Mr Market is driving us crazy. I think most investors have this on their mind, this feeling today as they look at the huge disconnect between rising stock markets and a yet to recover economy coupled with the flood of ‘massively oversubscribed’ IPOs. If you are already invested in stocks or have money waiting to […]
My experiment with Asset Allocation – Aug 2021
“Here he goes again!” You must feel really tired of this phrase. Anyone and everyone is talking about it. Well, what to do? Asset allocation is the simplest way to ensure that you continue to build your wealth with a focused, rule based model without going crazy while swinging like a pendulum between fear and […]
The market can’t make up its mind. You can!
Yes, the market can’t make up its mind. See the chart below. But that’s how markets are! Markets go up, they go down and in between they slaughter some investors or create a lot of wealth for others. The difference in those don’t get wiped out are They don’t panic. They work with simple rules […]
Savings, Stupidity, Stability – Confessions of an industry insider
I have worked for 17 years in the financial industry, more specifically, investments. Even more specific – Mutual Funds. I was better placed to understand the investment world. But must admit that it did not save me from committing some stupid mistakes. In fact, contrary to the popular perception, most of the people from the […]
The reality check of our mutual funds is here
If you have been following this blog for several years, you have also read the back stories for most of the popular mutual funds of the time as well as some of the non popular ones. Be it from the old biggies like HDFC MF, ICICI Pru MF, Aditya Birla SunLife MF or the smaller […]
What is the market telling now? – June 2021 Edition
Another month, another set of queries. Markets too expensive? Shouldn’t we wait before investing? If you haven’t read, the same question I tried to find an answer in May 2021 with this note. One month has passed. The Sensex 30 is up 6% since then (as of June 18, 2021) in a sort of fast […]
