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Arun - Eighty Twenty Investor
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While building any asset allocation framework, it is important to understand that these are not precise timing tools and can only reduce 'controllable' risks. As the models can’t precisely time
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The policy response to the current crisis is unprecedented in its speed and magnitude. As a result, we have asset reflation in warp speed. You can read the key takeaways
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Some learnings from past few months:1) Handling bear markets finally boils down to psychology2) Having a pre-defined what if things go wrong plan (when to invest + how much to
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