Where should an investor invest today? Equity markets? Real estate or Gold? – I am assuming that investors look only at these 3 asset classes – I do not know how to invest in horses, oil, other commodities etc. so I will stick to these 3 asset classes… Let us start with Equities. If some […]
If you are an investor how many fund schemes do you need to know / track / understand? Well if you are like me 3 a maximum of 5. However if you are a person who thinks that all problems in life can be solved by mutual funds, maybe 10. Normally people save for […]
A lot of the money that I handle directly (family only) and some people who claim to listen to me (I have no clue where they buy, whether they buy, or whether they have sold)…are bleeding because of these shares: Allied Digital (-67%), Arvind Products (-54%), Brand House (-34%), Crest Animation (-49%), Jupiter Bio (-39%), […]
When the index is doing well….we all buy into the optimism. It may actually be a great time to review your portfolio and SELL the duds and perhaps be in an index ETF. This is a tactical strategy of getting away from the high Beta stocks to safer territory – if the market goes up, […]
Not getting into too much of detail about what Ayn Rand said in Atlas Shrugged..but the dialogue is worth reading. Google and find it please. She says in many of her articles that people who are goons have no respect for money and they will take it away from you. Now one easy way of […]
I hope there is nobody out there with a gun to lynch me. Let me tell you about 2 contrarian calls that I had over the last 15-20 months, and which made me money. One was gambling that the dollar will strengthen – the world was willing to write it off. Moneycontrol carried the story […]
There are many problems facing the mutual fund industry…in an interview with Dhirendra Kumar of Valueresearchonline.com Mr. Sinor of Amfi says “the biggest problem facing the mutual fund industry is the mis-selling by the distributor”. This is a little amusing. The insurance regulator and Sebi regularly make noises about mis-selling, however Amfi and the Life […]