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thinkinvestor. Implication of residual investments on core portfolios

New Delhi, Oct. 25 -- The Securities and Exchange Board of India (SEBI) recently allowed equity funds to invest up to 35 per cent of their residual portfolio in non-equity investments. In this article... Read More


Mastering Derivatives: OTM and ITM calls: Why close long positions before expiry?

New Delhi, Oct. 24 -- Previously in this column, while discussing the risks associated with naked short options, we mentioned that 85 per cent of the out-of-the-money (OTM) long positions expire worth... Read More


Mastering Derivatives: Short option positions: Tempting but risky

New Delhi, Oct. 17 -- The findings of the recent SEBI survey on futures and options (F&O) trading are no different from the regulator's previous survey - retail traders continue to lose money taki... Read More


Think Investor. Managing inflation risk

New Delhi, Sept. 28 -- Both working executives and retirees are exposed to inflation risk, but retirees are affected more when price levels increase. In this article, we discuss inflation risk in rela... Read More


Thinkinvestor. ETFs vs index funds

New Delhi, Sept. 21 -- Suppose you decide to invest in passive funds for your goal-based investments. You must first select a benchmark index and then choose an exchange-traded fund (ETF) or an index... Read More


Mastering Derivatives: Execution costs of bull call spread

New Delhi, Sept. 5 -- A bull call spread involves going long on a lower strike call and short on a higher strike call, with both calls on the same underlying with same expiry date. This week, we disc... Read More


thinkinvestor. When age matters

New Delhi, Aug. 30 -- In recent times, several stocks have traded at prices that offer good dividend yield. This leads to the question: Are individuals interested in earning a dividend income? Should ... Read More


thinkinvestor. Elusive alpha?

New Delhi, Aug. 23 -- Nearly three-fourth of large-cap active funds underperformed a blended (LargeMidCap) benchmark over a 10-year period, according to the 2025 report by SPIVA (S&P Indices Versu... Read More


Mastering Derivatives: Understanding term structure of volatility

New Delhi, Aug. 22 -- Volatility is an important factor in pricing options. Traders compare volatility of various strikes for a given expiry to determine whether a strike is rich or cheap. Likewise, t... Read More


Thinkinvestor. Convertible, portable?

New Delhi, Aug. 16 -- The asset allocation process helps you determine how much of your savings must be allocated to each asset class. If you were to invest only in financial assets, then the process ... Read More