Advait Arora
@WealthEnrich • 226,353 subscribers
I 💕 to ✍️ on : #Money💰 #Investing💵 #Compounding🌿 #Stocks📊 #Finance 📶 Student of markets since 2001, Some multibaggers, many lessons, always learning.
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Very interesting point on why sharp jump in Oil prices for India might not be a disaster like before.
Advait Arora262,606 görüntüleme • 4 ay önce
Ray Dalio is saying "buy gold for survival of wealth" Yes, Gold doesn’t give cash flows, No dividends, No earnings growth & also the legend Mr. Buffet says only invest in income generating assets ! Yet central banks across the world are buying it at record pace. Why??? Because it’s the only asset: • No counterparty risk • No default risk • No currency risk 📊 Some hard facts: • 2022–2024: 3,300+ tonnes bought by central banks, one of the strongest accumulation phases in decades • 2025: ~863 tonnes added, far above long term average of ~400–500 tonnes • 2026 outlook: ~750–800 tonnes expected, showing continued structural demand • Q1 2026 alone: ~244 tonnes bought, strong start despite high prices • Monthly trend: Jan ~5 tonnes → Feb ~27 tonnes → March saw a sharp pickup • Buying continues even at record high prices, clearly not price sensitive • Central banks now contribute ~17% of global gold demand • Gold is now a ~$4 trillion reserve asset, increasingly competing with traditional reserves • Over the last 20 years: gold has delivered ~10% CAGR globally • For Indian investors: INR depreciation ~3–4% yearly adds to returns • That means effective returns in India have often been low double digit, quietly • Global central banks bought ~1,000+ tonnes combined in 2023 & 2024 alone • This is like a long term reserve diversification Well, if 80–90% of your portfolio sits in equities, real estate, or businesses, then your entire wealth is dependent on three things: growth, liquidity & confidence staying intact. That works beautifully in normal times & this is how compounding happens. But markets are not linear. there are phases when liquidity tightens, currencies weaken & debt cycles peak & we face unknown uncertainties. That is where gold behaves very differently as it does not depend on earnings nor does it depend on policy support. It does not depend on growth assumptions or anything like that. It simply holds value when the system is under stress & that's the real beauty of #GOLD ! That is exactly why central banks are accumulating it at this scale & it is not for returns. It is sort of a balance sheet protection. For an investor, this is the takeaway: Gold is not there to outperform your portfolio. It is there to protect it. That’s why Dalio says 5% to 15% exposure is a solid strategy. This is to ensure you don’t go broke in extreme cycles. Simple rule of GOLD Exposure: • <5% = you are ignoring risk • 5–10% = balanced • 10–15% = defensive positioning Your wealth needs to be protected by assets that survive when compounding gets interrupted. Video credits to : Nikhil Kamath Ray Dalio
Advait Arora93,358 görüntüleme • 2 ay önce
Asset Allocate is so Underrated Great wisdom by late Rakesh ji
Advait Arora66,133 görüntüleme • 5 ay önce
🇺🇸 has violated an important rule: "You can sanction a country, you can freeze their bank accounts, but you simply cannot take their resources & call it yours" This crucial distinction separates economic pressure from outright theft ! Massive uncertainty we are now living in. Must Watch video.
Advait Arora60,760 görüntüleme • 6 ay önce