Mutual funds & ETFs
Podcast : Portfolio Review Pro – A Game-Changer for Mutual Fund Investors
Episode 6 of the Prime Podcast
PrimeInvestor Desk
August 13, 2023
14 Comments
PrimeInvestor - Articles and Reports
Mutual funds & ETFs
New launch – Introducing Portfolio Review Pro
The most comprehensive tool to get research insights and review of your live MF portfolio
PrimeInvestor Desk
August 6, 2023
25 Comments
Stocks
Big losses in the stock market: 5 mistakes to avoid -Part 2 (Cyclical businesses)
The second of this four-part series will talk about how you can lose wealth when you entry timing goes wrong in cyclical businesses.
N V Chandrachoodamani
July 23, 2023
No Comments
Stocks
Big losses in the stock market: 5 mistakes to avoid – Part 1 (Rich valuations)
In part one of this four-part series we talk about examples of wrong entry into stocks with rich valuations and how to avoid them
N V Chandrachoodamani
July 23, 2023
5 Comments
Stocks
Big losses in the stock market: 5 mistakes to avoid – Part 3 (Low quality businesses)
The third of this four-part series talks about how every bull market hides low quality businesses and how you can stay clear of such companies.
N V Chandrachoodamani
July 23, 2023
No Comments
Stocks
Big losses in the stock market: 5 mistakes to avoid – Part 4 (Seeming turnaround stories and no-growth businesses)
In this final part of this four-part series we discuss how many promising turnaround stories never say the light of day in the stock market and also talk about the perils of placing too much faith in dividend earners that show no potential for growth.
N V Chandrachoodamani
July 23, 2023
2 Comments
Categories
Quarterly review – changes to Prime Portfolios
A few changes in portfolios to capitalise on debt yield and the current market rally
PrimeInvestor Research Team
July 13, 2023
3 Comments
Mutual funds & ETFs
Simplify Your Investments: How to Consolidate Your Mutual Fund Portfolio in 5 steps
You should be able to make do with just 4 to 12 funds in your entire mutual fund portfolio to meet all your goals
Aarati Krishnan
June 25, 2023
5 Comments
Stocks
6 investment styles – which one suits you?
Apart from the fund manager’s skill, a hidden factor that explains such return differences is the investment styles in which each fund is managed. Right now, many of the funds that have managed to top the charts with a 16% return are value-style funds, while the laggards are growth-oriented ones.
Aarati Krishnan
May 25, 2023
13 Comments
Mutual funds & ETFs
4 Metrics to choose the best index funds and ETFs
“Which equity fund should I buy?” When asked an open-end question like this, most financial experts recommend an index fund. Choosing an index fund is supposed to be far easier than choosing an active fund from the hundreds of schemes. But the number and variety of index funds in India has mushroomed too. There are about 94 open-end equity index funds, while over 120 equity Exchange Traded Funds (ETFs) are listed on the exchanges. So, if you’re thinking of buying an index fund, how do you choose the right one? Here are four metrics to choose the best index funds and ETFs.
Aarati Krishnan
May 4, 2023
6 Comments
Gold
What’s firing up gold prices and what you can do about it
After lying low for a while, gold as an asset class has woken up from its long slumber in the last six months. International gold prices, which fell by 3.3% in 2021 and 0.3% in 2022, have gained 9% so far in 2023 (as of April 11) and are up by 20% in the last six months. In India, gold prices recently bounced off a lifetime high of over Rs 61,000/10 grams, having gained 18% in the last six months. This recent run has made investors sit up and take notice of sovereign gold bonds, gold ETFs and other vehicles to own gold. But should you jump on the bullion bandwagon now?
Aarati Krishnan
April 13, 2023
20 Comments
Mutual funds & ETFs
Quarterly review – Changes to recommendations in Prime Funds and Prime ETFs
Prime Funds is our list of recommendations in equity, debt, and hybrid mutual funds that are worth investing in. Prime Funds narrows down your choices from the thousands of funds that there are, into a concise list of funds that span different styles. Prime Funds are selected based on performance, portfolios, and investment strategies.
In this quarter’s review, we have made limited additions to our list of Prime Funds but have some updates to give on performance of the existing funds. We also suggest buckets that are worth entering now. So do read it!
PrimeInvestor Research Team
April 6, 2023
6 Comments