M. Pattabiraman's Blog, page 52

Stocks with low volatility and momentum for June 2024

We publish a list of stocks with low volatility and momentum each month. We provide data for BSE 500 and BSE 100 stocks. There are now three different screener files available. (1) Stocks with low volatility and momentum from the BSE 100 large cap universe are available as a separate file (2) Stocks with low...

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Identify stocks with earnings power with this new tool

We have revamped our Automated Stock Analyser with the Earnings Power Box Valuation Model. This was introduced by Hewitt Heiserman, Jr, in his book,  “It’s Earnings That Count: Finding Stocks with Earnings Power for Long-Term Profits”. History: Srivatsan, a regular contributor at freefincal, introduced me to this model and incorporated a simple way to compute...

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National Pension Scheme Fund Screener June 2024: Shortlist consistent performers

This is a National Pension Scheme Fund Screener to shortlist consistently performing NPS schemes. You can also spot NPS schemes with a higher return than a benchmark at a lower risk. This is similar in design to the freefincal Equity Mutual Fund Performance Screener. Inside, you get discounted links to our robo advisory tool and...

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Lessons from the Revival of Nifty Next 50

We have recently discussed the revival in investor interest in Nifty Next 50 – Nifty Next 50 outshines Nifty 50 by 41% – Time to buy? As pointed out, in 2018, many investors started investing in Nifty Next 50 index funds only to be frustrated by its performance over the next five to six years. Over...

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My Stock Portfolio Analysis: May 2024

This article compares my stock portfolio with an equivalent investment in a Nifty index fund and the Nifty 100 Low Volatility 30 TR index. We post this comparison each month. Before we begin, new readers need to appreciate the context of these investments. I started direct equity investing only after achieving a comfortable level of...

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Nifty Next 50 outshines Nifty 50 by 41% – Time to buy?

Last Updated on May 29, 2024 at 10:28 am Over the past few weeks, more and more investors have asked us, “Is this a good time to invest in a Nifty Next 50 index fund?” A discussion. The revival in interest is because of recent outperformance. Over the last year, Nifty Next 50 outperformed Nifty...

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Inflation at work: Rs. 1000 in 1981 Worth Only Rs. 52 Today!

Last Updated on May 28, 2024 at 10:57 am The cost inflation index for the financial year 2024-2025 is 363 – an increase of 4.31%. We compile 44 years of cost inflation index data to understand the devastating consequences of inflation and why our singular focus should be on beating inflation for our long term...

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From Start-Up Employee to Millionaire: A Success Story of Resilience and Smart Investing

In this edition of the reader story, we have a success story of resilience and smart investing. How a 44-year-old managed to attain a net worth of Rs. 8.5 Crores or the equivalent of a million USD by working only in India. This article was first published as a thread on the Facebook Group Asan Ideas...

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Data sources for DIY investors (updated May 2024)

A reader says,  “Where do you get the data for your analysis discussed in this video? Index Investing In India TNIA Talk Part 2. I also want to make a similar analysis. Where can I get it? Can you please share the website?” This list of free data sources can be used for DIY investing and...

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Why are you so pessimistic about equity investing?!

A frequent criticism by those who encounter freefincal articles or videos is, “This guy is very pessimistic about equity investing”. I also often get asked why that is the case. Please allow me to explain. There is a difference between lack of faith and pessimism. If I lack belief in equity, I will not go...

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