Inertia

One of the basic laws of physics is that a body in motion will remain in motion unless disturbed by another force. What has this to do with the stock market?

For the last 2 years the long-term trend of the market has been down with a few momentary deviations. When a baseball player hits a ball it comes off his bat at full speed and as it makes its arc through the air it slows down and is buffeted by the wind. Sometimes he hits a weak shot and once in a while he gets a home run. You can almost tell when it leaves the bat whether it will be a good one.

On March 1 and March 4 the market came to the plate and it went up so fast and with so much energy it looks like we have a home run in the making. It has been my experience not to argue with an accomplished athlete. The athletes we are dealing with here are the professional traders such as hedge fund and mutual fund managers. They have come forward and put their money where their mouth is. It looks like the ball is going to go a long way.

You as the small investor will want get on board while the ball is in the upward trajectory. Picking individual stocks is extremely difficult as I discussed in last week's column, but it can be done if you want to do the work. There is an easier way.

No-load mutual funds are the answer. Good ones (that means those that have been going up steadily for the past 6 months) are relatively easy to find, Do NOT buy any fund with a commission charge. If you do you will be starting in a hole and must crawl out before you have a chance to make money. Brokers will tell you that the load funds are better. They are lying.

There are several places to look. At the library you should see the Investor's Business Daily newspaper. In the Mutual Fund section you will find the top 25 funds for the past 6 months. This is not published every day so you will have to look in several issues to find it. You can make a list of the first 15 and in the same newspaper is the listing of all mutual funds you will see their toll free number. Call each one to be sure it has no commission charge or redemption fee. You can select from this group for your investments.

If you don't have a computer at home use the one at the library and go to www.smartmoney.com. Under mutual funds they will show you a list of the best performing funds for the past year. They also show if they have a commission charge. From this list you will be able to buy some very good no-load funds.

Which ones you buy are not that important as long as they are going up. Never keep any fund that is not on one these lists. When they stop going up it is time to sell them.

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

In The News:

