What saved Devina Mehra's portfolio in a year when the Indian stock market did so poorly Most investors spend hours looking for the next winning stock. But what if that's not what drives wealth creation? In this exclusive talk with @LiveMint, @DevinaMehra shares why asset allocation may matter far more than stock picking, and why many investors could be focusing on the wrong things. She also discusses AI hype, global diversification, gold, real estate, risk management, and the biggest investing mistakes people make during market cycles. One question for you: 👉 What's contributed more to your returns: picking the right stocks or building the right portfolio? Watch the full conversation and share your thoughts below. If you're looking to build a more resilient portfolio through diversification, asset allocation, and disciplined investing, we're here to help. 📩 DM us or email us at enquiry@firstglobalsec.com

Whenever any theme does well in the market: US tech, healthcare, China etc, a whole bunch of funds/ ETFs/ PMS schemes are launched around that theme. But that story rarely ends well...at least for the investors. The fate of last year's favorites is before us. Of course, these launches do the job for the fund houses by gathering assets for them, boosting AUM. The other point is that since 85-90% of your portfolio returns are determined by asset allocation, should you consider thematic funds at all. Watch this insightful video by @DevinaMehra to find out. Need help to make better decisions? Connect with us via DM or email us at enquiry@firstglobalsec.com

Cause In The End, The House (meaning the casino) Always Wins. And if you play long enough, the gambler never does... Not in the aggregate The game is DESIGNED that way! Don't be misled by a few lucky winners. That's an anomaly... not a strategy. The next in our series on the Nine Most Important Investment Mantras by First Global Get Your Investing Mantras Poster Today DM us to get the Exclusive High-quality Poster Ready to shift from gambling to strategic investing? DM us or mail at equiry@firstglobalsec.com

Saying it vehemently does not make it true...read on 'Confidence does not equal competence' is one of my favorite maxims.  Much before I read it in books, I learnt it the hard way via hiring mistakes 😀, but see it all around! Standby for some examples from the world of investing One guy who makes index projections every year - sometimes the same projections for 2 years in a row 😉 without any thought or explanation for why he was completely off in the previous year. And of course he talks about why reading books is worthless...if he had read them, he would know that talking confidently about something you CANNOT know is a fool's errand. Then there is a loud guy who ‘explained’ on the biggest Hindi Business channel in July 2024 how all structural reasons for a bear market in India were gone and India would be in a perma bull market. NOW he is shooting his mouth off saying that the Indian equity investor has no future and would have been better off investing in real estate. Never mind that the real estate index versus the equity index show no such outperformance (the long term compounding in real estate has been just over 4% as per the index maintained by National Housing Bank). And of course the illiquidity means that you can be stuck with a real estate investment forever or else sell it at distress prices. I had already posted on how there is no data to support that once an emerging market currency cracks it never makes a come back - another recent gem! But all these guys know that no one does a fact check even on historical numbers. And most Indian interviewers also neither check the numbers nor are able to challenge even patently absurd statements. Then of course is global investing. Every fund manager who is on record as having zero Global exposure nearly 2 years ago is now a self styled Global expert - confidently stating so on every podcast and interview simply because they now have a product to sell. The data on global investing as offered by various gift City providers is as below (FG stands for @firstglobalsec). And remember that the FG-GFF is not just an equity product its a multi asset product and includes low yielding fixed income... still it has done so much better than the Gift City products, even in a year when Global equities performed well. Returns are in US dollars post fees as reported 👇 Not at all inspiring to say the least  This confidence masquerading as competence is also one of the major hurdles for women to take charge of their own finances because the men in the family act more confident although they may know little. More on that another time @firstglobalsec

Excellent returns in last 2 years in global fund . @firstglobalsec serious investors must opt global allocation. It balances overall portfolio returns .

Everyone wants to know: Market se ab kitna return expect karein? With war fears, AI bubble concerns and weak sentiment, many investors are wondering whether the best days are behind us. @DevinaMehra shares her perspective on what investors should realistically expect over the next 5 years. Watch the full conversation. @abhisheksatya @ETNowSwadesh

इक्विटी में घटता निवेश और बढ़ती जियोपॉलिटिकल टेंशन, कैसा है बाजार का मूड? देखिए@firstglobalsec की देविना मेहरा से खास चर्चा #MarketChat #StockMarket #Investment @devinamehra @abhisheksatya

मार्केट के महारथी अगले 5 साल में कहां होगा बाजार, कितना मिल सकता है रिटर्न? जानिए @firstglobalsec की देविना मेहरा से #MarketChat #StockMarket #Investment @devinamehra @abhisheksatya

Clip from morning's interview on ET Now swadesh What kind of returns to expect from the market and why Fun, as always with @abhisheksatya इतना सब नहीं सोचा है तो DM करिए @firstglobalsec और @fghumsmallcase को

मार्केट के महारथी' बाजार के आउटलुक पर आज देखिए #FirstGlobal की देविना मेहरा से खास बातचीत 10:10 AM पर #MarketChat #MarketWithSwadesh #ShareMarket @firstglobalsec @devinamehra

See you in about an hour on ET Now Swadesh at 10:10 am IST in मार्केट के महारथी Look forward to it यह साल ख़बरों का साल रहा है बहुत कुछ है जो बाजारों में ही नहीं पूरे विश्व में लगातार ऊपर नीचे हुआ है सवाल है कि अब क्या होगा मिलते हैं जल्द ही @firstglobalsec @fghumsmallcase @ETNowSwadesh @abhisheksatya

Foreign investors are selling. RBI could turn tighter. And @DevinaMehra believes the AI bubble will eventually burst. So why is she still bullish on Indian equities? In this Bloomberg interview, she shares her views on RBI policy, market sentiment, FII flows, and where investors should focus amid the noise. Is the bigger opportunity in India or AI? Watch the full conversation and tell us what you think. 👇 📩 DM us or email enquiry@firstglobalsec.com if you'd like help building a globally diversified portfolio. @menakadoshi @BloombergTV

Cause In The End, The House (meaning the casino) Always Wins. And if you play long enough, the gambler never does... Not in the aggregate The game is DESIGNED that way! Don't be misled by a few lucky winners. That's an anomaly... not a strategy. The next in our series on the Nine Most Important Investment Mantras by First Global Get Your Investing Mantras Poster Today DM us to get the Exclusive High-quality Poster Ready to shift from gambling to strategic investing? DM us or mail at equiry@firstglobalsec.com

Investing is a Loser's Game. The only way to win it is to avoid the Big Loss! The star of the series on the Nine Most Important Investment Mantras by First Global Want to invest smarter and sleep better? And learn how to dodge those big losses with a few smart moves.💡 Drop your top investing tip in the comments! Get Your Investing Mantras Poster Today DM us to get the Exclusive High-quality Poster Need help? DM us or mail at equiry@firstglobalsec.com