Market Success

Who are the successful investors?

There are those who follow the advice of their brokers and financial planners or those who choose to use their own good judgment? If you care to compare the results of the past 4 years from 2000 to now I believe you will see who as done the best job.

In the old days at the Chicago stock yards they used to have an old sheep who led the lambs to the slaughter when they arrived on the train. It seems there were lots of investment sheep in 2000 that followed the advice of their brokers and financial planners and were slaughtered. Let's hope you were not in that herd.

When the next train (bear market) arrives (and it will) in the station and you get off I hope you will not follow that old sheep. You have been given another chance to recoup some of your money (current bull market). Don't be slaughtered (again).

The successful investor is one who thinks for himself. Are you an independent thinker or one of the sheep about to be cut into pieces? Do you relish the idea if thinking for yourself and participating in financial success? Of course, you will be scorned by Wall Street and their minions and told you need an "expert" to help you invest your money. We have seen what the "experts" did from 2000 on.

During the last 4 years I challenge you to check out the price of any growth, stock or index mutual fund in January 2000 and compare it with the price of today. The S&P500 Index lost 50% of it value and has rallied 37% from the recent low, but is still down 29% from the high of 2000. With the bull move of the last 8 months you won't find very many, if any, stock funds that have come back to those old highs. Yes, there will be individual stocks that have made new contract highs, but very few of them have done well enough to get the poor sheep (pun intended) back to even.

For the past 100 years there have been consistent secular 16 to 18 year bull and bear markets, one after the other and within them have been shorter cyclical bear and bull markets where the thinking investor has been smart enough to be investing or be in a money market fund.

It is timing the long-term bull and bear phases and is relatively easy despite what Maul Street tries to have you believe. If your broker or planner has not learned how you need a new and smarter advisor. You, and only you, must break away from the herd to learn to think on your own to be a success in the market.

Al Thomas' book, "If It Doesn't Go Up, Don't Buy It!" has helped thousands of people make money and keep their profits with his simple 2-step method. Read the first chapter at http://www.mutualfundmagic.com and discover why he's the man that Wall Street does not want you to know.

Copyright 2005

[email protected]; 1-888-345-7870

In The News:

