Hindsight is 20/20 and looking back at the Indian markets, 2020, seemed to be the best year to buy equity; 2021 was the best year to buy real estate and the recent past 2022 was the best year to buy gold. From the highs of Oct 2021, the Indian equity markets have not seen a…
Tag: Investing
Which PMS strategy is better – Concentrated or Broad-based?
Let’s take two well known examples – from the Marcellus fund house, their flagship PMS scheme, the Consistent Compounders Portfolio (CCP) and from the White Oak India fund house, their flagship PMS scheme, the Pioneers Equity Portfolio. The Consistent Compounders Portfolio (CCP) is a large cap focused PMS fund holding just fourteen stocks (as on…
Investing in Power Grid InvIT ⚡️
Power Grid InvIT is an enterprise in the form of a trust known as an infrastructure investment trust that owns revenue generating assets and the cash thus obtained from the operations of the assets is distributed to the unit holders (shareholders) of the trust. They are a close cousins of the Real Estate Investment Trusts…
Pick for the Muhurat trading 2021
Two days to Diwali 🪔 🪔 The benchmark indices were on a free fall for the last few days in October and the stocks have shed some of their overheated gains; just in time too with two days to Diwali 🪔. The recent pull back has provided a window of opportunity to consider a few…
Zomato Zinger 🍔
Each week has something to look forward to 😊; this week it was all about the much awaited IPO from the food delivery app Zomato. It’s difficult not to have this brand as a part of our daily life esp. in Bangalore; every weekend we order food in and Zomato delivers. On certain weekdays, maybe…
Go for Gold 🌟
For the past several months, the front pages across most newspapers showcased two main graphs, one depicting the progress of the pandemic and vaccines while the other tracing the journey of the equity markets as it inched higher and higher. Inbetween, the cryptocurrencies shot into limelight with their spectacular rise and subsequent fall. India has…
Investment ideas for 18-25 year olds 🚶🏻♂️🚶🏻♀️
In college and pursuing graduate courses; food, accommodation and other expenses paid for by parents, popularly referred to as Gen Z; but the kids themselves most likely will not have any investible surplus. So where is the question of investing? It’s the parents who want to start the kids on their compounding journey and want…
Equwise: Mindful beginning to FY 22 🗓
It’s already 7 April. The first week flew past mainly due to Good Friday and Easter; fasting and feasting🥂. March was year end and that pressure from work is over. And before we start making vacation plans, it is a good time to take stock of our individual balance sheet; to see whether we have…
Equwise: Investing in IndiGrid InvIT⚡️
In prior posts, I had mentioned InvITs, they are a close cousin of REITs, with the difference being in the nature of the assets owned by the trust. While REITs invest in income generating real estate assets; InvITs hold income generating infrastructure assets – there are two currently listed in India – the IRB InvIT and IndiGrid…
The Psychology of Money by Morgan Housel: Tail events make money 🧐
Below is the graph of the Indian benchmark index the BSE Sensex for the year 2020 so far. 23 March 2020 was a significant low for the Sensex. And looking at the way things have played out, the Sensex recovered smartly from the lows and currently it is trading at fresh highs !! Predictions are…
A half yearly update on Passive Income 🤑
April & May saw zero income for me from equity. This maybe due to the fact that for companies in India, March marks the financial year end; the next two months are spent compiling the financial results and when the results are finally approved and announced, so are the dividends, if any. Even the Q4…
Buying a small piece of the 500 largest publicly traded US companies 💵
Take advantage of the current market decline and consider buying a small piece of the 500 largest publicly traded US companies. Here is an opportunity to participate in the US equity markets from India via the S&P 500 Index Fund from the Motilal Oswal Mutual Fund house. It’s the first of it’s kind US equity index…
Dividend Candidate(#2): BSE Ltd 🤑
At CMP Rs. 298.35/-, the dividend yield of BSE Ltd is at 10.06% which is very attractive. India has a duopoly in the stock exchange business, the two being – NSE and BSE. While NSE is the market leader in equity cash trading and derivative trading, it is not yet listed. The listed exchange BSE Ltd. severely lags…
Cutting through the clutter: Oaktree Memos 🍀
Howard Marks is the co-founder of the investment management firm in the US called Oaktree Capital Management. He is an author on financial markets, his most famous book being Mastering the Market Cycle. He is also a guru to many investment managers around the globe. He dispenses his thoughts and views on the financial markets…
Sale❗️in the Indian equity markets📉
Are we witnessing a black swan event? The news headlines from US read “Dow Dives 1,900 Points, NYSE Halts Trading As Stock Indexes Plummet”. At home, the benchmark index, the BSE Sensex fell over 2300 points intraday, to recover some ground and close with a fall of 1,941.67 points (5.17%) – the biggest one day fall ever !!…
InvITs: Investing in IRB InvIT🛣
We are always looking out for additional sources of income – some look for more side hustles, I look for financial assets that can generate a regular income. But while entrepreneurs can start with little or no money, financial assets require an initial lumpsum investment. One such income generating avenue currently available in the Indian…
Dividend Income – Pot of Gold or Reality? 🌈
Dividends are a source of income for equity investors; but many are not interested in the small amounts distributed as dividends and prefer to make a killing buying low and selling high. Why should an equity investor in India pursue dividend investing? As per the current IT laws, for a resident individual dividend income upto Rs….
Embassy Office Parks REIT : To Buy or Not to Buy?🏢
To Buy or Not to Buy – that is the question – mainly because you like some aspects of a REIT – the prospect of receiving rental income; but not sure about others – is there capital protection and how much income can I expect? Ticker: NSE: EMBASSY; BSE: 542602 CMP Rs. 419.98/- as on 15…
Making your first SIP million 💷
“The key is to begin…” they say and so I start my savings with a Rs. 1000/- monthly SIP in a mutual fund. “An end date for the SIP ?” asks the advisor. “Two years for the time being and then I will decide.” Two years later…. “I will continue with the same SIP amount….
BSE Ltd: The exchange’s blue ocean strategy is yielding results
Paperless MF investing – it’s something taken for granted by a digital native, but for a digital immigrant like me its nothing short of a miracle of technology. I shortlisted a few MF schemes for investment, but they were spread across different AMCs; I want the Direct plan, bypassing the agents; this means a visit…
Miles and smiles 
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