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66 ArticlesLong term portfolio

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The LongTerm MultiCap Portfolio Revamped

The last few weeks have been...interesting. (I heard there's an understatement of the year award up for grabs). For the world in general, and the tiny ...
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What to buy after a crash: Lessons from the past

Corrections happen. A cursory look at the chart shows, from 1990 to 2020, the NIFTY has seen 10 corrections of over 20%. That is one every three years. Except, ...
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How to deal with panic (and changes to our portfolios)

On days like today, we thought a chart of the NIFTY followed by Baron Rothchild's much-abused quote would not do much to calm the nerves. via GIPHY Frivolity ...
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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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Premium: Adding a Stock to the Long Term Multicap Portfolio

The recent correction in the markets has given us an opportunity to look at stocks which we earlier liked but went short of adding it in our portfolios because ...
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Premium: Adding a Stock to the Long Term Multicap Portfolio

The recent correction in the markets has given us an opportunity to look at stocks which we earlier liked but went short of adding it in our portfolios because ...
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Portfolio: We Exit [Stock] From Our Long Term Portfolio

The long term portfolio has seen a good return last year (see post). We don’t usually do any sudden moves on any stocks, and analyze them based on results ...
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Q1FY18 Earnings Report: Results in Long Term Portfolio – Part 1

The season of Q1 results has almost come to an end and results are slowly trickling out. Here is a quick compilation of results of stocks that form part of our ...
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Q4FY18 Earnings Report: Results in Long Term Portfolio – Part 4

In continuation with the analysis of the Q4FY18 results, here is the fourth part covering four more companies that form part of our long term ...
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Portfolio: We Exit Three Stocks In Our Long Term Portfolio

We're now going to exit a few more stocks from the Long Term Portfolio. We understand that there are altogether too many exits recently, but such is the market ...
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