Dear ‘mature’ retail investor, you are the profit opportunity for others

Dear ‘mature’ retail investor, you are the profit opportunity for others

Its been 30 years since I have been tracking the stock markets. And during this period, perhaps there have been about four instances when the retail investor has been labelled as ‘mature’. It happened during the telecom-media-tech boom of the late 1990s. The retail investor was apparently mature enough to understand that the world had … Read more

Investment mantra: How much should you allocate to small-cap funds?

Investment mantra: How much should you allocate to small-cap funds?

Recently I was talking to my uncle who is in his late forties. And as always happens with me (being in the financial advisory space), the topic of investments came up. He said that his investments had done phenomenally well over the last few years. On enquiring further, I came to know that his mutual … Read more