EQUITY
10 tips to be a successful equity investor
Paul Larson, now at OppenheimerFunds, penned down some thoughts on what it would take to be a successful equity investor when he was the chief equity strategist at Morningstar. We build on those.
INVESTING STRATEGY
8 things to note about SWP
The systematic withdrawal plan can work for you and can be an excellent tool for a post retirement cash flow. But you need to understand how to utilize it for your benefit. Here are some brief pointers that will get you on the right track.
MUTUAL FUNDS
5 questions to ask to pick the right equity fund
The first filter in selecting a fund is deciding on the type of fund you would like – value or growth; or even based on the market cap. Once you have arrived at that, it is time to pick the one from the peer set. This should help you arrive at a sound decision.
FUND ANALYSIS
A look at 7 tax-saving funds
These are equity linked savings schemes from seven fund houses that our analysts looked at over the past year. The ratings span across Silver, Bronze and Neutral.
PERSONAL FINANCE
7 reasons to open a PPF account
There's little doubt this tax-advantaged account is a favourite among savers. Despite its popularity, there are many who do have one. Here are some reasons that could urge you to open a Public Provident Fund, or PPF, account.
EQUITY
3 tips to be a smart stock picker
When it comes to the subject of wealth, stocks take precedent in any conversation. And many mistakenly assume it to be an exhilarating ride. But if you don't get your basics right, you could lose all your savings. While you cannot control the market, you can control your movements. Keep these 3 points in mind to stay grounded.
LEARN FROM THE MASTERS
How this angel investor became a billionaire
In his 20s, Chris Sacca found himself in debt for a little over $2 million. But his appetite for risk and ability to identify amazing founders led him to be an early-stage investor in hugely successful companies - Uber, Instagram, Twilio, Docker, Stripe, Lookout, Kickstarter, Automattic (maker of WordPress) and Twitter.
FUND ANALYSIS
4 good mid- and small-cap funds
From various AMCs – HDFC, ICICI Prudential, Mirae Asset and IDFC, our analysts assign these funds a Gold or a Silver and state their reasons for doing so.
RETIREMENT
How to turn your fund into a retirement paycheck
Most investors dedicate a fair amount of time and energy into drawing up a doable plan when saving for retirement. But fail to give adequate thought to the post retirement scenario. Once you have built your investment portfolio, your focus needs to shift on how to best convert your accumulated financial resources into a cash flow.
PORTFOLIO PLANNING
6 points to build a smart portfolio
A behavioural scientist and two investing experts discussed behavioural issues in Toronto during a panel discussion hosted recently by Morningstar Canada. Over here, the panelists succinctly offered various means that industry participants and individual investors can employ to improve investor outcomes.