Here's a look at the mutual fund favourites in May  MoneycontrolThe second month of FY19-20 saw a notable change in the sector and stock allocation from the top 20 mutual fund houses. On a month-on-month basis, MFs ...
What India's top three mutual funds bought and sold in May  LivemintInflows into Indian equity mutual funds in May rebounded from the smallest in 31 months as Prime Minister Narendra Modi's comfortable electoral win spurred ...
First-time investors can look at these mutual funds for long term  Economic TimesInvestors, who were waiting on the sidelines for the uncertainty to recede, are now looking to deploy their cash. But, valuations remain steep.
WRAP: What is prompting AMCs to turn to ESG Funds?  MoneycontrolSince inception (Jan 1991), SBI's ESG Fund has delivered 133.36 percent returns. As on April 30, AUM stood at Rs 2312 crore.
As crisis deepens, here's what investors should do with NBFC stocks  MoneycontrolThe recent default by DHFL on interest payment to its debenture-holders followed by its rating downgrade by ICRA and CRISIL has raised *fresh* concerns on ...
Impact of SEBI’s crackdown on mutual fund fees—A case study  Moneycontrol.comShreesh Biradar. For Indians, the best way to earn returns on savings was either investing in real estate or buying gold. The millennials are changing trends in ...
4 Top Mutual Funds for Millennial Investors  NasdaqMillennials, which form a third of the U.S. population, face a number of financial challenges. Higher taxes and healthcare costs, student loans and.
Flows into mutual funds revive in May as Modi win seems to spur risk demand  LivemintFlows into Indian equity mutual funds in May rebounded from the smallest in 31 months as Prime Minister Narendra Modi's comfortable electoral win spurred ...
I am new to investing. Which books should I read to understand stock market and mutual funds?  Economic TimesTo learn about mutual funds, you can read Common Sense On Mutual Funds by John Bogle. Here is a list of books for learning about stocks and mutual funds.
Top fund houses wagered on many contra bets this May  Economic TimesTop domestic fund houses took note of the political stability post-election results and lapped up shares in many perceptibly contrarian bets in May, hoping for a ...
With a rangebound market, could SIPs in these top 16 medium-high risk stocks give 18-25% return p.a.  MoneycontrolThe market after hitting a record high on June 03 and rallying sharply, corrected a bit and remained rangebound ahead of the much-awaited big event - Union ...
Consider investing in direct stocks only if you can monitor portfolio proactively  LivemintDirect stocks can be considered if you have the ability to do research to identify the stocks to be bought as well as to be sold.You should be revisiting your ...
How concentrated is your mutual fund scheme?  LivemintMost mutual fund schemes diversify across stocks and sectors. But sometimes managers follow a concentrated strategy either due to a scheme's mandate or ...
Stay away from stock tips  LivemintIf taming the stock market was easy, everyone would do it.Losing money in market is real and facing volatility is part of the deal.
The next bear market could be unusually severe for stock investors  MarketWatchIt's not the price you sell at that matters most; it's the price you paid.
Stocks to buy: 12 companies loved by both hedge funds, mutual funds  Business InsiderThis story requires our BI Prime membership. To read the full article, simply click here to claim your deal and get access to all exclusive Business Insider PRIME ...
Sebi allows mutual funds in exchange traded commodity derivatives  Economic TimesNEW DELHI: The Securities and Exchange Board of India (Sebi) on Tuesday allowed mutual funds to participate in exchange-traded commodity derivatives ...
10 NBFC stocks that have fared well despite crisis in the sector  Economic TimesNot all NBFC stocks fared poorly. Here are 10 stocks that have given extraordinary returns in the past year.
Top 20 under-owned stocks by FIIs and MFs as of Q4: do you own any?  Moneycontrol.comExperts are of the view that investors should not worry too much on under-ownership of stocks by FIIs as many times it offers potential opportunity for them to top ...
Stocks to watch: Hexaware Tech, HDFC AMC, Intellect Design Arena, Wockhardt  Business StandardAt 08:17 am, Nifty futures on the Singapore Exchange (SGX) were trading 25.50 points or 0.21 per cent lower at 11,894.50 indicating a negative start for the ...
Under Modi 2.0, a new beginning likely for stocks, mutual funds and bond market  Zee BusinessModi 2.0 has raised hopes that the issues faced by the economy will be tackled in a firm and prudent way. Get more India News and Business News on Zee ...
BOI AXA scheme’s NAV slumps 15.34% on Sintex BAPL writeoff  Economic TimesMUMBAI: BOI AXA Credit Risk, a debt mutual fund scheme that invests in lowly-rated papers, saw its net asset value (NAV) dip by 15.34 per cent on Thursday ...
Sensex stocks vs Sensex index mutual fund: 5 things to know  Times NowStock market investing has garnered numerous eyeballs over the years due to the lucrative returns, high liquidity, relatively lower tax rates on long-term capital ...
Investors snap up stocks at fastest pace in 3 months  MarketWatchInvestors snapped up U.S. stocks at the fastest pace in three months during the five-day trading period that ended July 12, according to data released Friday.
Vetri Subramaniam, UTI Mutual Fund, talks about which stock segments he favours now  Economic TimesIndia's growth trajectory has been consistent over the past two decades and many firms have performed well across cycles, Vetri Subramaniam, Group President ...
How DHFL default grade hurts your mutual fund returns - Mounting trouble  Economic TimesAfter debt-laden mortgage lender Dewan Housing Finance (DHFL) failed to pay on its bonds on Tuesday, net asset values (NAVs) of several debt funds ...
Ignore Gloomy Stock Market Warnings - Investor Actions Show Equities As Desirable  ForbesThe danger warnings of owning stocks are building, in both number and seriousness. However, the rationale is a tiresome repetition of well-known issues and, ...
Retail Investors Should Take Exposure To Midcap Stocks Through Mutual Fund Route: Ankit Jain, Mirae Asset Global Investments  BW BusinessworldIn an interview with BW Businessworld, Ankit Jain, Fund Manager, Mirae Asset Global Investments (India), talks about Consumption led funds, lending rates and ...
A $13 billion fund makes contrarian bet on India consumer stocks  LivemintMumbai: Flagging Indian sales of products like toothpaste and hair oil have been a drag on the share prices of the nation's consumer goods makers, but each ...
