Well I have a lot of presence on the web – fb, linkedin, twitter, then the obvious mails…etc. One of the websites I use is ‘moneycontrol’ – for prices and charts…funny thing is a part of my portfolio is there. I keep getting advice as follows: –Cholamandalam is the biggest loser in your portfolio..what should […]
Watch, listen, and learn. You cannot know it all yourself. Anyone who thinks that they do, is destined for mediocrity. Donald John Trump. Obviously Donald Trump has said this with respect to life. This is amazingly true for markets. Ken Fisher calls it the TGH – the great humiliator. The minute you think you understand […]
If you are in the finance business, today you have to talk about two very important things: Financial Literacy and Financial Inclusion. What you do is not so important! I have heard of an organisation where a person in a grievance cell also has targets! When the customer comes complaining, REPLACE the product, and make […]
One important part of portfolio management is to have self confidence. What I mean is if you have a good company in your portfolio, do not think it is a bad share :). ‘Ghar ki murgi daal barabar’ becomes a reality even while you are handling a portfolio. If say I have 1000 shares of […]
I am not even sure whether a conversation or strategy which some of us use should be part of this blog. However as an experiment here is a trend in some of our portfolios. I have no clue whether it will work in the future, it has worked in the past – say 20 months. […]
Normally resolutions are made at the beginning of the year or on a birthday…however here are some resolutions that an investor can take / do any time: 1. I promise to reduce mutual fund costs: If you are in a diversified mutual fund which charges 2.5% (max) shift to some scheme which charges less (say […]
How did it feel when the Sensex was at 9000 and Mr. Doom Sayer was predicting sensex at 6500 as the next stop? Did you stop to WRITE down that feeling? Risk is funny – you need to feel it in the bones. And more importantly remember it!! With the Sensex up more than 80% […]