Tag Archives: portfolio

Profit Booking or Market Timing – What are you doing currently?

Market timing

When an investor carries out any transaction, there are certain costs that are involved in the process. These need to be evaluated and taken into consideration before taking any decision.

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6 essentials of a long-term equity portfolio

Bluechip companies benefit disproportionately as a country prospers. However, smaller yet well-managed companies also stand to gain in the process of economic growth.

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Do you have any distressed company in your portfolio?

Banks

COVID-19 might have affected good companies temporarily. But it has possibly opened the Pandora Box. You should carefully monitor Q2FY21 numbers of listed companies to know which companies are facing difficulties.

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Should Gold Investment be a Permanent Part of Your Portfolio

Historically, it is observed that the value of gold increases during uncertain times; for eg: war situations, geopolitical tensions, financial crisis or any pandemic crisis. That is why it is also often termed as a ‘Crisis Commodity’.

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In conversation with Cheenu Gupta-Fund Manager of Canara Robeco Equity Tax Saver

In an insightful interview with Ventura, Ms Cheenu Gupta—Co-fund Manager of Canara Robeco Equity Tax Saver touches upon macro and micro economic indicators and their effects on the positioning of the fund.

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What is Side Pocketing and how does it work?

side pocketing

One of the main reasons for side pocketing is to preempt panic amongst unitholders when an instrument which forms part of their fund defaults or gets downgraded. It also makes sure that all is fair and square and unitholders get their due.

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