Shailesh Kumar, MBA

0DTE Strategy

Master the 0DTE Strategy: Unlock Daily Income and Take Control of Market Volatility!

Leave a Comment / Income Investing / /

You may have come across the 0DTE strategy if you have considered selling out of money covered calls to generate income in your portfolio. 0DTE strategy also involves trading options, but the options you use expire on the same day. This offers unique opportunities as the time value of the options decays rapidly, and the […]

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trump's economic policies

Inflation, Tariffs, and Opportunity: Navigating the Investment Landscape Under Trump’s Second Term

Leave a Comment / Market Insights / /

The 2024 election is done and Donald Trump has been elected as the 47th President of the United States of America. He comes in with many ideas about his economic policies in his second term. Many of these policies will affect the way you and I should think about our investments in the long term.

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trump's economic policies

Why Traditional Portfolio Allocation Fails Event Driven Stocks—And My Strategy to Solve It

Leave a Comment / Portfolio Management / /

I have a new stock candidate to add to my small cap value portfolio (which is part of the Premium membership at my newsletter on Substack). This poses a dilemma. My portfolio is allocated based on Kelly Fractions. This is the Kelly Criterion adjusted for a multi-asset portfolio. The allocation takes the correlations and covariances

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trump's economic policies

[Inner Circle] $MLR – Fast Growing, Undervalued, and the Activists are All Over this Stock

Research / /

Photo by Markus Spiske on Unsplash [This article was originally published on Nov 5, 2024] The stock I am going to highlight today is in one of the most boring industries you can think of. This is one of those companies whose products you probably see every day, but you never stop to ask who makes them, neither

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trump's economic policies

Understanding Margin of Safety: From Benjamin Graham to Warren Buffett and Now

Leave a Comment / Value Investing / /

One of the very basic concepts of personal finance is to create an emergency fund. An emergency fund acts as a safety net in case something unexpected should happen: for example a job loss, or a medical emergency. We come across this concept of safety net in many walks of life. All forms of insurance,

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trump's economic policies

Graham Enterprising Investor Criteria for Value Investors

Leave a Comment / Value Investing / /

Benjamin Graham, the father of value investing, differentiated between a defensive investor and an enterprising investor. An enterprising investor takes a little bit more risk, can be considered a little “growthy”, in pursuit of higher returns. The value principles are still emphasized, you are not going to suddenly turn into a momentum trader. You are

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trump's economic policies

Why Strategic Allocation Beats Stock Picking: The Hidden Science of Long-Term Gains

Leave a Comment / Portfolio Management / /

Most investors approach long term investment portfolio allocation very casually. Typical processes involve investing whatever cash is available, investing an equal number of shares among all stocks in the portfolio, investing an equal number of dollars among all stocks in the portfolio, or setting some thresholds (I will invest $x to start and if the

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trump's economic policies

Piotroski F-Score: The Secret Weapon to Add 7.5% More Alpha to Your Portfolio

Leave a Comment / Value Investing / /

No value investor wants their money to be dead for years. Ending up with value traps is a big problem. If only there was a way to avoid it? Enter Piotroski F-Score. The Piotroski F-Score is a powerful, yet underutilized, tool that enhances your stock-picking strategy. Developed by Joseph Piotroski and published in his 2002

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trump's economic policies

What is Contrarian Investing? A Complete Guide for Savvy Investors

Leave a Comment / Value Investing / /

In investing, as in life, the biggest winners are the ones who took a different path. Contrarian investors march to their own drum beat. In this article we will find out what is contrarian investing, how to spot contrarian opportunities, and what mindset to cultivate to be a successful contrarian investor. We will learn why

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