Understanding Volatility of Investment Returns with a Portfolio Rebalancing Simulator

A long term investor should: recognise all the risks associated with the financial goal estimate the monthly investment needed (estimate not determine) understand the need for spreading the investment risk (asset allocation) understand the need for diversification within an asset class, choose investment vehicles wisely initiate investments as quickly as possible without worrying about perfection…

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Mutual Fund Calculators

Here is a list of available mutual fund calculators and resources. (Updated Mar. 31st 2014) Flagship Calculator: ¬†Automated Mutual Fund & Financial Goal Tracker Mutual Fund Calculators/Resources How to select mutual fund categories suitable for your financial goals? Step-by-step Guide to Choosing a Mutual Fund Mutual Fund SIP Returns Analyzer Mutual Fund Capital Gains Calculator…

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Online RD Calculator

Here is the online version of recurring deposit calculator on Microsoft’s Exel Web app. Thanks to reader Srinivas, I was able to correct a minor bug. I tried to convert it to Google Docs, but some cells showed incorrect values. This is quite disturbing because if one does not check each cell carefully then the…

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