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 […]