Category: Portfolio management
Analysing a blog poll
January 17th, 2010, 6 Comments
I recently conducted the following poll on the blog. The results of the poll for the 205 responses are given below What do you expect to make from investing in stocks in a 3-5 yr time frame? 10-15% per annum – 16% 15-20% per annum – 33% 20-25% per annum – 25% 25-30% per annum [...]
Stocks Tips are not portfolio management
January 3rd, 2010, 4 Comments
The standard service provided by most brokers, analysts and blogs is stock tips. The analyst typically analyses a company (often superficially) and after declaring it cheap, gives a price target. The brave ones may attach a time frame to the target too. There are several points missing in the above model for a typical investor [...]
Retirement planning – III
September 14th, 2009, No Comments
I have written earlier on retirement planning here and here. There were several comments on both the posts and so I have decided to start this post with a Q&A Q1: I think gold/ commodity (put any asset you like) is good and I do not agree with your point that one should avoid it [...]
Retirement planning – Risk and return
September 6th, 2009, 2 Comments
I do not plan to layout a template which can be followed step by step to plan for retirement. It would be difficult to do that as individual circumstances vary and so would the solution. My attempt in this post and the next would be to layout my thought process on various factors for retirement [...]
Tracking sheet
August 27th, 2009, 2 Comments
I was recently asked to for a copy of the tracking sheet I mentioned in an earlier post. I have uploaded it in the google groups (see here). It is a very simple tracking sheet with intrinsic value for each stock noted in the sheet to prevent me from focussing too much on the current [...]
Portfolio cleanup
June 3rd, 2009, No Comments
I mentioned in my previous post, that I plan to use the current market rally to clean up my portfolio of some clunkers. In this post, i will also analyse why I plan to exit these stocks and what I have learnt from them (something good should come out of it ) VST industries I [...]
