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The Journey From Zero To Hero In Equity Investing: Avoid These Costly Investing Mistakes

by Holistic Leave a Comment | Filed Under: Investments

Listen to this article


What are the dos while investing?

What are the don’ts while investing?

Don’t you want to be a hero in the equity market?

Read ahead and discover the costly mistakes while investing. This article will definitely
help you take off on your journey to be a SUPERHERO in Equity Investing.

“Investing is not nearly as difficult as it looks. Successful investing involves doing a few things right and avoiding serious mistakes.”- John C Bogle

  • Rule#1 Do not invest based on a trigger

Many investors invest based on a trigger. 

What about you? 

Do you invest based on a trigger?

For eg: You might say: “I will wait for the election to happen, 

I will wait for a reduction in rates and then invest”.

What if that doesn’t happen? 

As the result can be positive or negative. 

Remember, the market is always volatile. Hence do not keep waiting for a trigger.

  • Rule#2 Never follow a trend in the market

There will always be trends in the market that will lure you towards investments. You may just start investing based on the trend. 

For eg: Your mutual fund investment is giving 7% to 8% returns but there might be some trending investments that give you 30% to 40% returns.  

Do not invest based on the trends or the returns as these trends will not decide the future returns in a particular sector or company. You are there for the long term and know that a trend can give you returns in short term but it can also eat up a part of your returns. 

Hence never follow a trend in the market and invest.

“Simple but profound!

Even best of the best schemes…

– may give poor returns 

–may not beat inflation.

The future is highly uncertain. 

The best way to manage these uncertainties is to save more.”

  • Rule#3 Logic vs Emotion

Decisions based on the following factors include logic: 

  • Companies making a profit, 
  • Sales growth, 
  • The business they are into, 
  • The promoter is very futuristic, 

All these are logic-based decisions. 

As a bonus, we have an Investing checklist, for you: Stock Investing Checklist. You can go through this checklist before you invest next time.

While decisions you make when you are happy, sad, excited, angry, etc. are based on your emotions, which is not the way to invest. 

Investor behavior is always important hence keep your goal in mind and don’t apply emotions when investing. You should invest based on logic and not your emotions.

“Different Kinds of Fears:

 March 2020: Fear of bottom 

December 2020: Fear of Peak 

But ONE strategy works wonders in both situations:

Rebalance & Maintain Your Asset Allocation.”

  • Rule#4 Do not time the market

“Time in the market is more important than timing the market.”

Focus on the time that you have invested in the market and also the purpose of your investment, i.e your goal. Map your investments to your goal and stay invested until you reach your goal. This is the right way to invest. 

“To generate good long-term returns your portfolio needs to go through periods of 

-negative return 

-high return 

-low return 

-no return. 

Have enough conviction and patience to stay the course.”

Don’t you want to be a HERO in investing?

Hear more from the expert himself, Mr. Jeevan Koshy Tharian. He will take you through the different do’s and don’ts while investing. Watch the video here below:


If you have any comments or questions, write them in the comment box below.

Or are you interested in creating a Comprehensive Financial Plan for your financial goals?

Skip the queue by registering for your 30 Minute FREE Financial Plan Consultation. Click the ‘‘BOOK YOUR SLOT NOW!’’ button below. 

