Actionable Insights: Never compare your portfolio returns...
✍️ Actionable Insights: Never compare your portfolio returns with others or with market. Compare it with yourselves, check how you performed over the years, whether you were able to beat old version of you last year or not, this is only matters rest all are illusions.
👉 Remember that everyone's journey is different. Just don't compare yourself to others. Keep building and play the long game. Because quitting, panicking, worrying, getting tempted to exit stocks or sell portfolio or decide to stay with cash to profit from market correction due to election results which no one knows is a clear sign of guaranteed failure. You have bought sound businesses and market volatility or any kind of adverse election results should not be the reason to exit. STAY INVESTED.
👉 History says that, economy tends to do well in case of single party rule or coalition govt both. No govt stops development, no govt want to de-rail economic growth. Focus businesses you hold rest every thing like discussion of who will get elected or what will happen on 4th June is just a topic of discussion over coffee/tea.
👉 In our opinion (deserve to be proven wrong), post 4th June we will see following sectors outperforming: Manufacturing, Solar theme will continue, Consumption will take front seat only if coalition govt comes to power else Infrastructure like Defense, Railway, Shipping, Power etc. will resume their rally.
Stay Invested...