The idea behind Quantum Equity Fund of Funds is fantastic. This is a mutual fund that invests in diversified equity mutual funds (other than Quantum), so instead of worrying about which fund to buy and sell, you can just buy this one fund of fund and let the fund manager do the job for you….
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This is a private taping of a talk on “momentum stock investing and low volatility stock investing in India” given to the members of the Tamil Nadu Investors Association on July 7th 2019. First, the slides are presented below with relevant links in between as necessary (do not skip past!). The video can be found…
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Here are five videos to guide a newbie step by step on how to plan their retirement. Please share these with your colleague/friend who has not yet taken their retirement seriously They can understand the importance of retirement planning, how to compute amount necessary for investment, how much to invest and where to invest for…
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Are Banking & PSU Debt Funds a safe alternative for investors who wish to get higher returns than liquid funds and overnight funds? With so many credit defaults events in the debt mutual fund space, this a natural question to ask. Let us find out. The first step is to ask, “what is a safe…
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Shri Anurag Thakur, Minister of State for Finance & Corporate Affairs has listed out several irregularities in mutual funds in response to a question in the Lok Sabha. SEBI has informed the ministry of the following types of irregularities or non-compliance’s: Failure to identify and appropriate all the expenses in the individual schemes as per…
Continue reading →July 14, 2019, will always be remembered as the day we witnessed three ties! One in tennis and two in cricket and in the same match!! Before these matches, “Super Sunday” was a mere marketing tagline. July 14th will always be the Super Sunday for everyone who was lucky enough to see it. The Tennis…
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Here is how you can calculate returns from an insurance policy. The next time an insurance agent shows you a policy benefit illustration or the next time your friend or relative asks you, “Is this a good policy to invest in?”, use this method to show the annualized return they can expect (before bonuses which…
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Mirae Asset Midcap Fund is the latest NFO from Mirae Mutual Fund. The fund house has been busy shuffling its funds. First, it made Mirae India Equity fund into Mirae large Cap Fund in March (effective 1st May 2019). Then it announced a multicap NFO Mirae Asset Focused Fund in April 2019 and now a…
Continue reading →Download the July 2019 momentum, low volatility stock screener for 100 stocks from the Nifty 100. Changes in the top 15 stocks from May 2019 to July 2019 are also included. The top 15 is determined after filtering stocks with (1) positive 1-year return (2) price > 200-day moving average (3) 50% of daily positive…
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So much for financial goal planning, the right asset allocation, risk management, market timing and dreams of early retirement. Everything, everything will be lost if the event described below were to occur. Not just all our money, but our very existence! I can assure you that this is a real possibility, this is a well…
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