| Author | Message | ||
     Jalsa Megastar Username: Jalsa Post Number: 20003 Registered: 02-2008 Posted From: 159.53.78.143 Rating: N/A |
Thanks Okatelugodu bhaiyya. | ||
| Okatelugodu Side Hero Username: Okatelugodu Post Number: 7010 Registered: 02-2008 Posted From: 199.67.140.45 Rating: N/A |
If you have a choice always go for "no load" funds. Data doesn't suggest that funds which charge higher fee perfom better. Based on your risk appetite spread your money across various funds types. Include some Small Cap(High risk high return), Large Cap(Consisting of blue chip companies), some Global funds(investing in international securities) and finally have fund consisting of bonds(low risk low return). Ila diversify chesi cruise control lo pedithe in the long run you wont regret. My 2 cents | ||
| Casino Side Hero Username: Casino Post Number: 2978 Registered: 01-2012 Posted From: 198.46.98.226 Rating: N/A |
all JPMC vaadivi anukunta.. good list.. thanks for sharing | ||
| Jalsa Megastar Username: Jalsa Post Number: 20001 Registered: 02-2008 Posted From: 159.53.110.140 Rating: N/A |
JGVRX, JVACX, OINCX, FLMVX, VSEIX, JUESX - ivi unnai | ||
| Casino Side Hero Username: Casino Post Number: 2977 Registered: 01-2012 Posted From: 198.46.98.226 Rating: N/A |
10K petti vadalatam kaadhu anukunta.. you gradually invest, like every month 1K or so.. i do that with couple of funds.. LGILX at schwab is an exp.. | ||
| Jalsa Hero Username: Jalsa Post Number: 19999 Registered: 02-2008 Posted From: 159.53.174.142 Rating: N/A |
//with MFs you don't buy all at once.. we invest a base amount every month (must).. so we are dollar cost averaging.. so if the fund goes down / up doesn't matter and there is a minium lock in period.. this gives the MF manager a level of cushion as time is in favor of them.// antey SIP laaga naa? oka 10K petti vadhileyadam laaga undadhaa? | ||
| Casino Side Hero Username: Casino Post Number: 2976 Registered: 01-2012 Posted From: 198.46.98.226 Rating: N/A |
with MFs you don't buy all at once.. we invest a base amount every month (must).. so we are dollar cost averaging.. so if the fund goes down / up doesn't matter and there is a minium lock in period.. this gives the MF manager a level of cushion as time is in favor of them.. kaakapothe in a down market MF investments chala painful gaa vuntayyii.. however if you are not a stock picker (like me) MFs are best.. I hate to go in and out of stockets many times in an year.. if you zero in on any MFs please post here..Risk ekkuva vundadhu le if we pick a balanced fund | ||
| Jalsa Hero Username: Jalsa Post Number: 19998 Registered: 02-2008 Posted From: 159.53.78.143 Rating: N/A |
oh ok...risk apetite is there. 401K investments ni large cap, large cap growth intl, etc atlaa pettaanu by looking at the cost and YoY returns. | ||
| Casino Side Hero Username: Casino Post Number: 2975 Registered: 01-2012 Posted From: 198.46.98.226 Rating: N/A |
Age & Risk Appetite etc.. Fund manager's history, Fund family, top 10 holdings/sectors etc etc.. Anyway, I need some good MFs to invest in.. will follow this thread | ||
| Jalsa Hero Username: Jalsa Post Number: 19997 Registered: 02-2008 Posted From: 159.53.174.142 Rating: N/A |
Funds etla select cheyaali... Here are some i found with MorningStart's 5* ratings: 1. Equity Income Fund 2. Growth Advantage Fund 3. Mid Cap Value Fund 4. Small Cap Equity Fund 5. U.S. Equity Fund 6. Value Advantage Fund |
