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113 ArticlesAnoop Vijaykumar

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Plan less, Live More

Conventional financial planning works well when we have perfect information about our financial future. Few in the real world have that luxury. We don't know ...
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Certainty is absurd

Disclaimer: This post is a question without an answer. It is also not about investing. In the winter of 1799, George Washington, the first President of the ...
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The Ebb and Flow of Momentum and Low Vol – May ’23 Update

The 2nd 2023 quarterly rebalance of the CM Low Vol portfolio went out to Capitalmind Premium and CM Low Vol smallcase subscribers yesterday. This post covers a ...
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Fact, Fiction and Factor Investing

Factor investing has been around for several decades, backed by an enormous body of literature, and yet it is still surrounded by much confusion and debate. ...
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Quick look: Performance of NSE Nifty Indices

The Nifty has been more or less flat over the last year. Did you know that you'd be sitting with a 1-year return of 50+% if you had invested in the Nifty India ...
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The stock does not know you own it

"You really have to believe in the companies that you're investing in, and that means having a level of conviction that most people don't have. If you don't ...
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Identities or Beliefs

From sports teams we enthusiastically support, to the kind of consumers we are, our religion, and our political affiliation, we all carry around multiple ...
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Looking for the best smallcase to invest in 2023? Make sure you look at these five things first.

Maybe you're looking for the best Momentum smallcase to invest in, or just the best smallcases overall in 2023. How should you go about finding and investing ...
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Should you invest at market highs?

Between July 1999 and Nov 2022, the Nifty closed at a high on 713 days out of 5,833 days, roughly 12% of all trading days. And since markets have been ...
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What Cathie Wood gets right

So, Cathie Wood, in a recent Bloomberg interview, predicted Bitcoin will be $1 Million by 2030. For reference, as of writing, BTC is $16.5k. So, about a ...
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