top of page
Writer's pictureVipin Khandelwal

[Risk] Lighthouse – March 2023 Edition

Updated: Nov 28

We live in a VUCA world fraught with risks of the unknown unknowns kind. These risks can’t be known in advance or be quantified.


How does one invest in such an environment? Should we stop taking any risks? That’s we touch upon in the Lighthouse March 2023.


Recently I happened to come across Mark Spitznagel’s book – Safe Haven – Investing for Financial Storms. I must say my thinking, for now, has been completely upended.


Mark has offered a whole new fundamental framework to think about the world and investing or not investing. In the process, he throws away several modern finance tools out of the window.


I was surprised to know that he considers Warren Buffett to be his greatest influence and Nassim Taleb his mentor. As I read more about Mark (specially his first book – The Dao of Capital), I realize that his sources go further back to a more fundamental Austrian history, what he calls as Austrian Investing, with a roundabout approach to achieve a final goal.


Portfolio INsurance is of utmost importance


Do read both the books if you can. I believe that they are some of the most important investing literature out there. (updated on March 22, 2023)


In the Lighthouse March 2023 edition, we cover the following:

  1. What can go wrong, will

  2. State of the Equity & Bond Markets – What is more attractive now?

  3. FundTalk – Quantum Gold Fund (Gold is an investment or insurance?)

  4. Updated Fund Watchlist

  5. What does the Asset Allocation Indicator along with VIX tell us?

  6. Finally, 2 more Terms Simplified


Download and start reading the latest edition below.




If you like what you read, do share further with your friends.

I also look forward to your comments and feedback.


Comments


looking out to the future

Enjoy the Ride

Let us take the mystery out of financial planning so you can focus on what matters

Unovest logo white
X-White.png
YT-White.png
LI-White.png

Vipin Khandelwal is a SEBI Registered Investment Adviser with Registration no. – INA000003643 (Oct 14, 2015 to Perpetual); BASL Registration no. - 1517 Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Investment in securities market is subject to market risks. Read all the related documents carefully before investing.
 

See our SEBI Disclosures

bottom of page