M. Pattabiraman's Blog, page 132

Why we struggle to invest & manage money prudently and how to fix it

Personal money management steps are simple to appreciate but hard to implement. These are some of our behavioural finance learnings on why investors struggle to invest and manage money prudently. 1...



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Why this is the best time to invest in equity!

A reader writes, “Sir, I started my first job a couple of months ago. I want to start investing in equity via mutual funds but I am worried about the market. The bull run from April 2020 to Oct...



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Stock Portfolio Analysis: April 2022

This article compares my stock portfolio with an equivalent investment in a Nifty index fund and the Nifty 100 Low Volatility 30 TR index. Before we begin, investors need to appreciate the context of...



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Is it wise to retire early in my 40s if my portfolio is sufficient?

A reader asks in response to our recent article – How to beat inflation after retirement along with guaranteed pension – “Is it wise to retire early in my 40s if my portfolio is...



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Debt mutual fund screener (April 2022) for selection, tracking, learning

This is a debt mutual fund screener for fund selection, fund portfolio tracking and learning. It also includes hybrid funds that invest in bonds. It will satisfy investors who wish to invest in money...



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Travel Training Kit: Your Ultimate Guide to Travel

This is an in-depth dive analysis into vacation planning, finding cheap flights, budget accommodation, what to do when travelling, and how travelling slowly is better financially and psychologically...



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How to beat inflation after retirement along with guaranteed pension

Getting a guaranteed pension after retirement and beating inflation after retirement has traditionally been two extreme solutions in retirement planning. In this article, we explain how these...



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How to achieve your travel goals without breaking the bank!

In the last edition of the reader story, we met Arka and Rupali, a young couple, trying to balance travelling and investing. In this article, they share more details on how to manage our travelling...



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How Dynamic Bond Funds are preparing for an interest rate hike

In this report, we look at how dynamic bond funds have altered their portfolio over the last few months in anticipation of an interest rate hike. Bond market sentiment is monitored via the bond yield...



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A new tool to compare five MF portfolios & find overlapping stocks

The freefincal mutual fund portfolio overlap tool (first published July 2017 and updated May 2019) is now fully updated to work blazing fast on Google Sheets. The features of the tool are listed...



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