Coffee Can Investing
Module Units
- 1. Introduction
- 2. Mr. Talwar’s Uncertain Future
- 3. Mistakes While Equity Investing By Mr. Talwar
- 4. Seven Common Mistakes Of Investment
- 5. Coffee Can Investing
- 6. Robust Returns With A Low Degree Of Uncertainty
- 7. The Coffee Can Portfolio Comes To India Through Ambit
- 8. Characteristics Of Coffee Can Portfolio
- 9. Why Does Coffee Can Portfolio Perform Well?
- 10. Case Study: Page Industries
- 11. Importance Of Long Term Holding
- 12. Value Investing In India
- 13. Buy And Hold Vs Valuations
- 14. Three Common Characteristics
- 15. Expenses Matter
- 16. Active Versus Passive Funds
- 17. The Real Estate Trap
- 18. Small Is Beautiful
- 19. Small Caps Outperform Large Caps
- 20. How Patience And Quality Intervene?
- 21. Putting It All Together
- 22. The Good And Clean Framework
- 23. Debt Allocation
- 24. Designing Your Own Financial Plan
- 25. Case Study Of Real Coffee Can Portfolios In The Indian Context
Designing Your Own Financial Plan
We have sought to spell out relatively low-risk, high return investment methods throughout this book. The traps you need to avoid both with respect to your life goals and with regard to your financial objectives are stated clearly.
The essential link between your investment style and your financial objective is made through financial planning.
Our income usually stops at retirement whereas expenses continue till we die.
Steps to follow for financial planning:
Step 1: Key in your cash flows
Step 2: Key in your current portfolio and assets
Step 3: Key in your goals
Financial planning is a dynamic exercise and needs to be carried out periodically or whenever any significant change occurs in your cash flow, assets or goals.
Related Modules
![](https://d24uab5gycr2uz.cloudfront.net/uploads/other_pic/gGnvwGvHje.jpeg)
Etee Bajaj
This document is curated by Etee Bajaj. A BBA (HNRS) Graduate from St. Xaviers College, she has also completed her M.Sc.(Finance) and CFA from ICFAI University, Hyderabad. She takes keen interest in stock markets and believes in Value Investing and Fundamental research and considers the storyline of a company a crucial factor in investment. Reading autobiographies of renowned people is her hobby.
Copy the URL
Leaderboard
# | Name | Score |
---|