I have been investing in the Stock Markets for over 6 years now,
Apart from direct stocks, Smallcase has been a great WealthTech platform for me.
Backed by strong FinTech e.g. Zerodha, Let’s understand how you can leverage smallcase for Investing this Diwali Muhurat 🧵
Disclosure - I have been using smallcase for a long time now, subscribed to their Windmill Capital smallcases in May 2022. So far the experience and return both has been good
But before this, let’s understand what is smallcase and how it is different from Mutual Funds?
smallcase is basically curated and tailored baskets of stocks that lets you invest based on idea or strategy in one or more sector
It gives us flexibility to choose from professionally selected stock baskets so we can make better investment decisions.
It lets you buy and sell tradable securities based on predefined combinations.
Given that Gold is one of the most preferred investment choices for Indians.
Equity & Gold smallcase could be an interesting addition to portfolio for Muhurat Investing this Diwali
The Equity & Gold Basket is managed by Windmill Capital, it lets you invest in Nippon Nifty50 Bees and Gold Bees ETFs.
An ideal balance between Index Fund and Gold. You can customize it given your choices.
Here are 3 of my favorite smallcase baskets that you can also check
a) Equity & Gold
b) Top 100 Stocks
c) Value & Momentum by Windmill Capital
Apart from this, I’m also bullish on the Indian Banking & Small-Cap Sector.
There are a couple of baskets on smallcase that you might find interesting given your risk appetite and investing preferences.
While first-time investors should understand the product and the risks involved, everyone else should consult with a financial advisor before investing or making any decisions. I am sharing this Thread solely for educational purposes and hope this helps many first time investors.
That's more than the Gold Reserves of USA, IMF, Switzerland and Germany combined
Gold has also been considered the safest investment in India and hedge against Inflation, But what is the right way to Invest in Gold 🧵
From Investing standpoint, Let's compare the return of Gold and NIFTY
Gold's value appreciates in high inflation scenario and economic downturn
Looking at data from the last 10-15 years, you'll realise that despite divergence Gold has delivered consistent returns in long term.
One Major Takeaway-There are only 3 occasions in 2008, 2010 and 2011 when gold has beaten NIFTY returns on a YoY basis.
Clearly indicates that Gold is a great investment only in times of economic distress, equities are recommended for Investment if economy is doing well.