A lot of time is spent on figuring out which stock or sector will do well over the next few months or years. However for the analysis to turn into performance we often need much more than the fundamental factors falling into place. One of the key ingredients which is often not paid a lot of attention to but is likely responsible for atleast 50% of the performance is the market environment. If the market environment is good then you will have to be extremely unlucky to not make money. If the market environment is bad then you must be extremely skilled to make money inspite of it.
Performance is Seasonal
Performance is Seasonal
Performance is Seasonal
A lot of time is spent on figuring out which stock or sector will do well over the next few months or years. However for the analysis to turn into performance we often need much more than the fundamental factors falling into place. One of the key ingredients which is often not paid a lot of attention to but is likely responsible for atleast 50% of the performance is the market environment. If the market environment is good then you will have to be extremely unlucky to not make money. If the market environment is bad then you must be extremely skilled to make money inspite of it.