Tag: Asset Allocation

• Never Bet Against India, She is an Opportunity

  One of the best lessons I have learned from Mutual Funds, the Stock Market and the Gym is ”Short Term Pain leads to Long Term Gains.” Never bet against India. I never do that, I often use this kind of opportunity to buy Value at a cheaper Price. Some of the social media memes floating…

  Antony Trackfinder

  20th Mar 2023

  Asset Allocation, financial planning, Guaranteed Income, Health Insurance, HNI & UHNI, Indian Stock Market, Investing Concepts, Life Insurance, Long Term Investment, NJ wealth, NSE & BSE, Retirement Planning, Risk Management, Stock Market Investment, Tax Saving ELSS, Trackfinder Team, Uncategorized, Value Investing, wealth management

  Appreciation, Asset Allocation, Average Return, Bear Market, Bull Market, financial plan, financial planning, Investment, Investment Tips, Investor, Life Insurance, MARS, mutual funds, mutualfundssahihai, NJ wealth, personal finance, Risk Management, SIP, SIP Challenge, stock market, trackfinder, value buying, wealth management

• Personal Wealth Management

  What activities do you lose yourself in? Habits Maketh a Man! So goes the saying. Reading between the economic data and then coming out with out-of-the-ordinary picked from the Mutual Funds and Stocks to create a portfolio that delivers surprise returns at the end of the medium-term and long-term is what I completely immersed myself…

  Antony Trackfinder

  17th Mar 2023

  Asset Allocation, Business Culture, compliments, conversation, Cryptocurrency, Daily Prompt, Entrepreneur, financial planning, Guaranteed Income, Health Insurance, HNI & UHNI, Indian Stock Market, Investing Concepts, Life Insurance, Long Term Investment, Mediclaim, Nasdaq, NJ wealth, NSE & BSE, Retirement Planning, Risk Management, Stock Market Investment, Tax Saving ELSS, Value Investing, wealth management

  Appreciation, Asset Allocation, atmanirbhar, Average Return, Bear Market, Bull Market, business, Cryptocurrency, dailyprompt, dailyprompt-1877, Family Protection, FD, financial planning, Guaranteed Income, Happiness, Health Insurance, Investment, Investment Tips, Investor, LIC Policies, Mediclaim Policy, Monthly Income, mutual funds, mutualfundssahihai, Nasdaq, NJ wealth, personal finance, PF, PMS, Post Office, Profit Booking, Retirement Planning, Risk Management, SIP, SIP Challenge, stock market, Succession Plan, Tax Free Income., Term Plan, Term Plan Insurance, Unlearn, value buying, Value Investing, wealth management

• 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…

  Antony Trackfinder

  6th Nov 2022

  Asset Allocation, Business Culture, Entrepreneur, financial planning, Indian Stock Market, Investing Concepts, Journalism, Long Term Investment, Mistakes, Nasdaq, Newspaper, NJ wealth, NSE & BSE, Risk Management, Stock Market Investment, Trackfinder Team, Value Investing, wealth management

  Appreciation, Asset Allocation, atmanirbhar, Average Return, Bear Market, Bull Market, business, financial planning, Investment, Investment Tips, Investor, Journalism, mutual funds, mutualfundssahihai, Newspaper, NJ wealth, Performance, personal finance, Retirement Planning, Risk Management, trackfinder, value buying, Value Investing, wealth management

• 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,…

  Antony Trackfinder

  21st Oct 2022

  Asset Allocation, financial planning, Guaranteed Income, Health Insurance, HNI & UHNI, Indian Stock Market, Investing Concepts, Long Term Investment, Mistakes, Nasdaq, NJ wealth, NSE & BSE, Retirement Planning, Risk Management, Stock Market Investment, Tax Saving ELSS, Trackfinder Team, Value Investing, wealth management

  Appreciation, Asset Allocation, atmanirbhar, Average Return, Bear Market, Bull Market, Dhanteras, Diwali, financial planning, Guaranteed Income, Happiness, Investment, Investment Tips, Investor, Mediclaim Policy, Monthly Income, mutualfundssahihai, Nasdaq, NJ wealth, Performance, personal finance, Profit Booking, Retirement Planning, Risk Management, SIP, stock market, Tax Free Income., trackfinder

• 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…

  Antony Trackfinder

  12th Aug 2022

  Asset Allocation, attitude, conversation, Cryptocurrency, Doctor, financial planning, Guaranteed Income, Indian Stock Market, NJ wealth, Risk Management, Stock Market Investment, Trackfinder Team, wealth management

