More from Alok Jain ⚡
More from Gold
90% of my savings were in equity, debt was never attractive! Last few months have taught me the imp of diversification!
Gold - through SGBs was my move on diversifying! Holder since Jan'20 - so far so good!
A🧵on talk given by @PositiveGamma on Investing in Gold!
(1/16)
Link to the here - https://t.co/NxEkVKZi2H
MMTC PAMP is where Krishna worked before Setu and he was also responsible for launching Digi Gold at PayTM!
1) Why Gold?
1.1 Diversification - Volatility & Returns not tied to market conditions - diff. from financial assets.
(2/16)
1.2 Safe Haven - High value asset, easy to transport! Large value - limited space. Liquid and easy to convert to cash across the world.
1.3 Hedge against inflation and currency depreciation! (Depreciation of Rupee is a major factor behind Gold returns in India)
(3/16)
1.4 Upside in Tail Risk - Confidence in currencies & financial systems is low, gold can see upside in scenarios like this!
1.5 Upside on Demand/Supply - Constant Demand - Supply is stable!
2) Gold - Indian Context - Better returns compared to other asset classes...
(4/16)
... specially in the last 2-3 years. Gold has done well both in low inflation & high inflation returns. So both real (ex. inflation) & nominal returns have been good!
3) How much to Allocate?
3.1 Diversification/Inflation Hedge - 10-20%
3.2 Tail Risk/Safe Haven - 5-20%
(5/16)
Gold - through SGBs was my move on diversifying! Holder since Jan'20 - so far so good!
A🧵on talk given by @PositiveGamma on Investing in Gold!
(1/16)

Link to the here - https://t.co/NxEkVKZi2H
MMTC PAMP is where Krishna worked before Setu and he was also responsible for launching Digi Gold at PayTM!
1) Why Gold?
1.1 Diversification - Volatility & Returns not tied to market conditions - diff. from financial assets.
(2/16)
1.2 Safe Haven - High value asset, easy to transport! Large value - limited space. Liquid and easy to convert to cash across the world.
1.3 Hedge against inflation and currency depreciation! (Depreciation of Rupee is a major factor behind Gold returns in India)
(3/16)
1.4 Upside in Tail Risk - Confidence in currencies & financial systems is low, gold can see upside in scenarios like this!
1.5 Upside on Demand/Supply - Constant Demand - Supply is stable!
2) Gold - Indian Context - Better returns compared to other asset classes...
(4/16)
... specially in the last 2-3 years. Gold has done well both in low inflation & high inflation returns. So both real (ex. inflation) & nominal returns have been good!
3) How much to Allocate?
3.1 Diversification/Inflation Hedge - 10-20%
3.2 Tail Risk/Safe Haven - 5-20%
(5/16)
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My top 10 tweets of the year
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https://t.co/A7XCU5fC2m
A thread 👇
https://t.co/xj4js6shhy
Entrepreneur\u2019s mind.
— James Clear (@JamesClear) August 22, 2020
Athlete\u2019s body.
Artist\u2019s soul.
https://t.co/b81zoW6u1d
When you choose who to follow on Twitter, you are choosing your future thoughts.
— James Clear (@JamesClear) October 3, 2020
https://t.co/1147it02zs
Working on a problem reduces the fear of it.
— James Clear (@JamesClear) August 30, 2020
It\u2019s hard to fear a problem when you are making progress on it\u2014even if progress is imperfect and slow.
Action relieves anxiety.
https://t.co/A7XCU5fC2m
We often avoid taking action because we think "I need to learn more," but the best way to learn is often by taking action.
— James Clear (@JamesClear) September 23, 2020