Many times, as a wealth manager we wonder about different risk metrics, my latest article breaks down 12 key parameters.
https://t.co/OeZk2S88oo
#PortfolioRisk#RiskMetrics#WealthManagement
One of the most frequent questions we get "Value vs Growth?"
The answer is not one or the other, it is about finding the right mix for our specific goals and drawdown tolerance. I have tried explaining this.
https://t.co/SlBWzbAyjx
Ever wonder why the middle class gambles for a status leap while the rich play safe? Friedman-Savage cracked this paradox with an S-shaped utility curve; paving the way for Markowitz and Kahneman-Tversky's behavioral revolution.
https://t.co/JHnOzL38Ry
#FinancialPlanning
@Nithin0dha This is a nudge to FinMin and highlighting major issues. What he said here, is true for almost all emerging countries.
The most important thing to consider; these mentioned issues (ex cur-vol) in the perspective of Europe and UK; more worrisome. Is 90% of global market are done?
You don't make money in capital markets (equity and other assets too) every day. Investors gain only if they stay invested, reduce churn, pay as less transaction charges and taxes. Across the cycles (depends on asset classes) money is made. 1/2
2 tools of wealth creation : Asset Allocation & SIP
If you have done these,
Asset Allocation will ensure you have enough cash to invest when prices fall
SIP ensures more units
Thankfully most MF investors have done both
Hope they don’t give up too soon
When i was a kid mom kept insisting "learn by heart"
Didn't understand till I grew up.
Anything that connects emotionally (touches the ❤), stays in the mind for the longest time
What's your excuse of not remembering a conversation?
Patience is the key for success... Only if you have right inputs.
How will I know if my inputs are right?
Simpler solution is to see our inputs have most of the same content and composition which previously successful teams have used.