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Month: January 2020

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ICICIDirect’s ETF Intelligent Portfolio – A Product For Passive Investors

ICICIDirect has introduced a new product. It’s called the ETF Intelligent Portfolio (EIP). We took an in-depth look to see if you should consider it. ...
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The Capitalmind Momentum Smallcase

Note: Capitalmind Premium subscribers already have access to the Momentum smallcase at no extra cost. Please ping us on #helpdesk if you have questions. We ...
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Actionable: A Calendar Butterfly and a Segregated Fund Set Up the Score For January

We had earlier spoken of a special situation with Franklin Templeton's funds and the Vodafone Idea situation. (Post is here). On Friday, Franklin announced ...
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Guest Post: Elementary high school ideas that work in Investing

This is a guest post by Vikas Kasturi (@VikasKasturi). He is a value investor based out of Bengaluru. All views expressed are solely those of the author. The ...
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Q3FY20 Earnings Report: Results in the Long Term Multi Cap Portfolio

Q3FY20 results of company's have started coming in, in this post we take stock of the results of companies in our Long term Multicap portfolio. We start off by ...
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Podcast #21: The amazing rise of passive and what you need to do about it

  “When you talk about bubbles, right from the Tulip mania (1637) to the housing bubble (2006-07), all of these bubbles were fueled by greed. But ...
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Where should I park money for a few months

What’s the problem? This occurs often. A common money goal we all deal with from time to time. You have some money you need to park. You know you will ...
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Markets just don’t care about human suffering

Could China’s New Coronavirus become a Global Epidemic? That’s the headline of a wired article published yesterday, the same day the first case was ...
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How the Franklin UST Bond Fund Reacted to Vodafone’s Fall From Grace

Just as the Supreme Court refused to review their order on telecom companies having to pay a higher fee, the impact was felt highest on Vodafone Idea, which ...
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Actionable: Opportunity courtesy Vodafone Idea

Franklin Templeton UST has recently announced that it will be taking a full hit on its Vodafone Idea exposure owing to concerns with its financial health. ...
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