M. Pattabiraman's Blog, page 139

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...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

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...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

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...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

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...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

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...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

What is the corpus required If I do not invest after retirement?

A reader posed an interesting question: Suppose I wish to hold my entire retirement corpus as cash without investing it or saving it or buying pension or monthly income products, what will be the...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

How to use blogging as an income source

In this article, we discuss one of the most common questions in various member forums:  how can I use blogging (or vlogging) as an income source?. This reminds us of parents who ask, “what is...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

Index fund tracking error screener April 2022

This is an index fund screener based on tracking error and return difference wrt benchmarks. The screener will help a user evaluate how efficiently an index fund has tracked its underlying benchmark....



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

Why investing in small cap mutual funds does not make sense!

In an update to our earlier reports, we compare the performance of actively managed small cap mutual funds with four benchmarks and discuss why it does not make sense to invest in small cap mutual...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

When can we invest in Kotak Short Term Bond Fund?

In this edition of the fund profile, we take a look at the Kotak Short Term Bond Fund. We evaluate its portfolio history and discuss when it can be used. According to SEBI, a Short Duration Fund is a...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}