Investing in stocks is simple but building a stocks portfolio is hard. I found no better example of this than a portfolio of a friend of mine. When I saw the portfolio, I had mixed feelings. Here is a portfolio which has some of the best names that one can invest in, yet, on the other […]
DSP Value Fund – Is this really new?
On Nov 20, 2020, DSP Mutual Fund is launching a new fund – DSP Value Fund. The fund aims to follow value investing principles and invest in domestic as well as international stocks. It also plans to take on valuation based calls and sit on cash/money market investments, if right opportunities are not available. As […]
A stark reminder from the stock market on Wealth Creation
“You didn’t know it then, you don’t know it now!” As simple a reminder as it can be. Earlier this year (2020), fear was at its peak with investors looking at a full scale recession, drop in business activity and hence a very long period of no growth (even negative) in stocks. This was around […]
Money & You – 2 Workshops in Pune
After a successful Bangalore workshop in Jan 2020 in the new action oriented format, I am happy to take this further and bring it to you in Pune. But first, what did the participants in Bangalore experience? This workshop has given clarity on many things. Many of us know many things and do not know […]
[Workshop] Money & You, Bengaluru – Jan 18, 2020
At some point in your financial and investing journey, you ask the following questions. Will I be able to reach my financial goals of education of my children and my financial freedom? Am I over diversified? Do I have too many investments in my portfolio? Am I saving enough? How much of my money should be […]
Bharat Bond ETF – Why you need not get excited?
The Bharat Bond ETF is slated to launch on December 12, 2019. This has been marketed as nothing short of a nation changing event. I know I am writing about this when there is hardly anyone left who doesn’t know about the Bharat Bond ETF issue. Yet, let me share my perspective with you. To […]