• Equity is ownership of a business and the risk that it brings, either directly (through stocks) or indirectly (through mutual funds)
  • Involves buying shares of publicly listed companies
    • Shares are traded on the Bombay Stock Exchange (BSE) and the National Stock Exchange (NSE)
  • Misunderstood to be gamble - It is a slow cook

Volatility and its effects

  • A large cap index will be more stable than a mid cap index
  • Volatility affects those who deal in the stock market for short periods of time
  • The longer you allow an index to work, the lower the effect of volatility

Stocks are the best way to beat inflation

  • As inflation rises in the system – the input costs for the firms go up – they are passed on to the consumers in the form of higher final prices. The ‘margins’ or the profits of the firm, therefore, get protection from the effect of input price inflation.
  • Check out this note: Comparing different asset classes

Ideal timeline for good returns

  • Time in the market matters. It smoothens out the volatility of the market
  • Do NOT put your money into the equity market if you need it next year
  • Requires patience - Good equity portfolio needs five years of patience, ten years to see consistent returns, but actually will slow-cook over fifteen to twenty years

Sources