In investment world, returns is a big deal. It probably gets more attention than almost any other metric out there, and occupies the largest mindshare among most investors. As an investor, you should be aware of 2 commonly used metrics which are used to represent returns. They are CAGR & XIRR. In this episode, we…
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Rebalancing is a simple technique of adjusting % of holdings of various asset classes. Rebalancing is not an one time activity and it should be an on-going process. So we need to maintain the allocation by rebalancing at times. In simple terms, we go to gym to get fit, shed extra weight. Periodically rebalancing your…
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How dividends are handled by mutual funds? Equity Mutual Funds primarily invest in stocks of various companies. So from time to time, the Mutual Fund can receive dividends from one or more of the companies it has invested in. The dividends received by a Mutual Fund do benefit investors even though the money is not…
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Difference between Bonus issue & Stock Split We often hear in the news that some XYZ company has announced bonus shares to its investors and some other company is going for stock split. Sometimes, we also see that whenever a company announces Stock Split or Bonus Issue, it will have an immediate impact on stock…
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I just read a very interesting story in which a shop owner loved his products so much that he went back to his customers and bought them all back. I’m sure this sounds very strange to you but in the stock market, it happens quite often. This process is called a share buyback. So today,…
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Do you know you are already holding Bitcoin and other crypto currencies? Are you someone who invests in global or US based mutual funds from India, then you might already be holding some bitcoin and other crypto currencies. Does it sound confusing, well, actually not. Let’s discuss about this in detail. As an indian investor,…
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Are you investing in US or Other Global Market Funds from India? Then, you might be betting against Rupee. Let’s try to understand how and why this happens. There are lot of mutual funds available in India, which can be used to invest in global markets, including US, Euro & other developed and developing markets. In…
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What is Tax Loss Harvesting: Another way to save tax In the last episode, we discussed about LTCG tax harvesting, which is a way to reduce the tax burden created by profits from equities. Likewise, we can use any losses we have and use it to reduce taxes as well. In tax-loss harvesting, you book…
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Yearly review of Investments from Market Secrets for FY 2020-2021
Welcome to yearly review of “Investment Alerts” channel from market secrets.
This video will focus on how we have invested during the entire financial year of 2020-2021. i.e From April 2020 to March 2021.
Before we start, we will make a simple assumption that our regular SIP investment amount is 10,000 rupees because we don’t want to reveal our actual numbers.
To keep all these simple, we used our “Investment Alerts” telegram channel. We just followed the alerts triggered in the channel to go and invest on the go. There was no need to any manual calculations or waiting. We will just blindly follow whatever that’s mentioned in the Alerts triggered.
As per the request of subscribers, we have created a separate channel for generating automated alerts for investments. Please use the below link to join InvestmentAlerts Channel in Telegram.
https://t.me/InvestmentAlerts
When the market was crashing in Jan-March 2020, we have released a video on how to invest during market crash and it worked beautifully. Though we couldn’t invest all the cash we have saved for investing in crash, the amount we invested using the strategy have really boosted the portfolio.
One year later, market is hitting record highs everyday and I was flooded with questions on how to invest in this raising market. So I have shared a video on personal investment approach for this scenario as well..
How to invest when market hist new lifetime high everyday?
https://youtu.be/2ik5e_LlKDo