Before you make and execute your list of stocks to buy remember 3 things: Markets are expensive. Markets have been rising for 8 consecutive years (i.e. every year from 2016-2023). Have at least 35% of your portfolio in fixed-income instruments (these securities will...
Things continue to go from bad to worse in terms of the coronavirus epidemic. Yet the stock markets have recovered up to 20% of their losses over the past 2 week. As an investor how should you go about your financial planning? The answer to this is not very different...
DO YOU KNOW, every time markets are trading below valuations of 16, they deliver 34% returns over the next 3 years. When trading between 16-19, they deliver 20% over the next 3 years. When trading above 19, the returns are only 3.4% for the next 3 years. But what does...
This is 100% true for 100% financial advisors; Just that some tell it more than others! (1.) We are likely to disclose selectively– No mentor ever told his prodigy – ‘you will have to lie to succeed’. That is not something anyone aspires to do. What financial...
What is Goal Based Investment Planning? OPEN EXCEL SHEET ATTACHED AT THE END OF THE ARTICLE Goal Based investment planning helps identify long term financial goals and works best when started early to create the desired surplus for future. It is not a very developed...
