No one was expecting such a sharp fall in such a short span of time. Most markets are at 4 years lows from all time highs in a span of 2 weeks. When the going is good, we aren’t prepared to protect the capital. Also, people fail to have an exit strategy for SIP investments and it isn’t a foolproof strategy as well. Every method should have an entry and exit strategy.
This was my message to my clients on 13th Nov.
——
Good Morning everyone.
Markets are touching all time highs on one side and the economy on the other hand seems to be slowing down globally. Policy makers are trying to be pro active with lower interest rates which might help with the liquidity. With the holiday season and all time highs, would prefer to book some profits and stay conservative till end of the year as I feel some of the fund houses could book some profits as well before the year end. So my suggested portfolio till New Year
Aia regional fixed income fund - 70%
Aia India balanced fund - 10%
Aia Acorns Asia fund - 10%
Aia US equity fund - 10%.
—-
Some sample portfolios on 10th Mar when I sent out bi monthly updates.
Market has fallen another 10% since then but most portfolios are down around 3-4%. Avoid one big fall in your portfolio and it will make a huge difference in the Long term returns.
It’s difficult to time the markets. If we had avoided the 30% fall, it’s probably time to start getting into equities slowly. Market tends to overreact both on the upside and downside, let’s hope now it’s more on the downside like it was on the upside two weeks ago.
Happy Investing
This was my message to my clients on 13th Nov.
——
Good Morning everyone.
Markets are touching all time highs on one side and the economy on the other hand seems to be slowing down globally. Policy makers are trying to be pro active with lower interest rates which might help with the liquidity. With the holiday season and all time highs, would prefer to book some profits and stay conservative till end of the year as I feel some of the fund houses could book some profits as well before the year end. So my suggested portfolio till New Year
Aia regional fixed income fund - 70%
Aia India balanced fund - 10%
Aia Acorns Asia fund - 10%
Aia US equity fund - 10%.
—-
Some sample portfolios on 10th Mar when I sent out bi monthly updates.
Market has fallen another 10% since then but most portfolios are down around 3-4%. Avoid one big fall in your portfolio and it will make a huge difference in the Long term returns.
It’s difficult to time the markets. If we had avoided the 30% fall, it’s probably time to start getting into equities slowly. Market tends to overreact both on the upside and downside, let’s hope now it’s more on the downside like it was on the upside two weeks ago.
Happy Investing