Three large mutual funds opposed to L&T’s takeover of Mindtree  Economic TimesMUMBAI: Three large mutual funds holding shares of Mindtree are opposed to L&T's hostile takeover attempt of the mid-sized software company.
Can mutual funds give multibagger returns like stocks?  Economic TimesStocks can be multibaggers. They can offer extraordinary returns in a very short period. Can mutual funds ever do that? This was a question thrown at Rajeev ...
Why it is a bad idea to always look for outperformers while investing in mutual funds  Economic TimesOne of the most important features that any investor, wealth adviser or anyone in the financial media looks for in an investment product is its track record in ...
Mutual Funds increase holding in ‘attractively valued’ oil & gas stocks  Economic TimesMUMBAI: Mutual funds have been adding shares of oil and gas companies such as GAIL, HPCL, BPCL and ONGC over the last few months, encouraged by ...
How income from stocks and mutual funds are taxed for an individual  Moneycontrol.comCapital gains from transfer of unlisted share are considered as STCG where period of holding is less than or equal to 24 months, and LTCG when holding period ...
What top 5 money managers bought and sold in February  Economic TimesFebruary was the fourth consecutive month of decline in net investment into equity mutual funds.
From Axis to ICICI: Mutual funds lap up private bank stocks ahead of rally  Business StandardDomestic money managers aggressively bought shares of private sector banks in February. Kotak Mahindra Bank and Axis Bank were the two most-bought ...
Here's a list of top stocks bought and sold by mutual funds in February  CNBCTV18Indian shares were flat—down 0.4 percent—for the third consecutive month in February 2019, as the street exercised caution amid a flurry of unsupportive ...
Here are 30 stocks that fund managers bought & sold in February  Moneycontrol.comEven the month of February witnessed the lowest inflow in equity mutual funds in the last 2 years. Only Rs 5122 crore of *fresh* inflows took place in equity funds.
Funds lap up select PSU stocks on valuation comfort  Economic TimesHere are five PSU stocks which have got large amount of buying from fund managers in Feb.
Nifty Next 50 ETF: An appealing investment strategy  Moneycontrol.comIndia's economic growth will continue to propel its equity market higher - The low-cost, well diversified passive approach is one of the best investment strategies
10 Indian stocks where the $5.3 trillion Vanguard Group has just picked up stakes  Economic TimesThe Vanguard Group, the US-registered global investment adviser with over $5.3 trillion assets under management, is betting on select Indian companies from ...
Quant-based mutual fund schemes are coming. Should you invest?  Economic TimesMany mutual fund advisors believe quant-based mutual funds are the future of the Indian mutual fund industry.
What India’s top three mutual funds bought and sold in February  BusinessLineInflows into Indian equity mutual funds in February were the smallest in more than two years as savers held back investments amid market volatility and ...
Talking stock: Shift from Equitas Holding, exit Dilip Buildcon  Economic TimesShift from Equitas Holding, which trades at 1.7x book value, to Karnataka Bank.
MF Update: Large cap stocks remain favourite in Feb  Dalal Street Investment JournalThe month of February 2019 saw a sharp drop in the net inflows into equity MFs including tax savings ELSS. Total inflows for the month of February was Rs.
When the Evidence Is Solid and the Returns Aren’t  BloombergThe numbers said other strategies should have beaten growth stocks after the financial crisis. They didn't (so far).
Hot and Cold Stocks of Mutual Funds in January 2019  MoneylifeIn January 2019, Axis Bank and HDFC Bank were the most preferred stocks of Indian mutual funds.
Why investors should consider buying stock in the fund company, not the fund  MarketWatchThese investing and stock-market stories offer tips and ideas about what to watch for — and watch out for — when it comes to your money.
Canara Robeco MF expects no euphoria before elections; recovery likely in mid & small-cap stocks  Moneycontrol.comNimesh Chandan, Head-Investments (Equities) at Canara Robeco Mutual Fund shares his outlook on markets in an election year and how earnings will drive ...
Planning To Invest Your Money? Here's A Beginner's Guide  NDTV NewsMoney lying idle in a bank account earns a nominal interest. Financial experts advise investors to park their wealth in schemes that offer higher returns. However ...
Picking A DCF Model And Loose Ends In Valuation  ValueWalkIn today's session, we started by looking at fundamental growth in all its variants. With EPS, net income and operating income, we argued that the long term or ...
Stocks in the news: Dish TV, Mindtree, Jet Airways, Gruh Finance and DHFL  Economic TimesDLF will invest around Rs 750 crore for construction of a new commercial project in Gurugram.
3 Prudential Mutual Funds Worth Betting On  NasdaqPrudential Investments, a segment of Prudential Financial, Inc., offers a wide range of funds including equity and fixed-income, and open- and closed-end funds.
Great RoCE, solid dividend payout, yet this stock just does not deliver  Economic TimesSuperior business performance almost always guarantees superior stock returns. But one stock has been defying this logic on Dalal Street all of this past decade ...
