Fourteen Years of Mutual Fund Investing My Journey and lessons learned
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- Опубліковано 19 сер 2024
- Watch the "Basics of portfolio construction: A guide for beginners"
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Inspirational. I like your concluding lines …. “Every statue was once a rock. It will become a rock again if we do not know when to stop sculpting”
It's amazing, I invested almost the way you explained. Patience, Discipline, Regular increment and Not jumping in every high and low of stock markets has been the key. I've been investing almost 18 years and can see the results now. I too generally don't listen to so called big market experts in conventional media or social media. The more one confuses himself the better chances of fall.
One of the most important videos I've ever watched on finance ❤️❤️
Thanks for this informational video. Please keep them coming. Helps a young investor like me a lot.
Reminds me of my own journey which started around 2005. Two interesting questions I have for you or other old timers are 1) Considering the total portfolio is now quite big , what % of your portfolio do you investment each month now ?
2) How much % of your portfolio should one invest to make a real impact after investing for more than 10-15 years ?
About 1% of the porfolio a month.
@@pattufreefincal Thanks. I am investing 0.64%. It's getting tougher to invest even that much as the portfolio grows. It's a good thing one way but makes me wonder if 0.64% is really impactful. 😀
@@kamit586 I am sure it will be impactful
@@gurpreetkakkar It's in 7 figures.
@@kamit586 Is 7 figures total portfolio or monthly investment ?
Hello Pattu sir,
I just want to thank you from bottom of my heart for things you have taught me and others in your articles and videos. Every question i had, i was pretty sure that you had some kind of article on it. To the point that i just had to type "freefincal" next to the question. I can't be thankful enough. I made my first rolling returns calculator and a decent enough retirement calculator and tracker specific to my needs.
As an engineer, i suffer with early optimization syndrome. Watching your videos i understood how insignificant it is to optimize things that don't matter. Funny thing is, i don't even have enough captial to optimize. I will try to use this motto elsewhere too, if i find myself optimising even before things are in place, i will hear your voice say "Stupid people do that".
I am 26, i am far better off investing in some index fund for now and concentrate on getting a bigger pay.
I love that making rolling returns calculator taught me the game is to manage risk (proper asset allocation), returns are in god's hand.
All thanks to you. Wish you all the success in the world. Because your success would help thousands of people achieve financial independence in life. I am an atheist but God bless you!
Solid insights as always Pattu.
Greetings, Prof. I understand that you don't have much time to do videos. But, pls do atleast one tamil video once in 2months. Would be much helpful. Thank you.
As always great advice, thank you pattu sir
V inspirational sir! Keep sharing such content.
Sir what is your total invested amount in mutual funds and total corpus for all mutual fund investment.
If you want to beat the market or become a millionaire, the first thing you need to do is , to get financial education. a fellow creator.....
Hi Sir,
I have kept 12 month expense in bank FD but I still want to keep aside little amount of money each month for addition.
Can i use arbitrage fund for that?
Thanks for sharing your learnings, Audits regularly. They are very helpful. Few questions - Till what time you continued with SIP? After SIP did you follow any specific allocation method in your portfolio? Whether you deployed extra cash in market downtime in your journey.
No I just invested each month on any day comfortable
@@pattufreefincal i'm making up my mind about SIPs, and I'm new, i'd like to know what exactly happens at maturity. is it compulsory that i cash out? can i continue for a different amount of time i originally got locked in for. i.e. if i started with a 5 year mutual fund, can i extend involvement by only 1 year, with 0 charges levied?
It Has been quite some time since you've addressed REITs, I'd like to have 10% of my portfolio in REIT. I feel this removes much of the hassles related to real estate now, and 10% exposure to real estate hassle free, sounds attractive to me. would love your thoughts.
What kind of possible impact would it do at just 10%? 10% = 0%
Sir with 5000 rs started in mutual fund is it only index fund is enough for more than 10 years...i am aggressive investor so can i go with index plus one mid cap or index plus flexi cap...thanks in advance
Awesome sir
Sir I'm 28 years old earning 27k per month. How should I plan my future
Invest in learning and improving yourself first, there is a lot of scope for growth.
Start investing in index funds
Sir, At what Age you achieved financial freedom
30X by age 44/45 (today I am 48)
@@pattufreefincal 30X is the net worth or yearly income? (X being yearly expenses)
@@acepace551 Retirement corpus