We continue with our focus on dividends and dividend investing. Though dividend yields can attract an investor in short term, when investing for long term dividend income, it is important to look at the consistency with which the companies have paid…
Dividend Analysis of stocks in Dead Monk’s Portfolio
We highlighted in an earlier postthat DMP would be built, primarily around dividend investing. The core of DMP is made up of 5 stocks, namely ONGC, Clariant Chemicals (I) Ltd., Balmer Lawrie & Company, Graphite India, Tata Investment Corp Ltd.…
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15 stocks to buy for long term in india – Dead Monk’s Portfolio
We recently wrote a post detailing rules for Dead Monk’s Portfolio (DMP). Therein, we mentioned that we plan to divide DMP into different parts i.e., core and satellite(s). This approach will help in addressing requirements of dividend income, capital appreciation…
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Launching the Dead Monk’s Portfolio – Ground Rules
After a lot of deliberation, both recorded (Part 1, 2, 3, and 4) and unrecorded, we have finally managed to put down the ground rules for Dead Monk’s Portfolio.If you haven’t read our earlier posts on this issue (which changed…
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Thoughts on starting a new portfolio – Part 4 – Why we prefer dividend investing for the Core of our portfolio?
In our last post, we discussed why entry price is important for a dividend investor. But does it mean that we are advocating timing the markets? The answer is Yes, and No. Yes because if one can time…
Thoughts on starting a new portfolio – Part 3 : Does entry price matter to a dividend investor?
Stocks mentioned in post - INFY We have been thinking a lot about developing a framework for our long term portfolio. As of now, we are quite sure that this portfolio would be based on Core-Satellite approach. For Core portion,…
Thoughts on starting a new portfolio – Part 2
Without wasting any time, we start from where we left in our last post. We mentioned that we might take core-satellite approach for Dead Monk’s Portfolio (Why this name?). After giving it a second thought, we think that instead of…
Thoughts on starting a new portfolio – Part 1
In our post on changing Stable Investor’s approach, we mentioned that we plan abandoning our existing portfolio (Monk’s Portfolio). We also plan to start a new portfolio named Dead Monk’s Portfolio (DMP). Reason for choosing this name is given in…
P/E Ratio, P/BV Ratio & Dividend Yield Analysis of Nifty50 : And how we can benefit from it
In last post, we detailed how we plan to change Stable Investor’s approach in future. This post is first step in that new direction. In this post, we analyze how a little effort on one’s part can help ensure that…
Poker and Stock Markets
Regular readers would be surprised to see the word Poker (a game known for gambling), being used for title of a post on Stable Investor, which is all about stability and anti-speculation. But a further reading would be helpful in understanding…
Warren Buffett’s Letter to shareholders 2012
It’s time of the year when Warren Buffett comes out with his annual letter to shareholders (Letter 2012). As always, it’s full of insights into the mind of Oracle of Omaha. An interesting point (on Value) made by Warren in…
Warren Buffet’s Rule of not losing money
Known for spreading his financial wisdom by simple rules, Warren Buffet gave 2 really simple rules for investment community – So why are these rules important for a Stable Investor? It is because if you lose money on an investment,…
Nifty Dividend Yields – A Long Term Analysis of relation between dividend yields and returns
Dividend Yield is a ratio of dividend paid last year to current market price. A further reading on Dividend Yields can be found here. One of the two metrics used to evaluate over- or under-valuation of markets is Dividend…
Guest Post: Beware of the Anchoring Bias!
Stable Investor’s note: Today’s guest post by Daniel Sparks covers an important topic of Anchoring Bias in investment decisions. The study of how psychology affects our investment decisions is, rightly so, becoming more and more important. It has even been…
Nifty Stocks and PEG Ratios
In our previous post, we saw that Indian markets are presently trading at PEG ratio of 0.97. We arrived at this figure by dividing current P/E of 16.7 by average growth rate (in last 18 years)of 17.1%. For details, please…