Today, we are doing a role reversal. Today, you are going help me make a decision to invest in a product. I am sure over time you have got a good understanding about evaluating financial products and hence I call for your help. Here’s what happened and why I need your help?
The problem with Sharpe Ratio and other measures
The Sharpe Ratio is one of the risk adjusted returns method used in evaluating financial investments. Created by William Sharpe, the ratio tells us how much an investment instrument compensates us for the risk it takes. Put it simply, life is good without risk. You and I can safely invest in a government bond, a bank […]
CRISIL Fund Ranking – Take it with a pinch of salt
It is well known that selecting mutual funds from thousands is a tough job. If an investor were to left all to herself to pick one of them, it would be a journey through hell. However, there are several good people out there working to make life easier for the investor. One of the solutions […]
The road to financial ruin and how to avoid it
The Unovest twitter handle follows The Motley Fool. The Fool shares some really insightful notes, quotes and posts. I couldn’t help but share this one with you today on what causes financial ruin. The road to financial regret is paved with: Debt. Commissioned salesmen. Shortsightedness. Ego. Poor education. Overconfidence. — The Motley Fool (@themotleyfool) July 28, 2017 […]
Nifty 50 – The next 10000
So, the Nifty 50 stock market index is at a value of 10,000. The stock markets are celebrating and so are some investors. There is also a crop of new investors who have just begun their investments in stocks/mutual funds. And then there are others who worry themselves to no end. Of course, not all 5 […]
Feature Update: Download reports
To make the Unovest portfolio reports more useful to you, we now introduce the Download Reports feature. So, if you need the capital gains report to file your taxes or get a quick printout of your portfolio summary, do it now. You can now download your portfolio reports from your Unovest Account. Go to the respective […]