The Warren Buffett Lie Every Investor Falls For

Описание: India’s biggest investing mistakes are not about picking the wrong stocks.
They are about ignoring asset allocation, global diversification, and risk management.

In this deeply insightful episode of the India Opportunity Show, host Shrishti sits down with Devina Mehra, Chairperson & Managing Director at First Global. With over three decades of experience investing across 75+ countries, Devina breaks down why 85 to 90 percent of long-term returns come from asset allocation, not stock tips or market narratives.

The conversation covers why Indians overexpose themselves to equities, misunderstand global investing, fall into thematic fund traps, and confuse long-term investing with buy and forget thinking. This episode is essential viewing for anyone serious about building resilient wealth across market cycles.

⏱️ Timestamps
0:00 How to think about asset allocation?
03:36 Building global diversified playbook
11:29 Why asset allocation matters most?
16:55 Are Indian markets actually expensive?
19:13 Should investors stop SIPs now?
20:52 How often should stocks be sold?
26:29 When to sell underperforming winners?
40:27 What to ask fund managers?
48:53 Which sectors look risky today?

This episode dives deep into asset allocation strategy, portfolio diversification, global investing for Indians, equity risk management, selling frameworks, and long-term wealth creation. Devina Mehra explains why investors should avoid emotional stock picking, why thematic funds often peak at launch, how currency depreciation silently destroys wealth, and how professional investors manage drawdowns. If you are searching for practical investing advice, portfolio construction frameworks, global asset allocation insights, or lessons from decades of market cycles, this conversation provides a clear, data-driven perspective without hype or shortcuts.

Socials
Host Shrishti
YouTube: India Opportunity Show
Instagram: @shrishti
LinkedIn: Shrishti
Guest Devina Mehra
Twitter: @devinamehra
Website: https://firstglobal.in