There is a general trend to compare your portfolio returns with returns of popular indices like Sensex and Nifty. And this is not a recent phenomenon. It has been going on since years. Ask anyone and they will tell you…
Read More A Short Story to tell why You shouldn’t Compare Your Portfolio Returns with Index Returns
Since childhood, we are brought up with this idea that we should buy our own houses as soon as possible. And for almost everyone, a house is the biggest investment (or expenditure) which one makes during his lifetime. And there…
Stock Market is a strange place. A really strange one…At times, things which happen here are so far away from common sense, that if aliens were looking at stock markets, they would refuse to make any contact with humans… because…
Read More If Other People Were Like Stock Market People – Thankfully, They Are Not!
Markets are making new highs. And increasing number of people around you are discussing about stock markets these days. Though we still haven’t reached a point where housewives start discussing stocks, there does seem to be an underlying current in…
Caution: Lots of Graphs ahead. :-)Its been one full year since I started tracking PSU Bank stocks using a 10 stock portfolio. The catalyst for putting this portfolio in place was a feeling that PSU Banking space seemed relatively cheap…
Read More 10 Stock PSU Banks Portfolio – 1st Year Performance Update
Confession Time: The last post on Antifragility did not get responses from readers which I expected it to get. To be more specific, the number of comments which the post got was ZERO. :-(Probably it was because the 10 Principles…
A few days back, I was going through list of index constituents, when something caught my eye:Currently, India’s largest company by market capitalization is TCS. It has a market cap of Rs 5.4 Lac Crores; which is equivalent to about…
Read More Proof(s) of How Small is India’s Largest Company – Last One is a Big Surprise!!
Benjamin Graham’s book - The Intelligent Investor is regarded as the Holy Bible of Value Investing. Even the master investor Warren Buffett has a very high regard for the book and refers to it as the best book that has ever…
Read More 37 Quotes from The Best Book on Investing Ever Written
Alibaba recently did the largest IPO in United States’ history. And the $21+ Billion IPO was just a notch lower than the largest one ever done in the world. And with listing day gains of almost 38%, the company now…
Read More One Disturbing Fact About AliBaba’s IPO And How It Cautions Indian IPO Investors
At 98 words, previous post on Stable Investor was the shortest one ever. But probably one of the most important ones, if I was to consider its potential impact on a genuine long term investor’s life. Read these 98 words…
Read More Dissecting The 98 Most Powerful Words That Can Make You Really Very Rich
"Experience tends to confirm a long-held notion that being prepared, on a few occasions in a lifetime, to act promptly in scale, in doing some simple and logical thing, will often dramatically improve the financial results of that lifetime. A…
It’s time for 3rd quarterly update of PSU Bank Portfolio. For benefit of those who do not know the whole story behind this tracking portfolio, I would briefly share the purpose of this portfolio:In November 2013, like many others, I…
I know people who have an uncanny knack of making correct calls (with almost perfect timings) in markets. And surprisingly, they are right more often than they are wrong. This surprises me as almost all wise investors are of view…
Read More Proof (Using 24+ Years Data) that Market Timing May Not Be Worth the Effort…Atleast for Us
I regularly monitor index ratios like price-to-earnings, price-to-book values to gauge overall market sentiments. I know it’s a very crude way of doing it. But still it provides a decent picture of what is happening in markets.Now here is something…
Read More P/E Ratio of Indian Markets in July 2014 – Is It Telling Us Something?
Recently there has been a lot of noise about reduction in percentage difference (discount) between ordinary shares of Tata Motors and its DVRs. For those who don't know, Tata Motors has two kinds of shares listed on exchanges. Ordinary shares…
Read More Tata Motors DVR – Why is it Rising Faster than shares of Tata Motors?
