Bond with equities
Radhika Gupta got some inspiration from celebrated author Ruskin Bond. “You can enjoy the beauty of the sunset without knowing when the sun will disappear every evening. You can enjoy wealth creation in equities without predicting when markets will rise and fall,” she said.
You can enjoy the beauty of the sunset without knowing when the sun will disappear every evening.You can enjoy we… https://t.co/rfcSQETFAV
— Radhika Gupta (@iRadhikaGupta) 1631286870000
Gupta listed three good and three bad reasons to invest abroad.
3 good/bad reasons to invest abroad +1. Diff markets perform at diff times 2. Access to ideas not in India 3.… https://t.co/NvapoQCITY
— Radhika Gupta (@iRadhikaGupta) 1630988076000
Gupta said a mutual fund NAV can go up 200x in 25 years. “It’s less about which fund or AMC, or about active versus passive. It’s about investing in equities and giving it the 25 years to deliver,” she said.
A mutual fund NAV can go up 20x in 25+ years. It’s less about which fund or AMC, or about active versus passive.… https://t.co/CNJekYox74
— Radhika Gupta (@iRadhikaGupta) 1630985878000
DSP Mutual Fund’s Kalpen Parekh explained how one can split a mutual fund portfolio into three parts – low-cost index funds, active funds and rules-based funds.
Good habits Not a month since 1998 where I have not invested some or the other % from my salaryWhy let money st… https://t.co/vYyKr7LDhD
— Kalpen Parekh (@KalpenParekh) 1631244144000
Parekh said investors should not exit funds during a market crash and when fund performance is low.
When not to exit a fund 1) market crash2) fund performance lows
— Kalpen Parekh (@KalpenParekh) 1630953560000
In the last one year since money started flowing globally, Nifty is up 55 per cent, MSCI World Index is up 34 per cent, while S&P 500 is up 34 per cent. Parekh said international investing doesn’t mean higher returns, it means diversified portfolio and lower portfolio volatility.
Last one year (since money started flowing globally)Nifty 🇮🇳 Up 55%Msci World up 34%S & P USA… https://t.co/ONdWmrL0jz
— Kalpen Parekh (@KalpenParekh) 1630987620000
Independent market expert Sandip Sabharwal said Bharti Airtel finally seems to have sustainably taken out the 13-year range of Rs 220-550 it was stuck in since 2008. Besides fundamental positives that are clearly visible, purely technically also such breakouts would have big targets, he said.
#BhartiAirtel finally seems to have sustainably taken out the 13 year range of 220-550 it was stuck in since 2008B… https://t.co/0FZtyUKmqE
— sandip sabharwal (@sandipsabharwal) 1630998708000
Gems from Ian Cassel
Microcap investor Ian Cassel said one of the biggest mistakes an investor can make is selling your winners to double down on your losers.
One of the biggest mistakes an investor can make is selling your winners to double down on your losers.
— Ian Cassel (@iancassel) 1631042526000
It’s fascinating to think that over your lifetime you will pass on more winners than you will let into the portfoli… https://t.co/GopyYTsAIx
— Ian Cassel (@iancassel) 1631096395000
You can try to copy someones investing style. You can own all the same stocks but your returns will be different in… https://t.co/a0KTB1wXx2
— Ian Cassel (@iancassel) 1630974419000
My definition of “stock picker” is someone that is willing to put 10% or more into their highest conviction positions.
— Ian Cassel (@iancassel) 1630956357000