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114 ArticlesPrashanth Krishna

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How We Have Done: The Performance of our Premium Stock Portfolios

Its been about 18 months since we spoke of the performance of the premium portfolios all together. (See previous post) So we start off looking at what has ...
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Portfolio: A Good month for Momentum Portfolio – Changes for June

National Elections have historically meant Volatility and strong one sided moves. While the pollsters were before the elections unanimous in entertaining that ...
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DSP Quant Fund NFO – Is it Worth Investing?

Factor Investing – a word that is not heard as much in the world of investing even though we all speak of factors when we talk about buying stocks based on ...
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Premium: Adding a Small Cap Infotech Stock to our Multi Cap Portfolio

While China ran away with Manufacturing, India has been the hotbed of Service Industry. Tata Consultancy (TCS), Infy and Wipro are the names that come up when ...
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Market Roundup – Is the Glass Half Empty or Half Full

We are moving into the final phases of the elections but our benchmark index seems unmoved by all the commotion saying just 5% away from its all-time high. ...
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Portfolio: Changes to the Momentum Portfolio – May 2019

With all eyes on the on-going elections, markets remained flat for much of April. May when the results and who shall govern us for the next 5 years becoming ...
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Premium: The High Priced Stock Portfolio Review & Rebalance

In 2017, we introduced a strategy of building a portfolio of stocks that was based purely on their absolute price without any reference to any other metric. ...
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Outlier in Focus : Movies, Masti and Magic – Inox Leisure

India’s first film, albeit Silent was Raja Harishchandra produced in 1913. A century later, India is today the most prolific maker of movies with nearly 2000 ...
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Momentum Portfolio Changes for April 2019

After spending a few months in the wilderness of a draw-down that seemed to be missed by the large cap index, March turned out to be an awesome month for those ...
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The Mindtree L&T Takeover Saga Raises the Question – To whom does a Company belong?

When a company goes public, the public investors have their rights. As much as the management which generally holds the largest chunk of shares post the public ...
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