Mutual Fund investment & their portfolio

travi

Well-Known Member
#13
If you come across the balance b/w Gold and Equity, do shed some light on that.
Traditionally, Gold used be the standard which appears to be losing mkt share to liquid instruments.
Even today, there is still a high correlation when EQ is dumped for Gold.

EDIT: I guess I'll have to read more bcos in the last few years Gold apparently has lost its glitter :D:D
 

Subhadip

Well-Known Member
#14
If you come across the balance b/w Gold and Equity, do shed some light on that.
Traditionally, Gold used be the standard which appears to be losing mkt share to liquid instruments.
Even today, there is still a high correlation when EQ is dumped for Gold.

EDIT: I guess I'll have to read more bcos in the last few years Gold apparently has lost its glitter :D:D
i will not invest in gold...except buying for Wife...
 
#15
If you come across the balance b/w Gold and Equity, do shed some light on that.
Traditionally, Gold used be the standard which appears to be losing mkt share to liquid instruments.
Even today, there is still a high correlation when EQ is dumped for Gold.

EDIT: I guess I'll have to read more bcos in the last few years Gold apparently has lost its glitter :D:D
https://www.valueresearchonline.com/story/h2_storyview.asp?str=27559

Gold and equity returns comparison....

Smart_trade
 

Subhadip

Well-Known Member
#16
Copy from the above article: (dated April 1, 2015)

Let's compare it to equity via the Sensex, which begins in 1979 at a 100 points. Today, it stands in the vicinity of 28,000 or a growth of 280 times in 36 years. Over the same period, gold has risen 38 times. So R10,000 invested in the Sensex in 1979 would be R28 lakh today while the same amount invested in gold would be R3.8 lakh!
 

travi

Well-Known Member
#17

travi

Well-Known Member
#18
Subhadip Da, I had posted this image long ago on Anil Trivedi Bhai's thread.
Couldn't find the link so re-posting.

This was the output from Bespoke Research which is now widely accepted or similar to other publications.

Asset class correlation can help one really diversify the portfolio and understand risks just like we choose b/w large, mid and small caps etc.

 

Subhadip

Well-Known Member
#19
Subhadip Da, I had posted this image long ago on Anil Trivedi Bhai's thread.
Couldn't find the link so re-posting.

This was the output from Bespoke Research which is now widely accepted or similar to other publications.

Asset class correlation can help one really diversify the portfolio and understand risks just like we choose b/w large, mid and small caps etc.

Thanks a lot.....