The Bet of a Century

In 1939, Germany invaded Poland. Over the next few months, Norway, Holland, & Belgium surrendered to the Nazis. In May 1940, when Germany invaded France, the Dow sank to a new low of $112.
1/10 Sir John Templeton, concluded that “maybe 90%” of American businesses “would have more demand and less competition during a war.” He, opened the Wall Street Journal and identified 104 American companies that their stocks traded at $1 or less.
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Infrastructure Investment Trusts (InvITs)

InvITs are infrastructure developer-sponsored trusts that own, operate, and invest in completed/under-construction projects which entitle the unit holder to receive a share of the income generated by the InvIT from its assets.

(Thread) 1/What are these Infrastructure Assets?
These can be roads and highways, power distribution networks, telecom towers, fiber optic networks, etc.

𝑵𝒐𝒘, Let's say we have an infra company that specializes in constructing roads & highways on a Build-Operate-Transfer (BOT) basis,

Started reading "𝐂𝐨𝐟𝐟𝐞𝐞 𝐂𝐚𝐧 𝐈𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠", this book offers some advice backed by numbers and stats on how to build a strong portfolio.

This is thread, I will be updating as I read further & further. 1/ Book starts by introducing two individuals who have made some investments mistakes that have led to either wealth erosion or sub-optimal returns.

Asset allocation refers to an investment strategy in which individuals divide their investment portfolios between different diverse asset classes to minimize investment risks.

There is no simple formula that can find the right asset allocation for every individual.

(thread) 1/ An Portfolio Distribution is influenced by factors such as personal goals, level of risk tolerance and investment horizon.

As there are multiple options for investment, on the basis of risk, can be classified into 3 categories, "High Risk", "Medium Risk" & "Low Risk".

𝐓𝐚𝐱𝐚𝐭𝐢𝐨𝐧 𝐟𝐨𝐫 𝐒𝐭𝐨𝐜𝐤 𝐌𝐚𝐫𝐤𝐞𝐭 & 𝐌𝐮𝐭𝐮𝐚𝐥 𝐅𝐮𝐧𝐝 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬

1. 𝘓𝘛𝘊𝘎 (𝘗𝘦𝘳𝘪𝘰𝘥 𝘰𝘧 𝘏𝘰𝘭𝘥𝘪𝘯𝘨 > 1 𝘺𝘦𝘢𝘳) : Equity, Equity MF – 0% for first Rs 1 lac, 10% on exceeding Rs 1 lac, Debt MF: 20% after indexation benefit 2. 𝘚𝘛𝘊𝘎 (𝘗𝘦𝘳𝘪𝘰𝘥 𝘰𝘧 𝘏𝘰𝘭𝘥𝘪𝘯𝘨 < 1 𝘺𝘦𝘢𝘳) subject to Total Income exceeding 2.5 lacs : Equity: 15%, Equity MF: 15%, Debt MF: as per individual tax slab