M. Pattabiraman's Blog, page 276

Worried about finding money for your goals? Here is a simple way out

In April 2018, when SEBI registered fee-only financial planner Brijesh Vappala and member of fee-only India (FOI) was added to my list of fee-only financial planners, he had written a guest post...

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Market Timing with Index PE Ratio: Tactical Asset Allocation Backtest Part 1

I am starting a new series on tactical asset allocation techniques based on market timing. In this first part, we will look at the index PE (price to earnings ratio) as a signal. In this series,...

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Are you a conservative investor? Here is how you can grow your money smartly

Would you as a money manager, prefer to get the basics right and get on with your life? That is, do enough to ensure that you have more than a reasonable chance of achieving your future...

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Watch my talk on index investing: Can we get higher returns with lower risk?

Last week I gave a talk on index investing and market timing at the monthly meeting of the Tamil Nadu Investors Association. This is a private recording of the index investing part. We have already...

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Download new versions: Robo advisory template + Stock analyzer + Mutual Fund Tracker

This is a triple update announcement. Download new versions of the  (1) freefincal robo advisory template  – this gives you a start-to-finish investment plan; (2) Automated Mutual Fund and...

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I am worried about Quantum Long Term Equity Value Fund: Should I Exit?

“I am worried about Quantum Long Term Equity Value Fund: Should I Exit?”, asked a reader. “Why does Value Research say this is a four star fund when it has only given half the...

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Ten Years of Mutual Fund Investing: My Journey and lessons learned

On 19th June 2008, I started investing in mutual funds. These ten years have changed the way I look at risk and even day to day money management. This is my story and lessons I have learned. The...

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Do we need to time the market?

For a while now, I have been wanting to do a full back-test of multiple market timing or tactical asset allocation strategies. I used a speaking invitation as an excuse to create a spreadsheet where...

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How ETFs are different from Mutual Funds: A Beginner’s Guide

Let us consider the basic differences between Exchange Traded Funds (ETFs) and mutual funds and when should one use either product.  A couple of announcements first: (A) I will be speaking on...

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List of Index Mutual Funds and ETFs in India: What to choose and what to avoid

As I started preparing for a talk on Index investing, I needed to know how many indices are passively tracked and so here is a list of index mutual funds and exchange-traded funds (ETFs) in India...

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