Passive investing automatically tracking indexes now controls nearly half the US stock market  CNBCPassive investing, made up of funds tracking market barometers, has now taken over nearly half the stock market as more investors shun stock-pickers and flock ...
Mutual fund houses push sell button on auto and construction sectors  BusinessLineBut stock up on IT scrips amid redemption pressure.
Opt for Responsible Investment With These 3 Mutual Funds  NasdaqSocially responsible investment is much in vogue now, given the influx of millennials seeking to incorporate sustainable investment and value in.
Want To Invest On Your Phone? Here Are 4 Awesome Stock Apps  Refinery29These four stock and investment apps are perfect for anyone — from beginner to experienced investor.
3 Reasons Why I Avoid This Type of Mutual Fund  Motley FoolPotential mutual fund investors in the U.S. have nearly 10,000 options to choose from -- pre-packaged portfolios are available with investing themes ranging ...
Investment limits Sebi prescribes for mutual funds  LivemintDid you know that there are guard rails that the Securities and Exchange Board of India (Sebi) has put in place to protect you from the risks of over-exposure to a ...
Investor rush for high dividend yield stocks lifts Bharat 22 ETF returns  Economic TimesMany of the cash-rich PSU stocks that are part of Bharat 22 are high dividend yield companies.
Sense and sensibility on mutual fund loans to promoters  Economic TimesA lot of heat and dust has been generated on the issue of mutual fund lending to promoters. We live in interesting times where sudden changes in markets, risk ...
Mutual funds are net buyers in the current market rally, says Nilesh Shah of Kotak Mahindra AMC  CNBCTV18Nilesh Shah, MD of Kotak Mahindra AMC, spoke to CNBC-TV18 about the mutual fund inflows and the current market rally.Get latest Market online at ...
Have MF-corporate debt pacts left debt fund investors exposed?  Economic TimesCorporate bonds aggregate Rs 36.27 lakh crore, or about 28% of the total bond market.
Large-Cap Mutual Funds: Big Inflows, Small Returns  BloombergQuintA tough 2018 has brought the average one-year alpha of large-cap mutual funds down to (-)7 percent. In fact, one-year alpha of large-cap funds has been ...
Investors facing a tax bill for stock mutual funds that fell in 2018  The Seattle TimesAdding insult to injury, investors holding mutual funds in a taxable account will have to pay taxes on their holdings, even though their value declined last year.
Indonesian millennial gives bride mutual funds as dowry - The Jakarta Post  Jakarta PostUnlike most brides who receive gold, money or the latest brand name bags as a dowry, Intan received a diamond necklace set and mutual funds published by ...
5 Active Mutual Funds Worth Their Expenses  Investorplace.comNot all active mutual funds are poor performers. These five have consistently beaten their benchmarks by a mile.
Conestoga SMid Cap Fund Added to Charles Schwab's Mutual Fund OneSource Select List™  PRNewswireWAYNE, Pa., March 19, 2019 /PRNewswire/ -- Conestoga Capital Advisors, LLC is pleased to announce that the Conestoga SMid Cap Fund (ticker CCSMX) has ...
U.S. investors jump back into domestic stock funds as market rallies  ReutersU.S. investors jumped back into domestic stock funds during the week that ended Feb. 20 amid the best start to a year for the S&P 500 since 1987, breaking a ...
Closing Bell: Sensex ends 268 points higher, Nifty above 11,500; HCL Tech, ITC and Infosys top gainers  CNBCTV18Benchmark indices ended higher for the seventh straight session, with Nifty50 reclaiming 11500 levels on the back of sustained buying in midcaps, smallcaps, ...
Closing Bell: Sensex ends 310 points lower, Nifty below 10,650; IT stocks under pressure  Moneycontrol.comThe Sensex was down 310.51 points at 35498.44, while Nifty was down 83.40 points at 10641.
These 2 stocks could turn out to be next Eicher & Bajaj Finance: Amit Jeswani, Stallion Asset  Economic TimesWe are in the 14th month of bear market and in India, this cycle lasts only 15 months, says Jeswani.
Stocks Drift As Traders Await Fed; Dollar Steadies: Markets Wrap  Investor's Business DailyUS equity futures edged higher alongside European stocks on Tuesday,while Asian shares drifted as markets entered a holding pattern of central bank decision.
11 of the Best Index Funds to Buy Today  Kiplinger's Personal FinanceHere are 11 of the best index funds you can buy to achieve a number of financial goals for relatively low costs.
IBD 50 Stock To Watch: Top Stock Stages Breakout In Heavy Trade  Investor's Business DailyInvestors on the lookout for a solid breakout by a top stock featuring sound fundamentals in a leading group should check out Essent Group's action.
Goldman Sachs to Acquire S&P's Investment Advisory Services  Zacks.comDespite intense competition among ETFs *service* providers, Goldman's (GS) acquisition of S&P's Investment Advisory Services will help boost revenues.
7 stocks most favoured by mutual funds over last one year  Economic TimesAs the markets hit a speed bump, stocks favoured by mutual funds appear to be safer bets.
Govt tweaks rules, increases limit to disclose investment in stocks, mutual funds for employees  Economic TimesNew Delhi: The Centre has increased the over 26-year-old monetary limit on disclosure of investment in shares and mutual funds by employees to six months of ...
Mutual funds bet big on these 30 stocks in November; do you own any?  Moneycontrol.comMF industry assets grew to Rs 23.4 lakh crore, on the back of improved inflows into liquid funds and steady equity markets.
