M. Pattabiraman's Blog, page 168

What are the benefits of portfolio rebalancing?

In this article, we discuss the benefits of portfolio rebalancing. Many investors find the topic difficult to understand and implement. So let us begin with a discussion of the basics. When we create...



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42 year return of Sensex and S&P 500 (INR) is the same!

In this article, we compare the returns of the Sensex Total Returns Index with the S&P 500 Total Returns Index in INR since the inception date of the Sensex, 1st April 1979. The analysis stems...



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Index fund tracking error screener May 2021

This is a  passive 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...



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My net worth doubled in the last financial year thanks to patient investing!

In this episode of reader-story, Mr G (anonymity on request) discusses his personal financial audit. Thanks to disciplined investing for more than a decade, he has seen his net worth double in the...



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40% discount on Earn From Skills Course! Build trust to build income!

Last Updated on May 19, 2021 May is our site anniversary month. Until May 31st 2021, we have a special 40% discount on our Earn from Skills Course! Use it to build trust and build your income!...



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Want to make money online? Avoid popularity & try this!

Wanting an extra income or side hustle and wanting to make that online is a popular desire. However many people make the mistake of assuming that they need to become popular – more followers,...



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Sovereign Gold Bond Scheme 2021-22: When to buy and when not to!

The finance ministry has announced the release dates of Sovereign Gold Bonds for 2021-2022. Six issues (tranches) are to be released. Thrice in May(!), once in July and twice in Aug. A discussion on...



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Has stock market volatility decreased over the last two decades?!

Suresh Padmanaban writes, “Dear Pattu, I have been investing in the markets since the mid-90s. I get a feeling that the volatility over these years has gradually come down. Can you please...



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How to choose the right school for my child?

In this article, author Smriti Tuteja discusses how to choose the right school for our children. One aspect of raising children that worries most parents is education. We are always striving to give...



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We cannot fight inflation after retirement by protecting our nest egg!

We had recently discussed why we need to stop using Safe Withdrawal Rate (4% rule) for retirement planning. Many readers seem to be under the wrong impression that it is possible to fight inflation...



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