The LightHouse is a pack of the most important insights that matter to your investment decisions and creating a health long term portfolio to build wealth and be free. Here’s what goes in the Oct 2022 Edition. Special Report – The Magic Formula based revised Stock shortlist – we find out how much the list […]
How have debt fund yields changed over the past year
As interest rates change, there is an impact on the yield too. Here’s a comparison of how debt fund yields have changed over the past year. The yield at the lower end of the duration (Liquid, Ultra Short, Low Duration) is quite attractive now. Overall, there might still be some way up for the debt […]
Investor’s Q&A
Today I am sharing some questions that I have answered recently. I hope they are helpful to you as well. Q: On tracking error, is it even a relevant parameter that should be considered while making a decision regarding which fund to invest? Is their a data source which captures the tracking error across various […]
The LightHouse – Sept 2022 ‘Value’ Edition is out
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 […]
The crux of value investing
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 […]
An experiment with Barbell Portfolios
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 […]