Nifty 50, the stock market index from NSE, has crossed 20,000, the first time ever. And yet, it doesn’t inspire confidence. As if, something is about to go wrong. I speak to Amey Kulkarni, one of the finest investors and thinkers, on how he sees the current market and what approach is good for investors […]
[Risk-adjusted] The LightHouse Newsletter – August 2023
Real world is so complex that we constantly try to create, find and use tools along with guiding rules to make sense of it and push our way forward. Finance is no different. To make better decisions, to get high risk adjusted returns, investors, too, look for sophisticated tools as well as thumb rules. But […]
9 things investors should do as Stock Markets hit all time high
Yes, that’s the talk of the town. Stock markets and the individual stocks which constitute the markets are all hitting the highest highs. The popular view is that Nifty is going to hit 20,000 mark soon. Given the scenario, some investors are deeply worried (the bears), some are cautious (the investors) and the rest feel that the […]
[May 2023] What is the market telling us now?
Greed and fear – our 2 big enemies. Greed is going to cost you and fear will destroy you. Greed wants us to take big bets with the market (sometimes erasing the line between speculating and investing). Fear wants us to hold back with “what if I lose my money?” Some investors can be zen […]
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 – […]
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. […]
