Sia, like most new-age social media users, loves listening to podcasts. She loves the format and thinks it is a great way to learn new things, know about people, and think of the deeper meaning of life. As she tuned into the latest episode of her favourite podcast, the podcaster introduced the guest as an astrologer, but the topic of discussion was investing. The combination of astrology and investment confused her, but she is curious to hear more. As she listened to the introduction, her eyes opened to a new perspective on how everything is interrelated. Zodiac signs define our personalities, and our personalities, in turn, affect our investment behaviour. These traits are so subtle and ingrained that we are unaware of their impact. The astrologer was going to discuss the traits of each element and the zodiac signs that fall under them, along with mutual fund types explained to align with each personality.
Fire Signs: Dynamic Funds for Bold Investors
The first element they discussed was the Fire Sign. The zodiac signs that fall under these are Aries, Leo and Sagittarius. As the guest explained, these signs are passionate, adventurous, fiercely independent, confident and ambitious. They motivate others by their go-getter attitude. They dislike being vulnerable and usually are competitive. Their dynamic personalities are often drawn to smart investments that resonate with their personalities, which are fiery and passion-driven. He asked the podcaster what he thought would be their type of asset; the podcaster immediately responded that it had to be equity funds because they give the thrill, are high risk and and can fulfil the fire signs desire for adventure. The astrologer confirmed it and said that these signs are drawn to riskier investments however, their life circumstances will decide their choices.
Earth Signs: Steady Growth for Practical Minds
The podcaster was curious about the next sign, so the astrologer said that the next element he would discuss was Earth. He said the signs under this are Taurus, Virgo and Capricorn. Just like the earth grounds our energies, these signs are very grounded, detail-oriented, and practical. So, these signs prefer stability. Their practical nature urges them to go for debt or balanced funds, appreciating the mutual fund benefits such as diversification, professional management, and consistent returns. Unlike fire, they prefer stability over adventure. Again, there are exceptions to every rule, and there could be Virgos or Capricorns who love thrills, said the astrologer.
Air Signs: Diverse Investments for Thinkers
After listening to the two signs and thinking of the people he knew under each element, the podcaster was surprised at the accuracy and was eager to learn about the air element as he belonged to it. The astrologer said you are great at communication, and your show proves that diverse topics intrigue you. It is proven that you are a thinker, as your questions reflect this. You are also entertaining hence the signs under the air element - Gemini, Libra, and Aquarius possess these traits generally. He then asked the podcaster what his portfolio was like, so he immediately responded that it was a mix of everything, as he wanted a little bit of everything. The astrologer had a good laugh and said much like your show, your portfolio is diversified. Air signs thrive on versatility and are drawn towards diversified funds.
Water Signs: Safe Havens for Emotional Investors
Now, the last element was water, and the podcaster said these signs are nurturing, to which the astrologer replied that yes, they are sensitive, empathetic and emotional. They are highly caring and generally introverts. The signs that fall under this element are Cancer, Scorpio and Pisces. Owing to their traits, they prefer investments that feel safe. These signs intuitively will move towards low-risk options like the money market mutual funds and traditional investing methods. Their preference is always the safety of funds rather than the return on investment. The podcaster said his mom was a cancerian and he could relate to this, however his sister although a cancerian is more bold. So the astrologer reinstated that these are general traits and people could have developed different traits based on their upbringing.
Zodiac Signs: Can you break the mould?
The podcast had kept Sia glued to it. She simply marvelled at the idea that personalities influence every aspect of our lives. These subtle biases define us; they make us who we are. She began contemplating all her investments to date. She realised that although she could see so much proof that her friends were getting good rewards by investing in riskier mutual funds, she couldn't get herself to do it. Her friends ridiculed her for being over-cautious, but in hindsight, she realises now that risk-taking is not her virtue falling under the water sign. She has always played it safe. As she understands her biases, she has decided to combat some of them by taking calculated risks, not going all out but trying to take her first baby step towards exploring more of the mutual fund investment. She shared the podcast with her friends, and they discussed how they had certain traits that defined their investments. They also decided to use the risk calculator to understand their risk appetite and the kind of assets they must invest in.
Conclusion: Your Zodiac, Your Investment Style
Knowing yourself is the way to know your preferences and influences on your decision making. Zodiac signs define some core traits that define you, your behaviour and also your investments. So know your self and understand your investment style and if you need a change combat it like Sia.
Disclaimer:
The information herein is meant only for general reading purposes and the views being expressed only constitute opinions and therefore cannot be considered as guidelines, recommendations or as a professional guide for the readers. The document has been prepared on the basis of publicly available information, internally developed data and other sources believed to be reliable. The sponsor, the Investment Manager, the Trustee or any of their directors, employees, associates or representatives (“entities & their associates”) do not assume any responsibility for, or warrant the accuracy, completeness, adequacy and reliability of such information. Recipients of this information are advised to rely on their own analysis, interpretations & investigations. Readers are also advised to seek independent professional advice in order to arrive at an informed investment decision. Entities & their affiliates including persons involved in the preparation or issuance of this material shall not be liable in any way for any direct, indirect, special, incidental, consequential, punitive or exemplary damages, including on account of lost profits arising from the information contained in this material. Recipient alone shall be fully responsible for any decision taken on the basis of this document.
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