Thursday, 10 March 2016

Investments is a Test Cricket not a 20/20

An investment in equity market to create wealth is like running a long distance marathon (or a five day cricket match) not just finishing a 100 meter race (or 20/20 in cricket). We cannot time the market but if we spend time in the market we are going to run the race. Like in a race where a sprinter overtakes a marathoner at the beginning, but these gains are slowly reduces and by the end of the race it may be totally reversed. Similarly in the capital market or the investment world we need to spend more time and with consistency to have a bigger wealth. Many times it happens that the returns are not as per our expectations or sometimes even negative for short duration, this is the time to have patience and may be to strategies your investments; not to take out everything from the market. We have seen historically , many times the biggest portion of returns come from short periods of time but trying to identify those periods and make investments only on those period is an almost impossible task, so better to remain invested and let your investments itself get that time and grow rather than trying to get in and out. By trying to time the market we also run a risk of being out of the market at that particular time when we could have earned the most. For example last week on 29 Feb’16 (budget day) market was very volatile and ended in negative but by the next day market had found the reasons to cheer and by the end of the week it was up by almost 6.5%, If we sold out on 29 Feb due to budget proposals we would have actually lost a 6.5% gain just in one week, the biggest weekly gain of last four years.
Take for example the biggest investment guru Warren Buffett, If we look at his past performance we may find that he is not always being the best investor. There have been many other sprinting money managers who have produced better returns. But what separates Buffett from others is that he’s been doing it for more than 50 years. He didn’t rely on the strategy of coming in and out of the market to create his wealth but by simply choosing the right stock and remain in the market. No wonder, 90 percent of Buffett’s wealth was created after his 60th birthday.
Peter Lynch, the legendary and extremely successful fund manager, revealed a very surprising and interesting statistics about his fund. According to him more than half of the investors in his fund lost money. And these were those investors who were trying to time the entry and exit to Lynch’s fund. They would jump in just after a couple of good quarters and went out after few bad quarters. Those investors who stayed invested with the fund for long time, benefited the most from his long term performance.
Wealth creation and Investments is like a five day cricket match (not a 20/20) where it is more important to remain on the crease as much as possible, the run rate is secondary, If we stay on the wicket runs will keep on coming some time more sometime less. You have to be ‘in the game’ to win it.
Remember in investments what counts is the time we remain with the market and not timing the market.

So if we wish to be an investor and want to create wealth, we should treat our investments as marathon or a test match where slow steadily wins the race. By trying to predict the market we may actually burn more of our capital then earn and also moving our blood pressure along with the market.

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