Personal finance

My Update of Australian ETF Portfolio

Investing in Small Caps

Update of Australian ETF Portfolio

Decide with a simple system

Boost your returns

This chapter of our mutual fund course (in Hindi) focuses on spotting good and bad MFD practices Get Full Courseeverything else we offer

Custom GPT

Zerodha recently introduced Margin Trading Facility (MTF), you can read about it here This got me thinking, Can we use this product to build wealth? There is a similar product in…

in India

A tool for retirement

Slides from session on 27th July 2024 27 Jul 2024 Data Driven Approach Mf To watch full session go to YouTube

Retire Rich

Family & friends extensively use dollar cost averaging to invest in equity markets , in mutual fund industry in India its also called as SIP or Systematic Investment plan. It has…

While studying for CFA, there was one whole section dedicated to style drift, Investopedia defines Style drift is the divergence of a fund from its investment style or objective.…

Passive index investing is gaining momentum (pun intended) among millennials. One of the questions that popped into my head what would be better to buy an index hold or buy and…

Came across another smallcase that is free and has a very good track record. ARQ Prime is a long-only equity portfolio ARQ Prime recommends stocks for investment based on a set of…

Short post The Oracle of Omaha has beautifully summarised how to adopt a dividend distribution policy through his shareholder letters Unrestricted earnings that can generate…

I have been an active stock picker since 2008-9 and this is the first year I have got my hands-on ETFs So what are ETFs? An exchange-traded fund (ETF) is a type of security that…

A while back when I wrote don’t buy a house and invest your EMI in markets, I concluded that only 1 person in 50 would actually do it I was surprised to find through comments that…

Earlier I wrote a post to convince you that you should buy a house against renting, Today let’s build a case of buying house on EMIs vs investing equated monthly investment (EMI )…

Updated - 16.04.2015 What is diversity of your income sources ? A typical salaried employee’s graph would look like below [visualizer id=”501”] Highly concentrated with income…

Out of several choices of portfolio manager tools, I prefer moneycontrol portfolio manager - 5 reasons why!!

One most of difficult questions in debt investments - How much should I invest in debt ? Find answers in out third and final installment in debt series.

In the second part on our debt investment series we provide you an excel to find what suits you. Download and start finding the investments which are right for you.

One of my most popular post has been on parking short term cash from last year. I have always believed that any successful investor should invest a portion of his portfolio in…

Fire your boss, Do what you love and work better to live more This is how Chris Guillebeau starts his best seller $100 dollar start up- what follows is 274 pages of biblical…

That was quite a break Image source - Indian Moms . After a big rest for 6 months finally up with a new post. Now many of us have short-term funds (cash) that is mostly lying in…

Travel hacking being such a fantastic topic to write, I was wondering is it possible to get a free ticket just by doing things in a little planned manner. Can a smart shopper…

After few roller coaster weeks in life back to board! The first few set of questions I hear from new (and sometimes old too J ) investors are - Where to Invest - How much to…

Should I buy a house or continue to be in rented one ? This seems to be eternal question for many of my colleagues and friends,with roaring real estate prices and not so rising…

One day I was shocked when Frieda told me that she has INR 3.5 lacs in her savings bank account. My first reaction was Why are you losing money, she was bemused and said can you…

Pic Source: http://www.psdgraphics.com/file/credit-card.jpg Credit card doesn't figure on our list when we want to make money, Does it? For some it is plastic convenience while…