ashwini sharma

b happy spread love

[Advait Arora @WealthEnrich]

Ray Dalio is saying "buy gold for survival of wealth"
Yes, Gold doesn’t give cash flows, No dividends, No earnings growth & also the legend Mr. Buffet says only invest in income generating assets !
Yet central banks across the world are buying it at record pace.
Why???
Because it’s the only asset:
• No counterparty risk
• No default risk
• No currency risk

📊 Some hard facts:
• 2022–2024: 3,300+ tonnes bought by central banks, one of the strongest accumulation phases in decades
• 2025: ~863 tonnes added, far above long term average of ~400–500 tonnes
• 2026 outlook: ~750–800 tonnes expected, showing continued structural demand
• Q1 2026 alone: ~244 tonnes bought, strong start despite high prices
• Monthly trend: Jan ~5 tonnes → Feb ~27 tonnes → March saw a sharp pickup
• Buying continues even at record high prices, clearly not price sensitive
• Central banks now contribute ~17% of global gold demand
• Gold is now a ~$4 trillion reserve asset, increasingly competing with traditional reserves

• Over the last 20 years: gold has delivered ~10% CAGR globally
• For Indian investors: INR depreciation ~3–4% yearly adds to returns
• That means effective returns in India have often been low double digit, quietly
• Global central banks bought ~1,000+ tonnes combined in 2023 & 2024 alone
• This is like a long term reserve diversification

Well, if 80–90% of your portfolio sits in equities, real estate, or businesses, then your entire wealth is dependent on three things: growth, liquidity & confidence staying intact.
That works beautifully in normal times & this is how compounding happens.

But markets are not linear. there are phases when liquidity tightens, currencies weaken & debt cycles peak & we face unknown uncertainties.
That is where gold behaves very differently as it does not depend on earnings nor does it depend on policy support. It does not depend on growth assumptions or anything like that.

It simply holds value when the system is under stress & that's the real beauty of #GOLD !
That is exactly why central banks are accumulating it at this scale & it is not for returns. It is sort of a balance sheet protection.

For an investor, this is the takeaway:

Gold is not there to outperform your portfolio. It is there to protect it.

That’s why Dalio says 5% to 15% exposure is a solid strategy. This is to ensure you don’t go broke in extreme cycles.
Simple rule of GOLD Exposure:
• <5% = you are ignoring risk
• 5–10% = balanced
• 10–15% = defensive positioning

Your wealth needs to be protected by assets that survive when compounding gets interrupted.

Video credits to : @nikhilkamathcio @RayDalio

[Advait Arora @WealthEnrich]

📈 DII buying in these 22 smallcap companies where sales and profits have grown steadily, return ratios remain healthy & valuations are reasonable on a PEG basis. DII holding rise by more than 1% point in the latest quarter in these 22 #stocks.

Rise in DII holding → Current DII holding

📈 DOMS In: +6.77% → 25.91%
📈 Corona Rem: +5.88% → 12.90%
📈 Five-Star BusFin: +4.77% → 22.35%
📈 Shaily Engg: +4.23% → 14.84%
📈 SJS Enterprises: +2.95% → 34.04%
📈 ACJK Exports: +2.81% → 5.44%
📈 Paradeep Phos: +2.58% → 18.07%
📈 EFC India: +2.53% → 8.88%
📈 Honasa Cons: +2.34% → 21.58%
📈 HMA Agro: +2.05% → 3.46%
📈 Vinyas Inn Tech: +2.00% → 6.53%
📈 Vintage Coffee: +1.97% → 9.59%
📈 Valiant Comm: +1.70% → 3.28%
📈 GNG Electronics: +1.62% → 6.82%
📈 Sterling & Wilson: +1.61% → 4.80%
📈 V2 Retail: +1.37% → 10.65%
📈 CEAT: +1.29% → 22.19%
📈 I E X: +1.21% → 31.47%
📈 Shringar House: +1.19% → 2.72%
📈 Shankara Bldg: +1.11% → 13.24%
📈 Sky Gold : +1.06% → 14.20%
📈 Ajax Engg: +1.02% → 11.17%

(The change shown is in percentage points, followed by the latest DII holding)

[Prerana Nireeksha Amanna @AmannaPrerana]

BUY THE DIP.

but make sure you are buying only Good Companies.

Ask these 6 questions to segregate between a GOOD and a BAD company before you buy the dip.

[Sunil Gurjar, CFTe @sunilgurjar01]

Instead of watching a 2-hour movie, watch Warren Buffett’s most iconic 1 hour investing lecture.

[The Shift Journal @TheShiftJournal]

In 1998, Warren Buffett gave a 1-hour masterclass on how to never lose money investing.

[Narendra Modi @narendramodi]

#OperationSindoor on the games field.

