Tag: returns

The Need Of The Hour

Opinions are very different from judgements. Investment is a field where we carry both and apply them constantly. Opinions are lighter, presumptive, and easy going. We can like or dislike a personality, a business leader, an industry, or a business. Opinions formed on the basis of instinct rather than inquiry…

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Recalibrate Risks

Risks and returns are always meant to be viewed holistically. But, how many of us do that? An interesting incident only reminded us how little people respect risks. An investor had been invested in equities for the three-year period between 2014 and 2017. At the beginning of 2018, just as oil…

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Redo Asset Allocation

At a time when everybody has overdosed on equity, elections are looking imminent, macros are getting challenging, and benchmarks are outperforming portfolios, it makes sense to take a re-look at asset allocation. Clearly, the most important thing now is to get our asset allocation right. A wrong allocation can affect…

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Redux Hour Returns

Stock picking takes far more mind space, time, and effort in every investor’s life. The time dedicated to stock picking far exceeds the time spent on investment strategy. Stock picking and investment strategy are connected in the middle. The reasons are not difficult to decipher. Deep within, we believe that…

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