Capital Advisors Group, Inc.’s Post

Recent statistics suggest that 90% of retail investors end up losing money in the stock market over the long run? Instead of trying to time the market or chase quick gains, consider building a balanced, steady, downturn risk-free investment portfolio. More readings from our blogs: https://lnkd.in/gB58TBqS #InvestSmart #WealthBuilding #LongTermInvesting #FinancialLiteracy #SmartInvesting #DiversifyYourPortfolio #RiskManagement #InvestingTips #SteadyGrowth #FinancialFreedom #StockMarketAwareness #InvestmentStrategy #PassiveIncome #FinancialGoals #SecureYourFuture

My research identifies key factors like loss aversion and confirmation bias that affect retail investors' decisions. Despite the ideal long-term investment strategy, many buy high and sell low, driven by FOMO and herd mentality. With average holding periods of just two years for mutual funds and four months for stocks, 90% of traders earn less than bank interest rates. Insights from this study can help investors make better decisions and build sustainable wealth. 📊📉💼. #saveethaSchoolOfManagement #SIMATS #ResearchPaper #PaperPublication #MarketTrends  #FinancialResearch  #MutualFunds  #StockMarket 

Simeon Siegel, CFA joined CNBC to discuss his team’s Deep Dive into Changes in Interest Rates, Flagging Who Benefits (& Hurts) From Cuts. “Everyone hears rate cuts and they think companies and people will have more money in their wallets and therefore everything is great. But if you think about it from a corporate perspective, the rate cuts help those who need money. And a lot of retailers are cash rich post the pandemic. So we looked for growth businesses t hat need money, growth stocks that are valued accordingly, as well as companies that are heavily in debt stand to benefit. And oddly enough, the healthiest buinssses, the ones that have been building up their balance sheets can see pressure as rate cuts lower the ability to generate interest income on their cash.” Watch the full segment here: http://spr.ly/6045rrSiF

“Everyone hears rate cuts and they think companies and people will have more money in their wallets and therefore everything is great. But if you think about it from a corporate perspective, the rate cuts help those who need money. And a lot of retailers are cash rich post the pandemic. So we looked for growth businesses that need money, growth stocks that are valued accordingly, as well as companies that are heavily in debt stand to benefit. And oddly enough, the healthiest businesses, the ones that have been building up their balance sheets can see pressure as rate cuts lower the ability to generate interest income on their cash.” I joined CNBC to discuss my team’s "Deep Dive into Changes in Interest Rates, Flagging Who Benefits (& Hurts) From Cuts."

Record Highs, Choppy Markets? Retail Investors Unfazed! Despite market volatility and record highs, retail investors are showing no signs of slowing down. Fresh SIPs and new demat accounts are surging, indicating a growing confidence and interest in the market. 📈💪 #StockMarket #RetailInvestors #SIPs #DematAccounts #MarketTrends #Investment #FinancialGrowth #Trading #Finance #InvestorConfidence #StockTrading #WealthBuilding

This picture is a perfect example of how the risk profile of retail investors can be impacted and from "LONG TERM INVESTOR" they become "SHORT TERM SPECULATOR"! Moral: Avoid recency biasness in stock market if your are long term investor stick to your goal and not get attracted for returns by compromising his/her risk profile. Example: Recent rally in Mid and Small cap index could attract the person to shift to Small cap who has choosen Large Cap/ Index Funds initially.

Some common types of retail trading include: Day Trading: Day traders buy and sell securities within the same trading day, aiming to profit from short-term price movements. They rely on technical analysis and market volatility to make quick trading decisions. Swing Trading: Swing traders hold positions for a few days to weeks, seeking to capture price swings in the market. They use a mix of technical and fundamental analysis to identify potential opportunities. Long-Term Investing: Long-term investors take a buy-and-hold approach, focusing on fundamental strength and growth prospects of companies. They hold onto investments for months or years, aiming to generate wealth over the long term. Are you ready to leverage the power of retail trading for your business? Contact us at https://lnkd.in/geXUjZzf #TradingReports #Stock #SmallCapCompany #ConsultingService #Investors #Reports #Trades #Liquidity #RetailTrading #BlockTrading #MarketMaking #SmallCapStocks

A 70% return to my capital on my short term portfolio for FY 23, with still 2 months to go is not bad. That too with 30 stocks in my portfolio and most stocks are medium to large caps. Expecting another 5 to 10 % increase in return by March. Dividends are not added to this return. I will post my Long Term portfolios and Trading portfolios some other day. This is the power of Cash Equity. Yet majority of people run in a Rat race for Options, Derivatives, Intraday. All so called Fin Fluencers mainly focus on options. I have yet to see a popular Fin Fluencer who focuses only on Cash Equity. No wonder why 80% of retailers are in net loss all over the world. May be institutions are correct to use the word "Dumb Money". #stockmarket #retailers #equity #investingstrategy

Whether #retail #investors should #invest #money in the #stock #market now or not, know this from #experts – #Global #News #Desk Currently a big correction is going on in the stock market. A big decline is being seen in many stocks, while some stocks have also adopted a positive stance. In such a situation, this time is very important for investors. According to the present times, there is a lot of confusion in the minds of retail investors especially during the time of correction. Investors are trying to understand that if a situation like turmoil arises in the market then what kind of strategy would be right for investment? What should be done, what should be avoided. Many https://lnkd.in/e4kh3ru4 #bsenseshareprice #correctionsinsharemarket #markettoday #niftyshareprice #niftyshares #retailinvestors #sensexsharemarket #sharemarketinvestment #sharemarketnews #sharemarkettips

Market Recap: As of May 30th, 2024, the PCE indicator remains above target, Costco posts strong earnings, and the Fed's Beige Book provides further insight into the economic landscape. For a comprehensive overview of these market trends, and more, please visit the full Weekly Market Recap on our website. Market Recap – May 31st, 2024 – Bridge Advisory. https://lnkd.in/gRP7FN5W Bridge Advisory LLC Disclosures Bridge Advisory, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Investment Advisory Services offered through Bridge Advisory, LLC. Content intended for educational/informational purposes only. Not investment advice, or a recommendation of any security, strategy, or account type. Past performance is not a guarantee of future results.ap-may-31-2024/