Why growth stocks are winning a tug-of-war with value shares  MarketWatchDon't miss these top money and investing features: Value stocks are trading at the steepest discount in history · Growth-stock investors can gloat over value ...
A $13-billion fund manager bets on unloved Indias consumer stocks  Business StandardFlagging Indian sales of products like toothpaste and hair oil have been a drag on the share prices of the nation's consumer goods makers, but each dip is a ...
Finance Ministry to launch ETF with bank stocks, fin institutions this fiscal  LivemintNew Delhi: The finance ministry is planning to launch an exchange traded fund (ETF) consisting of stocks of PSU banks and financial institutions this fiscal and ...
Jeff Bezos, Warren Buffett, and More of the World’s Best CEOs  Barron'sWith patience and skill, Blackstone Group CEO Stephen Schwarzman helped build an alternative-investment powerhouse that soon will be available to a much ...
Growth-stock mania is bad for your financial health  MarketWatchInvestors tend to buy and sell at the wrong time, reducing their potential returns.
MF SIP tips! These 5 mutual funds are best picks - Here`s how to get rich with these schemes  Zee BusinessThe mutual fund industry has continued to witness robust SIP inflows. Get more Personal Finance News and Business News on Zee Business.
Advantage exit poll: A battered corner of $2.1 trn stock market may shine  Business StandardA battered corner of India's $2.1 trillion stock market -- mid-cap shares -- may be ready to shine after exit polls in India signaled a second term for Prime Minister ...
Stocks to watch: Indiabulls Real Estate, Wipro, DHFL, financials and Cyient  Business StandardAt 08:35 am, Nifty futures on the Singapore Exchange (SGX) were trading 18 points or 0.15 per cent lower at 11,866, indicating a negative start for the Nifty50 ...
How to invest in index funds to build long-term wealth  Business InsiderIndex funds are low-cost, all-in-one investments that track a specific financial market and are designed to diversify your money and minimize risk.
Blue Apron's Stock Split: What It Means For Investors  Yahoo FinanceOne of the worst-performing high-profile IPOs of the past decade made *fresh* lows on Friday after the company approved a 15-to-1 reverse stock split to maintain ...
4 Lord Abbett Mutual Funds to Buy Now  NasdaqFounded in 1929, Lord Abbett managed assets worth over $162.4 billion as of Dec 31, 2018. This privately held company has around 809 employees and.
Ready to Invest? 12 Steps to Start Investing  The Motley FoolInvesting can be complicated and difficult -- or relatively quick and easy. Here are the steps to start building long-term wealth in the stock market.
D-street's near-term risks are monsoon, fiscal policies in Budget and global trade  MoneycontrolRisks are always there in the market be it known or unknown, but ultimately, for investors, power of earnings leads to the joy of power of compounding over ...
Top 10 stocks that mutual fund managers bought and sold in March 2019  Moneycontrol.comData for equity flows into mutual funds for March came as a breather after a weak February. An increase in net inflows in equity and income category led to the ...
3 Money Rules That Can Help You Retire a Millionaire  The Motley FoolWhen you think about retiring a millionaire, it may sound like you could live like the rich and famous -- spending your retirement on a yacht, sipping champagne ...
What India's top three mutual funds bought and sold in March  Economic TimesIndias largest money manager held 1.5 trillion rupees in equities.
Mutual funds bet big on these 30 stocks in November; do you own any?  Moneycontrol.comThe Indian equity market rose about 5 percent in November but what was more heartening to see was inflows into mutual funds. Investors pumped Rs 1.4 lakh ...
Govt increases limit to disclose investment in stocks, mutual funds for employees  Moneycontrol.com*Service* rules say no government servant shall speculate in any stock, share or other investment.
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 ...
Mutual funds sell several blue chips stocks, buy mid-caps in March  Business StandardDomestic money managers were seen pruning their holdings in several blue-chip stocks, including Reliance Industries (RIL) and Housing Development Finance ...
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 ...
A young investor’s guide to mutual funds  Economic TimesMany young investors, who are barely a year or two old in their career, are eager to start investing in mutual funds. ETMutualFunds.com receive many queries on ...
How concentrated is your mutual fund portfolio?  LivemintA concentrated portfolio can backfire badly if the fund manager's strategy goes wrong.A portfolio with few stocks can fall sharply if share prices of most stocks in ...
What India's top three mutual funds bought and sold in February  LivemintMUMBAI: Inflows into Indian equity mutual funds in February were the smallest in more than two years as savers held back investments amid market volatility ...
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.
I want to invest Rs 1 crore in stocks and mutual funds for 5 years. How should I invest?  Economic TimesYou may consider the following asset allocation: 40% in large-caps; 40% in large and mid-cap, or multi-caps; and remaining 20% in mid- and small-cap funds.
Mutual funds or direct equity investment – which is better?  Economic TimesOne big question that often dogs investors is which investing option should they opt for: mutual fund or direct equity? Katalyst Wealth's Ekansh Mittal ends your ...
Should you invest in international mutual funds?  LivemintIf you were to sort all equity mutual funds available for retail investment by their one-year performance, international funds would come on top. The best ...
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.
Stocks vs Mutual Funds: Which is a Better Option to Invest?  EntrepreneurStocks and Mutual Funds have their own set of hiccups, which are better to know before making your investments.
Active mutual funds fail to reflect index gains  Economic TimesThe Nifty, which has hit all-time highs for the second time in April, has advanced 12% in the last one year. But these gains are yet to reflect in many mutual funds' ...
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 ...
Why your core equity portfolio should be in index mutual funds  Economic TimesInvestors flock to the performing fund “after” it has beaten the index. Fund selection is not an exact science, and there will be hits and misses.
What to do if your mutual fund scheme earns more return than your investment  Economic TimesAre the returns shown in your mutual fund account statement same as the returns delivered by your fund? It is quite likely that you might have earned less than ...