More black investors should look to stock market to grow their wealth  CNBCLow African-American participation in the stock market contributes to the widening wealth gap between black and white households, according to a 2014 study.
Check out what top five mutual funds bought & sold during October selloff  Economic TimesNEW DELHI: Mutual funds stood resilient as industry's asset base increased to Rs 22.23 lakh crore in October in spite of a heavy correction in the domestic ...
The 5 Best Mutual Funds for a Rocky Market  Kiplinger's Personal FinanceHere are five of the best mutual funds for a jumpy market like today's. Some are pure stock funds, while others hold some bonds.
Fund managers ready to go shopping after sharp correction in stocks  Moneycontrol.comMutual funds that were holding around 8-10 percent cash level in their equity portfolio are likely to purchase shares of companies in banking and financial ...
Mutual funds garner over Rs 65,000 crore in Jan  Economic TimesMUMBAI: The mutual fund industry added assets worth Rs 65,439 crore in January 2019, taking total assets under management to Rs 23.37 lakh crore.
27-year-old rule changed: Disclosure limit on MF, stock investment up for bureaucrats  Economic TimesGroup A and B officials had to intimate government if total transaction in shares or MFs exceeded Rs 50K.
Gold, mutual funds, equity - where to invest in 2019?  Moneycontrol.comAs we enter 2019, the question on everyone's mind is: can we say goodbye to market volatility that 2018 unleashed upon us? The answer may not be that simple ...
What top mutual funds bought and sold last month  LivemintMumbai: Inflows into Indian equity mutual funds in January were the smallest in two years as heightened market volatility and political uncertainty cooled ...
Shall I buy the HDFC AMC stock or mutual fund?  LivemintThe HDFC Asset Management Co. Ltd stock closed 65% up on the first day of listing over its IPO price of ₹ 1,100 per share. Investors who sold on day one, saw ...
Mutual funds' exposure to banks hits 3-month low of Rs 1.88 lakh crore in Sept  Economic TimesMutual funds' holding of banking stocks declined by over Rs 21,600 crore to Rs 1.88 lakh crore in September, driven by the correction in equity markets.
The dangers of high mutual fund inflows  LivemintMutual funds have put ₹2.4 trillion into markets in the last two years.Equity mutual funds receive ₹8000 crore monthly through SIPs.
Mutual funds may need smart bets on smallcap stocks to beat ETF show  Economic TimesSmallcap stocks could see up to ₹1 lakh cr inflow as fund managers look for potential winners: Analysts.
Why HDFC Bank stock is among the top picks of mutual funds  Business TodayPrivate sector lender HDFC Bank, the third-largest Indian firm by market capitalisation, is among the favourite stocks in the portfolios of mutual funds. Despite ...
When should you sell your mutual fund schemes? - Stocks and equity mutual funds are different  Economic TimesInvesting in an individual stock and equity mutual fund scheme is different. You must look at various parameters like key ratios while investing in a stock. Hence ...
Is it a good time to invest in small-cap mutual fund schemes?  Economic TimesBears have taken control of the small and mid-cap territories in the stock markets. The Nifty Smallcap100 index has plunged nearly 27% this year, after a 3-4 ...
Should you shift from large-cap mutual funds to index funds?  Economic TimesThe index fund category of mutual fund schemes is slowly gaining traction among investors. The fortunes of index funds are changing as not only are they being ...
Why stopping mutual fund SIPs when stock market falls can jeopardise your financial goals  Economic TimesFear has returned to Dalal Street. Caught in a perfect storm of weak macroeconomic numbers, the IL&FS crisis and fear of more defaults, equity markets have ...
Why stock market volatility is beneficial for mutual fund SIP investors  Economic TimesWhile investing through systematic investment plans, you make more money precisely because the markets are facing volatility.
Hot and Cold Stocks of Mutual Funds in November 2018  MoneylifeIn November 2018, Axis Bank and ICICI Bank were the most preferred stocks of Indian mutual funds.
Mutual fund investing for the conservative: Should you stick to largecap funds only?  Moneycontrol.comFinancial planners advocate investing in equity mutual funds to beat inflation and build a corpus that will cater to one's future needs, even if one is a conservative ...
Does it make sense to invest in mutual funds when the markets are down?  Economic TimesI am looking to invest Rs 20,000 per month via SIP in mutual funds for an investment period of more than 20 years. The idea is to maximize wealth to use for my ...
Is your mutual fund buying or selling stocks too much?  LivemintA mutual fund scheme's turnover ratio tells you how frequently its fund manager buys and sells the underlying stocks. Typically, higher the turnover ratio, more ...
Are mid and small-cap mutual funds holding too many illiquid stocks?  Economic TimesLiquidity has been scarce in Indian capital markets in recent weeks. Mutual funds have also not been spared the pain, with liquid and money market funds ...
How stocks picked by mutual funds over 2014 to 2017 have performed  Economic TimesWhile the most wanted stocks of 2014 and 2015 have done well, the recent picks have disappointed.
