Category: Asset Allocation
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Bulls, Bears and Economy: Who is winning?
Yesterday one of my investors asked me about inflation. “What do you think about the market at these levels of higher inflation?”My answer to that was a question and a statement. “What can you do about inflation? Things that are not in our control should not bother you, instead, you should think rationally and move…
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Whose Recession is it anyway? My Thoughts and Notes
Never in the history of world affairs, there was an extensively documented economic slump for such a long period of time. Social media is the numero uno culprit in spreading minute details also in scary propositions It all started with Corona outbreak, world’s job loss data, current account deficit, depression, PMI contraction, ineffective US Administration,…
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Inflation, Taxes and Life – You can only give, never take
If inflation is an additional expense on your necessary items, then what are Taxes? If taxation is an additional expense on your necessary earnings, then what is Life? If life is an additional expense on your necessary happiness, then what Am I? We are puppets in the hands of Institutions, Regulations, Relatives, Friends and the…
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Disabusing Delusions of 3Ns- Numbers, Nasdaq, and Nifty
Steadfast uncertainty has become a permanent part of our life. Almost every sane person started believing that there is a monster lurking around the corner to pounce on you to damage the tranquility of life. For the last 5 years, we have seen it all. The best part of this melee is our resolve to…
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Retirement Portfolio, Holistically.
“Retirement is great but only if you have a lot to retire on and a lot to retire to.” #LifeAfterFI. I have written many short notes, hacks, and calculations about retirement and life thereafter. Today I felt the need to compile them and give them a fresh POV like old wine in a new bottle.…
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7 Basics of Value Investing
In the last few weeks I have come across a few investors damaging their wealth by following “Tips & News” from various social platforms. To some of them, I have written very sharply without mincing words. Like the way you take “dosages” by the Doctors and “dates” by the Law Enforcement Officers seriously, you need…
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Value Investing Starts With Value Search
“The secret to investing is to figure out the value of something – and then pay a lot less.”– Joel Greenblatt Deep inside the “Greed, Impatience, Shortcuts, I know everything, and Low-life” you won’t be able to find value. We need to drop them and move to better qualities to be able to shine in the…
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Whiteoak Flexi Cap Fund
Whiteoak Capital, a company with an impeccable pedigree has launched its First Domestic Equity Mutual Fund = Flexicap Fund which is open and now available till 26th July 2022. They have 5 Years of experience in FII’s Wealth Management. Foreign Institutional Investors are the biggest investors in India. The company is founded by Mr. Prashant…
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Discounts Don’t Last, Lost Opportunity Lasts.
There are two kinds of Discounts I have witnessed in my life. Most Popular: Amazon, Flipkart, Reliance Trends, & Croma. All of them are with Depressing Depreciating Value. Least Popular: Nifty 50, Midcap, Sector & Smallcap Funds. All of them are with Amazing Appreciating Value. They are like Instagram and NAV’s respectively. One is loud…
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Insurance is a subject matter of solicitation, Seriously?
“Insurance is a subject matter of solicitation”: Says IRDA.Which essentially means that insurance has to be requested or asked for (by an Earning Individual), not sold by an Advisor or Firm. This is one the reasons that thousands of Indians die without protecting their beloved family with an Adequate Insurance Cover. This is not just…
Malfunctions of My Brain 