M. Pattabiraman's Blog, page 145

Stock Portfolio Analysis: February 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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Aggressive Hybrid Funds vs Low Volatility Index Funds: Which is better?

After the publication of our review of UTI S&P BSE Low Volatility Index Fund, we have received several requests from readers to compare low volatility indices with aggressive hybrid...



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United India launches Super Top Up Policy with 95 lakhs sum insured

United India has intimated policyholders of a major revision in their Super Top Policy with effect from 1st March 2022. This includes a significant increase in the maximum sum insured of Rs. 15 lakhs...



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Money management steps before and after marriage

Marriage is just a union of two souls. Isn’t it? Why bring money into the picture and spoil the sanctity of the union? Right? While these thoughts are awesome in your late teens and early twenties,...



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Debt mutual fund screener (Feb 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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Which mutual fund should I sell to rebalance my portfolio?

If there is one action that most investors who appreciate asset allocation are hesitant to do, it is probably portfolio rebalancing. On the one side, there is fear of taxes and on the other,...



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Can the Indian stock market keep falling like the Japanese stock market?

It is common knowledge that the Japanese stock market (often represented by the Nikkei 225) has been underwater since December 1989. That is, it kept falling (excluding minor recoveries) for about 23...



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Is social media affecting our financial health?

Is money the root of all evil or social media is giving it tough competition? While social media has unlocked a world of possibilities, made information more accessible than ever, and is bread and...



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Can I use Sovereign Gold Bonds in my retirement portfolio?

A reader asks on Twitter, “Can we use Sovereign gold bonds for retirement planning?” For those who hate tax, the Sov. gold bond is an enticing investment. Buy and hold it for eight years...



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I wrote an investment book for newbies when my children wanted to know more

In this article, M T Raghunath (MTR) explains how he turned his discussions on investing and money with his two sons into a book. MTR is one of the smartest DIY investors I have interacted with and...



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