Whitewater Stock Market

Ever done any whitewater rafting or canoeing? Long periods of tranquil river followed by short periods of terror. Suddenly the water grips your vessel and you are pushed and shoved by massive currents over which you have no control. Missing boulders you paddle as hard as you can. You almost lose everything and think to yourself, "Why didn't I portage that last rapid?"

Remind you of the stock market lately? Nice steady up moves of equity growth in your portfolio followed by gut-wrenching waterfalls when the market takes back most of your gains.

You got into that canoe because you wanted to. Did you have any lessons on how to control the ride or when it might be a good idea to portage? Maybe you didn't or maybe you got the wrong lesson. You didn't want to crash or drown.

The same goes for the stock market. You might have read a book on how to invest your money or worse yet you might have received information from a broker or financial planner whose reason for helping you is based on commission. If you are a small account don't plan on getting much "help".

Brokers are not taught how to make money. They are taught to make recommendations that will not get them sued if you lose your money. The basic Wall Street tenet of Buy and Hold is totally wrong. Unfortunately, even the brokers believe it. When you have a stock or mutual fund that is going down they never tell you to sell ? "you are in for the long haul". WRONG. Of 33,000 stock recommendations last year only 127 were "sells". After stocks have declined 50% they tell you to "hold". You know where. Brokerage companies do not want to offend the corporate executives and mutual fund managers; they seem to have forgotten who is paying them.

When you are whitewater rafting you had better know how to guide yourself through or around the rapids to the calm water. When you invest in the market you must learn the first basic rule ? protect your capital ? so you won't crash and lose all you have worked for. In canoeing it means learning when to paddle or portage. With investing it means learning when to sell, be in cash and out of the market. Know when to hold 'em, know when to fold 'em.

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.

1-888-345-7870; [email protected]

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 ...
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 ...
Talking stock: Shift from Equitas Holding, exit Dilip Buildcon  Economic TimesShift from Equitas Holding, which trades at 1.7x book value, to Karnataka Bank.
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 ...
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.
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 ...
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.
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.
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.
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 ...
Warren Buffett Bullish on Banks in 2019: 3 Funds to Buy  Zacks.comWarren Buffett's bullishness, opportunities for value investors and Trump's deregulatory measures are expected to boost America's banking industry in 2019.
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.
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.
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.
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.
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 ...
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.
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.​
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 ...
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 ...
Mutual funds raise stake in equities to highest-ever level; prefer financials, consumer stocks  Moneycontrol.comDomestic mutual funds (DMFs), the largest buyers of Indian stocks during the quarter, also added the most positions in ICICI Bank and Axis Bank, and reduced ...
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 ...
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.
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.
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 ...
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 ...
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 ...
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.
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.
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.
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 ...
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.
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 ...
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.
Fund managers raised stake in 194 stocks in Dec quarter. Is it a good idea to follow them?  Moneycontrol.comif good or quality stocks are getting hampered with external factors, investors should use the dips to buy into stocks which they think hold long term growth ...
Do not make these 7 mistakes while investing in mutual funds  Moneycontrol.comNever forget that you are investing because you have to achieve your financial goals. Investing without a goal is akin to travelling without a destination.
Why your mutual fund earned you less than Nifty in recent market rally  Economic TimesThe more the number of stocks in an index, the weaker is its performance.
Which mutual funds have exposure to Essel Group's companies?  Moneycontrol.comA news report stating that Essel Group's name may figure in a probe linked to demonetisation-led deposits of Rs 3,000 crore, led to a free fall of the shares of its ...
Best value-oriented equity mutual funds to invest in 2019  Economic TimesValue investing is an investment strategy that looks to buy stocks that are trading below their intrinsic value.
Mutual funds garner Rs 7,985 crore via SIPs in November  Economic TimesNEW DELHI: Retail investors continued to pour money in mutual fundS through systematic investment plans (SIPs) as the industry received Rs 7,985 crore via ...
Can a US citizen invest in mutual funds in India?  Economic TimesYes, a US citizen can invest in mutual funds and other financial products such as NRI fixed deposits, stocks and more, subject to prescribed regulations.
How diversified should a mutual fund be?  LivemintThe extent of diversification is driven by the mutual fund's strategy and the market segment it invests in.
MFs waiting for a fall to buy stocks increase exposure to Nifty futures  Economic TimesFund managers of some large- and multi-cap schemes have been buying the Nifty futures in a bid to boost returns. A look at the factsheets of large fund houses ...
MNC-themed mutual funds are top performers: Should you buy them?  Economic TimesThe consistent strong performance of MNC themed funds may be a compelling reason for investors to make space in their portfolio for these funds.
Essel Group strikes deal with lenders to avert pledged share crisis  Economic TimesThe Aditya Birla Sun Life Mutual Fund is the biggest investor, with an exposure of Rs 2936 cr.
Is your mutual fund portfolio really diversified?  Moneycontrol.comIf your portfolio consists of equity funds which have similar stock holdings, then it amounts to just duplication and may negate the positive effects of ...
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, ...
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- ...
Here are top buys and sells by mutual funds in August when Sensex, Nifty hit record highs  Moneycontrol.comAmong largecaps, HDFC AMC, Sun TV Network, TVS Motor, Vedanta and Tech Mahindra topped the August buying list of top 10 mutual fund houses which ...

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