We are actively timing the launch of index funds with the bottom of the market, as we believe that the worst is behind us.
- Quant Mutual Fund
quant Mutual Fund is know to be kinda against buy & hold and index investing strategies.
- @InvestRepeat
- Quant Mutual Fund
quant Mutual Fund is know to be kinda against buy & hold and index investing strategies.
- @InvestRepeat
π5π4
Transparency time - Oct 2026:
πΈ Savings rate
Last month 63.2%
Average 65.57%
π° Net Worth decreased by -2.56% MoM.
More FIRE discussion inside SaveInvestRepeat.com/community
πΈ Savings rate
Last month 63.2%
Average 65.57%
π° Net Worth decreased by -2.56% MoM.
More FIRE discussion inside SaveInvestRepeat.com/community
π5
Transparency time - Investing in Oct 2026:
πΌ Increased Position:
Bitcoin
Liquid Fund
PPFAS DAAF
Physical Gold
Nifty Midcap 150
π½ Decreased Position:
None
Charts show my total net worth when calculated in different assets or currency.
More mutual fund discussion inside SaveInvestRepeat.com/community
πΌ Increased Position:
Bitcoin
Liquid Fund
PPFAS DAAF
Physical Gold
Nifty Midcap 150
π½ Decreased Position:
None
Charts show my total net worth when calculated in different assets or currency.
More mutual fund discussion inside SaveInvestRepeat.com/community
π7
Dhanteras is actually more about health than wealth. Somehow it got morphed into only buying gold, silver etc.
Rather this dhanteras spend money on some of these
β’ Pay your gym/yoga fee.
β’ Join gym or yoga class if havenβt yet.
β’ Buy air purifier.
β’ Buy clean & organic grocery. (Brands listed on HealthyProducts.in)
β’ Feed atleast 1 other person who isnβt fortunate enough.
Spend money to improve your & otherβs health. Happy Dhanteras π
Rather this dhanteras spend money on some of these
β’ Pay your gym/yoga fee.
β’ Join gym or yoga class if havenβt yet.
β’ Buy air purifier.
β’ Buy clean & organic grocery. (Brands listed on HealthyProducts.in)
β’ Feed atleast 1 other person who isnβt fortunate enough.
Spend money to improve your & otherβs health. Happy Dhanteras π
π18
> PPFAS Flexi Cap & Nifty 50 continues to attract inflows.
> HDFC Flexi Cap back in most bought list after few weeks.
> Small cap funds trend continues.
> quant Funds got heavily dumped again.
This is from mutual fund platform Kuvera's last week platform data: https://kuvera.in/blog/top-news-and-market-movers-this-week-06th-november-2026/
> HDFC Flexi Cap back in most bought list after few weeks.
> Small cap funds trend continues.
> quant Funds got heavily dumped again.
This is from mutual fund platform Kuvera's last week platform data: https://kuvera.in/blog/top-news-and-market-movers-this-week-06th-november-2026/
π3
As software developers use more AI tools to write code, won't be surprised if soon AI token budget is adjusted with that employee's salary.
Your gross salary βΉ100
You used βΉ30 worth of AI tokens to deliver your work.
You will get βΉ70 as salary then.
Companies spending money in employees salary; on top of that again investing more money for AI budget of that same employee, doesn't seem plausible for long term.
Your gross salary βΉ100
You used βΉ30 worth of AI tokens to deliver your work.
You will get βΉ70 as salary then.
Companies spending money in employees salary; on top of that again investing more money for AI budget of that same employee, doesn't seem plausible for long term.
π6π5
Deepavali involves lot of food items. But do keep these 3 points in mind:
1οΈβ£ Don't eat too much sweets, especially made in local sweet shops. Go for home made ones.
2οΈβ£ Don't eat outside. Not even from reputed places. Cook in-home & invite family.
3οΈβ£ In case there is no way to skip point 2 - only eat vegetarian food without paneer.
All the food safety raids & the discoveries from it tells one thing, eating outside = eating cancer. Have a safe & healthy Diwali.
Happy Diwali πͺ Jai Maa Kali π
1οΈβ£ Don't eat too much sweets, especially made in local sweet shops. Go for home made ones.
2οΈβ£ Don't eat outside. Not even from reputed places. Cook in-home & invite family.
3οΈβ£ In case there is no way to skip point 2 - only eat vegetarian food without paneer.