  Appreciation, arrogance, Asset Allocation, attitude, Average Return, Bear Market, Bull Market, compliments, Cryptocurrency, Doctor, financial plan, Guaranteed Income, Investment, Investment Tips, Investor, Mistakes, mutual funds, Performance, Profit Booking, Risk Management, stock market, Tax Free Income., trackfinder, Value Investing, wealth management

• 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…

  Antony Trackfinder

  29th Jul 2022

  Asset Allocation, attitude, Business Culture, Cryptocurrency, Doctor, Entrepreneur, financial planning, Guaranteed Income, HNI & UHNI, Indian Stock Market, Investing Concepts, Kerala, Legacy, Life Insurance, Medicine, Mediclaim, Mistakes, NJ wealth, Risk Management, Stock Market Investment, Tax Saving ELSS, Trackfinder Team, Value Investing, wealth management

  Asset Allocation, financial planning, Investment, Investor, mutual funds, Risk Management, SIP, stock market, Value Investing, wealth management

• 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…

  Antony Trackfinder

  23rd Jun 2022

  Asset Allocation, Business Culture, financial planning, Guaranteed Income, Indian Stock Market, Investing Concepts, NJ wealth, Risk Management, Stock Market Investment, Tax Saving ELSS, Trackfinder Team, wealth management

  Appreciation, Asset Allocation, Average Return, Bear Market, Bull Market, compliments, Faith, financial planning, Guaranteed Income, Investment, Investment Tips, Monthly Income, mutual funds, mutualfundssahihai, Performance, personal finance, Risk Management, SIP, stock market, trackfinder, wealth management

• 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…

  Antony Trackfinder

  18th Jun 2022

  Asset Allocation, conversation, Fathers Day, financial planning, Guaranteed Income, Health Insurance, HNI & UHNI, Investing Concepts, Life Insurance, Risk Management, Thanks Giving, Trackfinder Team

  Appreciation, Asset Allocation, atmanirbhar, Birthday Gift, compliments, Family, Family Protection, Fathers Day, financial planning, Guaranteed Income, Health Insurance, LIC Policies, Life Insurance, personal finance, Risk Management, Succession Plan, Term Plan, Term Plan Insurance, wealth management

• Coconut and Currency Conversation

  

  When we are surrounded by nature, the amazing properties that create its beauty are way beyond our comprehension. None teaches you like Flora and Fauna. I love to see things in my own peculiar way. The greatest investment that our ancestors have made for us is the nature that is around us. Unfortunately, that remains…

  Antony Trackfinder

  10th May 2022

  Asset Allocation, Business Culture, conversation, Cryptocurrency, Entrepreneur, Environment, financial planning, Guaranteed Income, Health Insurance, HNI & UHNI, Indian Stock Market, Investing Concepts, Kerala, Legacy, Mediclaim, Mistakes, Nature Walks, NJ wealth, Risk Management, Stock Market Investment, Tax Saving ELSS, Trackfinder Team, wealth management

  Appreciation, Asset Allocation, atmanirbhar, Average Return, Bear Market, Birthday Gift, Bull Market, business, Cryptocurrency, Dhanteras, Family Protection, FD, financial planning, Flora, Guaranteed Income, Health Insurance, Investment Tips, Investor, Kerala, Monthly Income, mutual funds, mutualfundssahihai, Performance, personal finance, PF, PMS, Post Office, Profit Booking, Risk Management, SIP, SIP Challenge, stock market, Succession Plan, Tax Free Income., Term Plan Insurance, trackfinder, value buying, wealth management

• Colours of an Investment Portfolio

  

  “Portfolio is a true representation of your Strength, Weakness, Vision, Hardwork, and Future.” As a wealth manager, I often face the challenge of creating an investment portfolio within the first 15 min of meeting an investor.Penning the names of funds and stocks, I often give the impression of a magician pulling out a rabbit from…

  Antony Trackfinder

  23rd Apr 2022

  Asset Allocation, financial planning, Guaranteed Income, Health Insurance, HNI & UHNI, Indian Stock Market, Investing Concepts, Legacy, Mistakes, Nasdaq, NJ wealth, Risk Management, Stock Market Investment, Tax Saving ELSS, Trackfinder Team, wealth management

  Asset Allocation, Average Return, Bear Market, Bull Market, business, Children, compliments, Family Protection, financial planning, Guaranteed Income, Health Insurance, Investment Tips, Investor, Monthly Income, mutual funds, mutualfundssahihai, Nasdaq, Performance, personal finance, Profit Booking, Risk Management, SIP, stock market, Succession Plan, Term Plan Insurance, trackfinder, value buying, wealth management