Portfolio Review (24 articles)

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

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

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

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

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

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

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

This article helps investors to choose the right course of action in falling markets.
Published: 3 July 2022
7 MIN READ

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

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
10 MIN READ

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

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

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

A stock market correction happens frequently. Here is how you anticipate and deal with one.
Published: 24 January 2022
7 MIN READ

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

Investors who have investments in Regular mutual funds should switch to Direct. This post explains how.
Published: 11 December 2021
8 MIN READ

This post uses goal-based investing principles to keep investors on track for their retirement goals.
Published: 13 September 2021
5 MIN READ

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

Learn how to evaluate your active fund against a benchmark by combining return and risk
Published: 15 July 2021
7 MIN READ

When you are investing in stocks directly, are you measuring your performance as a fund manager?
Published: 6 July 2021
6 MIN READ

This post explains the situations when you can sell a mutual fund.
Published: 25 June 2021
5 MIN READ

Once a SIP is started, setup a regular process of reviewing each of your funds
Published: 16 June 2021
5 MIN READ

Regularly review your portfolio to know if you are on track for your goals
Published: 10 June 2021
3 MIN READ

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
⬆️ Back to top