924 ArticlesPremium
2 / 93
- Equity, fixed income, macro and personal finance research
- Model equity and fixed-income portfolios
- Exclusive apps, tutorials, and member community
Subscribe Now
Or start with a free-trial
Premium: Fixed Income Portfolio Changes To More Safety
The Fixed Income Portfolio needs another small change. This is the second change this year, which is fairly unusual for a portfolio like this but such times ...
Premium: The No-Downside Portfolio Rejig
We had published a "No Downside" strategy in December 2019 (Read post) It has done reasonably in terms of downside protection so far, with the strategy down ...
Premium: The High-Priced Portfolio 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. We ...
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 ...
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 ...
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, ...
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 ...
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 ...
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 ...
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 ...
