Take The Time

You must take the time once a month to review your investment portfolio. It won't take long - less than one hour, maybe 15 minutes.

I don't believe the average working person or business owner should own anything but mutual funds because these are the easiest to buy and evaluate. However, if you do own some stocks the first thing to ask yourself is if each issue is selling for more than you paid for it. If it isn't you must realize this is not where you want to have your money so the best course of action is to sell it NOW and put those funds into some other stock or fund that is going up. You may have a stock you bought 3 years ago and it has risen only 10% or 25% and you can't decide what to do with it - keep it or sell it - because it has been going sideways for a long time. It might go up. It might go down. Call your broker (a discount broker, I hope) and place a 10% good-'til-cancelled (GTC) stop-loss order. Each month review your stop and move it up (never down) if the stock has risen. This way you don't have to think about it and the market itself will tell you when you should be out.

Stops make you money! Brokers almost NEVER recommend stops especially when they want you to buy something. If it goes down they say it is a correction and "it will come back". But when? Remember how they were touting Boston Chicken at $35 and $40 per share? Today it is 50 cents per share.

It is my strong opinion that very few people have the ability to pick winning stocks. I've been trading more than 30 years and I'm right only 50% of the time. Even when I was an exchange member for 17 years and floor trader I would put in a stop as the same time I made the purchase.

If your portfolio is not making a better return than the S&P500 Index you would be better off having your funds in something like the Vanguard Index500 mutual fund. You will then be staying even with the market as a whole.

There are some basic things that move a particular stock. According to a recent study, 49% of the movement of an individual issue is due to the sector in which it resides: technology, financial, automotive, real estate, etc., 31% is due to the general direction of the market itself and only 20% is due to the quality of the company. In other words owning stock in a great company doesn't mean the stock will go up. The whole group must find favor with institutions, banks and pension plan buyers. They move the market.

Easier said than done: you have to be in the right place and at the right time to see your stock go up. That is why you must take the time to review your invests once a month to keep up with any changes that might be necessary.

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:

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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 ...
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 ...
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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.
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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.
Mutual fund houses push sell button on auto and construction sectors  BusinessLineBut stock up on IT scrips amid redemption pressure.
Index Funds Sure Don’t Seem Like Libor  BloombergArguments that they lack transparency or may be subject to manipulation are largely off base.
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Here's why carnage in mid & small-cap stocks hit hybrid aggressive funds  Moneycontrol.comOn average, funds held about 20 percent of their portfolio in mid-and-small-cap stocks over 2018. This share may not seem high. But, with the extent of midcap ...
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 ...
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How to Choose an ETF  Barron'sWhile the first exchange-traded fund (ETF) was launched in 1993, it wasn't until a decade later that the format really took off. There are now some 2,200 ETFs ...
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Is Oakmark Investor (OAKMX) a Strong Mutual Fund Pick Right Now?  NasdaqIf you have been looking for All Cap Value funds, a place to start could be Oakmark Investor (OAKMX). OAKMX carries a Zacks Mutual Fund Rank of 2.
Buy These 4 Balanced Mutual Funds Today  Zacks.comBelow we share with you four top-ranked balanced mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy)
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 ...
How to make a $3,450 tax deduction with a Health Savings Account  MarketWatch'HSAs require taking more responsibility for your own health-care costs instead of relying on an employer or the government.'
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.
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.
'Magic formula' market picks, Canadian stocks topping Barclays' list and the best global equity ETFs: What you need to know in investing this week  The Globe and MailAlso: What this analyst from a market-beating value fund has been buying and selling.
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 ...
Stocks in the News: Investors Keen on CatchMark Timber Trust, Inc. (NYSE:CTT) as it Makes Waves With Moves  The Coin GuildMajor market players are buzzing over CatchMark Timber Trust, Inc. (NYSE:CTT) as their share price hit $9.78 at the end of the most recent trading session.
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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 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 ...
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 ...
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 ...
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 ...
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.
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 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 ...
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 ...
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 ...
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 ...
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.
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 ...
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 ...
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.
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.
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 ...
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 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 ...
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 ...
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.
Five stocks that mutual funds think can outperform  Economic TimesA volatile month gave fund managers a chance to cherry-pick stocks.
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 ...
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.
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 ...
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 ...
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.
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.
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.
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.
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 ...
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.
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 ...
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.
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.
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.
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.
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 ...
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 ...
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.
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 ...
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 ...
Mutual funds data show market is running out of fuel  Moneycontrol.comThe sharp fall in net equity mutual fund inflows in December 2018 is a cause of worry.
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.
Fund managers' bets: Top 10 large, mid and small-cap stocks that MFs bought in October  Moneycontrol.comMF industry assets grew to Rs 22.2 lakh crore on the back of improved inflows into equity-oriented and liquid funds.
What are contra mutual fund schemes?  Economic TimesThe portfolios of contra funds have defensive and beaten down stocks that have given negative returns during bear markets.
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.
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 ...
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.
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.

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