Top 30 stocks that fund managers bought & sold in March; do you own any?  Moneycontrol.comData for equity flows into a mutual funds for March came as a breather after a weak February. Increase in net inflows in equity and income category led to the ...
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 ...
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 ...
Mutual funds shooting themselves in the foot?  Economic TimesWhat if banks take a leaf out of Kotak and HDFC Mutual Funds' decision to direct investors to come another day to get their money instead of paying them on the ...
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.
Fund managers ready to go shopping after sharp correction in stocks  Moneycontrol.comDomestic fund managers are capitalising on the market fall and buying shares as they feel the valuations have become attractive after a sharp correction in the ...
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.
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.
Top 8 most common mutual fund investing mistakes and how to avoid them  Business StandardMutual funds garnered Rs 8,022 crore of its assets by way of SIPs in December 2018, 29 per cent higher than the previous year | Illustration: Binay Sinha ...
Here are a few mutual funds that stocked up on YES Bank in Q4FY19  Business StandardShares of YES Bank tanked 30 per cent in trade on Tuesday, after the bank reported a massive Rs 1,507 crore loss in the fourth quarter of financial year 2018-19 ...
Common investment mistakes to avoid  LivemintRemember, time in the market is key, so don't get affected by volatile conditions.Here are some common mistakes you should avoid while investing.
Here’s a better tool to judge mutual fund performance than simple 1-year, 3-year returns  Economic TimesOne invests in mutual funds to earn potentially higher returns than those in traditional investment products, and I'm sure everyone looks at the one-year, ...
New SIP investors feel the pain as equity fund returns disappoint  Economic TimesSip by sip: That's how the average Indian had a taste of equities in the past couple of years. But the steady road to riches, which involved monthly mutual fund ...
Managing Money with Moneycontrol | Where should you invest: Stocks or MF?  Moneycontrol.comWhile we all know investing in equity as an asset class is great for wealth creation over long-term, most investors get stuck with how to do this. Should you invest ...
Stick to MFs if you lack knowledge on stocks  LivemintWhile equity is surely the way going forward considering your age and the financial goals, how you buy in equity is important.Direct stocks work very well if done ...
Spending time in stock market is must for wealth creation: Chandresh K Nigam, Axis Mutual Fund  Economic TimesInvestors make the mistake of projecting recent market performance onto the future and follow the market.
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 ...
Investment in equity MFs drops 35% to ₹1.11 lakh crore in FY19  LivemintNEW DELHI: Investors pumped in more than ₹1.11 lakh crore in equity-oriented mutual fund (MF) schemes in 2018-19, a decline of 35 per cent compared to ...
Equity funds record highest ever exposure in banking stocks in March 2019  Business TodayAs per the latest data available from the SEBI, overall deployment of equity funds in bank stocks grew around 52 per cent year-on-year (y-o-y) in the month ...
Diversify equity portfolio with international funds  Economic TimesAs a part of diversifying your equity portfolio, wealth managers believe investors should diversify geographically using mutual funds. They can do this by ...
Should I increase investments in mutual funds once I have more money to invest?  Economic TimesI am a 19-year-old student. I want to invest Rs 2,500 per month in mutual funds for 7-8 years. Can I increase the investment amount with time—once I have more ...
These are fertile grounds for long-term stock pickers, says Samir Rachh of Reliance Mutual Fund  Economic TimesSmall cap funds are going through a rough patch after a bull run in 2017. etmutualfunds.com spoke to Samir Rachh, fund manager, Reliance Small Cap Fund, ...
Fund managers raised stake in 194 stocks in Dec quarter. Is it a good idea to follow them?  Moneycontrol.comFund managers raised stake in as many as 194 companies in the December quarter as compared to the previous quarter. Stocks of some these companies have ...
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 ...
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 ...
Large cap index mutual funds continue to outshine actively-managed large cap schemes  Economic TimesLarge cap index funds are outperforming the actively-managed large cap mutual fund schemes in the past one-year period. Kotak NV 20 ETF is topping the ...
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 ...
Private banks, oil & gas companies find favour among fund managers  Moneycontrol.comMoneycontrol News. The month gone by saw a notable change in sector and stock allocation of funds from the mutual fund industry. On a month-on-month ...
What Type of Mutual Fund Schemes Should You Invest in? Know Here  News18Equity funds are mutual funds which invest majorly in equity stocks of listed companies. They are considered to be risky but they tend to give higher returns in the ...
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 do wealth managers recommend multi cap mutual funds?  Economic TimesMany wealth managers believe multi-cap funds are a good starting point for long-term investors, specially those using SIPs for wealth creation.
BJP’s Amit Shah has diversified stock investment portfolio; Rahul Gandhi prefers mutual funds  Economic TimesShah held shares worth Rs 17.56 cr as of March 22, while Gandhi has MFs worth Rs 5.19 cr.
Small- and mid-cap mutual funds open doors again, but should you invest?  LivemintL&T Emerging Businesses Fund and DSP Small Cap Fund have allowed *fresh* mutual fund investments, taking advantage of a continued correction in small- ...
Birla MF looks to parachute out of Jet Airways crashing stock  Business StandardBirla Sun Life Mutual Fund (MF) — the only fund house holding Jet Airways shares in its actively managed schemes — off-loaded Rs 13 crore worth of shares in ...
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.
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.
Debt mutual funds with Zee exposure send investors into a tizzy  Economic TimesMUMBAI: Worries about the prospects of debt mutual funds holding securities of Subhash Chandra's Essel Group entities have resurfaced after Kotak Mutual ...

