Comparison of Stocks Vs MF Performance
Dear Friends, I did a comparison of returns of Blue Chip companies (Sensex Stocks) with the Top 20 Mutual Funds in the similar time horizon (Data collated from Value Research Online). Stocks Vs MF Performance over 10 years There is a perception among investors that they get better returns by investing in Blue Chip Companies over MFs and hence this comparison report. While it’s true that blue chips like Sun Pharma, HDFC Bank, Axis Bank,...
6 Months@PenguWIN ~ Life@PenguWIN – 2
Dear Friends, It’s been 6 months since I quit my corporate job on 1 July 2014 and started my Financial Planning and Advisory practice at PenguWIN. I took a couple of days off to attend my niece’s wedding and commenced the full time role at PenguWIN on Friday, 4th July 2014. So, when the Americans were celebrating their Independence, I too was celebrating mine, as I became my own boss!. I had taken the...
All About Asset Allocation
Dear Friends, Recently, I received an email from one of my ex colleagues, who reads my blogs, that I might be perceived as a big proponent of Equity and whether it is prudent for all sections of people to bet on equity, especially those nearing retirement and those who have retired. My response to him was, “Equity returns cannot be matched by any other asset class and this has been proven world over. But, the...