Browse structured reads designed to help Indian investors analyse topics more clearly before moving from reading into research.
Guides to research workflows, comparison tools, and data-led analysis for stocks, mutual funds, ETFs, and portfolios.Use these articles to understand how better tools can make research more repeatable and less reactive.
Explore how analysts upgrade earnings based on various events and analyze if you can use these events to pick winning stocks using a unique case study. Also, learn about how backtesting on sharpely can help you test various metrics.
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Learn about what the target price of stock is and how you can use it. Also, with the help of a unique case study, analyze how blindly following the target price can lead you to underperformance in the stock market.
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Discover the power of diversification in controlling portfolio volatility and reducing the impact of variance drain on compounded returns (CAGR). Learn how combining different assets in a portfolio can improve CAGR while managing risk. Understand the significance of rebalancing in portfolio management for enhanced results.
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Learn about the power of rebalancing your investment portfolio to preserve diversification and enhance long-term gains. Explore real-world examples and Monte Carlo experiments comparing buy-and-hold and rebalanced strategies. Discover when rebalancing adds value and how it benefits long-term investors with diversified portfolios.
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Learn about the phenomenon of "variance drain" in investments, which explains why the compounded annual growth rate (CAGR) can be lower than the arithmetic average return. Understand the implications for investors and how to control volatility.
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Explore the power of dynamic programming in financial goal planning. Learn how to choose the best portfolio over time to maximise the probability of achieving your financial goals. Discover how a dynamic approach significantly improves the odds of success.
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Discover why the traditional approach to goal planning and portfolio selection may not be optimal for achieving financial goals. Learn about the importance of defining strict investment objectives, maximising the probability of goal achievement, and using probabilities in portfolio construction.
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Learn about the world of investing methodologies. From Active to Passive and the rise of Smart Beta strategies, discover how they fit into the investment landscape. Compare their features, understand the concept of Smart Beta, and explore the benefits and costs associated with each style.
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This blog analyses the performance of actively managed Mutual Funds using the Capital Asset Pricing Model (CAPM). The analysis reveals the challenges of consistently delivering positive alpha. The blog also provides insights into the active vs. passive debate.
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