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Wealthcare Solutions

Tuesday, January 25, 2011. Diversified or concentrated portfolio, that`s the question Source: BUSINESS LINE (17-JAN-11). Mutual funds portfolios are typically diversified. Self-directed portfolios, on the other hand, are mostly concentrated. Both strive to beat the market. Or in other words, generate alpha. The question is: Which portfolio is more optimal for active management? Suffice it to know that the excess (alpha) return is a function of the manager`s skills (Information Coefficient) and her indepe...

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Wealthcare Solutions | wealthcaresolution.blogspot.com Reviews
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Tuesday, January 25, 2011. Diversified or concentrated portfolio, that`s the question Source: BUSINESS LINE (17-JAN-11). Mutual funds portfolios are typically diversified. Self-directed portfolios, on the other hand, are mostly concentrated. Both strive to beat the market. Or in other words, generate alpha. The question is: Which portfolio is more optimal for active management? Suffice it to know that the excess (alpha) return is a function of the manager`s skills (Information Coefficient) and her indepe...
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9 collective deniability
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Wealthcare Solutions | wealthcaresolution.blogspot.com Reviews

https://wealthcaresolution.blogspot.com

Tuesday, January 25, 2011. Diversified or concentrated portfolio, that`s the question Source: BUSINESS LINE (17-JAN-11). Mutual funds portfolios are typically diversified. Self-directed portfolios, on the other hand, are mostly concentrated. Both strive to beat the market. Or in other words, generate alpha. The question is: Which portfolio is more optimal for active management? Suffice it to know that the excess (alpha) return is a function of the manager`s skills (Information Coefficient) and her indepe...

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wealthcaresolution.blogspot.com wealthcaresolution.blogspot.com
1

Wealthcare Solutions: Take the easier path to wealth creation Source: BUSINESS LINE (10-JAN-11)

http://wealthcaresolution.blogspot.com/2011/01/take-easier-path-to-wealth-creation.html

Friday, January 14, 2011. Take the easier path to wealth creation Source: BUSINESS LINE (10-JAN-11). Most salary-earners believe that wealth-building is only for the ultra high-net-worth individuals. After all, doesn`t money beget money? However, wealth creation is really not just for an exclusive club of ultra-rich individuals. Anyone can build wealth through planned investments over a long period of time. Invest based on life cycle. The fear factor made Rajesh opt for an ultra safe portfolio, with all ...

2

Wealthcare Solutions: 11/28/10 - 12/5/10

http://wealthcaresolution.blogspot.com/2010_11_28_archive.html

Wednesday, December 1, 2010. Retirement planning: When`s the right time to start? Retirement planning: When`s the right time to start? Only when we look at the numbers required in terms of money for retirement, one realizes that it could be a tad bit late or that it should have been done before. Sometimes people even drop the retirement planning by saying that they probably missed the train. Let`s take an example of retirement planning at three different stage of life. Year of retirement -60 years. A loo...

3

Wealthcare Solutions: Portfolio Analyses: Get your investment to deliver more Source: BUSINESS LINE (17-JAN-11)

http://wealthcaresolution.blogspot.com/2011/01/portfolio-analyses-get-your-investment.html

Tuesday, January 25, 2011. Portfolio Analyses: Get your investment to deliver more Source: BUSINESS LINE (17-JAN-11). I am aged 50. My wife is a homemaker aged 43 and my son is in the final year of his graduation. I am self-employed -running a medical business - and my average monthly income is Rs 1 lakh. My monthly expenses are Rs 20,000. Besides this, my monthly commitment towards 12 mutual fund schemes is Rs 28,000. I am planning to buy a car and a house in two to three years. The total outgoes fo...

4

Wealthcare Solutions: 1/9/11 - 1/16/11

http://wealthcaresolution.blogspot.com/2011_01_09_archive.html

Friday, January 14, 2011. Don`t put all your eggs in one basket! Don`t put your eggs in a single basket, cause a single rotten egg spoils the entire basket! Components of risks in a portfolio. The total portfolio always comprises of two types of risks, which comprises of mainly two components:. While systematic risk is cannot be reduced, unsystematic risk is the one which is reduced by diversifying your investments. We shall explain how. I have with me Rs 10,000 to invest in equities and I buy 200 shares...

5

Wealthcare Solutions: Sale of property: Taxes thereon

http://wealthcaresolution.blogspot.com/2011/01/sale-of-property-taxes-thereon.html

Tuesday, January 25, 2011. Sale of property: Taxes thereon. Capital gains on property have always dogged the average investor because there are numerous nuances that one should look at whilst computing capital gains on property. Property here includes residential property, land, jewelry etc. Categorization and tax liability. Other Assets and Immovable property. Definition: Held for a period not exceeding 36 months from date of Acquisition. Tax Rate: 20% with indexation surcharge and Cess. Short Term Capi...

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Tuesday, January 25, 2011. Diversified or concentrated portfolio, that`s the question Source: BUSINESS LINE (17-JAN-11). Mutual funds portfolios are typically diversified. Self-directed portfolios, on the other hand, are mostly concentrated. Both strive to beat the market. Or in other words, generate alpha. The question is: Which portfolio is more optimal for active management? Suffice it to know that the excess (alpha) return is a function of the manager`s skills (Information Coefficient) and her indepe...

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In this day and age, this saying could not be more true when it comes to the game of financial decision making. If we have a great defense, we may win big or we may only win by a small margin, but at least we should not lose. And if our defense can keep the opposing team from scoring, we will have more opportunities to score more points than we ever thought possible. An old sports addage states:. You win games with a good offense, but you. Win championships with a great defense.".

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