How your mutual funds played the balancing act during stocks crash  Economic TimesBy Bhavana Acharya The last three months has been a bumpy ride for largecap stocks. The year so far has been unkind to the midcap and smallcap set.
Mutual funds that destroyed most investor wealth in the September selloff  Economic TimesThe recent selloff in the stock market has raised fears of a rush for redemption in mutual funds.​
Mutual fund lesson: What should you do in volatile markets?  Moneycontrol.comCost of investing in equities is that it is a volatile asset class- there will be times when your portfolio value will be lower than what you invested.
Is it time to invest in mid cap and small cap mutual fund schemes?  Economic TimesMany market pundits believe this is the right time to enter in small cap and mid cap segments.
Quantum Mutual Fund uses cash pile to buy stocks cheap  Economic TimesQuantum Long Term Equity Value Fund, where value investing is the pronounced fund allocation theme, has brought down the level of cash at its plan to the ...
Fund managers' picks: Large, mid & smallcap stocks that MFs bought, sold in Dec  Moneycontrol.comMF assets declined to Rs 22.8 lakh crore in December 2018 from Rs 23.4 lakh core in Nov 2018 on the back of moderation in the flows in equity funds and ...
Five stocks that mutual funds think can outperform  Economic TimesA volatile month gave fund managers a chance to cherry-pick stocks.
Top mutual funds still have Rs 8,650 crore exposure to DHFL & four group entities  Economic TimesAs skeletons tumble out one after another from the closets of highly leveraged companies, domestic mutual funds with exposure to such entities are finding ...
Best large cap mutual funds to invest in 2019  Economic TimesHere's a monthly update on our recommended large cap mutual funds to invest in 2019. The good news is that there is no change in the recommendations.
Sebi issues new format for mutual funds' monthly report  Economic TimesFrom April 2019 onwards, AMCs will have to submit the MCR to Sebi in the new format by the third working day of each month.
Picking the best mutual fund: Are past returns relevant after re-categorisation?  Moneycontrol.comWhile selecting a scheme for investment or while deciding whether to continue with a current investment, a fund's performance track record does play a critical ...
Bleeding mutual funds: Should you go back to good old fixed deposits?  Moneycontrol.comAre you worried about the losses on your investments in mutual fund schemes? You are not alone. There are many investors who dumped their good old fixed ...
Mutual fund holdings in IT stocks touch all-time high  Economic TimesMumbai: Fund managers are betting big on the IT sector, on the back of an improving global macro environment, depreciating rupee and rise in IT spends.
Tata Motors stock crash: Over 200 mutual fund schemes own equity worth Rs 4,000 cr  Moneycontrol.comIn terms of value, more than Rs 4000 crore of mutual fund money is riding on Tata Motors, and approximately Rs 1700 crore in Tata Motors DVR.
Investing in equity mutual funds versus investing in shares: Which is better?  Economic TimesThe final goal for all stock investors is the same: to get superior returns. However, in terms of what you do, there are two completely different routes.
What India's top three MFs bought and sold in January  Economic TimesStock funds took in a net Rs 6160 crore, the least since January 2017.
Mutual Funds For First Time Manage More Money In Stocks Than Insurers  BloombergQuintMutual funds for the first time manage more money in equities than insurers as the last stock rout erased the gap that started narrowing after demonetisation.
Gross inflows into MFs dropped in Jan; 10 stocks that fund houses bought & sold  Moneycontrol.comThe equity asset value of top 20 mutual funds dropped 1.6 percent month-on-month (MoM) to Rs 8.3 lakh crore in January, thanks to the fall in the stock market ...
Flows to India equity mutual funds smallest in 23 months as demand cool  LivemintMumbai: Flows into Indian equity mutual funds in December were the smallest in almost two years as increased market volatility and political uncertainty cooled ...
See how they play market crash! MFs sold other stocks to lap up these 21 in October mayhem  Economic TimesPopular beaten-down stocks attracted big money from institutional investors on Dalal Street in October, when the domestic equity market was facing severe ...
Why liquidity offered by mutual funds is good for you  Moneycontrol.comYou may come across emergencies which warrant sudden requirement of cash. In such a situation, mutual funds come in handy.
10 small equity mutual funds that have given very good risk-adjusted returns  Economic TimesMany small-sized funds have delivered handsome risk-adjusted returns. Find out why you should not ignore them.
Top fund houses are busy lapping up PSUs; what’s behind this new-found love  Economic TimesNEW DELHI: India's top three mutual funds, which manage over Rs 9 lakh crore in debt and equity assets, added a number of PSU stocks to their schemes in ...
How do mutual funds help you to invest better?  Moneycontrol.comMutual funds can provide you products that can meet your financial goals with relatively lesser risk.
New to stocks? Try aggressive hybrid funds: Dhirendra Kumar  Economic TimesThe promise of a small cap is that they turn out to be a bonanza when they become a midcap or large cap, says Dhirendra Kumar, CEO, Value Research.

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