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Asset allocation eats portfolio alpha for breakfast!💪


The subject line may sound misleading now. But if you read the first post of this newsletter, maybe you’ll change your mind. Oh, and yes, you may also find out how to eat an elephant 🤓

We also have a detailed story on Reliance and Amazon fighting for the “Future”, recording of a webinar we did on the Low Volatility Portfolio with , a tweet thread that encapsulates the love we have garnered over the past 7 years, some interesting conversations from slack, and ofcourse, ending the newsletter with some good reads from across the world wide web.

(Pro tip: You can get a sneak-peak into the Premium content by taking a 14-day free trial. .)

Before you chase alpha, get your asset allocation right! 🎯

Asset allocation sounds like a big scary term. But all it means is: You invest in different things. Stocks are risky. Fixed deposits are not. Bonds are somewhere in between. Bitcoin is crazy. How much in each? That’s what Asset allocation means.

Capitalmind Premium subscribers get access to four equity and one fixed-income (debt) model portfolio.

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.


Its Reliance Vs Amazon on the Future Group turf 🤼

Reliance Industries Ltd. – India’s most valued company recently lost a legal battle to the 4th most valued company in the world – Amazon Inc. The Supreme Court of India upheld an emergency order that Amazon had obtained from the Singapore International Arbitration Centre (SIAC) in October 2020 restraining Future Group from selling its assets to RIL.

The decision would be a setback for India’s richest man – Mukesh Ambani, but does RIL have a lot to lose if the deal does not go through? What about the Future Group?


Webinar Recording: Low Volatility Portfolio 🎧

We did a session with Capitalmind Premium subscribers on the Low Volatility Portfolio to explain the nuances of this investing strategy.

In the meanwhile, Capitalmind completes 7 years! 🥳

Asset allocation eats portfolio alpha for breakfast!💪

Markets this week 🚦

Power and construction stocks did well while the paper stocks performed the worst over the this week. While in the past month, more sectors are in red than green.

Asset allocation eats portfolio alpha for breakfast!💪

[Premium] The School of Slack 😎

We bring you the most insightful discussions from our slack community

  • How is the trade settled when a stock option expires in ITM and one forgets to square it off? [link]
  • The cliche argument of Indians consuming less than the developed world (per capita), hence there is scope for growth. [link]
  • We had a barge of IPO’s. Let’s see when does the anchor investor lock-in end? [link]
  • The options market saw huuuuge slippage that potentially takes away months of profits. We discuss. [link]
  • Asking the right questions for getting started with International investing. [link]

Links we Like

In this section, we bring you interesting links from across the internet:

  • Nike, with the swoosh, did just about everything right back in the day. Give things enough time and the best of them turn on their heads. Nike’s narrative (or marketing message) is no different. Check out this long but engrossing read – Nike’s End of Men
  • Learnings from a study by economist Henrik Bessembinder on finding stocks that compound consistently over decades. Read – In Search of Compounders
  • Why we think the way we do and how to consciously work on thinking better. This article attempts to answer these questions – Why Do We Always Focus on the Bad Stuff?

That’s all folks. Have a great weekend!

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Asset allocation eats portfolio alpha for breakfast!💪

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