Outcome is the same - India wins!

Congrats to our cricketers.

[ashwini sharma @sharmamrt13]

@OfficeOfNG @nitin_gadkari nearly 20 crore vehicles are older than 5 years and likely not optimized for E20. We need normal fuel . Our car average is going down.
#E20Petrol #petro

[ashwini sharma @sharmamrt13]

@narendramodi @RahulGandhi Modi ji jitna din aap satta me rahenge
Utna he rahul ghandhi ki healthy life nahi ho sakti
🤣🤣

[Kranti Kumar @KraantiKumar]

महिला : बाबा जी कुछ दिनों से मेरा मन मेरे पति सुखिलाल में नही लग रहा है. मुझे ऑटो रिक्शा चालक श्याम बहुत पसंद है,

पति बीड़ी सिगरेट पीता है. विमल केसरी तंबाकू खाता है. किस के समय उसका मुंह बास मारता है. बाबा जी मैं श्याम के साथ भागना चाहती हूँ.

सुपरस्टार ओशो : मन बड़ा चंचल है. इस मन ने कभी सुखिलाल को पसंद किया था आज वही मन ऑटो चालक श्याम को पसंद कर रहा है.

मन का काम है पसंद करना. सड़क पर चलने वाला कोई न कोई पुरूष पसंद आता होगा, आज श्याम पसंद है, कल कोई और पसंद आएगा.

कल को श्याम ने भी अगर बीड़ी सिगरेट तंबाकू सेवन करना शुरू किया तब क्या करोगी ?

पति से बात करो, अपनी समस्या बताओ. हो सकता है वो अपने में सुधार लाए. फिर भी ना माने तो कानूनी प्रक्रिया से अलग हो जाना.

[Rubika Liyaquat @RubikaLiyaquat]

पलट कर फिर आएगा!!! विश्वास मत करना

[ADG PI - INDIAN ARMY @adgpi]

#PahalgamTerrorAttack

Justice is Served.

Jai Hind!

[विवेकानंद चौरसिया @130SANATANJI]

मोदी सरकार में सेना को मिली है खुली छूट

[Alok Jain ⚡ @WeekendInvestng]

Another good article on generational #wealth. Talks about avoiding consumption mindset and the ability to balance profit with purpose.

[Abhishek Basumallick @a_basumallick]

A glimmer of hope for diabetics around the world.

For the first time, stem cell therapy completely reverses diabetes.

https://t.co/ZYCj3PHo7R

[Rohan Das @rohaninvestor]

10 important charts every investor must know: 👇

(1) Consumption story in India is still in its early stages, and since it's far behind China and the USA, there are great opportunities for growth.

[Rohan Das @rohaninvestor]

Semiconductor sector could see a 40%-50% growth in the next 3-4 years.

Which semiconductor stocks will be the biggest beneficiary?

[Dr Poornima 🇮🇳 @PoornimaNimo]

He came in 2014: They called him a Chai wala.

He did demonetisation: They called him Neech.

He removed triple talaq : They said Mar Jaa Modi.

He replied to Pakistan and China in their own language: They called him a coward.

He opened Jan Dhan accounts for the poor, gave them free homes, water, gas connections, access to UPI and health schemes: They called him a jumlebaaz.

He introduced Digital India and UPI payments : They mocked him calling him Gavaar, and unrealistic.

He gave the country Rafale: They called him a Chor.

He did not let a single terrorists attack or bomb blasts happen in ten years : They called him Hindutvawadi, bhagwa fascist.

He got Article 370 abolished : They called him a dictator spreading hate.

He brought the country's economy to the top 5 in the world : They called him Feku.

He does not have a single scam or case of corruption in his ministry till date : They linked him with Adani.

He increased the country's prestige abroad. He was honoured with the highest honour by more than 16 Muslim nations : They said he had no knowledge of diplomacy and foreign policies.

He did not let the country disintegrate during Covid and arranged for oxygen and vaccines : They called him Khooni and a murderer.

He brought GST and Make in India initiatives : They called him uneducated unpadh illiterate.

He made Ram Mandir : They called him communal and and influencing Hindu votes.

He called his countrymen as his pariwar and family and worked for his country without a single holiday : They ridiculed his mother, family and him.

He acted against corrupt leaders, arresting journalists politicians heavily entrenched in looting India : They called him a Dictator.

He brought farm laws to benefit farmers : He was called a murderer of the constitution and a stumbling block for Khalistan.

He has received innumerable brickbats. He will continue to be abused, insulted and blamed both by RW and LW.

STILL HE CONTINUES TO WORK FOR HIS COUNTRY. UNFAZED, DETERMINED, RESOLUTE.
HE IS NARENDRA DAMODAR DAS MODI.
Indians will worship this man like God, when he is gone.