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Supporting everyone's personal finance journey

Portfolio Review (27 articles)

<p>This article shows how couples should invest together for their financial goals to manage their portfolio without any hassles.</p>
Portfolio Construction Portfolio Review
How should couples invest for their goals?

This article shows how couples should invest together for their financial goals to manage their portfolio without any hassles.

Published: 21 June 2023

4 MIN READ

<p>This article shows you various strategies to clean up your mutual fund portfolio.</p>
Mutual Funds Portfolio Review
How to clean up your mutual fund portfolio?

This article shows you various strategies to clean up your mutual fund portfolio.

Published: 18 June 2023

9 MIN READ

<p>This article shows what lazy portfolios are and how investors can quickly implement the concept to make reaching their goals more manageable.</p>
Portfolio Construction Portfolio Review
What are lazy portfolios and why you should implement them for your goals?

This article shows what lazy portfolios are and how investors can quickly implement the concept to make reaching their goals more manageable.

Published: 14 June 2023

4 MIN READ

<p>This article helps you decide which debt mutual fund category to choose when rebalancing between debt and equity.</p>
Mutual Funds Portfolio Review
Which category of debt mutual funds is best for rebalancing?

This article helps you decide which debt mutual fund category to choose when rebalancing between debt and equity.

Published: 22 February 2023

9 MIN READ

<p>This article lists mutual funds with the worst historical performance over 3, 5, 10, 15, and 20 years.</p>
Portfolio Review Mutual Funds
Are you invested in these worst-performing mutual funds?

This article lists mutual funds with the worst historical performance over 3, 5, 10, 15, and 20 years.

Published: 8 February 2023

5 MIN READ

<p>This article shows you the right way to invest for your child’s college education with the result backed by historical data.</p>
Children Portfolio Review
What is the best way to invest for your child's college education?

This article shows you the right way to invest for your child’s college education with the result backed by historical data.

Published: 7 December 2022

9 MIN READ

<p>This article shows you the way to understand the risk and return potential for debt mutual funds using a SEBI-mandated risk classification tool.</p>
Mutual Funds Portfolio Review
How to use the SEBI Potential Risk Class matrix to understand risk in debt mutual funds?

This article shows you the way to understand the risk and return potential for debt mutual funds using a SEBI-mandated risk classification tool.

Published: 16 November 2022

11 MIN READ

<p>This article teaches you how to read the portfolio disclosure statement of a debt mutual fund to understand what the fund invests in and the risk-return characteristics.</p>
Choosing Investments Mutual Funds Portfolio Review
How to understand the portfolio composition of a debt mutual fund?

This article teaches you how to read the portfolio disclosure statement of a debt mutual fund to understand what the fund invests in and the risk-return characteristics.

Published: 23 October 2022

10 MIN READ

<p>This article shows you a simple set of rules for planning any financial goal: from a month to decades away via three buckets of assets.</p>
Portfolio Construction Portfolio Review
How to use the bucket theory to plan for your goals?

This article shows you a simple set of rules for planning any financial goal: from a month to decades away via three buckets of assets.

Published: 14 September 2022

7 MIN READ

<p>This article demystifies some common jargons of investing in mutual funds by explaining SIP, SWP and STP along with examples of which one to use and when.</p>
Portfolio Construction Portfolio Review
SIP, SWP and STP - what do they mean, which one should you choose and when?

This article demystifies some common jargons of investing in mutual funds by explaining SIP, SWP and STP along with examples of which one to use and when.

Published: 28 August 2022

6 MIN READ

<p>This article helps investors to choose the right course of action in falling markets.</p>
Portfolio Review Market Movements
Markets are down but don't panic: what you should do instead

This article helps investors to choose the right course of action in falling markets.

Published: 3 July 2022

7 MIN READ

<p>This article talks about the steps to take in the current market scenario when stocks and bonds are falling simultaneously.</p>
Portfolio Review Market Movements
What should you do when both stocks and bonds fall?

This article talks about the steps to take in the current market scenario when stocks and bonds are falling simultaneously.

Published: 8 May 2022

5 MIN READ

<p>A Step-by-step guide for PPF account holders approaching maturity in April. This post shows how to decide between extension vs. withdrawal.</p>
Step by step Portfolio Review
Should you renew your PPF account or invest in mutual funds?

