Why does an investor end up with a bloated mutual fund portfolio? This is a question I ask everytime I see one. I want to know the reasons, specially the investor’s thinking in doing so. Here’s how a mutual fund portfolio is looking.
Yes, the LightHouse edition for Sept 2022 is ready now and on its way to the subscribers. This edition is a special one where we cover some new ground. The Lighthouse theme this time is “Value” – a different lens for our investing decisions. Here’s the sneak peek into all the high value insights packed […]
For a long, long time, I struggled to understand what value investing means? Investing is investing, after all. What is the point in giving these tags of growth investing, value investing, evidence based investing, etc. etc.? And yet, some of the foremost investors in the world practise and preach value investing. Mutual funds such as […]
A barbell portfolio has 2 simple components. Absolutely no risk with one part of the portfolio. All the risk is taken with the other part. Typically, a barbell portfolio’s safe part is in govt securities, bonds or Bank Fixed Deposits, anything that has no default risk. The other part is exposed to a risk that […]
It is not uncommon to use the terms ‘financial freedom’ and ‘financial independence’ interchangeably. It is a disservice to both. There is an important difference I have realised. Financial Freedom is a state of mind where you decide to not let money stand in the way of what decisions you make. There is a certain […]
July has seen a turnaround for the equity markets. Sensex is up about 10% from 53k to 58k in July and currently around 59k. See the signs. Oil is falling. The foreign investors have turned buyers after months of selling. Even though Fed raised rates in the US, the markets went up, which means that […]