Today, we are doing a role reversal. Today, you are going help me make an investment decision.
I am sure over time you have got a good understanding about evaluating investment products and hence I call for your help.
Here’s what happened and why I need your help?
An executive of a large mutual fund company has come to me and is pitching their mutual fund product. He tells me that using a dynamic asset allocation method, their product has delivered superior performance.
He shows the performance chart of the product with great confidence.
The image below shows an asset allocation based portfolio performance and comparison with an index benchmark.
Source: Undisclosed; Ignore the date of the publication for now.
Indeed, as it appears from the data, the superior results highlight the strength of their research and selection process.
The executive is pushing me to make a decision and sign the cheque.
I ask him to hold his horses. I tell him that there is a wise person whose opinion I need to seek.
This wise person is none other than you. Can you help me make this decision to invest or not?
Please take a few minutes to go through the data by yourself.
Send me an email with your comments and questions that you believe I should ask to evaluate this investment.
What other information should I ask for before I actually make the investment decision?
Is the portfolio performance unquestionable?
This is how I say “thank you”
While I know I can’t thank you enough for you help, in my own small way, I do want to offer my gratitude.
Three comprehensive and relevant responses can choose any of the following:
- 1 year subscription to the Uno Plan (worth Rs. 950) on Unovest.
- If you are already a subscriber, then you get a 20 minute phone consultation time with me to discuss anything.
- OR, additional 10% off on the Money Master Course, which begins soon.
So, get your grey cells working. I keenly look forward to your responses.
Note: Do send your response before midnight of August 9, 2017. I really want to close this out.