Blogosphere is an interesting place where you find various bloggers expressing their viewpoints. I am listing some of the articles that I enjoyed reading.
Economy, Finance, Investing.…..
- Attempt to test ideas and validate performance
- Mutual Funds lure investors with smart names
- Network 18 review of annual report for value investment
- Suzlon’s selling gear box subsidiary, Suzlon is an example of what an over optimistic growth plans can do. It is an example of what a debt can do to the company. It is an example of bad capital management. Few years of growth and company went overboard and forget to keep itself grounded.
- You can’t find PhD’s, so why not remove it as requirement, HRD ministry new proposal shows we never proactive and there is no vision. Instead of creating an enviroment to get more PhDs, we are removing the requirement to make it easy. What a shame.
- All about dividend stocks
My Article in Blogosphere
These are some diverse set of articles from fellow bloggers and business magazines. I hope you enjoy reading all or some of these interesting posts.
A question to readers: We see analyst and experts analyzing markets and predicting performance. But then almost all of them go on and start recommending few stocks. Isn’t this intriguing and bizzare? If one is analyzing an index, why not recommend ETF, the cheapest of all? What’s your thoughts?
In my last post, I discussed about two important but overlooked aspects about dividend investing. Today, I am discussing few tidbit that I have learnt over the years. 
There are many different styles, approach, and methods of investing. Many individual investors focus on trading (swing, positional, momentum, speculation, technicals etc.), while many others focus of investing (value, growth, blend, etc), and still many others on special situations (opportunistic, arbitrages, etc). In addition, there are quite a few individual investors that attempt at combination of trading and investing. Similar to glass being half full or half empty, I believe every style has its own pros and cons’ depending upon in what context one is looking at it. Individuals have to figure out what works best for them.
There are two questions that will always haunt any long term investor. One is about what is a right asset allocation, and second is how many stocks one needs in a long term portfolio. I do not think there is any boiler plate type of answer to these questions. I believe while it is absolutely necessary to have an optimum asset allocation and multiple number of stocks, the actual percentage allocation or number of stocks will depend upon individuals risk profile, willing to learn, willing to spend time reading about companies, etc. In addition, these two aspects cannot be generalized and it cannot be a static numbers. These have to be dynamic and should change with the investing time period. Having said that following is my thought process for my long term portfolio.
Indian Corporates Offering NCDs
The key attractive aspect about NCD is they are fixed income vehicle with capital being secured. In general, NCDs offer returns that are 2% to 4% higher than savings, CDs, or some of other government bonds. For example, the current L&T offers interest rates in the range of 9.51% to 10.24%, while Shiram Transports offered NCD upto 11.5%.
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