Last Updated on August 30, 2021 at 8:55 am Each December, I conduct a personal financial audit. I take stock of my financial goals and other aspects of personal finance relevant to me. Last years audit can be found here. This year, as a forerunner to this post, I had written about how to conduct a…
Continue reading →Last Updated on June 3, 2022 at 11:16 pm The Excel stock analyzer now has two spreadsheets based on Warren Buffett’s approach to stock valuation. The valuation sheets have been built from the ground up based on this article: Valuing Stocks the Warren Buffett Way The article mentions that more details can be found at:…
Continue reading →Last Updated on June 19, 2019 at 1:59 pm Use this Excel spreadsheet to analyze Indian stocks. I am trying to build a stock analyzer with which one can comprehensively analyze a stock, obtain fair value with different methods, obtain growth rates of different metrics and visualize them graphically. This is the first version of…
Continue reading →Last Updated on December 18, 2021 at 10:44 pm This is a sequel to the ‘step-by-step guide to long-term goal-based investing’ and is meant for those who have started investing for their long-term goals after, understanding how much to invest understanding how much to expect from each asset class used deciding on an asset allocation (how…
Continue reading →Last Updated on November 11, 2016 at 3:04 pm Which is the single most important trait that characterizes a DIY (do it yourself) investor? 1) I for Individuality A person who rises above pigheadedness* and understands the steps necessary for wealth creation. However, once the basics are clear (asset allocation is all that is…
Continue reading →Last Updated on August 29, 2021 at 7:17 pm I am a movie buff. Here is a list of my favourite movies with a financial theme. This is an off-beat listing and is obviously non-exhaustive. When I ask myself to make a list, many wonderful movies escape my memory. This is all I could muster….
Continue reading →Last Updated on January 3, 2016 at 9:40 pm The primary stumbling block that prevents investors from achieving holistic fiscal health is mental clutter. Their minds are filled with the wrong questions. The right question is a prerequisite for finding the right answer. One such wrong question, and the flavour of the season is: Where…
Continue reading →Last Updated on September 11, 2021 at 6:52 pm Balaji Vaidyanath from Sundaram AMC where he works as a fund manager in its PMS wing spoke about, investment process and construction of an equity portfolio on 1st Nov. 2014, at the Chennai Investor Education Workshop on Financial Planning and Goal-based investing. The workshop was jointly organised by…
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