A Step-by-step guide for PPF account holders approaching maturity in April. This post shows how to decide between extension vs. withdrawal.

Published: 16 March 2022

12 MIN READ

<p>At the end of the financial year, you need to complete some essential tasks and opportunities related to personal finance. Here’s a small list.</p>
Tax Portfolio Review
March is the time for...

At the end of the financial year, you need to complete some essential tasks and opportunities related to personal finance. Here’s a small list.

Published: 13 March 2022

5 MIN READ

<p>A case study on tactical asset allocation: a divergence in the prices of gold and equty offers a trade. What can you do and when?</p>
Portfolio Review Gold
A tactical trading opportunity in gold vs. equity

A case study on tactical asset allocation: a divergence in the prices of gold and equty offers a trade. What can you do and when?

Published: 9 March 2022

6 MIN READ

<p>This article talks about short-term changes to your investment strategy to take advantage of downward market movements. Does it work?</p>
Portfolio Review Asset Allocation Market Movements
Markets are falling. Should you buy the dip?

This article talks about short-term changes to your investment strategy to take advantage of downward market movements. Does it work?

Published: 26 January 2022

7 MIN READ

<p>A stock market correction happens frequently. Here is how you anticipate and deal with one.</p>
Portfolio Review Market Movements
Is there a correction in the stock markets?

A stock market correction happens frequently. Here is how you anticipate and deal with one.

Published: 24 January 2022

7 MIN READ

<p>This article talks about what you need to do once you start investing for a goal throughout the time horizon.</p>
Set Goals Portfolio Review
What is the lifecycle of a goal?

This article talks about what you need to do once you start investing for a goal throughout the time horizon.

Published: 3 January 2022

8 MIN READ

<p>Investors who have investments in Regular mutual funds should switch to Direct. This post explains how.</p>
Portfolio Review
How to switch from regular to direct funds?

Investors who have investments in Regular mutual funds should switch to Direct. This post explains how.

Published: 11 December 2021

8 MIN READ

<p>This post uses goal-based investing principles to keep investors on track for their retirement goals.</p>
Retirement Portfolio Review
Goal-based investing will show you how much you should have saved at 30,40,50 and retirement

This post uses goal-based investing principles to keep investors on track for their retirement goals.

Published: 13 September 2021

5 MIN READ

<p>The stock market cannot be predicted, but lessons from history and some basic rules can help you decide what to do as the market keeps moving up.</p>
Portfolio Review Market Movements
Should you sell off your equity funds since the market is overvalued?

The stock market cannot be predicted, but lessons from history and some basic rules can help you decide what to do as the market keeps moving up.

Published: 16 July 2021

5 MIN READ

<p>Learn how to evaluate your active fund against a benchmark by combining return and risk</p>
Portfolio Review
How do you measure the performance of an individual mutual fund?

Learn how to evaluate your active fund against a benchmark by combining return and risk

Published: 15 July 2021

7 MIN READ

<p>When you are investing in stocks directly, are you measuring your performance as a fund manager?</p>
Portfolio Review
Are you running your own mutual fund? Is it doing well?

When you are investing in stocks directly, are you measuring your performance as a fund manager?

Published: 6 July 2021

6 MIN READ

<p>This post explains the situations when you can sell a mutual fund.</p>
Portfolio Review
When to Sell a Mutual Fund

This post explains the situations when you can sell a mutual fund.

Published: 25 June 2021

5 MIN READ

<p>Once a SIP is started, setup a regular process of reviewing each of your funds</p>
Portfolio Review
Are you checking the performance of your funds regularly?

Once a SIP is started, setup a regular process of reviewing each of your funds

Published: 16 June 2021

5 MIN READ

<p>Regularly review your portfolio to know if you are on track for your goals</p>
Portfolio Review
Are your investments on track for your goals?

Regularly review your portfolio to know if you are on track for your goals

Published: 10 June 2021

3 MIN READ

<p>Rebalancing is a simple way to buy low and sell high while managing risk. Here’s how you do it.</p>
Asset Allocation Portfolio Review
Portfolio rebalancing during goal-based investing: why, when and how?

Rebalancing is a simple way to buy low and sell high while managing risk. Here’s how you do it.

Published: 10 May 2021

10 MIN READ


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