Weekend Roundup – Feb. 23rd 2014

Published: February 23, 2014 at 8:19 am

Last Updated on

  • ‘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 – theequitydesk.com 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 research that allows you to collaborate with users from other parts of the world.
  • Thefundoo.com is an interesting mutual fund research and analysis portal. They have recently launched their mutual fund selection service: the fund picker
  • Excellent article on Social aging by Narendra Kondajji.
  • As an offshoot of a discussion at Asan Ideas for Wealth FB group, here is the 5 year rolling returns of Reliance Growth fund versus the Sensex. The fund is benchmarked wrt BSE 100 (there is nearly 100% correlation between BSE 100 and the Sensex)

5Y-reliance-g

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  • This graph was obtained with my automated rolling returns analyser
  • Notice that the fund has behaved liked an index fund from the middle of 2008. One-year rolling returns resembling the Sensex (like it does for Franklin India BlueChip) is quite fine. If a 5 year rolling return drops down to merge with an index, it is a clear sign of poor fund management.
  • Rolling returns is an excellent way to gain insights into how consistent a funds performance is wrt its benchmark. I urge you to use the automated analyser and share your graphs and thoughts on your fund holdings.
  • Several readers have volunteered to check my automated mutual fund and financial goal tracker. I am now correcting bugs and improving the user interface based on their feedback. I would like to thank all of them. If you are interested to check out this tracker, leave a comment and I will send it to you by email.
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Pattabiraman editor freefincalM. Pattabiraman(PhD) is the founder, managing editor and primary author of freefincal. He is an associate professor at the Indian Institute of Technology, Madras. since Aug 2006. Connect with him via Twitter or Linkedin Pattabiraman has co-authored two print-books, You can be rich too with goal-based investing (CNBC TV18) and Gamechanger and seven other free e-books on various topics of money management. He is a patron and co-founder of “Fee-only India” an organisation to promote unbiased, commission-free investment advice.
He conducts free money management sessions for corporates and associations on the basis of money management. Previous engagements include World Bank, RBI, BHEL, Asian Paints, Cognizant, Madras Atomic Power Station, Honeywell, Tamil Nadu Investors Association. For speaking engagements write to pattu [at] freefincal [dot] com

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4 Comments

  1. Dear Pattu, I’m glad to see that our FB discussion on Reliance Growth get some notice in weekly round up. 🙂

    Thanks

    Ashal

  2. Dear Pattu, I’m glad to see that our FB discussion on Reliance Growth get some notice in weekly round up. 🙂

    Thanks

    Ashal

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