Back from the long Diwali holidays, time to reboot on the markets, long breaks are always good to revive and get some thoughts from your near and dear ones.
On the way back from Bhopal to Mumbai, some fellow passengers were curious about the markets and the train was late as much as 6 hours. It was a holiday special train and passengers paid a premium to board the train compare to other routine trains, they expect the train to come on time as the fare is higher. I did exchange few tweets with the railways department for delayed train.
Getting back to the theory as the fellow stranger passengers did not have a good time with markets as well, most of them were trying to time the market. Continue reading “Rebooting from the Risk – Return and Disappointment theory”
Time Management plays a crucial part in life in all the fields and investment is one of the major decisions that you do.
There is always questions and discussions around me when is the best time to invest in the market. The simple answer to that is when you have cash. Cash is a strategic asset.
Some says the Indian market is overbought and some says the mother of Bull Run has just started and this will continue to last for many more years to come.
Whatever the scenario be excellent, good or bad knowing your time horizon before you make any investment is extremely important. This should allow you to keep Continue reading “Your Portfolio and Time Management”
An intelligent investor was once asked what the market was going to do. He replied, “It will fluctuate”. This is the most important possible truth. We need to get deeply into our bones the sense that any market and the stock market, moves in cycle so that we will infallibly get wonderful bargains every few years and have a chance to sell again at ridiculously high prices a few year later.
Here is some observation how people at different age groups are reacting to the markets now:
People in their 20’s are logging back into their wealth front accounts to dial down their risk setting when they should be dialling up their regular contribution amounts.
People in their 30’s are trying to keep up with what’s going on, even though they are utterly bewildered every time an app on their phone Continue reading “Are you still predicting the market ?”
Self-deception is costly when it comes to investing. So let’s consider some of the lies that a lot of us may be telling ourselves and the impact they may have on our portfolios.
You know what your investment returns are. You would be surprised at how few people actually know what their returns are. Even fewer understand their performance relative to a benchmark.
Here are some hilarious thoughts when you say and what does it actually mean:
1) That’s overbought (I’m not long and think buyers are stupid)
2) That’s oversold (I’m long and think sellers are stupid) Continue reading “Market Forecasting and Convictions”
It’s often said that financial markets are driven by two competing emotions, greed and fear. There’s a third emotion that requires constant management: boredom.
It’s exciting when assets go up or down by a lot. Generally, they don’t. It’s boring to watch things that don’t do much in a hurry.
And it’s boring to wait for the market to validate your assessment of fundamental value. Continue reading “Market is freaking out? Or the Market is Boring”