Investing tid bits...

Being an investor does not mean your Investment decisions are based on quantity or no of investments per quarter or year. It is all about Quality of investment decisions.

It may be just 1 or 2 per Q/HY/Y

Investing tid bits

⚡Bubbles & Foolishness⚡

During irrational Bubble formation in markets...
- Buying just before it pricks will make us feel foolish
- Not selling just before it pricks will also make us feel foolish

The key though, is, no one knows when the bubble pricks
😁

Investing tit bits..

If you find an attractive stock with value

in the height of a bull market
- Don't invest more than 10% at one go. Do an SIP over 12 months

in a bad bear market
- Invest more than 50% at one go. Do an SIP over next 12 months

Investing tid bits..

Size of your
REWARD and TALENT

Stock market is the only place where the size of the REWARD is far higher than the TALENT

I am an above average ordinary individual. But the markets have rewarded me hugely.

All it needs - Passion, Learing & temperament

Investing video series..curated among the many i watch.

8 human biases in

1/9 I have noticed a counterintuitive benefit from sharing my portfolio publicly. This isn't call for you to share your portfolio publicly; I'm aware it is not feasible/rational for many out there.

I'm just explaining how I think it helps *me*.

2/9 Before talking about the benefit, let me briefly mention the potential negative.

Well, the negative is probably obvious. Sharing my portfolio publicly may create a commitment bias. It's hard to change your mind once you propagate all the bullish pov on stocks you own.

3/9 There is truth to that, especially since I say I intend to be long-term investor.

It would create a cognitive dissonance if I get in and out of stocks every few months and yet claim myself long-term oriented simultaneously. So I kinda have to remain invested unless...

4/9 ...I think I've compelling reasons to sell.

While that sounds like a lot of negatives, I'm increasingly thinking the opposite.

If in 30 years I discover my return severely lagging the index, I already know who the culprit is. It isn't Fed, Xi, or any US President. It's me.

5/9 Essentially, I need to save my portfolio from my own worst tendencies.

Not having the option to flipping stocks every other month is likely to work in favor of my eventual goal of long-term ownership of great businesses.

What should your goal be as an investor?

💥

If you understand just this one quote, it will transform your investing journey...

So powerful...

#investing #compounding

"When an industry's underlying economics are crumbling, talented management may slow the rate of decline. Eventually, though, eroding fundamentals will overwhelm managerial brilliance."-Warren Buffett

Unseen rule 1 :: whatever be the reason, never justify the valuations of a rising stock price

Unseen rule 2 :: whatever be the reason, never defend the quality/reason of a falling stock price

Unseen rule 3 :: never react in an impulsive manner to a rising/falling stock price