Go out on Quora and you will find DIY investors asking – “I want to invest in safe index funds. Can I put all my money there?” In fact, I recently had a first hand experience. A new investor was speaking with me. “See I am afraid of the stock markets – stocks or mutual […]
Virtual Session – Mutual Funds portfolio in 2022
Take a look at the image below. It lists some of the investment options from across asset classes (equity, bonds, gold, hybrid) with their 3 year rolling return summary. If you want to see detailed notes and performance comparison for each of these, head to unovest.in. Log in (or create your free account) and check […]
How diversified is your portfolio?
Invest in assets that behave differently at a different times and you have a well diversified portfolio. This dictum is the bedrock of the practice of asset allocation and all the benefits it brings to you. However, is the choice of your investments really adding to your diversification or just adding more noise? Let’s find […]
Is Parag Parikh Flexicap an overrated fund?
Parag Parikh Flexicap fund is highly overrated fund. In fact, one can save on expenses and get similar or better results by using different parts to create their own whole. “What do you mean?” I asked in disbelief. — Parag Parikh Flexicap fund has been a shining example of fund management with its open communication, […]
