'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
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)
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.
Practical advice + calculators for you to develop personalised investment solutions
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