Model Portfolio

How do we create an efficient portfolio. In my earlier post I had discussed on replication of mutual funds using ETF and also on replication of Index using options. Today I will combine all the features to create a portfolio . We take the following assumptions: Life insurance and Health insurance has been take care … Read more

Best Equity Derivative Trading Books

Equity Derivative Trading is  a vast subject and  with so much of information available these days on internet it can be overwhelming at times to pick up the right content.  I have tried to list down few books which I found very helpful.I am listing in the order they should be read in order to … Read more

Synthetic Replication of Portfolio

One major detractor for mutual fund is fees.Lets say somebody has been very disciplined in investing in mutual Funds for years .He made decent money and now his portfolio value is  50 Lakh INR.What would happen if the market does not move for the next 5 years. average Expense ratio = 1.5% Portfolio Value = … Read more

Real Estate vs SIP

The answer is .It depends!! Real ESTATE vs SIP is a question of CAGR vs XIRR .In real estate you put lumpsum ,so even at lower annual rate you make more money .In SIP you put in multiple periods so though higher rate but lower money lets say you want to buy a 1 Crore … Read more

Real Estate vs Stock Market

Its much debated battle and people on both sides of the argument  have their own rationales and logic.Real Estate being an illiquid asset makes it  difficult to compare in a transparent and a fair way. I will try to do  backtesting of real estate performance vis a vis stock market.  Real Estate data I  got … Read more