M. Pattabiraman's Blog, page 142

Track your mutual fund and stock investments with this Google Sheet!

We are happy to announce a new Google sheet based mutual fund and stock investment tracker. The features of the sheet are presented below. Key features of the freefincal mutual fund and stock tracker...



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How to use the freefincal robo advisory tool to track the progress of our financial goals

In this article, we explain how we can use the freefincal robo advisory tool to track the progress of our financial goals. The robo tool as many readers would know is a financial planning tool. It...



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EPF rate cut is a wake-up call! The “It’s still better than the rest” argument will not wash!

The reduction in the EPF interest rate from 8.5% to 8.1% for FY 2021-2022 is a wake-up call for the retail investor. Particularly the young earner. The “EPF rate is still higher than other...



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How practical is a retirement bucket strategy?

A reader who prefers anonymity, asks, “I have been following your retirement bucket strategy illustrations with interest. While I have no issues with the plan and see the necessity for dividing...



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Beware of Finance influencers! They can mess up your portfolio!

A finance influencer or finfluencer is someone capable of influencing investment or insurance or money management decisions based on the content they create (articles, video, tweets, Instagram posts...



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Stock Portfolio Analysis: March 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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Debt mutual fund screener (March 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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My investment journey: from product-driven to process-driven

In this edition of the reader story, we meet 30-year old Phanindra. He explains how his style of money management changed from buying interesting or apparently useful products to building a robust...



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Axis Bluechip Fund: Performance Report

In this edition of the “fund performance report”, we look at Axis Bluechip fund. Launched in Jan 2010, the fund has an AUM of about Rs. 34,000 Crores – the highest among actively...



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How recurring deposits can be used to manage yearly expenses

In this article, Suresh explains how he uses bank recurring deposits to efficiently manage his family’s annual expenses. I requested Suresh to elaborate his email into an article in the hope...



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