How often should I churn my portfolio?

Investors expect advisors to churn the portfolio constantly but is that reasonable expectation? Amit Trivedi explains why there is value in not taking any action as well. He gives the example of a health check-up. If all the reports are normal, would a doctor still do a surgery? Likewise, the advisor has evaluated the portfolio and decided there is no…

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How ‘Loss Aversion’ Affects Your Investments

Investment advisors often witness strange behaviour among a large number of investors – many of them continue holding some poor quality stocks in their portfolios. When probed further, investors reveal that good stocks were sold fast, while the bad ones remained. What explains this? Read more at: https://www.bloombergquint.com/opinion/how-loss-aversion-affects-your-investments        

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And Yudhisthir lost the game of dice … A lesson for the financial advisors

During the conflict between the Pandavs and the Kauravs; Duryodhan, the oldest Kaurav, invites DharmarajYudhisthir, the oldest among the Pandav brothers, for a game of dice. Yudhisthir accepts the invitation and goes for the game, and then, as the story goes, loses all his wealth, his little kingdom of Indraprastha, his brothers, his wife and himself. Click on the link…

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