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Deepak's Memos
Wealth Letter Jan 2020: The Nifty 10 Years Ago, and the Coming Age of Disruption
A very Happy (slightly belated) New Year 2020 to you and your family! We hope 2020 brings you more happiness and prosperity. 2019 was a year of everything ...
CM Strategy
Momentum Investing: How many stocks is too many / too few?
In Short Diversification i.e. holding a varied portfolio of stocks is a key tenet of investment risk management However, diversification has its limits and ...
Fixed Income
Podcast #19: Investing in NPS? The good, the bad, and the annuity
“You can beat the NPS and it’s associated tax benefits, if you are able to generate just 1% above NPS returns consistently till retirement, but ...
General
Markets fall by 2%. Time to worry?
It was all going so well. What with the on-again off-again Trade Talks between US and China, and Trumps tweets, markets had become used to climbing on flimsy ...
Premium
Portfolio: Changes in the Premium Momentum Portfolio – January 2020
2019 Performance For the year: CY2019 Return NIFTY 13.1% NIFTY500 9.3% CM Momentum 15.0% December Performance Since the last rebalance on Dec 2nd, we had a ...
Foundations
How do No Cost EMIs Work?
We start the year with an explainer on what is the meaning of No cost EMIs? This is when you are told: Take this product at 0% EMI for six months! And you ...
Foundations
Bond Baba #5: Sovereign Gold Bond Scheme [Video]
This is the final part of our video series on bonds, where we explain the bond market and its nuances in an ELI5 format. Bond Baba #1: An introduction to ...
General
The Indian Markets In Charts: 2019 Edition
The calendar Year 2019 has been a tumultous one. The year started from a lot of skepticism from the NBFC crisis. And then, Rising Bond Yields, Lok Sabha ...
Breaking
Our Best Stuff in 2019
2019 is sliding towards a close, it has been an interesting year in the markets. Interesting developments have taken place along the year – issues with ...
Premium
Don’t Lose Money on the Nifty: No Downside Strategy Review for 2019, New One for 2020
We’ve been talking about our “No Downside Strategy” for a few years now. Basically, how do you get the the Nifty returns when it goes up, but don’t ...
