Concerned about your portfolio? Here is what you should do

The Sensex and Nifty are at all-time highs. However, most investors’ portfolios are not at all-time highs. Rather, a lot of investors are still…

Maximum Pessimism Means It Is Time To Invest

One principle that I have used throughout my career is to invest at the point of maximum pessimism. That is, the time to be most optimistic is at the point of maximum pessimism. –John Templeton

Down with the Corona Virus Mr. Market is shivering — Scientific Investors should be loving it

With the Corona Virus panic infecting Mr. Market, the global markets have fallen 7% to 10%+ in the last one month. Individual stocks might have fallen even more. The…

Why Fund Managers And Clients Need To Be In Harmony To Create Client Wealth

In most fund management structures, such as, open-ended mutual funds or managed accounts (also labelled as separately managed accounts (SMA), portfolio management services (PMS), portfolio advisory…

Is Your Fund Manager Investing in Overvalued Stocks?

Equity inflows into Mutual Funds are at a record-breaking level. In fact, now even some of the fund managers are getting worried about the inflows and are complaining about the sustained flows. But there is hardly any other asset class…

A Distressed Mr. Market and A Devastated Ms. Economy — A True Test Of Your Investment Strategy

How to evaluate your direct equity & equity mutual funds portfolio

OmniView — A Value Investor’s perspective

In the past year, 3-year or 5-year period, your equity investments, whether a direct equity portfolio or equity mutual funds have probably delivered…

Infosys: Scientific Investing Test Case

The whistle blower letters crashed the Infosys (Infy) stock by more than 16% on 21st Oct…