How I generate investment ideas in the Indian growth story, what sectors I totally avoid along with the tools I use to find that perfect investment opportunity.
Margin is the darkest element that traps retail investors. Everyone wants to make big money with the least possible amount and this leads to all the catastrophes of the market.
Stocks added in Jan 2016 to my portfolio and plans for Feb 2016 with details of why I added Ashok Leyland heavily and how to capitalize the shocks Mr. Trump can give to Indian equity market.
Detail portfolio reports for the whole of 2016. Lessons learned from some of my blunders in 2016 and plans for 2017 to build a better performing portfolio.
Everyone expects inflation to go down with liquidity crunch but my concern is more about demand supply impact with ban of 500 and 1000 Rs and impact of Donald Trump’s reforms in USA.
Stocks and mutual fund positions added in July 2016 to my portfolio which crosses 5Lakhs and plans for the August and beyond along with portfolio performance.
Stocks and mutual fund positions added to wealth building portfolio in June 2016 and plans for the upcoming month along with portfolio performance and lessons learned.
This is the first of the series of reports that I will share each month of the progress to wealth building portfolio including stocks purchased and why along with contract notes.