Happy Year In Equity With Passive Investing
2023 was a good year for equity markets. It was also a good year for me in the market. It was the first year that I got closer to the level of passivity I would like.
Articles to do with investing , the thinking around investing and the actions to take
2023 was a good year for equity markets. It was also a good year for me in the market. It was the first year that I got closer to the level of passivity I would like.
Momentum investing is about making the most of existing momentum in the market. Something that is going up will continue to go up, till it doesn’t.
The tax treatment of debt funds has changed. This has taken away the tax advantage of investing in debt funds vs FDs. Would it still make sense though?
Investment Review: Look at at investments and assets for the year 2022. How I did in my equity strategies and what my overall allocation looks like now.
When the markets are choppy, asset allocation works really well. Figure your risk appetite and build a strategy accordingly. Then stick to it over the long term.
Asking a stranger to recommend a stock is fraught with risk. Your investments are a reflection of your thought process and using someone else’s thinking will not lead to a good night’s sleep.
Are Balanced Advantage Funds (BAF) really what the advertisements tell you. Do they provide adequate capital protection with reasonable returns? Should a smart investor consider them at all.
Momentum strategy is an investing strategy that works though it is contra to a lot of the basics of value investing. Worth considering for your portfolio.
A review of my Equity portfolio through 2021. Evaluating how closely I have implemented my own investment strategy. This will be an annual feature of the blog.
Index investing, sounds very unglamorous. It always sounds better to have the ability to pick winning stocks. But the Index gives better returns over a long period.