Category: Roundup

The Monday Roundup

Starting this week, I would like to post a roundup, each Monday with three or four segments: (1) a list of posts published the week before, just in case you were too busy last week. (2) a short note on a physics fact. Some readers suggested I do it, so let me give it a […]

Weekend Roundup 21st June 2014

A roundup post after a long break! Dev Ashish who runs has launched Ultra Long Term Stocks a stock-report subscription service. It would send out reports on stocks suitable for the buy-and-hold investor. Despite his youth, Dev is a level headed and experienced investor and runs a respectable blog. I think the service is quite […]

Weekend Roundup – Mar. 9th 2014

First an update on the mutual fund and financial goal tracker. Thanks to more feedback I have made some major improvements. Ability to combine lump sum and SIP transactions in the same account statement Option to change SIP end date. I forgot to add this earlier! Improvements in the fund summary sheet and goal tracker […]

Weekend Roundup – Mar. 1st 2014

First an update on the mutual fund and financial goal tracker. I have pretty much frozen the features of the tracker. I thank everyone for some incisive feedback. Thanks to you I have now included the ability to calculate LTCG with indexation. Here is the stand-alone mutual fund capital gains calculator derived from the tracker. […]

Weekend Roundup – Feb. 23rd 2014

‘The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing’, a book by renowned stock market guru, Basant Maheswari who runs a paid stock advisory portal – will be released. Here is a preview of the preface: Dare to Dream with Stocks Thinknum is an interesting portal for investment research and financial […]

Weekend Roundup – Feb. 15th 2014

As one of the first personal finance bloggers to promote ‘direct’ mutual funds and one of the first trail commission-free ‘direct’ investors (I made a transaction on 1st Jan. 2013 early in the morning) I cannot help feel a touch responsible while reading this: Is mutual fund distribution business headed for extinction? Related Freefincal resources: This […]

Weekend Roundup – Jan. 26th 2014

Its been a while since I wrote a roundup post. Haven’t been able to find the time to squeeze it in. This week I have some news to share. So here goes: 1. Series on financial planning I am writing a series on financial planning at Market Express a finance portal. The first part: Financial Planning: […]

Weekend Roundup – Oct. 6th 2013

A good article on debt mutual funds Accrual v/s Duration Strategy – Where to Invest ?? A controversial article on financial planners fee in Basunivesh. Led to an interesting debate in my FB page Financial Planners Fees-Paying for planners service or lifestyle? Do you know what a laddered annuity means? It is is an important idea […]