M. Pattabiraman's Blog, page 183

My Stock Portfolio March 2021

Over the last few months, I have posted monthly updates of my stock portfolio compared with an equivalent investment in a Nifty index fund. This is the March 2021 update. This is the archive of...



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

SBI International Access ‐ US Equity FoF Review

This is a review of SBI International Access ‐ US Equity FoF (fund of fund) currently in its NFO period up to March 15th 2021. It will invest in mutual fund schemes/ETFs that invest in US markets and...



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

Does long-term equity SIP investing work? (106 year analysis)

Every mutual fund sales guy says, “the best way to build wealth is via SIP in an equity mutual fund over the long term”. However, where is the proof that a long-term equity mutual fund...



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

List of Stocks with low volatility and momentum for March 2021

Here is a list of stocks with low volatility and momentum for March 2021 from the Nifty 100. You can also get the historical data from March 2019 onwards. This month as many as 65 stocks qualify...



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

Why I maximized PPF investment only after ten years

In this article, I explain why I did not invest the maximum amount eligible into PPF for ten years. The start of another month, and it is time to open my trusted investment tracker Excel. I have been...



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

How a minimalist lifestyle can help save you money

In this article, author Smriti Tuteja explains how a minimalist lifestyle will help you save money as well as time to do things that give you joy. About the author: Smriti is an author, freelance...



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

Are you aware of this risk in guaranteed return products?

We discuss the main risk associated with guaranteed return products that buyers must factor in before deciding to buy. This may seem obvious to regular readers, but even in 2021, there are scores of...



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

Can you manage if the stock market falls by 50% taking years to recover?

Imagine this scenario: the stock market falls by about 50% – not suddenly over a few days but over months and months, say over three years. Since there is no sudden fall, there is no sudden...



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

Best day for SIP: last Thursday of month (Nifty F&O expiry date)?

There are many popular “beliefs” surrounding mutual fund investments. One of them is that the best day for monthly investment is the last Thursday of the month when the Nifty futures and...



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

Frugal vs Miserly: Why we need to know the difference for managing money

If there is one word in personal finance that is mostly misunderstood, it has to be frugality. After the 2008 financial crisis, it became popular online when people with uncertain or no jobs had to...



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