48 results for “Long term portfolio”

The Only Long-Term PMS Equity Mutual Fund Portfolio You Need

Can one mutual fund portfolio be enough? Explore the four-year track record of Capitalmind's All Weather Equity PMS and its active-passive strategy.

Welcoming the Capitalmind Mutual Fund!

We've got a Mutual Fund license! Talking about the story of how it all came about, Deepak takes you through what we imagine the Fund to be, and how it will help you invest for a better life.

Silver's Surge, Gold's Hedge: Strengthening Your Equity Portfolio with Precious Metals

Comprehensive analysis of two decades of market data reveals that a strategic allocation of 32% gold and 68% Nifty delivers optimal portfolio returns while minimizing volatility. While silver has surged 30% in 2024, followed by gold at 23% compared to Nifty's 15%, long-term data suggests gold's steady performance and low correlation with equities makes it the superior choice for portfolio diversification.

[Podcast] A Structured Approach to Cash Calls

Decoding Long-Term Nifty Returns: The Power of Time Horizons

Discover how Nifty returns vary dramatically across time horizons and entry points. Our in-depth analysis reveals the pitfalls of short-term thinking and the power of a long-term approach. How our early experience in the market colours, not only our return expectations, but also our perception of risk. Finally, why the enduring motto for investors needs to be "this too shall pass".

[Podcast] Should you invest in a PMS?

The 12% Myth: Estimating Long-Term Equity Returns

12% is the most common assumption plugged into financial planning models, with good reason. The problem is long-term returns in India have a wide range. In the post, we use two methods to guesstimate returns over 15-year periods and suggest using a probable return range rather than point estimates. Also why setting conservative assumptions will likely pay off.

Debt Mutual Funds will be taxed unfavourably after April 2023

The finance ministry has just delivered an inswinging yorker to the debt mutual fund industry. For long term investments made starting April, one major tax advantage has been removed. We decode the implications, what you might want to do, and why debt funds remain interesting.

Macronomics: Should you lock in long term yields now?

The RBI has raised rates by 0.5%, which seems quite expected, but it is quite positive in the way things have been put by the RBI. This is quite an interesting point for the fixed income markets, where rates are up 2% (200bps) in 5 months. Should you be locking in these "juicy" rates?

[01 Oct 22] Newsletter: RBI hikes rates, Crisis in UK, 5 Good Reads & More

. 🔆 RBI rate hike: Deepak Shenoy shares a quick summary 🔆 Market Overview: Sensex 30 PE trend, Macro markers & Market Movers 🔆 What we are reading: 5 good reads on markets & money 🔆 What's on YouTube: Falling Nifty, Increasing rates & UK monetary crisis!

[24 Sep 22] Newsletter: Power Grid Cracks, 5 Good Reads & What's happening at BYJUs

🔆 Quick glance Market Overview: Sensex 30 PE trend, Macro markers & Market Movers Links we like: 5 good reads on markets & money YouTube: Is BYJUs an Edtech company or NBFC?

[17 Sep 22] Newsletter: IT Stocks Plunge, 5 Good Reads & Our Weekly Show!

Market Overview: Sensex 30 PE trend, Macro markers & Market Movers Links we like: 5 good reads on markets & money Capitalmind Show: Kya Lagta Hai Bazaar on Youtube

Podcast: Turbulent times - RBI thrives, Fed fumbles

. Markets are slaves of earnings and liquidity. Liquidity has taken prominence after the coronavirus outbreak. At first, central banks across the world increased liquidity by cutting rates and helping their populace to live through the pandemic. Then the after effects of increasing liquidity hit - increased inflation. Now, the same banks are sucking out liquidity by increasing interest rates to counter inflation. The looming after effect of increasing rates is the "r" word that is too pious to speak loudly. In this podcast, Deepak & Shray discuss the two central banks that impact us the most - RBI and FED (Federal Reserve System, USA). What makes this podcast interesting is that we are looking at everything from the lens of who does better - FED or RBI? .

[6 Aug 22] Newsletter: Market Overview, 5 Good Reads & Capitalmind Weekly Show!

. ⚡ Market Overview: Sensex 30 PE trend, Macro markers & Top stocks of the week ⚡ Links we like: 5 good reads on markets & money ⚡ Capitalmind Show: Kya Lagta Hai Bazaar on Youtube .

[30 Jul 22] Newsletter: Market Overview, 5 Good Reads & Capitalmind Weekly Show!

. 🔆 Market Overview: Sensex 30 PE trend, Macro markers & Top stocks of the week 🔆 Links we like: 5 good reads on markets & money 🔆 Capitalmind Show: Kya Lagta Hai Bazaar on Youtube .

[23 Jul 22] Newsletter: Market Overview, 5 Good Reads & Capitalmind Weekly Show!

🔆 Quick glance . - Market Overview - Sensex 30 PE trend, Macro markers & Top stocks of the week - Links we like - 5 good reads on markets & money - Capitalmind Show - Kya Lagta Hai Bazaar on Youtube .

