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. […]
[Nov 2022] What is the market telling us now?
Yes, we are here again to answer the favorite question about the market and what should you be doing – buy, sell or hold? Follow your asset allocation? Here is a fantastic tweet that I came across today. A big, tight slap! Now, now, before you say, “aren’t you doing the same thing, bro?”, let […]
Investor’s Q&A
Today I am sharing some questions that I have answered recently. I hope they are helpful to you as well. Q: On tracking error, is it even a relevant parameter that should be considered while making a decision regarding which fund to invest? Is their a data source which captures the tracking error across various […]
Has the bull run started in the markets?
July has seen a turnaround for the equity markets. Sensex is up about 10% from 53k to 58k in July and currently around 59k. See the signs. Oil is falling. The foreign investors have turned buyers after months of selling. Even though Fed raised rates in the US, the markets went up, which means that […]
State of the Markets – July 2022 – Asset Allocation Update
The pain doesn’t seem to go away. The world is still at a precipice. Inflation is a monster now with food prices going up XX. Loan rates are increasing faster than fixed deposit rates. The Pain. Now, as an investor, remember, the markets want you to experience this pain. In fact, they want you to […]
