It has been almost 3 years since the last investor meetup took place. This one has been a long wait but no more. And the time now is important. The market indices have touched all time highs. While India shines compared to the rest of the world, the near term uncertainty cannot be ignored. Over […]
Be Cautious and Rebalance Portfolio
That’s the headline and also the suggested action. Markets (as seen through Sensex and Nifty) are already at or close to all time highs. Does it mean you should sell? No. But, it is time to be cautious and rebalance. To get a sense on what I am saying, see the Asset Allocation Indicator here. […]
[Nov 2022] What is the market telling us now?
Yes, we are here again to answer the favorite question about the market and what should you be doing – buy, sell or hold? Follow your asset allocation? Here is a fantastic tweet that I came across today. A big, tight slap! Now, now, before you say, “aren’t you doing the same thing, bro?”, let […]
Important: How to update nominees in investments
The most important thing you will do today is update nominees in your investments. Nomination is important in all your assets/investment. It allows your nominees/heirs to, at least, access the money, if something were to happen to you. Even SEBI, the regulator, insists that all individual investor(s) irrespective of mode of holding, must either provide […]
T-Bill vs Repo Rate – Which saves you interest on home loan?
Who doesn’t like to save interest on the home loan? We try to switch from bank to bank (S to H to I), benchmark to benchmark (T-Bill vs Repo rate) in getting that burden off us as much as possible. In fact, just last week a friend reached out with a question on T-Bill vs […]
Funny Money Show – Risk
“When will these rains ever get over?”, FunnyBone cries out as she wakes up from her slumber. That’s not good. I didn’t want to sound off an idea with her with this mood. “What the heck!” I went ahead, anyways. Me: Hey FunnyBone, what if I explain ‘risk’ to my investors as “something that is […]