[16 Jul 22] Newsletter: Market Overview, 5 good reads on investing & latest episode of our weekly show

. - Nifty 50 PE ratio - Valuation indicator for the current markets - Hits & Misses - Stocks that gained and lost the most - Links we like - 5 good reads on markets & money - Capitalmind Show - Kya Lagta Hai Bazaar .

[9 Jul 22] Newsletter: Market Overview, Links we like & Our weekly show

Quick glance - Nifty 50 PE ratio - Valuation indicator for the current markets - Hits & Misses - Stocks that gained and lost the most - Links we like - 5 good reads on markets & money - Capitalmind Show - Kya Lagta Hai Bazaar .

Should gold be in your long-term portfolio?

With equities and bonds struggling in 2022, globally and in India, it's worth taking a fresh look at whether Gold should play a role in your portfolio. Does Gold serve as an effective inflation hedge? Does it play a part as an asset in a long-term portfolio? We also examine a Dual-Momentum Gold-Nifty Strategy versus Buying and Holding the Nifty.

What you know about inflation might be wrong

In this podcast, ▪️ We understand the practical concept of Inflation with examples ▪️ Impact of Inflation on your investments ▪️ Impact of Inflation on your daily lives, and how it impacts individuals differently ▪️ How the impact of interest rate change impacts the USA differently than in India ▪️ Hajaar practical examples and zero jargons

Lessons from 2021, the year irrationality went viral

P2P lending in India. How does it work and are the risks worth it? (EP42)

How does P2P lending work in India? How safe is P2P lending? Deepak and Shray explore how the industry works, the risks involved and whether the returns are enough to justify the risks.

EP40: How Smallcase helped create a new generation of investors

Episode 40 and we’re speaking to the fintech firm that just raised 40 Million dollars last week - Smallcase! Deepak sits down with co-founders Vasanth and Anugrah to talk about creating a new way to invest in stocks, investment lessons from the pandemic and what’s up next from the Smallcase team.

EP39: Why we run a PMS and how we do it differently

What is a Portfolio Management Service? How does it really work? Do they actually benefit their clients? In this episode, Vashistha and Deepak explore PMS' through their experience of running one at Capitalmind. They explain how the operations work, the pros and cons of different fee structures, quantitative strategies and how PMS' are different from AIFs, Mutual Funds and Smallcases.

Foundations of health for the wealth-walas, with LiveAltLife

Deepak invites Vivek Subramanyam of LiveAltLife to discuss the one thing without which wealth means very little - health. Vivek breaks down the foundations of health to help avoid or even reverse lifestyle diseases as Deepak draws paralells on human behavior from the world of investing.

How Capitalmind Portfolios did in 2020

Capitalmind subscribers get access to five core portfolios (three equity, one debt, and one index+Futures strategy). Each one is designed for distinct risk-return profiles and plays a role in an individual's asset allocation framework. In this post, we summarise the performance of the portfolios and other short-term ideas we closed in 2020.

Podcast #33: Momentum Investing, Unintuitive yet Effective

In this episode of the Capitalmind Podcast we discuss what is momentum investing, the key research by academics and practitioners that started the exploration into this strategy, the two schools of thought that explain why it exists. How it applies to Indian markets, and our analysis into whether it has worked. Also the downsides of momentum, both real and perceived, and in what ways it can be a good counterweight to a bottom-up fundamentally picked portfolio. We close with how we manage the Momentum portfolio at Capitalmind, and the differences between the Premium and the PMS Momentum portfolio.

Podcast #31: How trend following can make buy and hold better

In this episode, Shray and Sandeep discuss how adding a trend following layer to a long-only portfolio can help enhance returns and lower drawdowns, in the context of Capitalmind Chase - our own such strategy.

Podcast #27: The run on debt mutual funds. Is your money safe?

Podcast #26: Who moved my market? A deeper look at FIIs.

Podcast #21: The amazing rise of passive and what you need to do about it

Podcast #19: Investing in NPS? The good, the bad, and the annuity

Podcast: Should You Buy A House? (Ep-13)

Podcast: The Investor Wants to Know (Episode-7)

Podcast: Momentum- The Anomaly that Persists (Episode-6)

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

Podcast: Anupam Gupta on Regular Investing and Where To Focus

Podcast: The State of Financial Advice in India (Episode 4)

Q3FY19 Earnings Report : Results in Long Term Multicap Portfolio

Guest Post: What they did not tell us about long-term investing

Portfolio (Unlocked): We Exit Supreme Petrochem From the Long Term Portfolio for 3x in Three Years

Premium (Unlocked): The Performance of the Capitalmind Premium Portfolios in 2017

Premium (Unlocked) - Long Term Portfolio Analysis - A Deeper Look at a 27.5% Annualized Return

Monthly Mashup – Edition 02

Portfolios (Unlocked) : Capitalmind Performance in 2016 - A Good Year For The Five Portfolios

Live Post: What Listed Companies Are Saying About The Demonetization Impact

Weekly Mashup – Edition 12

Make Long Term Capital Gains Tax Free Only After Three Years of Holding