I'll Select These TWO Mutual Funds for my Lifetime Investing Portfolio

Published on September 14, 2024

Best videos about mutual Fund Companies, Good Investments 2011, and Will Mutual Funds Go up in 2021, I'll Select These TWO Mutual Funds for my Lifetime Investing Portfolio.

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If you’ve ever wondered which two mutual funds could form the cornerstone of your lifetime investment strategy, you’re in for a treat. In this insightful video, I’ve break down the optimal pairing which is a combination of momentum and value funds. The core of this video is a study I conducted with 17 years of data which aimed to understand :
a) how the momentum strategy and the value strategy have performed in isolation
b) how does it work as a 50-50 combination
c) what are the yearly returns and the rolling returns
d) I also introduce the concept of a “momentum-based switch method” which makes changes based on the market conditions
e) And also a “PE ratio-based switching method” which depends on the Nifty 50 price-earning ratio

Since this journey isn’t just about numbers; it’s about gaining an edge in the market. We invite you to explore the attached worksheet in the video description, allowing you to experiment with different combinations, variables, and strategies. This worksheet can be accessed here: https://docs.google.com/spreadsheets/d/16xprDbEER1yeb8RbwqeV184kKQogXKQ_xZxLiMY1QZw/edit#gid=861896721

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👉 Video Chapters:
00:00 Two Mutual Funds for a Lifelong Investing Strategy
01:27 What is Momentum Investing and Value Investing
04:42 Combination of Momentum and Value
07:25 Momentum-based Switching Strategy
09:38 Value-based Switching Strategy
10:43 Shankar’s Viewpoint

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#longterminvestment #momentuminvesting #valueinvesting

Disclaimer: I am not a SEBI registered investment advisor or research analyst. I am not registered with PFRDA or IRDA either. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented. Some of the links I have posted in the video, the description, the comments and other related resources might be affiliate links

Will Mutual Funds Go up in 2021

Will Mutual Funds Go up in 2021, I'll Select These TWO Mutual Funds for my Lifetime Investing Portfolio.

Finding The Very Best Financial Investment Firms

Shared funds are a fantastic method for most investors to buy stocks, bonds and the cash market. That would be a much better concern, and the answer is a guaranteed “yes”. These locations are cash market, bonds and stocks.

I'll Select These TWO Mutual Funds for my Lifetime Investing Portfolio, Get new explained videos relevant with Will Mutual Funds Go up in 2021.

Gold Funds And The Active Management-Trading Convenience Tension

This is why some lots of people are now approaching this type of investing. Typically ETFs are consisted of a collection or basket of funds which track a specific market index. Why are numerous people brought in towards them?

Purchasing mutual funds for income is not an excellent financial investment; it holds too many variables and unpredictability. For one thing they are really illiquid, they are very expensive to manage and because the portion of shared funds that loses money is so high, it makes it likely that you will lose cash if you buy it for a brief period. Hence attempting to make a weekly or month-to-month earnings from mutual funds is nearly difficult. If you have a truly substantial portfolio of $10million or more, yes it can be done.

The point is that there are several financial investment opportunities. For many people the very best location to begin is with what they understand most importantly, the market they work in. Stocks, mutual funds, and qualified strategies certainly have their place, however far too many people invest in them as their only option simply due to the fact that they are uninformed that there are other chances out there.

If you love your country, that’s excellent, however hope you understand its economy can’t always grow with the highest rate in the world (even if it is doing that now). The excellent investor should take a look at various world areas for good Mutual Funds.

There are different services online who use buy and offer signals for Mutual Funds. They will inform you when to sell or purchase a provided fund and will help you to attain much better outcomes than with “buy and hold” strategy.

So, lower your costs and that will increase your profits. To put it simply, the very best Mutual Funds for your cash do not work against you with sales charges and high costs. Here’s how to invest the sensible, affordable way. Do not pay any sales charges; and purchase funds with low cost ratios. Now, here’s how you find these affordable gems.

Before you go ahead and start investing, you are highly suggested to very first find out the fundamentals of what mutual funds are and how they work. These funds generally describe a portfolio that can include different types of securities, such as certificates of deposit, stocks, bonds, and others. Most of these funds have a specific focus.

One specific example of good oil shared fund is the ProFunds UltraSector Oil & Gas Financier Fund (ticker symbol ENPIX). This is a great way to get into the oil and gas sector. ENPIX has returned 19.2% in 2011, following a 25% return throughout 2010. Something to constantly remember when purchasing energy nevertheless, is simply just how much you’re running the risk of. Don’t put any money on the line that you can’t afford to leave. That being said, secure any and all emergency situation and home mortgage funds prior to you start your trip into the energy market.

There are lots of ways to prepare for your financial future. You do not need to spend a great deal of cash to purchase them like you may need to with a single stock purchase. This details will be in the fund literature you receive.

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