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Writer's pictureVipin Khandelwal

[May 2023] What is the market telling us now?

Updated: Nov 28

Greed and fear – our 2 big enemies.


Greed is going to cost you and fear will destroy you.


Greed wants us to take big bets with the market (sometimes erasing the line between speculating and investing).


Fear wants us to hold back with “what if I lose my money?”


Some investors can be zen like and live through it all.


If you are stuck with greed and/or fear, then the answer to your dilemma is either portfolio diversification or portfolio insurance.


Diversification will spread your money across assets and aims to provide a return with less volatility.


Portfolio insurance will create a floor beyond which your portfolio doesn’t lose value. In fact, it may gain.

You have to pick your poison. Else, greed and fear will rip you apart.

Let’s talk about the market now.


Interest rates have almost peaked. In fact, the 10 year govt bond yield is now at 7% approx. It went to as high as 7.47%.


April and May (so far) let markets have an impressive upside.

But don’t get carried away by any of this.


As an investor, who is looking to fulfil near term, short term or long term financial milestones – provide for kid’s education, buy any asset or create a retirement corpus – make sure the investment choices are aligned to these goals and not to some fancy presentation.


Don’t be too aggressive. Also, don’t stay out of the market. Follow your asset allocation.


The May 2023 market is telling us to the same old thing.



Baaki to aap swayam samajhdar hai!


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Vipin Khandelwal is a SEBI Registered Investment Adviser with Registration no. – INA000003643 (Oct 14, 2015 to Perpetual); BASL Registration no. - 1517 Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Investment in securities market is subject to market risks. Read all the related documents carefully before investing.
 

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