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 […]
Wealth Compounders – Direct Stocks Portfolio
Building a stocks portfolio is never easy. Even if you build one to begin with, keeping it on track can turn out to be a nightmare. I always wanted a stocks portfolio for myself but wanted the right person to guide me. Things changed a little last year when I got in touch with Amey […]
5 observations on the stocks portfolio you shouldn’t have
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 […]
What I am learning: Forensic Accounting
You want to be approximately right than exactly wrong! When I did an interview with Amey Kulkarni, I got curious about his Sherlock Holmes style, forensic methods to evaluate companies. Later, I came to know about he also has an online workshop module on Forensic Accounting: How to use public information to avoid fraudulent companies […]
Deposit Insurance – What happens if your bank fails?
Deposit insurance came back to limelight after the Silicon Valley Bank or SVB crisis in the USA. Given the global nature of the economy, people in India too started to ask if the banks will have a problem and are they covered by Deposit Insurance. After all, not along ago we had failing banks such […]
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. […]