Let January be over …….

I have had interactions with a lot of investors for whom I have very high regards over the last month. One interesting thing that came out in these interactions is the very strong urge for market timing. Arpit has mentioned this in the previous post and I am just adding a couple of points here. One refrain last month was that the December quarter results are expected to be very bad and hence January will provide a good opportunity to buy after the bad results.

Well January is over now and the market has not exactly collapsed from December. What now? The market timers will always have events on the horizon. Vote on account, March quarter numbers, elections etc.

The most surprising case was of an investor who says he is finding stocks that can be 4 baggers in 4 years and he is holding on to 55% cash in his portfolio !!!!

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