Blog Posts - Balanced Fund



How to find under-valued stocks (even when a stock market is trading near its lifetime high)

The Indian stock market has rallied almost 30% from its Feb '16 low and is within hand-shaking distance of its lifetime high touched back in Mar '15.Many stocks are touching 52 week highs on a daily basis. Some have touched their lifetime highs. ...

How to do 'due diligence' before buying a stock

The Indian economy is back on the growth path. Liquidity is sloshing around. FIIs are buying. The stock market has shaken off the bears and is rising towards its lifetime high. You are either a smart investor who entered at lower levels and are...

Does your Investment Style fit your Personality?

To be a successful investor, you must have your own investment style. That means evolving a system that works for you - by figuring out your own strengths and weaknesses and keeping a record of your successes and failures.Every person has personality...

Nifty chart: a midweek update (Apr 06 '16)

The RBI Governor cut the repo rate by 25 bps (0.25%) to 6.5%. The move was widely expected and already discounted by the stock market, as per analysts. So, what was the reason for the big sell-off?It was a classic case of 'sell on news' - led by FIIs...

BSE Sensex and NSE Nifty 50 index chart patterns – Aug 21, 2015

Economic slowdown in China leading to a sharp fall in commodity prices, recession in countries like Brazil and Chile, renewed turmoil in Greece were several reasons cited for massive selling by FIIs across global markets including India. As per prov...

BSE Sensex and NSE Nifty 50 index chart patterns – Aug 14, 2015

WPI inflation was –4.05% in Jul ‘15 against –2.4% in Jun ‘15. It was the 9th straight month of contraction – thanks to lower prices of food and manufactured items. The possibility of an interest rate cut by RBI due to low CPI and WPI cheere...

BSE Sensex and NSE Nifty 50 index chart patterns – Aug 07, 2015

Q1 (Jun ‘15) results declared so far have been less than encouraging, with top line and bottom line pressure visible across sectors. PSU banks continue to disappoint. Auto biggies like Tata Motors and M&M declared weak numbers. Modi’s “Mak...

BSE Sensex and NSE Nifty 50 index chart patterns – Jul 10, 2015

News on the manufacturing front remains indifferent. The IIP number for May ‘15 was 2.7%, compared with 5.6% in May ‘14. The Apr ‘15 number was revised downwards to 3.4% (from 4.1%). As per provisional figures, FIIs and DIIs were both net sell...

BSE Sensex and NSE Nifty 50 index chart patterns – Jul 03, 2015

A dark cloud hanging over global stock markets is the Greek referendum on whether to accept austerity measures proposed by ECB and IMF, or not. As per opinion polls, there is a 50-50 split between ‘Yes’ and ‘No’ votes. The Greek government h...

BSE Sensex and NSE Nifty 50 index chart patterns – Jun 26, 2015

The following comment appeared in last week’s post: “Unless FIIs turn buyers, down trends on both Sensex and Nifty charts may not get reversed any time soon.” As per last week’s provisional figures, FIIs were net buyers of equity worth Rs 44...

5 mistakes small investors should avoid near a stock market top

The Indian stock market has been in a bull phase since Dec 2011. Nifty had touched a low of 4531 on Dec 20 ‘11, and rose to touch a lifetime high of 9119 on Mar 4 ‘15 – doubling in a little over 3 years. Can the market rise even higher? Sure...

New to investing? Try a balanced fund

The stock market is hitting new highs on a regular basis. Many stocks are touching their 52 week or lifetime highs. New and astonishingly higher targets for Sensex and Nifty are being floated by market experts in a mad scramble to outdo each other. A...

Philippine Balanced Trust Fund Performance January 2014

BankFund NameYear to Date1 Year3 Years5 YearsRankROIRankROIRankROIRankROIAB CapitalAB Capital Balanced Fund13%------------------------BDO Unibank, Inc.BDO Peso Balanced Fund22.54%11-4.26%336.23%2141.8%Security Bank CorporationSB Peso Asset Variety Fu...
by Money and Opportunity on Jan 30, 2014

Nifty chart: a mid-week update (Oct 23, ‘13)

What a difference FII buying makes! Less than two months back, market sentiment was at rock bottom. FIIs were selling and all analysts and experts were predicting significantly lower levels for Nifty. Bulls seemed to have turned tail and running away...

How to Choose the Best Mutual Fund Company

The most challenging part of investing in mutual funds is choosing what mutual fund company you’ll be investing in. And of course, you’ll probably looking for the best. The problem is, as I have...
by Mutual Fund PH on Apr 30, 2013

Exploring the Three Types of Mutual Funds

One of the most frequently asked question here in Mutual Fund PH, and probably the hardest decision to make is identifying which mutual Fund company to invest in. This is the hardest question because...
by Mutual Fund PH on Apr 12, 2013

Navigating through your FAMI Online Monitoring Account

Few weeks ago, I have posted an article showing you how you can open an online monitoring account for your mutual fund investments in FAMI. I have been using this tool to monitor my funds and in...
by Mutual Fund PH on Jan 29, 2013

Philippine Mutual Fund 2012 Performance (January 14, 2013)

A list of Philippine Mutual Fund Year on Year Return from January 12, 2012 to January 12, 2013 STOCK FUNDS YOY RETURN Primarily invested in Peso securities 1 Philippine Stock Index Fund Corp. 33.62%  2 Sun Life P...
by Money and Opportunity on Jan 14, 2013

Philippine Mutual Fund 2012 Performance (January 14, 2013)

A list of Philippine Mutual Fund Year on Year Return from January 12, 2012 to January 12, 2013 STOCK FUNDS YOY RETURN Primarily invested in Peso securities 1 Philippine Stock Index Fund Corp. 33.62%  2 Sun Life P...
by Money and Opportunity on Jan 14, 2013

Mutual Funds vs. Direct Stock Market Investing

Now that you are decided that you are ready to start investing, you are then starting to look at your options. And after a few searches, you ended up having to choose from two viable options –...
by Mutual Fund PH on Nov 19, 2012


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