 7 tweets
Sunil Jhaveri Profile picture
30 May
MisterBond's Rankings as on May 30'2021: From 01-04-15 to 30-05-21

Rankings of only those which were in existence from 01-04-15

Those wishing to subscribe can make an advance payment. Subscription will open from June 15 after making balance payment:
misterbond.in/pricing.php
3 Types of Rankings:
1) IHR: Investor High Returns - Higher returns in higher return bands
2) IER: Investor Experience Returns - IHR adjusted for Volatility
3) % of observations of each scheme beating Industry Average
Large Cap Scheme Rankings:
Industry Avg: 8.50%
Number of Observations Completing 5 years: 284
Based on 5 year rolling returns
Read 8 tweets

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