Last time we saw the performance of 60/40 stock/bond portfolio which comprises NIFTY Index Fund and a liquid fund. To this mix we now add rebalan...
What we are reading
5 articles we wanted to share with you for weekend reading Should index funds be illegal? Common ownership of multiple companies in the same industry ...
DIY Index Balanced Fund
What are Balanced Funds? A balanced fund is a mutual fund that contains a stock component, a bond component and sometimes a money market com...
Asset Allocation
Ben Graham said the first decision one must make when it comes to investing, is about asset allocation. How much should you allocate to stocks, bonds,...
Index Alpha – “Core” portfolio for the Long Run
“There are three kinds of investment risk. Two can be virtually eliminated. The third, market risk, must be managed.” – Charles D. Ellis...
Buy Index Alpha – Buy India
Nothing is as powerful as an idea whose time has come – Victor Hugo Did you know that the Nifty 50 and Nifty Next 50 cover 77% of the total stock ma...
Guaranteed Average Return Vs Low Probability Out Performance
We recently conducted a study to examine the value that the mutual fund industry had added in aggregate over a period of over 15 years and whether the...