Shocking Data on Stock Performance vs. Gold

Today’s Daily Byte

The market’s in a fine mood today, although Nifty didn’t move much, but the rest of the market made a comeback. So it’s like a bounce that is happening now. Whether this is an interim bottom or just a few days of bounce, we don’t know yet. But nevertheless, any green on the screen right now is more than welcome. Let’s see where we end at the end of February. I think we will have a green tick on the monthly candle at least by the end of the month.

Today for the story of the day, we are going to talk about a serial trap that most retail investors get into.

Reading Time : 4 Minutes

It would be impossible to ignore GOLD after seeing this data !

Recently, an interesting statistic was shared by Nikhil Kamat, based on data from DSP Bloomberg. It reveals that only 43% of Indian stocks have been able to outperform gold over the last 24 years. This number drops to just 29% in China and an even lower 11% in the US. These figures challenge the common belief that equity markets always generate superior returns. In several major economies like Japan, Brazil, the UK, and France, gold has consistently delivered better returns than stocks, highlighting its strength as an asset class. . . . .

Reading Time : 4 Minutes

Lumpsum vs SIPs

This data from StableInvestor.com provides a fascinating look at the 5-year compounded annual growth rate (CAGR) for Nifty 50, Mid Cap 150, and Small Cap 250 from April 2005 to 2025.

If an investor had invested a lump sum at the worst possible time, the worst-case scenario over a 5-year period would have been a flat or slightly negative return. On the other hand, the best-case scenario could have given a 22% CAGR, which is quite strong. The current 5-year CAGR sits at around 13.89%, which is close to its historical average. . . . .

Reading Time : 3 Minutes