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The Four Pillars of Investing by William J. Bernstein

 This is second great book on common sense investing after John Bogle's classic "The little book of Common Sense Investing". Here are my reading notes from the book. Generic The investment management industry is obsessed with studying past trends and using them to predict the future. Unfortunately - a good advisor or investor understands that the past has little meaning, and the future cannot be predicted. Asset allocation, as a result, is a sound strategy for all investors. The biggest risk of all is failing to diversify properly. The only function of economic forecasting is to make astrology look respectable – John Kenneth Galbraith. When a broker calls suggesting that the price of a particular stock will rocket, what he’s really telling you is that he is not overly impressed with your intelligence. Otherwise, you would realize that if he actually knew that the price was going to increase, he would not tell it to you or even his own mother. Instead, he would quit his jo...
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Buy on Dips in Investing is a Mistake

 Are you delaying your investments waiting for the market to fall again? Here is why waiting for the suitable time to invest in the market can an expensive and irreversible mistake. When the Nifty crashed by 37% in March 2020, everyone feared the worse and with good reason. We expected a further crash or at least a sideways movement at that level (mid-7000). As usual, the market has a mind of its own and defied all expectations. The nifty moved up 53% since then and several mutual funds have registered healthy gains, many moving up by 75% after the market crash. Those who were waiting for “lower levels” to invest have to deal with rue and regret. We can only hope the regret is over the right reason: money lost in the market can be gained back but time once lost is lost forever. The market in an intractable beast and investor assume they can actually slip in between raindrops without getting wet.  Dolly Parton could not have said it better: “if you want the rainbow, you gotta p...

Personal Finance - Another Perspective

Recently, one of my friends aged 29 Years who is a motorcycle enthusiast bought Hardley-Davidson motor cycle for about INR 8 Lacs (personal borrowing of 3 lacs), costing him his entire savings. He is an IT Professional and draws around 50K/month. His explanation for this costly affair was primarily his love for the bike for which he had been raising money, secondly he wants himself to be identified by 'HD wala' in his colony. Now, people have started judging him saying he wants to show off. Another uncle commenting 'Agar yahi paisa FD me daal deta to...'. First thing first, it was his hard-earned legally acquired wealth which he used to fulfill his passion. Isn't it wrong to judge him for doing something unusual? There are people who suggest to invest heavily for retirement by suppressing our desires, simply called delayed gratification citing example like 'Marsh mellow experiment'.Well, what if you don't reach that age itself given death is so uncertain...

Why Equity return overweight FD return

We all agree on the fact that over the long run, Equity as an Asset class always beats FD return. Of course you have to pay for the extra return in terms of Volatility, riding through booms & the busts. Sensex (as a basket of top 30 Indian companies) was formally started in 1979 with the base price of 100. As I write this, Sensex closed at 38,645.18 today, a solid CAGR of 16%. Astonishing! Isn't it? And this is CAGR of dumb Index whose members are selected just based on Market Cap. Those who were lucky to lay their hands on few of the multi-baggers, are financially independent now. So, if someone during 80s wanted a return of 16%, all he had to do was to buy the Sensex. So, what what the reason of this mind-boggling return? And what if I am starting today? What is the guarantee that I will enjoy the similar return in future also? Aren't mutual funds repeatedly saying that past returns are no guarantee for the future? Well, I am not going to get into usual jargon like India ...

Why and for whom is this blog?

This blog is addressed to those retail investors who either want their finger dip into investing or those retail investors who have already burnt their fingers in trying  miss & hit approach to investing and still wandering in the financial jungle.Blogging University. This blog will serve as a dummy guide to layman investors who are often mis-sold.