In the Finance Bill 2023, a new provision was sneaked in which impacts taxation on debt funds. It takes away one of the selling points of these funds against Bank FDs – long term capital gains tax along with indexation benefits. This has led to a flutter in the minds of investors and several questions […]
[Risk] Lighthouse โ March 2023 Edition
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 […]
[Markets] Lighthouse – February 2023 Edition
The Lighthouse – February 2023 Edition is going to shed light on 2 important things that will help you save yourself. Then there is the asset allocation indicator which has started to move towards the reasonable zone. Let’s dive in. In the Feb 2023 edition, we cover the following: Start reading the latest edition below […]
Building a portfolio in 2023
One word that I can associate with building a portfolio in 2023 is ‘caution’. Lots of caution. What does it even mean? How should you allocate between equity and bonds? What do you do with gold? First off, don’t go too aggressive with equity investments. The markets are not sending the right signals. While equity […]
LightHouse – Jan 2023 Edition
The though I would like to you have as you begin year 2023 is this – the chances of succeeding at “do something less” are greater than “do something more”. Let’s get the simplest ideas to health, wealth and happiness to make 2023 the best year yet. In this new year edition, we cover the […]
LightHouse Dec 2022 – Lesson from the farmer
I did not write the LightHouse in Nov 2022. Tried but couldn’t. I was wondering why did I create this newsletter – one more newsletter. Who needs another? The train of thoughts took me to the big question – why do I do what I do? Here’s how it went… Well, money, finance, investing – […]