There was a bubble in 2017.
There is a bubble now in 2019.
Investors need to recognize, where it is.
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There is a bubble now in 2019.
Investors need to recognize, where it is.
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Try to understand market cycles. Its possible that one may not be able to participate all the time, due to investing style, but as I always say, error of omission is far better than error of commissions, especially in bubble zones.
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Stick to your investing style. Of course, one should keep learning new things, but one must not do what one is not comfortable with.
For me most important thing in life is. A good night's sleep.
Avoid doing anything which disturbs that.
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For me most important thing in life is. A good night's sleep.
Avoid doing anything which disturbs that.
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Investing should not be a stressful. If it is, then it's not worth it. Understand that some things will go wrong. Accept that. See overall portfolio direction. Have sufficient diversification.
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Number of multi baggers are not important. The CAGR return on pf is far more important. Investing should give you satisfaction. And if you do basic things right, outcome will almost always be good. We just need to have the patience for the outcome.
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One mostly never makes big money in the most popular and discovered stocks. Big money is made when you discover a stock which can shift caps. Big money is made when a Smallcap becomes a Midcap and a Midcap becomes a large cap.
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One must have a vision to see the the potential for the company to grow. And it should have a large addressable market-size and profit pool which can grow. And most importantly, the management which can scale. I see that as a big problem with many companies.
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So, essentially stock and management selection becomes very important. The small and midcap space is fought with dangers. One has to put in extra effort to get it right. Lots of scuttlebutt required. If one cannot put in that effort, best thing is to stay away from these.
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@mrunalinimantri There are many ways to skin a cat. One must keep doing what works for them. I have outlined what worked for me.
The whole idea was to alert investors, to not to do what they are not comfortable at. Due to bipolar nature of market.
The whole idea was to alert investors, to not to do what they are not comfortable at. Due to bipolar nature of market.
@mrunalinimantri Just to add, I am not against quality or largecap stocks. In fact, we at @CapitalAurum recommended a largecap stock in Diwali. Of course, it was something where we saw value and risk-reward was in favor.
If we get quality at a value, we are game for it.
If we get quality at a value, we are game for it.
Have a trust network of fellow investors. Sound them out on your ideations after you have done your work. Seek discomfirming views from them. What can go wrong with the idea? Take those views, run your analysis again and then take a view whether it's investment-worthy.
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Another big prob with investors is FOMO. Learn to get over it. Do not jump in late in the game, else the game will be on u. I see this afflicting many currently. U don't have to be invested all the time. Do it only if you have full conviction. Learn the art of side-stepping.
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