31% Annualized Returns from a SIP in Hindustan Unilever since Sep 2002!
A SIP in Hindustan Unilever (HUL) since Sep 2002 would have generated a growth equivalent to 31.22% annualized return! Out of which 1.6% is from dividends!
Continue reading →Category: Stock Market
This is the archive of all articles and analysis related to the nature of stock market risk and reward
IPO Performance Report 2019 BSE IPO Index tops with 42.6% gain!
We study how IPOs have fared in 2019. BSE IPO Index tracks listed IPOs for a year. It grew by 42.6% in 2019! This is not due to listing gains! A look at what caused the growth and associated risks
Continue reading →Return difference of Nifty 50 vs Nifty 50 Equal-weight index at all-time high!
The fortunes of the top 10,15 stocks in the Nifty 50 or Nifty 100 has governed the movement of the entire index since Sep 2017. Is this new? The return difference between Nifty 50 and Nifty 50 Equal-Weight Indices is at an all-time high! What can we learn from this? An analysis.
Continue reading →Is the Market Overvalued?
Sensex and Nifty have hit lifetime highs with the Sensex moving past the 41,000 mark. In this article, we find out using long-term technical indicators if the market is overvalued.
Continue reading →Here is how you can quickly spot value stocks!
Investors can quickly spot undervalued stocks using Morningstar’s Quantitative Equity Ratings. A look at the features of the tool with sample illustrations.
Continue reading →Watch my talk on momentum and low volatility stock investing in India
This is a private taping of a talk on “momentum stock investing and low volatility stock investing in India” given to the members of the Tamil Nadu Investors Association on July 7th 2019. First, the slides are presented below with relevant links in between as necessary (do not skip past!). The video can be found…
Continue reading →How a Super Sunday in sport is the same as Black Monday in the market!
July 14, 2019, will always be remembered as the day we witnessed three ties! One in tennis and two in cricket and in the same match!! Before these matches, “Super Sunday” was a mere marketing tagline. July 14th will always be the Super Sunday for everyone who was lucky enough to see it. The Tennis…
Continue reading →Forget market crashes we will lose everything if this happens!
So much for financial goal planning, the right asset allocation, risk management, market timing and dreams of early retirement. Everything, everything will be lost if the event described below were to occur. Not just all our money, but our very existence! I can assure you that this is a real possibility, this is a well…
Continue reading →How good are the top 10 stocks of NIFTY Quality Low-Volatility 30 Index?
When it comes to stock selection, two questions are always on the top of my head: (1) Is there a simple way to find out how good a business is? At least I must be able to identify stocks that I should not invest in. If I can do this in a visual manner from…
Continue reading →Employee stock options: Are you overexposed to individual stocks? Try this!
Do you have stock options from your employer? Then you are likely to be overexposed to individual stocks. That is the bulk of your portfolio could be from just one or two shares. This is a huge concentration risk and must be handled systematically. Since I know many readers suffer from this problem, I requested…
Continue reading →