M. Pattabiraman's Blog, page 273

What percentage of my salary should I invest each month?

Happy Independence day to all! Yesterday, the site was plagued with access issues. They have been sorted out now. So if you missed reading about my mistake, here it is Dangers of relying on mutual...

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Dangers of relying on mutual fund star ratings and past performance

Readers may be well aware that I am no fan of mutual fund star ratings. Star ratings and past performance if not understood with the right perspective can result in mistakes. In this post, let me...

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Should Resident Indians Invest in Internationals Stocks or Funds?

Diversification is a word that many investors use rather loosely. Whenever they seem something “offer good returns” I have seen many investors want a piece of that action and say “I have added it for...

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Lok Sabha Elections 2019: Worried about how markets will react? Here is a way out

In about nine months, India will be voting to choose its 15th prime minister. It is well known that in the build-up to every general election and immediately afterwards, the market is filled with...

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A list of stocks that have traded close to their “all-time” high

Here is a list of stocks that have traded close to their all-time high and how it correlates with returns. This can be seen as an alternative low volatility strategy while picking stocks.  Readers...

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How to create your own financial freedom plan – Paisa Vaisa Podcast Part 2

I was invited as a guest on the Paisa Vaisa Podcast hosted by Anupam Gupta, a CA and equity research consultant. The podcast was co-hosted by CFP Anees Rao. In the first part, we had defined what...

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30 Low Volatility Stocks from Nifty 100: Aug 2018

Last month I had published a list of stocks with consistently low price volatility from the Nifty 100. Here is the Aug 2018 update. The Nifty 100 is a set of stocks with the highest market...

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Why term insurance is not enough + Which equity mutual fund to choose first + How to define a financial goal

This weekend, we discuss three important questions: (1) Why term life insurance alone will not protect your family (2)  A beginner question: Which equity mutual fund should I choose first? (3) How to...

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Lazy Investing: Five Test Stock Portfolios Aug 2018 Update

Readers may be aware that from June 2018, I have started testing five stock portfolios based on NSE indices.  Their current status is reported in this post. Three of them are based on smart beta...

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When market is at an all-time high, how should a lump sum be invested? One-shot or gradually?

A few days ago, I had presented backtest results for investing a lump sum in one-shot into an equity mutual fund vs gradually. I had shown that those looking to reduce investment risk or looking for...

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