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…
Tag: Money
18.6% CAGR: Marcellus Consistent Compounders Portfolio (CCP) – Great, good enough or bad?
And so, are the returns from the PMS fund great, good enough or bad? If you are invested in Marcellus CCP fund, the net value of your portfolio in CCP depends on when you started investing in the fund and the type of fee structure you opted for. The year of inception for their flagship…
Portfolio picks 💰
“And yet, the truth, as I understand it, is there is a bit of voyeur in each one of us who profess a liking to fiction. Much as we might claim loftier reasons such as love for the language or a deep interest in human behavioural patterns, what really gets to us is the peephole…
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…
Gen Y Parental Gift Traps 👨👩👧👦 (guest post)
There is a current trend among Gen Y parents to ensure that their Kids have a comfortable life and don’t struggle as they have had to. Admirable as this may seem, maybe Gen Y parents should also pay heed to Darwin’s Theory of Evolution. Nature is the World’s best teacher and Gen Y parents can…
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: Prompt Payouts by InvITs 💠
January is usually a bleak month for dividend payouts; Q3 ends in Dec and the subsequent month is usually spent by the companies compiling the financial data. But this time, the new year began with a pleasant surprise 🎊. As mentioned in a prior post GMDC declared their annual dividend late in 2020 GMDC: Dividend…
Non Convertible Debentures (NCD): A source of passive income 💰
Power Finance Corp (PFC) a govt of India undertaking advertised that it is selling bonds also called non-convertible debentures (NCD) worth Rs. 5000 cr to raise cash. The maximum interest rate offered on these bonds is 7.15% pa. This is an eye catching rate of interest as the bank FD rates have fallen sharply below…
GMDC: Dividend declared💰
I had written about GMDC being a dividend candidate earlier in the post 👉 Dividend Candidate(#1): GMDC🤑 and had considered this year’s dividend to be Rs. 3/- share. But this year the dividend declared in Rs. 2/- share (100% face value). The dividend is usually declared in September and the payout happens by October. But…
BSE Sensex @ 45k ✨
While we are celebrating the new high, its good to heart this quote by Charlie Munger. From here will it move further up or down is anybody’s guess !! Till next post, take care !!
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…
Embassy Office Parks REIT: Delivering on distribution targets 🏢
The DPU (distribution per unit) promised for this year by Embassy Office Park REIT was Rs. 24.5/- per unit; year end results are out and they delivered Rs. 24.39/- per unit (before tax) for FY 19-20✨✨ 28 May is the record date fixed for the distribution (to determine which shareholders are eligible to receive the distribution) and…
BSE Ltd : The dividend does not disappoint 💸
BSE Ltd has declared dividend of Rs. 17/- per share for FY 19-20 subject to the approval at the AGM. The dividend payout ratio is at 95% in the midst of the COVID 19 pandemic. The money in the pocket is happy news for the shareholders👍. The company has so far maintained a payout ratio…
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…
Miles and smiles 
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