Gaurav Rastogi
@rustapharian
you are here, I am not
The average MF portfolio is 85% in equity and has a lifetime return of 9.6% p.a. 1. A lot of folks should just FD - less headache. 2. Pay for advice. Not to beat the index, but to beat the avg. 3. How bad are stock portfolio returns? So bad your broker won’t show it.
Apple in China is so well written. I find myself reading it slowly because I don’t want it to end. Some of the finest business writing ever penned
Most bought mutual funds in last week- - Parag parikh flexi cap - Motilal oswal mid cap - Bandhan small cap Most sold- - Quant flexi cap - SBI arbitrage opp - Hdfc value (Source: Kuvera)
$LVMH CEO, Bernard Arnault, on Champagne vs. the iPhone. "In 50 years, will the iPhone still be used? Or the people making it today, will they have found what will be at the cutting edge at that time? But I believe - that in 50 years - we'll still be drinking Dom Pérignon".
But the measurable results were compelling: • 20% productivity gains (213,000 hours saved annually) • $100 million in trading cost savings • 95% accuracy in voting decisions • 49 million transactions optimized globally The business case was clear.
A weird thing to think about is that China shed the equivalent of the entire US manufacturing sector (~15 million jobs) over the last 15 years.
Biggest takeaway from Seth Klarman: if you sell your fund as a low risk vehicle, clients will stay with you despite poor performance open.spotify.com/episode/0QOAD5…
Mutual Funds platform Kuvera released last week's platform data. As usual, PPFAS and Nifty 50 index fund continue to receive new inflows. Motilal Midcap's trend continues as well. Bandhan Smallcap is the new trending fund in town now. Arbitrage funds got dumped last week.
10-Year Analysis of Rs 10,000/Month SIP (Total Rs 12 lakh) in Active Largecap Funds (Direct vs Regular) & also, Comparing Expense Ratios: Please note - Investments in the securities market are subject to market risks. Read all the related documents carefully before investing.…
Jio BlackRock and Jane Street – The Two Ends of the “Direct Plan” Revolution Many AMCs were jubilant when Direct Plans were introduced in 2013. I was CEO of PGIM MF back then, and my view was different — I believed this move, though well-intentioned to lower costs, would…
Richard Rainwater: Well, I think that textbook advice is good if you want to stay rich. But if you ever want to get rich, you have to be very concentrated. It's one of the things that I realized when I began investing. Most of the great fortunes were made by people who were…
India is one Sydney Sweeney × Make in India campaign away from being a 5 trillion economy
take out the data from the liquidity driven post-COVID rally, and the future 5 year return expectations for Nifty 50 fall to 6-7% p.a.
starting valuations matter for long run returns. don't expect more than 10-11% p.a in the next 5 years for Nifty 50.
starting valuations matter for long run returns. don't expect more than 10-11% p.a in the next 5 years for Nifty 50.
asset allocation rebalancing seems obvious but few do it. in a bull market equity allocation creeps up. in the MF portfolios @Kuvera_In we see it has risen from ~69% in January 2020 to ~89% in July 2025. time to rebalance folks!
AI conforms to dominant consensus. good for a lot of things, but not much for emerging trend and contrarian investors.