Let Your Goals Be The Priority
Dalal Street Investment Journal|September 25, 2023
Equity is an asset class that helps you earn positive real rate of return over time, provided you invest in line with your asset allocation as well as time horizon and invest in a disciplined manner
Let Your Goals Be The Priority

Hemant Rustagi

Chief Executive Officer, Wiseinvest Pvt Ltd.

The Indian stock markets are touching dizzying heights. While investors are happy looking at how their portfolios are performing, there are those who are wondering whether they should stay invested or whether it is time to book some profits. Besides, some of those looking to begin their investment process are contemplating whether they should start investing at the time of such high valuations or wait for the market to cool down. If you are one of those investors who are facing either of these dilemmas, here's what you need to do.

The decision to book profit now or not should depend upon your investment objectives and time horizon. If you have been investing with a clearly defined time horizon as well as in line with your asset allocation and still have time on hand, you need to continue with your investment process. Of course, if you began investing without having a clear idea about your time horizon, it's time to do that now, and then decide the course of action.

This story is from the September 25, 2023 edition of Dalal Street Investment Journal.

Start your 7-day Magzter GOLD free trial to access thousands of curated premium stories, and 9,000+ magazines and newspapers.

This story is from the September 25, 2023 edition of Dalal Street Investment Journal.

Start your 7-day Magzter GOLD free trial to access thousands of curated premium stories, and 9,000+ magazines and newspapers.

MORE STORIES FROM DALAL STREET INVESTMENT JOURNALView All
Are Small-Cap Funds Still Lucrative?
Dalal Street Investment Journal

Are Small-Cap Funds Still Lucrative?

While the high growth potential of small-cap funds is enticing, the investment comes with a significant downside. Compared to large-cap funds, small-caps experience deeper maximum drawdown during market downturns. The article examines the how, why and when of investing in small-cap funds

time-read
8 mins  |
June 03, 2024
Small-Caps: Book Profits Or Remain Invested?
Dalal Street Investment Journal

Small-Caps: Book Profits Or Remain Invested?

Our analysis of the performance of small-cap stocks indicates that while the broader markets are expected to rise, caution is advised regarding extreme valuations. Therefore, it is recommended to choose quality small-cap stocks based on thorough fundamental and technical research. The article highlights the reasons for doing so

time-read
5 mins  |
June 03, 2024
Can The Global Equities Sustain The Bull Run In The Second Half Of 2024?
Dalal Street Investment Journal

Can The Global Equities Sustain The Bull Run In The Second Half Of 2024?

After four weeks of gains, the markets paused in the past fortnight, despite outstanding earnings from the Al leader NVIDIA. For the year, the S&P 500 remains up by about 10 per cent, and we view some consolidation after the recent strong performance.

time-read
2 mins  |
June 03, 2024
Shifting Sands: Will FIIs Return To Indian Shores?
Dalal Street Investment Journal

Shifting Sands: Will FIIs Return To Indian Shores?

The Indian equity market currently grapples with a cloud of uncertainty, with volatility reaching its peak. Fils have been consistent net sellers for months, offloading a significant ₹1.20 lakh crore in 2024 alone. This raises a critical question: Is this indicative of a fundamental shift in their view on the Indian growth story, or are they contending with temporary headwinds? Mandar Wagh delves into the potential reasons behind Fil selling and explores when Fils might return to India

time-read
8 mins  |
June 03, 2024
ON A SLIPPERY SLOPE
Dalal Street Investment Journal

ON A SLIPPERY SLOPE

The recent ban on acquiring new customers online and the issue of credit cards has put a spanner in the operations of the bank. Given that the timeline for its operational turnaround is uncertain, the stock has lost its appeal

time-read
5 mins  |
June 03, 2024
Resilience Rules The Roost
Dalal Street Investment Journal

Resilience Rules The Roost

The key domestic indices reached all-time highs even though Nifty VIX, known as the 'fear gauge', has doubled in value over the past one month

time-read
2 mins  |
June 03, 2024
Risk Profiling in Mutual Funds
Dalal Street Investment Journal

Risk Profiling in Mutual Funds

Whether you lean towards equity, debt or hybrid investments, recognising your risk tolerance is paramount. By conducting a risk profile assessment, you gain foresight into potential investment risks, mitigating any future unease before it arises. Rakesh Deshmukh takes a closer look at the scenario to see how it works

time-read
8 mins  |
May 20, 2024
"The Future Of Mutual Funds Looks Promising"
Dalal Street Investment Journal

"The Future Of Mutual Funds Looks Promising"

Given that the current landscape of mutual funds is dynamic and evolving, Rashida Kalolwala, Coo, Edelweiss Mutual Fund, states in this interview that the shift towards digitalisation and the emphasis on transparency are some of the factors that will further propel the growth of the mutual fund industry

time-read
4 mins  |
May 20, 2024
ETF Vs Stock Liquidity
Dalal Street Investment Journal

ETF Vs Stock Liquidity

Exchange traded funds (ETFs) have undeniably revolutionised the investment landscape for both investors and financial services professionals alike. They offer opportunities to diversify portfolios, manage risk more effectively, and reduce investment costs. However, to fully harness these benefits, it's crucial to dispel confusion and misconceptions surrounding ETFs Liquidity. The article examines the working of ETFs, their liquidity and how investors can capitalise on them

time-read
7 mins  |
May 20, 2024
Road To Prosperity Through Mutual Funds
Dalal Street Investment Journal

Road To Prosperity Through Mutual Funds

In the pursuit of financial freedom and wealth creation, mutual funds have emerged as a beacon of opportunity for investors in India.

time-read
2 mins  |
May 20, 2024