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Monthly Newsletter | Portfolio Yoga - Part 2

Tagged: Monthly Newsletter

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March 2021 Newsletter An existential question – When to go to Cash

I believe that an advisor’s job doesn’t end with just provide information on what to buy and get out of the way. This while helpful still leaves a gap for the investor. For the clients of Portfolio Yoga Advisory, I try to write my thoughts on the happenings of the market and how to go about thinking about it from...

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Questions, Questions, Questions – the February 2021 Newsletter

The best fund manager in the world in terms of performance and longevity writes once a year. But he has made his mark and doesn’t need anything more to showcase. Most fund managers write monthly given the constraints of managing a capital that can go out as easily as they came in. As an advisor, I feel its important to...

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Ending the Year on a High – The December Newsletter

What a year 2020 turned out to be. The year the Rat as per the Chinese Calendar, it seemed like it chewed more than it could bite. While the negative side is well known, the positive side is that thanks to the Medical Advances and the ability to arm ourselves with better knowledge than ever before, the death tally was...

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Portfolio Yoga Monthly Newsletter – October 2020

{This post is an edited excerpt of the October 2020 letter to our Subscribers}. Hope it adds Value to you. Let me begin this letter with a heartfelt thank you for trusting us. Every business has three phases – The Start-up Phase, The Growth Phase and the Mature Phase. While each of them are individually important, the Start-up phase basically...