It is not uncommon for retail investors to chase performance and make it their only criteria to select a fund for investing. Using the same criteria, one of the funds that makes it as a chart topper is the DSP BlackRock Micro Cap Fund. I was recently asked my views on this fund. I am […]
Does this investment make sense?
Recently, I asked for your help on evaluating an investment product. An executive of a large mutual fund company pitched a mutual fund product. The investment uses a dynamic asset allocation method where they would invest in a set of equity and debt funds based on predefined allocation and also rebalance the portfolio to maintain the allocation. He claimed […]
Can you question this portfolio performance and win?
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 […]
