M. Pattabiraman's Blog, page 248

Build an equity mutual fund portfolio with these simple steps

Build an equity mutual fund portfolio with these simple steps by SEBI Registered Investment Advisor Swapnil Kendhe. Yesterday Swapnil discussed equity portfolio construction for retail investors with...

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

Everything you need to know about equity portfolio construction

This is a step by step guide on equity portfolio construction for retail investors with a listing of options available and pros and cons of each by SEBI Registered Investment Advisor Swapnil Kendhe...

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

Why your investments need a goal even if you don’t!

You might have seen financial advisors or bloggers like me chant repeatedly “invest with a goal”, “invest with a goal”. Have you ever wondered why? After all, many people...

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

Are you a DIY investor? Be careful what you read and how you apply stuff

A DIY investor invariably ends up reading a lot of stuff (and fluff). One typically starts with basic finance and business books, one thing leads to another and next thing you know, you end up...

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

How to select a health insurance policy in 2019: A Webinar

Selecting a suitable health insurance policy is one of the most difficult decision in personal finance. Yet it is one of the most important steps that cannot be avoided. It would make a big...

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

HDFC Equity Fund Review: Is this still good or should I avoid?

This week let us take review the performance of HDFC Equity Fund. Currently labelled as a multicap mutual fund with assets of 21,622 Crores, the fund has a long and rich history including frustrating...

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

NPS Tier 1 Equity Scheme Performance vs Nifty 50 and Nifty 100

Here is how the NPS Tier 1 Equity Schemes (“E”) have performed since inception. Many mistakenly assume NPS equity schemes are index mutual funds tracking Nifty 50. A look at the scheme...

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

Creating the “ideal” retirement plan with income flooring!

Let us think about it for a moment: What is the ideal retirement plan? One that guarantees income for our lifetime, one that helps tackle inflation and unexpected expenses after retirement. All this...

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

Do you have the courage to buy an asset class when it is not doing well and sell when it is?!

Happy Teachers Day! There is no greater teacher than life in general and El Mercado – the market – in particular. We often forget its most important lesson: buy an asset class (eg gold or...

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

September 2019 Momentum, Low Volatility Stock Screener

Download the Sep 2019 momentum, low volatility stock screener for 100 stocks from the Nifty 100.  Only 11 stocks qualify this time after filtering stocks with (1) positive 1-year return (2) price...

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