Carnage in Mid & SmallCap Stocks pulls down MF Returns
Greetings from PenguWIN: Over the past few weeks, I received questions from half a dozen investors on the performance of the Equity funds and wanted to know whether their portfolio needs to be rejigged. My answer is “please hold” as it’s a phenomenon across different categories of funds, pronounced in Small and MidCap funds. The Sensex and Nifty are at all-time high with returns of 2.57% and 4.87% over the past 6 months while...
PenguWIN is 4 Years Old !
Greetings from PenguWIN: Today, the 4th July 2018, we have successfully completed 4 years of operation and entering the 5th year. Customers are key to any business and I love this quote by Sam Walton of Wal-Mart; “There is only one boss – the customer. And he can fire everybody in the company from the chairman on down, simply by spending his money somewhere else.” With a small tweak, “Spending to Investing” it is very...
Is your Investment in Real Estate and Gold Safe?
Warm Greetings from PenguWIN: The crux of this article is about the volatility in asset classes, physical and financial with specific reference to Real Estate, Gold and Equity investing, more specifically Equity MFs Investors who started investing in equity funds since 2017 and seen the value go up and up, will probably be a little impatient, experiencing the 2000+ points correction in Sensex in the recent past and the associated high level of volatility....