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Jey S
Jey S
24. September, 2021.
I have been using Holistic Investment Planners for the last three years. Mr. Srinivasavaradhan answered all my questions and doubts very patiently during the first free consultation. I was able to clearly define my short-, medium- and long-term goals once I signed up for the comprehensive plan and got their investment plan suggestion to achieve my goals. They are very polite and highly professional whenever I contact them for any queries or make investments. They never pressurize you to invest on their recommended financial products. I would have been lost money by investing directly without their help since I do not have time and knowledge about different financial products. Risk planning is also done as part of financial planning. Truly, they are holistic planners when it comes to your financial planning. They help you to define your life goals, understand your financial resources and establish a plan to invest towards reaching those goals. They do review your plan as you progress to make sure that you are on correct path to achieve those goals. Kudos to the team and keep up the good work!!! I am happy that I found holistic investment planners for my financial planning and management.
aksaswadkar
aksaswadkar
24. September, 2021.
I was about to retire and really not understanding how to invest money to have financial freedom and fulfilling my goals. Was desperately searching on internet way out and fortunately came across Holistic Investment Planners. I read number of articles on their website and realized that this is the agency which I want and engaged their services for my retirement planning. It is an excellent experience to be associated with Holistic. Right from day one our interaction was fantastic and they gave me such a wonderful plan that I had never imagined. I am fortunate enough to be in the client list of Holistic. I have recommended Holistic to my friends as well.
Lionel Faber
Lionel Faber
16. September, 2021.
I've been availing their services for the past year. They are highly knowledgeable in the field and are very patient with all doubts and queries. Personalized financial planning is provided keeping your short term, medium term and long term goals in mind. They do not pressurize you to purchase schemes of their choice. They provide their input and suggestions and leave the decision up to you which shows their honesty and high principle.
Sridhar
Sridhar
8. September, 2021.
Financial planning brings peace in life. Holistic Investment have supported in arriving financial plan based on future goals. My investments are regular since then. They are professionals in their business, will recommend others.
Nitesh Agrawal
Nitesh Agrawal
6. September, 2021.
I have been using Holistic Investment Planners from last one year. The journey has been fantastic. Being a finance person myself I always thought we can look after and plan own finances also. However, due to lack of time and deciplain the things are not always as desired. After joining with Holistic Investment for the first time Icame to know the Financial goals and quantified them. Some dreams were unrealistic based on the earnings and savings so had a reality check. Also got the information and deciplain of investing on regular and more rewarding securities. I definetly suggest to use Holistic Investment Planners. They are professionals, available and hear youor full story before presenting plans. They are flexile in the sense if there are some urgent deviations required, they help to plan the same. For all professionals/individuals I would suggest using professional help of Holistic Investment Planners for best results in long term investment and financial goals achivements. Last advise will be to start early in your life. It really pays well to start in the beginning itself else the dreams needs to adjust :)
Swetha Vasanth
Swetha Vasanth
6. September, 2021.
This is my first year service with the Holistic Team and I would say that they are very much helpful in creating a financial plan and follow ups during the year. I would definitely suggest them if anyone who is willing to proceed with their savings professionally.
Joseph Mathias
Joseph Mathias
6. September, 2021.
I came to know about Holistic Investment Planners online while searching for different investment ideas. Once I contacted them the journey was very smooth. Mr. Ramalingam explained all the aspects of Financial planning in detail and it opened my mind. I realized how important it is to have a Financial planning. Mr. Rajan suggested all the requirements as per my goals and made a Investment plan keeping in mind of my goals. I started my Investment journey with them. I wish I had done it some years back then it would have been in a different level. Review meetings were held every six month to check the implementation of the plan and check the results as per the requirements and to check if any changes required. Overall it was a good experience with Holistic Investment team and would like to continue in the years to come.
Srinvas Kannan
Srinvas Kannan
30. July, 2021.
I came across Holistic investment planners almost 5-6 years back, but I did not have the trust since I had met a few of them who did not sound promising. Then I started investing through a financial advisor of my friend. After 4 years of investing the returns were very low. I was disappointed and started looking for financial advisors when I came across Holistic investment. I had a detailed discussion about my goals and the way they would approach achieving my goal before deciding to switch my investments to them. After a thorough analysis of my then existing portfolios, they suggested new ones and we zeroed-in on 6 schemes/funds where our investment would be split. I am glad I made the decision of switching over and taking Holistic planner's advise, my returns are handsome and I only wish I could have taken their help/advise 5 years back itself. Neverthless, I would like to recommend their services for investment and financial advise if someone is serious about their investments.
Shivaram Andiappan Selvaraj
Shivaram Andiappan Selvaraj
3. July, 2021.
I got a free first time consultation. I got my doubts resolved. They also gave additional advises for investment planning which was also useful.
Nellai B
Nellai B
26. June, 2021.
I have been associated with them for the past three years. They are very professional and polite in answering all our questions. I have complete trust in their suggestions. I strongly recommend for anyone. I am looking forward to have strong and successful association with them.
Google rating score: 4.4 of 5,
based on 61 reviews

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