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 – 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)


  • 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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4 thoughts on “Weekend Roundup – Feb. 23rd 2014

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



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



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