Now it is time where advisors can get some inputs on market data, selection of schemes, market valuations, scheme suitability and lot more. Currently there is no availability of such professional advise to IFAs. So I request Mr. Bond to develop IFA advisory platform. Mr. Bond, you become "ADVISOR TO ADVISORS". (ATA). You may find out the way to reach out to advisors through proper timely communication system. You may charge a fee for that but it will help all the advisors to get neutral market views. I am sure you will receive positive response from IFA community. We have heard about Fund of Fund s(FOF)... Now let us wait for ATA.

Sir When I have attended your session in Bangalore you said this algorithms under review. Very happy to read the findings of your study. It is a very nice article. Thanks for your valuable guidance.

Sir, Thanks for sharing your valued views over IMPORTANCE of fundamentals. As per your valuable data shared, using Algorithm, it seems that it is really helpful for all, Investor, Advisor. Use of algorithm should also boost the confidence of Investors for our industry and would help us proving our interest towards client. Eager to know more regarding Algorithm.

Mr. Sunil J thanks for sharing this wonderful idea of Asset Allocation. God Bless

Thank you for sharing your experience and the way you are handling your Business. I am totally agree with your Algorithms and its became more powerful when you share real number with it . Which increase the confidence on this and help full for Asset Allocation and more important which we always miss Re allocation of Assets . The best part is that you share this is no simple and effective way that any one who will follow your Algorithms can manage his clients very effectively and produce the results

Nice piece; Allocation and rebalancing are the key. Must be done with discipline, even though it may at times be difficult to sell in a raging bull market

Mr. Bond , Thank you very much ! I have just started in the field. It will be very helpful to me to plan investment of long term investor. Thanks again

Brilliant articulation describing the current modus operandi -"strategies which go beyond merely "investing for the long term" and then stretching the horizon of long term until the numbers begin adding up". I firmly believe that asset allocation decision is to be done by client and his advisor. AMCs should not dabble into this because either have an AUM agenda or a product push agenda. Best is to follow the rebalancing models prescribed by Mr. Bond and make these decisions more scientific and less emotional. This is why MOTILAL Oswal focuses on managing equity with full focus and leaving asset allocation advice or cash calls to unemotional indicator like MOVI which can be acted upon by advisors on their own. Overall brilliant piece of advice from Mr. Bond!

Absolutely perfect. we need to have a consistent model, which we should adapt to. Once a method or process is explained to investor, we need to stick to it. else, we will falter in times to come. Now, IFA fraternity need to actively manage timing of entry. Gone are the days where long term will yield good returns. As Warren Buffett uses Margin of safety to enter the stocks. we need to check some parameters , to enter MF.

There are very few "gurus" who do not mind sharing their secrets and Mr.Bond is one of those rare gems who openly shares his knowledge for the greater benefit of Advisers. Fund Managers will NEVER say that this is not the right time to invest. So, its no use following their advise. But, when a Person like Mr.Bond gives advise, you need to follow them and follow them in totality for your own benefit. I hope Mr.Bond has patented this. If any AMC were to follow this model, then it surely has a clear WINNER on hand

Agree with you on rebalancing and found the capital protection and return generation of MSJ Algo encouraging. Thanks for sharing

Have you calculated returns after discounting tax liability? In case of liquid fund dividend dist,tax is as high as 28% or so. If you doscount this how will the algorithm fare?

Thoroughly researched, hard to argue with, logic. Very good insight...

Dear Sir, Thanks for the awesome knowledge you shared with the advisor community. You article will help to gain confidence for advisors to grow business in this volatile market. Looking forward for more articles like this from your end for the benefit of advisors. Kindly also share your MSJ algorithm for the benefit of advisor community. Thanks & Regards, Rajesh

Mr.Bond rocks. Every article of yours are practical insight of your personal experience. You always come to some kind of innovation in an existing product either its debt or equity. This is what an investors expects from an advisor, instead of just selling plain vanilla products. Your data analysis is very useful. Wonderful article on equity investing strategies.

Its always a pleasure to read a column by Mr Zaveri (MISTERBOND). I would request all to go through the article in detail as i find it very very interesting and worth sharing ......

Fantastic article and as always a great eye opner for investors and investment professionals.

Its always interesting to read what Mr Bond comes up with. His data points are very useful, and thank you for presenting observations by Mr Kotak even more. I had missed them and I enjoyed a great chuckle to read such candor! Its so important for me to receive multiple inputs from market participants and check my own modelling for strength / weakness continuously.

very effective strategy for enhancing portfolio returns. But this strategy may not be practically applicable for IFAS as exit load and clawback is applicable for 12 months from the date of investment/switch in equity funds.