7 Tips For An Effective Mutual Fund Portfolio Performance Review

mutual fund portfolio performance

Mutual fund is where many of us have invested our hard earned money. For this mutual fund investment portfolio, we frequently think for quality not quantity and Naturally, we would like to see that we are not robbed of our hard-earned money. Particularly, when every advertisement or message pertaining to mutual fund investments comes up […]

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How Much Money Do You Really Need? Here’s A Financial Plan For Mutual Funds Investment

financial plan for investing in mutual funds

This may sound like a stupid question. Don’t we all need a lot of money? And since we need a lot of money, shouldn’t we continue doing what we have been doing all our life. You know, do more of the same, do the same routine, go do the same job, do the same commute […]

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3 Reasons Why You May Be Getting Deprived On Mutual Fund Investment

are you robbed from mutual funds

You may be thinking that you are making good returns on your investments. You are possibly getting robbed too! While robbery may sound like an exaggeration, how about “losing or deprived on gains that you are otherwise entitled to?”. Who exactly is taking away your gains? It is  your broker who is selling regular plan mutual […]

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How to Invest Directly in Mutual Funds & The Leaky Buckets Syndrome

leaky bucket story in mutual funds

This is a frequently asked question. Before dismissing it as a trivial thing, it is important to understand why this question comes up. The question is often asked by people who are familiar with investing, mutual funds but somehow have been lulled into complacence by the ‘financial industry’. By the time they ask, it is […]

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Beware of the Advisor ‘Alpha’

mutual fund alpha advisors

Investment advisor Investment advisor often claim that they are an Alpha, a fancy word that simply means the extra returns they can give you buy making you invest in various mutual funds and other financial products. But often the alpha might stand for that alpha wolf waiting to pounce on the next gullible investor. As […]

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Mutual Fund Commissions Will Drain Your Expected Returns

mutual fund commissions

It is time to get real about mutual fund commissions. At 1% or more, add the upfront trail commissions, the cost is too high and needlessly gives away most of your expected  gains. You must consider your gains in real, after-inflation returns. If your investment doesn’t grow more than inflation then you are losing money! […]

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