Standard Deviation is one of the most common measures to gauge volatility of a mutual fund or an ETF. Sharpe Ratio measures risk-adjusted return of an investment. How do you use these statistical measures to evaluate the performance of a fund or an ETF in your portfolio? Read Here.
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Alpha and beta are risk and return measures of the investment. Alpha represents the unsystematic risk. Beta is used to measure systematic risk. Average investor like you and I cannot control the systematic risk (beta) but we can manage unsystematic risk (alpha) with diversification. Investing in a broadly diversified index fund is one of the ways to manage unsystematic risk.
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The five keys to successful investing are Risk, Discipline, Patience, Time and Investor Psychology. Read more in this article.
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Self-awareness, a concept that mystics and philosophers have used for centuries, has recently become mainstream. Self-aware people are able to manage stress better, have higher emotional intelligence (EQ) and stronger, long lasting relationships. All this leads to a fulfilling and rewarding life. Fantastic! That’s exactly what everyone wants. So, what […]
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Consideration of tax efficient investment is important because it will reduce your tax burden. In essence, tax Efficiency is about saving taxes by investing strategically among tax-advantaged accounts and taxable accounts. The bottom line of tax efficient investing is reducing your tax burden by either saving on taxes or defer […]
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A life insurance policy is for the ones you leave behind. It should be one of the most important items on everyone’s to-do list.
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You should consider protecting your wealth by implementing an asset protection strategy such as Personal Umbrella Policy.
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The process of training our mind to build long lasting, loving relationships, is in essence the process of cultivating patience!
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This article is an introduction to India’s stock market. One of its indexes, BSE SENSEX, generated an impressive annualized return of 16% from 1979 to 2019.
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Market timing could potentially cost you hundreds of thousands of dollars. So avoid market timing and stick with your investment plan.
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