A simple way is to invest in risk-free assets (Government bonds, PPF, EPF, bank fixed deposits). You will never see losses. However, by shunning risk completely, you might have to compromise a bit on the long-term returns. And if you consider risky assets (gold or equities) for higher returns, you must prepare yourself for portfolio losses too. At the same time, avoiding … [Read more...] about How to reduce losses in your Portfolio?
If you are not fond of actively managed funds, an investment in a Nifty 50 index fund provides you exposure to a diversified equity portfolio. However, Nifty 50 consists of stocks from different sectors (banking, pharma, energy, commodities, IT, consumer goods, automobiles etc). Here is the sectoral breakup of Nifty 50 (as on December 31,2020). Can we better the … [Read more...] about Nifty 50 vs. Portfolio of Banking + Pharma + IT stocks: Which is better?
There is always a flavour of the season in investments. Sometimes, it is large cap stocks. Sometimes, it is small cap stocks. It can be gold. Or Banking or Pharma stocks. Bitcoins. Or international mutual funds (in 2020). Recent outperformance always attracts attention and investor money. To figure out, you just need to look at how quickly the size of the best performing … [Read more...] about In investing, Nothing works all the time
Over the past few weeks, we have been testing investment ideas and testing the performance against the simple Buy-and-hold index funds. In some of my previous posts, I have Compared the performance of Nifty Next 50 against Nifty 50.Compared the performance of Nifty 50 Equal Weight vs Nifty 50 vs Nifty 50 over the last 20 years.Considered the data for the past 20 years to … [Read more...] about Using Moving Averages get more out of Equity markets
Over the past few weeks, we have tested investment ideas and compared the performance against the bellwether indices such a Nifty 50. In some of my previous posts, I have Compared the performance of Nifty Next 50 against Nifty 50.Considered the data for the past 20 years to see if the Price-Earnings (PE) multiple tells us anything about the prospective returns. It does or … [Read more...] about Nifty 50 Equal Weight Index: How has it performed compared to Nifty 50?
Nifty Next 50 index funds have gotten popular over the last few years. As expected, the index caught the fancy of investors on the back of strong performance from 2014 until 2017. However, not many investors benefited from this because there were not many index fund options to invest in this index. Not that the funds would have attracted money because the AUM chases the … [Read more...] about Nifty 50 vs Nifty Next 50: Performance Comparison