저자: VijayKedia · 외국인
요약 보기
현 시장은 불확실성 구간이며 최근 급락 후 반등을 보이는 변동성 장세. 20% 이상 하락 가능성을 전제로 투자 계획을 세울 것을 강조. 향후 3~4개월 내 포트폴리오 구축의 좋은 기회가 올 것으로 봄. 다만 무조건적인 저점 매수는 아니고 종목별로 판단해야 한다는 입장. 신규 투자자에게 이번 조정을 인생 포트폴리오 구축의 교훈 기회로 봄.
다듬은 글
These new investors who have come, who are first timers, have a golden opportunity to create the portfolio of their life. This decreases every day and increases every day. This is the market trend. So, you have to understand that yes brother, as I gave an example, the price of gold increases and decreases every day.
But Titan showroom was not closed, right? This is a good time is coming in this market. In the next maybe three to four months you will really get good opportunities to build up your portfolio. Sir, nowadays we are seeing that a lot of young audience are investors. They feel that the market experts of today are just sharing knowledge.
But where as you have such a good great fan following. So how do you connect with them? No, what I really see is that whenever I meet any new comer and first timer in this market, I always feel that these guys are my past. And whenever I get to meet any pundits and all the waitresses and all and I feel that these guys are my future.
So that is why I may be connecting very well with all the newcomers and first timers in the market. Sir, we have not seen any major fall after 2020. So if there is a big fall tomorrow hypothetically, how should investors prepare ? If you are not ready then what is inside this, if you expect something in your life, if you understand that this can happen, then all your decisions or whatever work you do, you do it keeping that thing in mind, so investors should always keep this in mind that yes, it has fallen by 20%, it will fall by 20% more, so how many shares should I buy and for how much time, right now the market is in a state of uncertainty, it cannot be known, it may take two-three months more for the market to improve, so you should not think that today I will buy whatever happened in 3 years and will happen in the next 3 months also.
This will not happen. It may happen that you buy today and the market falls by another 10%. You may not be able to go into a low market 3 months after 1 month. Now you will have to bear these things and you will have to face those things also. And I think that for these new investors who have come, who are first timers, this is a golden opportunity for them to create the portfolio of their life.
Portfolio in the sense of understanding the stock market. Till now they had understood that the stock market is all about buying something today and making a profit next month. Now they have a bit of a reality check. So now what are they going to learn in this sideways market, consolidated market and down market that will remain as a lesson with them throughout their lives?
Hmm. Sir, as we see now the markets are on a roller coaster ride. Ah, they fell yesterday, they have grown back today. So how should investors read into this? No nothing that is a fashion stock market works. This is the trend of this market. This happens every day. It increases every day. This is the market trend.
So you have to understand that yes brother, as I gave the example, the price of gold increases and decreases every day. But Titan's showroom was not closed, right? Titan showrooms keep opening. No jeweler's showroom was closed. Whereas there is a problem with rose gold. So he balanced his portfolio in such a way that even if the market falls by 10%, 20% or 25%, I will not leave the market.
We will stick to I Will Remain in the Market. You should apply the same policy in your investments. Do you think it is a buy on dip market now? No, depends. I don't think it's a generic thing to buy on dips. But depends again it depends on the script to script. There are many scripts that have fallen 20-30% from their peak.
But there are still two times and three times ah you know for up from there ah from there bottom. So, I don't think that usually but I think this is a good time coming in this market, in the next maybe three or four months you will ah you will really get good opportunities to build up your portfolio.
That means are we seeing a further correction? I am less. You should always be prepared whether it comes or not. But if like suppose if I am buying any shares today, I will make up my mind, I will I will ah I will have this notion that I am buying today, it may fall 20% from here? Would I be able to hold in that 20% or not.
Would I lose my sleep at night because of that fall in the market and because the market is not rising or else I will get into the stocks. Very insightful. Thank you so much sir. Thank you ma'am.
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