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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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Portfolio: Changes in Premium Momentum Portfolio – Apr 2020

It seemed like the month with no end. We did three rebalances through the month reducing equities first to 40% and then to 20% of the portfolio. At the same ...
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Follow The Money: How a Global Liquidity Crisis Beat Us Before The Coronavirus

Much as we see the absolute carnage in markets, we tend to blame it on the sinister impact of the virus. But there seems to be something else happening, ...
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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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Balance Sheet: The financial statement investors need to focus on now

It looks like there is no end to the carnage in the markets. We are down +30% on the Nifty since January and counting. We still do not know the extent of the ...
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Portfolio: Momentum Portfolio reduces equities some more

This is update #3 for March. It has just been that kind of month. Find the 1st March update here and the subsequent one here. In the last update, we reduced ...
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Webinar: Surviving the Panic (Premium)

We had a recent discussion on Zoom, on the various things we discussed about the different levels of panic we have seen. More important is about strategies to ...
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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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Portfolio: Momentum Portfolio reduces equities

Since the last rebalance on Mar 2nd,  it has been one-way traffic for stocks.  Chart shows percentage of NSE-listed stocks trading above  50/100/200 Day ...
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Portfolio: Changes in the Premium Momentum Portfolio – Mar 2020

“War is long periods of boredom punctuated by moments of sheer terror.” - old combat adage Some folks have adapted this to the stock market. Ridiculous, if ...
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