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 […]
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 […]
Should you invest in smallcase portfolios
Smallcase has captured the imagination of the retail investor. But should you invest in a smallcase portfolio? How should you evaluate a smallcase? Let’s see if we can find some answers. Based on Business Today article dated Dec 2020, there were 2 million users and over Rs. 50,000 crores of transactions executed via the platform […]