Key takeaways The Shiller PE (CAPE) ratio of the US market is currently around 41.87 — the second-highest level recorded since 1880 The only period with higher valuations was around the year 2000, just before the dot-com crash Historical data…
Key takeaways Re-balancing can increase returns by approx. 0.5% (i.e. approx. 14% over 30 years) Re-balancing helps automatically reduce the risk level in your portfolio during bull markets or bubbles Re-balancing helps you build a very important habit that is…
Key takeaways This strategy is arguably one of the best kept investing secrets in my view What you do during market downturns determines the bulk of your net worth Many investors tend to stop their SIPs or worse, start selling…
Key takeaways Comparing the returns of your Fund’s SIP vs an SIP in it’s corresponding Index is the most basic measure of performance It’s critical that a fund beat it’s benchmark because most funds charge between 1% to 2% for…
Key takeaways This article focuses on the current US market, however, by getting relevant valuation data, a similar approach could be used for any market like India or asset class While the current CAPE ratio of the S&P500 (approx.40)…