6 years ago I had written an article on the benefits of having a concentrated portfolio of stocks. Some of the things what I had mainly discussed in that article was 2 things: [1] How to select stocks: How should you zero in on a list of stocks (i.e. Universe of...
Disclaimer: I am holding these stocks in my portfolio. Over the past few months, I have been asked much about the stocks that I recommended and which did not perform in comparison to stocks that outperformed even my own estimates. Of course, every portfolio will have...
For a week now demonetization of high value notes has been polarizing the country between those who totally support the idea and those who are against it. The move has had a big impact on the stocks markets. A lot of investors are withdrawing capital from stocks. Some...
There are times when anyone who has read half a book on finance can tell you that stock prices are unreasonably high. Of course, it is possible that prices keep moving higher despite such assurance. For this reason, it is often a good approach to stay invested...
Today, I will try to answer 2 questions that I’ve been asked more than a few times: How should you rebalance your portfolio to replace underperforming stocks? How frequently should you rebalance your portfolio? Naturally, the answer to both these questions will depend...
Over the last few weeks, markets have beaten all resistance barriers and have defied the very notion of value. Those waiting for a correction sometime back have now jumped in hoping for newer all time highs. Anybody who believes in value may not find much for the...