All the food safety raids & the discoveries from it tells one thing, eating outside = eating cancer. Have a safe & healthy Diwali.
Happy Diwali πͺ Jai Maa Kali π
π16
This deepavali please consider donating atleast 1% of this month's income to any efficient orgs of your choice.
If you're fortunate enough that god gave you the ability to celebrate diwali with your family, a small token of that can spread that happiness & blessing with others. πͺ
If you don't know where to donate, you can choose any efficient orgs & donation category of your choice: HinduInitiatives.com
If you're fortunate enough that god gave you the ability to celebrate diwali with your family, a small token of that can spread that happiness & blessing with others. πͺ
If you don't know where to donate, you can choose any efficient orgs & donation category of your choice: HinduInitiatives.com
π10
Predictions for 2027 by Capitalmind Mutual Fund CEO Deepak Shenoy:
1. Middle East war won't completely end.
2. Mid & Smallcaps will do 20%+ earnings growth.
3. Markets will rise meaningfully.
4. US AI trade will blow up.
5. High inflation hits us till mid 2027
6. Gold & silver prices will moderate little more.
7. GDP nominal growth about 12%
https://www.capitalmind.in/insights/happy-diwali-2026-revisiting-my-annual-predictions
1. Middle East war won't completely end.
2. Mid & Smallcaps will do 20%+ earnings growth.
3. Markets will rise meaningfully.
4. US AI trade will blow up.
5. High inflation hits us till mid 2027
6. Gold & silver prices will moderate little more.
7. GDP nominal growth about 12%
https://www.capitalmind.in/insights/happy-diwali-2026-revisiting-my-annual-predictions
π10
Parag Parikh Flexi Cap Fund as of October portfolio
β’ Exited Meta
β’ Entered Netflix
β’ Cut Microsoft position in half
After a long time significant changes in US holdings of PPFAS.
- @InvestRepeat
β’ Exited Meta
β’ Entered Netflix
β’ Cut Microsoft position in half
After a long time significant changes in US holdings of PPFAS.
- @InvestRepeat
π22
Accumulated 4913 Mutual Fund units last month.
My first 'personal' goal is to hit 2,00,000 units of this particular portfolio. (And no, goal isn't to buy any random funds with lower NAV just to reach 2L units)
Small small steps π β Financial Freedom πΈ
More FIRE discussion inside SaveInvestRepeat.com/community
My first 'personal' goal is to hit 2,00,000 units of this particular portfolio. (And no, goal isn't to buy any random funds with lower NAV just to reach 2L units)
Small small steps π β Financial Freedom πΈ
More FIRE discussion inside SaveInvestRepeat.com/community
π7
WhiteOak Capital Dividend Yield Mutual Fund's Oct Portfolio.
π Holding 7 REITs and 3 InvITs
π Equity + REITs + InvITs allocation at 70.32%
β‘οΈ Arbitrage + Debt exposure at 29.68%
- @InvestRepeat
π Holding 7 REITs and 3 InvITs
π Equity + REITs + InvITs allocation at 70.32%
β‘οΈ Arbitrage + Debt exposure at 29.68%
- @InvestRepeat
π5
Parag Parikh Mutual Fund CIO Rajeev Thakkar on their decision to buy DLF stock:
Though DLF was the "hot theme of 2007," PPFAS waited 19 years to buy around βΉ640 once the stock faced pessimism and a lack of market interest.
He highlighted that the 2007 thesis is finally materialising: DLF has turned debt-free and possesses a solid balance sheet backed by 3 core verticals: a steady yield company, an active development arm and a strategic land bank.
https://x.com/etnowlive/status/2120421409436708937
Though DLF was the "hot theme of 2007," PPFAS waited 19 years to buy around βΉ640 once the stock faced pessimism and a lack of market interest.
He highlighted that the 2007 thesis is finally materialising: DLF has turned debt-free and possesses a solid balance sheet backed by 3 core verticals: a steady yield company, an active development arm and a strategic land bank.
https://x.com/etnowlive/status/2120421409436708937
π7
Minimum once a year you should get a full body check-up done for your entire family. π©»
If not aware which exact tests to do, HealthyProducts.in already lists them.
(Check the "Tests" section)
If not aware which exact tests to do, HealthyProducts.in already lists them.
(Check the "Tests" section)
π3