WealthBasket

WealthDesk platform powers the Unified Wealth Interface(UWI), an internet scale wealth management ecosystem.

[Share.Market @SharedotMarket]

Everybody says to invest for the long term - but 𝐰𝐡𝐚𝐭 𝐢𝐬 𝐥𝐨𝐧𝐠 𝐭𝐞𝐫𝐦?

What is the minimum holding period which qualifies as long-term?

Long enough so that the asset stops giving negative returns on a rolling basis.

We used this logic to compute minimum holding periods for asset classes like equity, gold and debt in India.

Here’s what you should know 👇

[1] 𝐌𝐢𝐧𝐢𝐦𝐮𝐦 𝐇𝐨𝐥𝐝𝐢𝐧𝐠 𝐏𝐞𝐫𝐢𝐨𝐝 𝐚𝐧𝐝 𝐎𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲 𝐂𝐨𝐬𝐭
If one asset has higher minimum holding period than the other, then there’s higher opportunity cost associated with it.

This is because the investor is required to remain invested for a longer time, potentially missing out on other investment opportunities.

[2] 𝐇𝐢𝐠𝐡𝐞𝐫 𝐄𝐱𝐩𝐞𝐜𝐭𝐞𝐝 𝐑𝐞𝐭𝐮𝐫𝐧𝐬 𝐟𝐨𝐫 𝐋𝐨𝐧𝐠𝐞𝐫 𝐇𝐨𝐥𝐝𝐢𝐧𝐠 𝐏𝐞𝐫𝐢𝐨𝐝𝐬:
Assets with a longer minimum holding period should ideally compensate investors with higher expected returns to justify the higher opportunity cost.

[3] 𝐓𝐚𝐤𝐢𝐧𝐠 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐃𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬 𝐁𝐚𝐬𝐞𝐝 𝐨𝐧 𝐇𝐨𝐥𝐝𝐢𝐧𝐠 𝐏𝐞𝐫𝐢𝐨𝐝𝐬:
If two assets have similar return profiles but different minimum holding periods, the asset with the shorter holding period is preferred. This allows investors to achieve similar returns with a lower opportunity cost.

We use these principles to build WealthBaskets with precision based on our factor-based models. Trying to achieve similar/higher returns with a lower/same opportunity cost budget.

Disclaimer: https://t.co/PsVFb8UdyA

#sharemarket #wealthbasket #india #investing #equity

[Share.Market @SharedotMarket]

Congratulations all !!

#nifty50 hits 20,000 today!

#sharemarket #stockmarkets #India

[Share.Market @SharedotMarket]

The #G20, the maestro of global economic developments, has handed its baton to #India, marking the first time a South Asian nation takes the lead on this prestigious stage.

#G20BharatSummit #G20India2023

[WealthBasket @WealthDesk]

WealthBaskets are now LIVE on SharedotMarket - Our brand new stock broking app!

Seamlessly trade, monitor, and strategize like never before.

Explore Now!
https://t.co/M3kImxYUfR

#sharedotmarket #wealthbasket #investlikeapro #sharemarket #india

[WealthBasket @WealthDesk]

@Jaimin_he Dear Jaimin,

We appreciate your interest in WealthBaskets! We're taking a short break to enhance your experience, making it more seamless and enjoyable!

Fresh subscriptions in WealthBaskets are temporarily unavailable.

[WealthBasket @WealthDesk]

@Benusinghal1 This is not the experience we wanted you to have. We apologize for any inconvenience caused. Can you please share your details in DM our team will reach out to you at the earliest.

[WealthBasket @WealthDesk]

Wishing all the Mothers a very Happy Mother’s Day!

#WealthBasket #happymothersday

[WealthBasket @WealthDesk]

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[WealthBasket @WealthDesk]

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[WealthBasket @WealthDesk]

On this day, we pay tribute to the man who laid the foundation of modern India, the Architect of Indian Constitution.

Happy Ambedkar Jayanti to all!

#WealthDesk #jaibhim #ambedkarjayanti #india

[WealthBasket @WealthDesk]

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[WealthBasket @WealthDesk]

@VK_kukreti This is not the experience we wanted you to have. We apologize for any inconvenience caused. Our team will take this on priority and share the update today by EOD.

[WealthBasket @WealthDesk]

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[WealthBasket @WealthDesk]

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[WealthBasket @WealthDesk]

On this Good Friday, We extend our heartfelt blessings to you all. May this day prompt us all to contemplate upon the altruistic sacrifice and boundless love of Jesus Christ

#WealthDesk #WealthBaskets #goodfriday

[WealthBasket @WealthDesk]

WealthDesk wishes you a Very Happy Mahavir Jayanti!

#WealthDesk #WealthBaskets #mahavirjayanti

[WealthBasket @WealthDesk]

WealthDesk wishes you Happy Ram Navami

#WealthDesk #WealthBaskets #ramnavami

[WealthBasket @WealthDesk]

@v1bhormahajan @jainujjwal Hi Vibhor, thank you for your patience. Hope our team was able to address your concern.

[WealthBasket @WealthDesk]

May this auspicious occasion of Ugadi, Gudi Padwa, and Cheti Chand bring you good luck and fortune in all your financial endeavours.

Wishing you a happy and prosperous new year.

#WealthDesk #WealthBaskets #ugadi #gudipadwa #festivalsofindia

[WealthBasket @WealthDesk]

@subodhkw25 This is not the experience we wanted you to have. We apologize for any inconvenience caused. Can you please share your details in DM our team will reach out to you at the earliest.