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Kishor Bhagwat

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Kishor Bhagwat

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Kishor Bhagwat

38Upvotes
  • Answers (35)
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Investments

ETF

Kishor Bhagwat
Kishor Bhagwat
Level 4. Prodigy
Answered on 08 Oct 2019
Both iShares and XTrackers have Momentum ETFs. Use www.justetf.com to screen ETFs on LSE.

Stocks Discussion

Investments

Retirement

Savings

Kishor Bhagwat
Kishor Bhagwat
Level 4. Prodigy
Answered on 07 Oct 2019
The main difference is their strategy. You will need to decide which one makes more sense to you but it's not easy to do that for a layman. No point investing in both unless you are simply comparing.

Stocks Discussion

Investments

Savings

Stocks

REITs

ETF

Kishor Bhagwat
Kishor Bhagwat
Level 4. Prodigy
Answered on 07 Oct 2019
It's called asset allocation. You go across asset classes and design a portfolio to meet your requirements and risk appetite. Read a book called Global Asset Allocation by Meb Faber (it's a free download).

Insurance

Lifestyle

Kishor Bhagwat
Kishor Bhagwat
Level 4. Prodigy
Answered on 07 Oct 2019
Yes and No. There are 2 parts to doing this right. The first part is something you need to do - sit down and decide whats important to you in terms of life goals, needs etc. Put numbers against those. Then list down the risks you see to achieving those goals. Then research the product categories available in the market to address those risks. After this, you are prepared to meet the product salespeople and get educated on their products. Listen to their feedback on your plan, take quotes, compare with your budget - then take decisions. I wrote some of this process here- https://m.facebook.com/groups/1758792264412132?view=permalink&id=1998025157155507

Investments

Market Correction

Kishor Bhagwat
Kishor Bhagwat
Level 4. Prodigy
Answered on 07 Oct 2019
First of all, decide your time horizon and design a diversified portfolio. If you have a truly diversified portfolio then assuming no foreknowledge, you are better off investing lumpsum in it. This will put money into low correlated assets which means some will be at higher prices and some at low. Then rebalance lumpsum at regular intervals. This assumes you have designed your portfolio correctly and you don't have an educated view about the markets. If you have an educated view about markets, you can attempt to wait for a dip to buy. It is a calculated risk you have to take for that extra bit of return. For example, the US market is at quite a high valuation currently. If your time horizon is long, and current valuations don't seem to meet your return expectations, then you could wait it out and buy only on dips. Or buy a substitute market within the same asset class to preserve diversification while you wait and watch. I'm not a fan of DCA - I think it's good only if you have cashflow constraints. There have been studies comparing lumpsum and DCA, you can google it. The fact remains though - there are other things to get right before you think about DCA - your time horizon, and your portfolio design.

Investments

Online Brokerages

Kishor Bhagwat
Kishor Bhagwat
Level 4. Prodigy
Answered on 05 Oct 2019
Just do an excel sheet and compare the trading commissions, fixed fees etc for the amounts you plan to invest and trades. Will take 15min to figure out the cheapest. IBKR has another advantage - really cheap FX conversions. Add that to your sheet too. IBKR has a PC version, a mobile app and a simpler Web trader option.

Investments

Kishor Bhagwat
Kishor Bhagwat
Level 4. Prodigy
Answered on 02 Oct 2019
You should only look at two things 1. The return you want 2. Time horizon. Most people misunderstand the current situation. Investing in US markets right now for the 10-15year time frame will result in pretty low gains because a lot of the future gains are already priced in. A recession may or may not happen - you should not worry about that because no one can predict it. As long as your required return is satisfied, you can still invest in the US today. If you are looking at short term, then definitely there will be high gains in some pockets, but index funds are probably not what you should invest in, because they are just not volatile enough to give you that kind of gain.

SOAR Jim Rogers Event

Investments

Unit Trust

Kishor Bhagwat
Kishor Bhagwat
Level 4. Prodigy
Answered on 21 Sep 2019
Outperformance by active fund management is very very hard to do year after year, and you would be basically gambling on a name.

Investments

AMA Investment Moats

Kishor Bhagwat
Kishor Bhagwat
Level 4. Prodigy
Answered on 21 Sep 2019
Not investing sooner! It's almost always better to start somewhere than staying out of the market once you have decided your investment strategy.

Investments

Stocks Discussion

Kishor Bhagwat
Kishor Bhagwat
Level 4. Prodigy
Answered on 10 Sep 2019
CDOs and ETFs are different animals. The Burry logic is that when people are investing in ETFs, money is pouring into stocks "without any valuation or thought about liquidity" - money is been invested blindly - simply because a stock is part of an index. This is 'similar' to what happened with CDOs - money been put into instruments that are opaque and very illiquid. This isn't true, because Active investing is still roughly 50% of overall investments - so there is enough pressure on valuation as well as liquidity. Jack Bogle has acknowledged that 'at some threshold' passive investing may change the nature of markets - but that percentage is more like 70 to 90%. We're far from there.
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