22 results for “Anchor”

Adaptive Momentum, Rebuilt.

Read on to know how Capitalmind Wealth’s Adaptive Momentum strategy works, how its momentum factor is constructed, and the changes made to the model over time.

The Shadow Portfolio: How Tax Anchors and Mental Accounting Lock You into Inaction

Your legacy investments need the same care your core portfolio does. Read on to know how NDPMS can close the gap and why it might be the bridge your shadow portfolio needs.

[Podcast] The Strategy that Helps You Stay Invested: Capitalmind Anchor

Eight Billion Simulations, One Pit Stop

"Don't predict, respond" is among the oldest guiding principles behind how we invest at Capitalmind. A Formula 1 race last year showed how responding wins and what predicting loses. Read on to know more.

Anchor: The Missing Piece in Your PMS Portfolio

This is the third and final article in our series on making a case for hybrid asset allocation. The first made a case for the need of a buffer. The second unpacked the four hybrid Mutual Fund categories. This one introduces Anchor, our new investment approach within Capitalmind PMS. Read on to know more.

The Buffer, Unpacked: Four Hybrid Categories and What They Do

In our previous post, we asked why does your portfolio need a buffer it will sometimes resent. This one answers: what does that buffer actually look like? Read on to know more.

Risk, Regret, and the Case for a Buffer

Most people understand asset allocation just fine in the abstract but look at it as unnecessary friction especially when the markets are booming. But what has three years of ignoring it quietly cost Indian investors? Read on to know more.

Mutual Funds investing In loss-making company IPOs: Is it a big deal?

Recent high-profile IPOs have had a tough time since listing. Zomato (-18%), PB Fintech (-30%), Cartrade (-62%), and Paytm (-72%). Mutual funds have been asked tough questions about their investments in these loss-making internet companies. Is the outrage justified?

Fallacy of Price Anchoring, Should you time the market?, How long will it take to bottom out, and More.

. 🔆 Psychology: The fallacy of price anchoring after a bull run 🔆 Number Talk: The history of market bottoms and rebounds 🔆 Concepts: The dynamics of timing the market against buy-and-hold 🔆 Personal Finance: How the risk of unknown affects us? 🔆 Contra View: Buying the dip strategy may not always work 🔆 Pop Quiz: A quiz question that can win you a little gift from us .

Whacked by whipsaws in Chase | Putting March'21 in context

After an almost perpetually trending 2020 the month of March'21 hit us like a hail storm. Making us wonder if its even worth our time trading trend following strategies like Chase. To a large extent we all anchored our expectations based on the year we started. We never experienced a range bound whipsawing market, thankfully now we have. What is a whipsaw? Traditionally a whipsaw is defined as - a condition where a security's price heads in one direction, but then is followed quickly by a movement in the opposite direction. While this is what a whipsaw is, quants like us would like some numbers to play with, which brings us to the next question.

Shrinking FD Rates, Expensive Loans and Where to Invest Instead

In this episode, Shray and Deepak discuss the evaporating returns from safe investments such as FDs, what it means for lending, and how should you invest in this new (to India) low interest-rate world.

The 15,000 cr. Yes Bank FPO: Should You Invest?

Podcast #28: Why credit rating agencies are irrelevant and deserve a downgrade

On Slack: Myntra blinks, Snapdeal buying Housing.com, Spectrum Auction destroyed sector, Flipkart valuation, Droughts in Decades, Dhanlaxmi Bank and much more...

On Slack: Samprada Singh - Bringing Alkem into the Future, BigBasket Closes Latest Round of Funding, Delhi resorts to Stringent Measures to Curb Air Pollution and more...

The Ignominy of Regret and How it Forces You to be Irrational

RBI Committee Clarifies Monetary Policy, Suggests CPI Inflation Target of 4%, Major Reforms

Ahead of Policy, RBI Says Growth Subdued, Inflation Might Be Checked

Six Myths About The Food Security Bill

Radia Tapes: Shady Journalism

On Yahoo: Framed and Anchored

Anchoring Bias, Survivor Bias and Hindsight Bias