61 results for “Portfolio”

Portfolio Construction 101

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.

Does Your Retirement Portfolio Have Room for Error?

Why is building margin for errors matters more than chasing higher returns? Read on to understand.

[Podcast] A Structured Approach to Cash Calls

[Podcast] Investing in Unlisted Companies: What's the deal?

Are unlisted securities worth investing in? What are they? In this edition of the Capitalmind Podcast, Deepak and Shray dive into the world of unlisted securities, the complexities of investing in them, the different pluses and minuses you might want to know, and more...

Inside a Portfolio Review: Five Recurring Mistakes

Podcast: How arbitrage funds might have systemic risk on a tax-rule change

"If it looks like a duck, swims like a duck, and quacks like a duck, then it probably is a duck", goes the saying. Arbitrage mutual funds are actually taxed as equity funds but they actually behave as debt funds.  And this tax arbitrage of arbitrage funds is what the regulators may be looking to fix. In light of this, we have our latest episode of the Capitalmind Podcast, where we dive into the intriguing world of arbitrage mutual funds, also known as arb funds.

[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!

[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: Why SEBI should implement India's EDGAR and more

Recently, as of 7th September 2022, total Demat accounts in India touched the 10 crore mark. This is a staggering increase from 40 crore Demat accounts in Mach 2020. This alone is a testimony of increased participation and inclusion of individuals in Indian markets. More and more Indians, especially youngsters, are taking to investing in equities enabled by their smartphones - digital broking, increased information access, and social media influence. The whole securities (stock) market ecosystem has evolved immensely over the past decade and deserves a lot of credit for the recent growth in the participation of new investors. At the helm of the ecosystem sits our regulators who are responsible to enable, guide, protect and watch the market participants to ensure that we have a fair and thriving market. In this episode, Deepak and Shray talk about the role SEBI can play in shaping the future of the markets. They talk about data warehousing, data accessibility, regulatory enhancements, bond markets, disclosures & reporting, and a lot more that would make our markets more accessible.

[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.

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.

How to allocate to Capitalmind model portfolios?

Capitalmind Premium subscribers get access to four equity and one fixed-income (debt) model portfolios. How to allocate to Capitalmind Portfolios? This post is for anyone who is new to Capitalmind and is either looking to make fresh investments across Capitalmind Portfolios or looking to re-align their existing portfolios.

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?

The LongTerm MultiCap Portfolio Revamped

Portfolio: Momentum Portfolio reduces equities some more

Portfolio: Momentum Portfolio reduces equities

Portfolio: Changes in the Premium Momentum Portfolio – Mar 2020

Podcast #24: How big is LIC anyway?

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

Portfolio: Addition to the MultiCap Portfolio

Podcast: The Strange Happenings at Karvy (Ep-15)

How To Buy A Mutual Fund (Ep-14)

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

Podcast: Will Corporate Tax Cuts Fix India's Bruised Economy? (Ep-11)

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

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

Buying Momentum Portfolio when Markets are Weak

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

Podcast: Anupam Gupta on Regular Investing and Where To Focus

Focus on Portfolio, Not on Stocks

Premium (Unlocked): How to find stocks hitting all-time-highs using Capitalmind SNAP

Video: Selecting Stocks and Building Equal Weighted Portfolios on Capitalmind Snap

Video: How To Park Your Money, Save 80% Tax & Also Generate Cash Flow!

Webinar[Recorded]: How To Hedge Your Portfolio For Brexit Or Anything Else

Video: Full Interview at CNBC-TV18 on 22nd June

What are 'Bond Yields'? A Video

On CNBC-TV18: Discussing Suzlon and Bharat Forge with Anuj Singhal and Ekta Batra

Interviewed at ET Now: My take on Defense, Auto and Large Cap IT

Video: Stan DruckenMiller on Amazon Vs. IBM and Other Things

CAPM Portfolio: Updates and Adding [Stock]

Info: Ministers and Portfolios

Premium: Adding Glitter to the CAPM Portfolio

Premium: How To Calculate Your Portfolio Returns

Optionalysis: Portfolio Trades In a Trending Market

Video: Liquid and Ultra Short Term funds, and Fixed Deposits

How to Analyze a ULIP: Video

At MarketVision, I have a 10 minute video of a ULIP Review (HDFC SL Crest) that will help you understand how to look at a ULIP and analyze it's charges and so on.

Two Videos From MarketVision

MarketVision Video: Open and Closed Ended Funds

Closing Aftek in 5L portfolio

Managing your portfolio yourself