July-Sept 2017 Results
Results for IndusWealth can be downloaded from the links below: Summary of the returns Portfolio performance summary Benchmark return calculations Transactions in the model portfolio Stock wise returns for the model portfolio Apr-Jun 17 results […]
How to experience certainty!!!
Most people require help from experts in relevant fields and seek advice from consultants. However, expert advice from various sources on a particular topic may not be identical. Let’s look at a few examples. If I were buying a new car or an electronic gadget, I would reach out to some of my friends who […]
April-June 2017 Results
Results for IndusWealth can be downloaded from the links below: Summary of the returns Portfolio performance summary Benchmark return calculations Transactions in the model portfolio Stock wise returns for the model portfolio FY 2016-17 results […]
Market Commentary – June 2017
Click here to download the paper Happy Investing…. IndusWealth:Making your money work for you
IndusWealth: FY 2016-17 Results
As we end the quarter January -March 2017, we are happy to share the results of IndusWealth model portfolio. Results for IndusWealth can be downloaded from the links below: Summary of the returns Portfolio performance summary Benchmark return calculations Transactions in the model portfolio Stock wise returns for the model portfolio Market Analysis There was 10% run […]
Understanding the odds for investing in stock market
We wanted discuss the odds of making money in the stock market for investors. We analyzed data of all 2095 companies that had a market cap of over 50 crores on 31st December 2016. The data goes back 26 years – starting from 1991. Analysis of daily performance of SENSEX over the 26 years Out of […]
Catalysts of Conviction
Dale Griffin and Amos Tversky – in a very interesting paper, ‘ The Weighing of Evidence and the Determinants of Confidence’ – state that intuitive judgment is explained by the hypothesis that people focus on the strength or intensity of available evidence with insufficient regard for its weight or importance. For instance, many believe that […]
CY 2016 Results, Journey so far, & Market Outlook
As we end the quarter October -December 2016, we are happy to share the results of IndusWealth model portfolio. Results for IndusWealth can be downloaded from the links below: Summary of the returns Portfolio performance summary Benchmark return calculations Transactions in the model portfolio Stock wise returns for the model portfolio Journey So Far It’s been […]
Risk Aversion – Loss Aversion
A recent meeting with a friend brought up a topic of risk aversion, and loss aversion in investing. I was reviewing his portfolio. He had purchased stocks with an opportunistic mindset and many of those had failed to generate expected returns. I suggested that he should liquidate the positions and book a loss. He was […]
Are investments in real-estate and equites similar?
I was speaking to Ravi who has significant investments in real-estate. Ravi owns several properties that he rents out. Ravi said that his investments in real-estate are like investments in equity. He said that investments in real-estate like equities have 2 sources of value Rent – which is like dividends from equities Capital appreciation of […]
Smart Answers vs. Right Answers vs. Simple Answers
Recently I met up with a friend, he had closed a large deal and had significant amount of money that he could invest. He asked me what was the best he could do with the money with an investment horizon was over 5 years. I suggested that he should invest this money in an Index […]
Good players understand the ODDS
Understanding the odds is key for making purdent bets in any process (investments, games) that deal with uncertanity. Based on the above data the people who understand odds will quickly realize 2 things All games are favorable for the player (a player who is ready to play many games has a good chance of coming out ahead). […]