The LightHouse is a pack of the most important insights that matter to your investment decisions and creating a health long term portfolio to build wealth and be free.
Here’s what goes in the Oct 2022 Edition.
- Special Report – The Magic Formula based revised Stock shortlist – we find out how much the list changes over the past month.
- State of the Markets – Should you buy or sell? Is it time to buy more equity or more bonds? Get asset allocation guidance.
- Fund Talk – NPS Tier 1: I am not asking you to get one. However, if you have an account, here’s a smart way to work it.
- Neti, Neti – Oh, the clutter is killing. It’s Diwali time. Let’s remove it.
- Fund Performance – Should you use XIRR or TWRR? What do they even mean?
- Announcement of Monthly AMA on Oct 28, 2022 (Subscriber only)
Here are some titbits:
Market corrections of 10% in a year are more common than common cold.
(including quoting this quote)
| ASSET CLASS | VALUATION ZONE | ACTION BIAS |
| EQUITY | CAUTIOUS | HOLD |
| BONDS | POSITIVE | BUY |
TWRR stands for Time Weighted rate of return and is a measure of what the fund manager is doing. XIRR is what the investor is doing with the fund.
Repetition leads to mastery.
(all the greats of the world)
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Needless to say, the Lighthouse – Oct 2022 Edition will find way into your inbox soon. If you are not a subscriber, well, become one now.
If you want to read before you want to subscribe, you can get a sample copy here.
