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
All this was possible only due to strategies of a) #DownsideProtection and b) Being in Right #AssetClass at Right #Valuations c) #discipline d) not having #FOMO when markets were only going one way up
There will be one more time in near future when Investors under Buy & Hold will scramble to exit (remember March 2020) vs those in Smart Investing entering markets at best valuations.
One more instance of Downside Protection will come in handy for future wealth generation
One more instance of Downside Protection will come in handy for future wealth generation
Point of this thread is not to showcase outperdormance of Smart Investing vs Buy & Hold.
Intention is to showcase importance of Downside Protection, being in right Asset class at right Valuations to avoid future #regret, #FOMO, #Greed and #Panic
Intention is to showcase importance of Downside Protection, being in right Asset class at right Valuations to avoid future #regret, #FOMO, #Greed and #Panic
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