DSP MF sent out an email yesterday to the investors in the DSP Quant Fund about change in some of the ways in which the fund management will change. These include: Change in rebalancing frequency from half-yearly to quarterly. Covered call options as a way to add extra income in case of sideways markets. (This […]
“The BAAP myth has been busted” – says Amey Kulkarni
Has the market fallen enough? Should I invest now? What if it falls more? Are bonds better than stocks? Should I invest outside India? What is the BAAP myth? Each one of us is probably having these or some version of these questions in our mind. And if you feel the answers are not coming […]
Nifty 500 Index – What’s inside?
Everyone who has been reading “The Psychology of Money” by Morgan Housel has been thinking of making investing life easier and so just buy the entire market (in a mix of domestic and international index funds). For India exposure, the option considered is that of Nifty 500 Index Fund. Why? The index that represents 500 […]
State of the Markets – June 2022
There is so much happening in the world – inflation, rising interest rates, wars, more inflation, etc. While uncertainty is part of the deal for the investor, we still want to try and make sense of it. We need the right references and models. To know how can we take advantage or more importantly, prevent […]
How an investor falls?
It is not easy to be an investor in the markets. The markets manipulate the mind, constantly. The servant becomes the master. This is the story of how an investor falls. Take a look at the image below. This is an investors’ mutual fund portfolio. The equity portfolio is about 10% of the overall portfolio. […]
MarketLess – A short message
So, what are the markets telling us now. Here’s the trend of the Nifty 200 PE (price to earnings) over the last several years As you can notice, PE (one of the valuation metrics) is coming down. Why are the valuations coming down? Well, price to earnings is affected by two variables. The Earnings and […]
