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Lazy Investing: Five Test Stock Portfolios -July 2018 Update

Readers may be aware that from June 2018, I have started testing five stock portfolios based on NSE indices.  Their current status is reported in this post. Three of them are based on smart beta (active + passive) indices and two on a passive index.  The main aim is to find out (after the lapse of a few years) how effective a lazy investing stock picking strategy is.

There are two important warnings. read more

Testing Five Stock Portfolios from June 2018

From June 2018, I have started testing five stock portfolios based on NSE indices. Three of them are based on smart beta (active + passive) indices and two on a passive index.  The main aim is to find out (after the lapse of a few years) how effective a lazy investing stock picking strategy is.

Since I have just started the test, I can only share the cost involved, the stocks chosen, why they were chosen and their sectoral distribution. I would like to commit myself to this by announcing it right at the start. There are two important warnings. read more

How to quickly spot undervalued stocks

Readers who have kept tabs with my posts on stocks and stock analysis tools may be aware that I focus on stock selection and don’t beat around the bush with fancy quotes.  In keeping with that spirit, here is a simple way to quickly spot undervalued stocks using Morningstar’s Quantitative Equity Ratings. This post is meant for new stock investors and not experts who like to find fault with everything. read more

Picking Stocks With Low Volatility: A simple, but effective strategy?

Can we beat indices like the Nifty Next 50 (NN50) by simply picking stocks with low volatility?! Regular readers may be aware that I am running a series on the NN50. In the fourth and final part (for now), we compare Nifty 50, (N50), NN50, NIfty low volatility and the NIfty multi-factor indices in search of the holy grail of investing: higher reward at lower risk!

I would strongly urge you to take some time this weekend to read the first three parts: Part one: Warning! Nifty Next 50 is NOT a large-cap index! Part two: Are Nifty Smart Beta (strategic) Indices better than the Nifty Next 50?Part three: How new stock investors can quickly start investing using NIFTY Multi-Factor Indices read more

How new stock investors can quickly start investing using NIFTY Multi-Factor Indices

“I would like to start investing in stocks, how can I get started?” This is a common question in any forum involving money/finance. If I were to ask this question, I expect to find specific answers that will get me going: “How to choose a stock?”, “how to make a list of stocks never to touch?”. The last thing I want to see is some reference to Buffett or Munger or “intelligent investor”.  Boy, are such references those annoying! In this post, I discuss a simple way to get started with direct equity investing – a shortlist of stocks to get started with and a method of selection to begin with – all using the new NIfty multi-factor indices. read more