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120 ArticlesAnoop Vijaykumar

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What to buy after a crash: Lessons from the past

Corrections happen. A cursory look at the chart shows, from 1990 to 2020, the NIFTY has seen 10 corrections of over 20%. That is one every three years. Except, ...
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Portfolio: Momentum Portfolio reduces equities some more

This is update #3 for March. It has just been that kind of month. Find the 1st March update here and the subsequent one here. In the last update, we reduced ...
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Why March 2020 feels so bad and Should you Buy yet?

Indian Markets (NIFTY) fell another 6% today (18th March), taking 2020 YTD performance to -26%. NIFTY is now at 8,469. That lifetime high close of 12,362 on ...
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How to deal with panic (and changes to our portfolios)

On days like today, we thought a chart of the NIFTY followed by Baron Rothchild’s much-abused quote would not do much to calm the nerves. via GIPHY ...
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Portfolio: Momentum Portfolio reduces equities

Since the last rebalance on Mar 2nd,  it has been one-way traffic for stocks.  Chart shows percentage of NSE-listed stocks trading above  50/100/200 Day ...
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The best tax-saving ELSS Mutual Fund in 2020

Pop quiz. Let’s say on March 2nd, 2015 (5 years ago), you invested ₹100 in the HDFC Tax Saver Fund, and another ₹100 in the HDFC Liquid Fund. Which ...
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Portfolio: Changes in the Premium Momentum Portfolio – Mar 2020

“War is long periods of boredom punctuated by moments of sheer terror.” – old combat adage Some folks have adapted this to the stock market. ...
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Portfolio: Changes in the Premium Momentum Portfolio – Feb 2020

Jan 2020 Performance And to think January was supposed to be a mildly negative month (momentum-wise by historical standards). Instead, we had what seemed like ...
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Where should I park money for a few months

What’s the problem? This occurs often. A common money goal we all deal with from time to time. You have some money you need to park. You know you will ...
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Markets just don’t care about human suffering

Could China’s New Coronavirus become a Global Epidemic? That’s the headline of a wired article published yesterday, the same day the first case was ...
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