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 define a financial goal - part one. If you have not heard my Paisa Vaisa podcast, go give it a listen. This … Continue reading Why term insurance is not enough + Which equity mutual fund to choose first + How to define a financial goal
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 better returns via gradual investing will be disappointed as there was no clear trend as to which is better. … Continue reading When market is at an all-time high, how should a lump sum be invested? One-shot or gradually?
If you have a lump sum and would like to invest it in an equity mutual fund, what is the best way to go about it? Invest in one-shot or gradually over a few months? Is there any benefit in investing gradually other than psychological comfort? Let us find out with a backtest. Before we … Continue reading Investing a lump sum in one-shot vs gradually (STP) in an equity mutual fund (backtest results)
In the third part of the video series on MF FAQ, we consider the following questions: 1: Do we even need mutual funds?; Why should we invest in mutual funds? What are the benefits? 2: What is so special about a debt mutual fund? 3: What are the risks associated with a debt mutual fund? 4: How to select … Continue reading Do we even need mutual funds? Why should we invest in them? MF FAQ Video Series Part 3
No, this is not a click bait. I am being serious. There are several benefits to stopping your mutual fund SIPs and manually investing. I am working on an ebook – Mutual Fund FAQ: The Basics – that will provide short, easy to understand answers to 100+ common and basic questions that new investors ask. In … Continue reading Stop your MF SIPs and start buying MF units! FAQ Video Series Part 2