CAT | Misc
What is a mutual fund?
Simply put, a mutual fund is a basket of assets, typically stocks. An entity, usually a corporation, comes up with a plan to invest in certain assets, typically stocks and raises capital through the issue of shares to investors in a process called a New Fund Offer (NFO). This corporation is [...]
Many analysts, including myself feel that this rally is overdone. It was just in March that the Dow hit the 6500 levels and the Sensex fell to the early 8000s. The economic situation in USA (the largest economy of the world) has improved to some extent as we can see in consumer spending, new jobless [...]
25
The fruits of a diversified, high beta, blue chip portfolio.
0 Comments | Posted by Ash in Misc
I opened a set of positions worth about 1.16 lakh Indian Rupees (about 2300 USD) last Monday.I chose blue chips from different sectors.The total return from my portfolio over the last week was INR 8,232 i.e. 7.09%. Such is the world of equities. Bank deposits, in comparison, pay about 7.5 -8 % per year in [...]
I was looking into ways of diversifying my portfolio and came across a set of exchange traded funds that seem to fit my needs perfectly.
Nifty Benchmark Exchange Traded Fund(NiftyBees)
This ETF tracks the S&P CNX Nifty, an index that tracks the performance of 50 of the biggest and most liquid stocks traded on the National Stock [...]
Current Portfolio
Company – Reliance Industries
Sector -Refining and Petrochemicals
Portfolio Weight -39%
Horizon -Long term
Company -Tata Steel
Sector -Steel
Portfolio Weight -22%
Horizon -Long term
Company -Reliance Communications
Portfolio Weight -22%
Sector -Telecommunications
Horizon -Long term
Company -ICICI Bank
Portfolio Weight -13%
Sector -Banking and Finance
Horizon -Long term
ETF -Nifty Benchmark Exchange Traded Fund
Portfolio Weight -4%
Sector -Index
Horizon -Long term
Stocks that I am eying and planning to buy on [...]
Introduction to Asset Classes
Stocks
Bonds
Bank Deposits
Commodities
Derivatives
Real Estate
Investing Framework:
Historic return
Risk
Business Cycle effect
Basics
Risk-Reward
Statisical measures of risk, reward
Var, Maximum Draw Down
Portfolio Management
Diversification
Portfolio Context
Long-term issues
Basics of Taxation
Capital Gains Tax
Personal Income Tax
Wealth Tax
There seems to be fairly widespread concern that a poor monsoon may hold back a quick economic recovery in India. Monsoon winds bring rainfall to much of India between June and September every year. The agricultural sector depends heavily on the monsoon for rainfall to irrigate fields since the irrigation system in India is at [...]
According to Rupya.com, DBS Bank, a Singapore based bank pays 8.5% p.a, the highest interest rate on fixed deposits (2 year maturities) in India followed closely by YES Bank, which pays 8.25% p.a. Public sector banks such as State Bank of India and Andhra Bank pay 7.25% p.a . It is also interesting to note [...]
The Indian markets have had a roller-coaster ride over the last 5 months or so. From the early 8,000 levels in March to the mid- 15,000s in mid-June to the early 14,000 s as of today. What a ride! In less than 6 months, we witnessed the euphoria after the election results, the disappointment of [...]
I will aim to write and post 1 article every 4-5 days in the near future.I will be writing articles titled :
The Sub-Prime Crisis Demystified
The Fall of the US Dollar : Is the end in sight?
Are Apple and Google Overvalued Stocks ?
The Fundamentals of Diversification
and many more…….