Online Broker Trade History Not Doing the Job

Let me start by saying that...Most online brokers do not... Read More

Paddle Your Canoe

At some time in your life you have been on... Read More

Choosing a Stock Broker

If you were to find that you had some severe... Read More

Why Change Funds?

On November 17 I bought 7 different mutual funds and... Read More

Dispelling Illusions of the Stock Market

How can you dispel an illusion unless you look directly... Read More

Protect Your 401K

Checked your 401K lately? Going back to about a year... Read More

Investment Lawyers and Trash Stocks

The trash business in its efforts to cook their books... Read More

Do You Know What is the Single MOST Critical Mistake in Trading the Stock Market??

Well maybe that's overstating it a little, but it's certainly... Read More

Bull or Bear?

Cat or dog? Maybe Zebra. Shucks, I don't know, but... Read More

Discipline

One of the great "secrets" of successful people is discipline... Read More

Stock Trading Diversification

This is the continuing story of our two imaginary traders,... Read More

The Information Age

It is wonderful to be alive in the information age.... Read More

The Right Mutual Funds For Baby Boomers

If you are a baby boomer, time is not on... Read More

Successful Trading ? Taking Profits - Part 1

So you're started trading, you bought some positions with your... Read More

Pathways

During our travel down life's path we come to many... Read More

Selling

The stock market has been going up for more than... Read More

Basics of Stock Market

Financial markets provide their participants with the most favorable conditions... Read More

Stealth Bull

If you have been watching the stock market at all... Read More

A Stock Market Investment Plan that Never Lets You Down

The bulls and bears of the stock market are both... Read More

10 Tips For Creating Wealth From the Stock Market

1. Do not spread your money too thin.My friend has... Read More

My Neighbor Got A New Car

I don't know what kind it is, but I saw... Read More

The Stock Market Doesnt Care if You are a Beginner?. Get Prepared to Succeed at Trading

Stock trading remains a very competitive field and the stock... Read More

Price to Earnings Ratio - P/E

After finding the price of a particular stock, usually the... Read More

It Cant Be Done

Wouldn't it be nice if you were only in the... Read More

Picking Mutual Funds to Outperform the Market

With over 6,000 mutual funds available, it may be tempting... Read More