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Bond Baba: How Much Do Your Bond Funds Lose When Yields Rise?

What happens to bonds when yields rise? Don’t all bonds fall in price? Bond Baba goes into educational mode today. Bond yields have been rising in the ...
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Macronomics: The Bond Market Warning You Should Be Aware Of

In Macronomics today, we take a look at what’s happening, quietly, on interest rates. So it turns out that things have rapidly changed in the last two ...
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Long Term Portfolio: Summary of Q2 FY18 Results

The season of Q1 results has almost come to an end. Most of the results are out. We thought we will compile results of Long term portfolio for you, so you can ...
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Portfolio: Momentum Monthly Changes Replaces 10 Stocks. Sets Aside Cash For Later Buys

Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio. The performance of the portfolio since we started in ...
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Portfolio: We Exit Mcleod Russell From Our Long Term Portfolio

We are exiting a stock in long term ...
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Portfolio: Adding Second Tranche Of EV Portfolio

The EV portfolio has given a phenomenal run of 32% since it started on 22 Aug 2017 with six stocks. Post that we added three more stocks. It's time to add the ...
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Premium: Wipro Gives Us That Buyback Juice Again – Bond Baba Looks At 8% For Next Month

Two of our buybacks get back to active mode. Remember, we exited Wiproearly at 302. And we are still in Infy. (Entry post) Some progress now, as both announce ...
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Premium: Uncle Theta Creates Another Strategy To Protect Downside for 2018, and a Past Review

It’s one of those times when you would have loved a no-downside strategy. Don’t lose anything when the market moves down. And it’s down the ...
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Premium: Bond Baba Ditches a Buyback Midway in Frustration But Gets 5% in 4 months

We’re sick and tired of Wipro. No, really. We thought it would be a brilliant buyback. Buy in the market at 286, get bought back and 320 and let it go. ...
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Portfolio: Momentum Monthly Changes Replaces Eight Stocks & About 20% In 5 Months

Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio. The performance of the portfolio since we started in ...
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