Posts tagged with "volatility"


  • Oct 11, 2021

    Tactical Asset Allocation vs Fixed Allocation

    If you have been reading my blog for some time you probably already know that my asset allocation changes based on market conditions. I have my own set of rules using which I decide whether to be equity heavy or debt heavy. Of course there is no secret sauce involved you can do the same with data available on the internet. My question however is whether it is worth doing tactical allocation or is it just better to follow a fixed asset allocation plan. That is what I set out to find and here are my findings.

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  • Jan 4, 2021

    Year In Review – 2020 Returns

    At the start of every new year I review my portfolio and take stock of my expenses, returns and net-worth. So just like last year I am reviewing my returns for 2020. This is the first of the year in review series. I will also post my expenses and net-worth reviews in upcoming posts. Without wasting too much time, lets get right to it.

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  • Nov 20, 2020

    Sensex Touches New High!

    Ok, I confess I am late to the party. But it seems like the Indian stock market is enjoying new highs every other day. Is this sustainable? Who know? Does anyone know why the stock market is touching new highs even as the economy has not recovered and many things are still unknown? No one knows. But that does not stop one from making wild guesses. The most common and obvious theory is that the market is buoyant on the news that a vaccine may soon come. I don't know why that should be a good reason to hit new highs.

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  • Mar 9, 2020

    Sensex is Down 15% From the Peak

    Sensex highest closing ever was 41,952. Today it closed at 35,634. That is more than 15% drop from the peak. Is it time to worry? Is there going to be a recession soon. Should we sell all our stock and buy lots of non-perishables, for the world is going to end? Nah, nothing like that really. Silly you, it is just a mere 15% drop from the peak. Keep your pants on and don't panic.

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  • Jan 22, 2020

    Year In Review - 2019 Returns

    It is that time of the year again when I do a review of my investments, expenses, net worth and also plan for the upcoming year. This year is special because I also have to do my 10 year planning as this is the start of a new decade. Anyway, enough banter, on to the good stuff. As usual, this will be a series and this is the first of them which covers my returns in 2019.

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  • Jan 10, 2019

    Year In Review - 2018 Returns

    Update on July 15, 2019: I made a mistake in how I calculated my returns and as a result, my returns for 2018 was actually 2.17% and not 4.13% as indicated in this post. Except for that one mistake, rest of the post is accurate to my knowledge as of today :). So I still did not beat all the indices really.

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