Last Updated on December 18, 2021 at 10:33 pm In the third part on portfolio diversification, we shall study the correlation among stock sectors. Part I covered the diversification among asset classes and market caps, and part II covered international equity indices. Regular readers may recall that we already saw how to build a diversified…
Continue reading →Last Updated on September 23, 2020 at 5:12 pm I am doing a series on portfolio management strategies in the hope that it would lead to some Excel tools for the same. In the first part on portfolio diversification, we looked at correlations between equity and debt, equity and gold, large cap and mid/small cap….
Continue reading →Last Updated on May 30, 2016 at 1:41 pm Survival is a human instinct. The memorable line from Jurassic Park, “life will find a way!”, is relevant not only to all living organisms but also to pretty much everything that we humans do. Diversification in general, is something that we do by instinct. We do…
Continue reading →Last Updated on August 30, 2021 at 3:44 pm A list of people, who through their work and sayings, have had a lasting influence on my life. Manish Chauhan Not the Manish of ‘team’ Jagoinvestor.com that you see today, but the Manish of yore, when Jagoinvestor was a fledgling. When articles were written for DIY…
Continue reading →Last Updated on December 18, 2021 at 10:42 pm Risk adjusted return is a measure of the risk involved in producing a return. In this post we try and understand this concept using PPFAS Long Term Value Fund which has recently completed one year in existence. Kindly note that this is not a review or…
Continue reading →Last Updated on October 1, 2023 at 12:20 pm Chinese philosopher Confucius (551 BC – 479 BC) is supposed to have said, “Choose a job you love, and you will never have to work a day in your life”. I am among the lucky few who can claim to have this luxury. I love my job. Today, on the occasion…
Continue reading →Last Updated on January 10, 2023 at 9:55 pm Mutual fund investing can be stressful for many investors. The Ulcer index offers a way to measure this stress!bv The mutual fund risk and return analyzer now has a separate sheet for Ulcer index analysis. In this post, we evaluate the utility of this risk-return metric…
Continue reading →Last Updated on December 29, 2021 at 5:15 pm A few months back we saw what a compounded annual growth rate (CAGR) is and how it is calculated in the case of a lump sum investment. In this post, let us consider a mutual fund SIP and calculate the associated return. First a quick recap….
Continue reading →Last Updated on September 4, 2018 at 5:33 am This is a guest post by Ramesh Patil who runs a website offering information about IFSC and MICR codes. Education is perhaps an individual’s most precious resource today. In fact, nowadays education is at times equated to an investment, which in all truth it is. However,…
Continue reading →Last Updated on January 10, 2023 at 10:05 pm Sooner or later mutual fund investors recognize that there is more to a mutual fund than the return it generates. Analysing a mutual fund when one wants to begin investing, or when one wants to evaluate current holdings, requires a comparison with the funds benchmark. Some…
Continue reading →Last Updated on August 30, 2021 at 3:44 pm As someone who knows very little about home loans, the popularity of the titular question never fails to surprise me. When this question was asked again in the facebook group, Asan Ideas for Wealth (AIFW), I learnt something new. Here is an account of my understanding….
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