50Fin’s Post

💡 𝐃𝐢𝐝 𝐲𝐨𝐮 𝐤𝐧𝐨𝐰 𝐲𝐨𝐮 𝐜𝐚𝐧 𝐬𝐭𝐚𝐫𝐭 𝐢𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 𝐢𝐧 𝐌𝐮𝐭𝐮𝐚𝐥 𝐅𝐮𝐧𝐝𝐬 𝐒𝐈𝐏𝐬 𝐰𝐢𝐭𝐡 𝐚𝐬 𝐥𝐢𝐭𝐭𝐥𝐞 𝐚𝐬 ₹100? Many assume they need a hefty sum to begin investing, but sometimes the smallest steps lead to the biggest gains. In my latest video with Angel One, I cover the Top 5 Mid-Cap Mutual Funds to watch this year—perfect for those looking to grow wealth without breaking the bank. 𝐖𝐡𝐲 𝐈𝐧𝐯𝐞𝐬𝐭 𝐢𝐧 𝐌𝐢𝐝-𝐂𝐚𝐩 𝐌𝐮𝐭𝐮𝐚𝐥 𝐅𝐮𝐧𝐝𝐬? ➡ 𝐆𝐫𝐨𝐰𝐭𝐡 𝐏𝐨𝐭𝐞𝐧𝐭𝐢𝐚𝐥: Mid-cap companies are often in their expansion phase, providing higher growth opportunities compared to large-cap companies. ➡ 𝐃𝐢𝐯𝐞𝐫𝐬𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧: Mid-caps add balance to your portfolio, combining the stability of large caps with the growth potential of small caps. ➡ 𝐇𝐢𝐠𝐡 𝐑𝐞𝐭𝐮𝐫𝐧𝐬 (𝐰𝐢𝐭𝐡 𝐌𝐨𝐝𝐞𝐫𝐚𝐭𝐞 𝐑𝐢𝐬𝐤): Mid-cap funds have historically outperformed large-cap funds in growth phases, making them attractive for long-term wealth creation. ➡ 𝐔𝐧𝐝𝐞𝐫𝐯𝐚𝐥𝐮𝐞𝐝 𝐆𝐞𝐦𝐬: Mid-cap stocks are often undervalued, meaning there’s potential for substantial gains as they grow and get recognized. Which was the first Mutual Fund you invested in? Let's see if you remember the fund name! Comment below. 𝐍𝐨𝐭𝐞: This is not an investment advice but only educational content. 𝐕𝐢𝐝𝐞𝐨 𝐋𝐢𝐧𝐤: https://lnkd.in/g_G6Ryuj #financevideohost #financevideocreator #financecontentcreator

💡 𝐃𝐢𝐝 𝐲𝐨𝐮 𝐤𝐧𝐨𝐰 𝐭𝐡𝐚𝐭 𝐬𝐭𝐚𝐫𝐭𝐢𝐧𝐠 𝐚 𝐌𝐮𝐭𝐮𝐚𝐥 𝐅𝐮𝐧𝐝 𝐒𝐈𝐏 𝐜𝐚𝐧 𝐛𝐞 𝐚𝐬 𝐞𝐚𝐬𝐲 𝐚𝐬 𝐬𝐞𝐭𝐭𝐢𝐧𝐠 𝐚𝐬𝐢𝐝𝐞 ₹100? Here's a video we created recently, exploring the Top 5 Mid-Cap Mutual Funds that offer strong growth potential for long-term investors. Mid-Caps add a balanced blend of stability and growth, perfect for anyone looking to build wealth gradually. Take a look and see how we’ve brought these insights to life! #financecontentagency #financevideohost #financecontentcreator 𝐕𝐢𝐝𝐞𝐨 𝐋𝐢𝐧𝐤- https://lnkd.in/gPmDC6GB

Last month saw a quiet but critical anniversary: 100 years since the creation in the US of the first open-ended mutual fund. This simple invention opened investing to a much broader range of people than before, and today there is about $20 trillion in mutual funds in the US, with about $63tn worldwide. However, nothing lasts forever, and today flows are largely going only one way: away from actively managed mutual funds, and into passively managed ETFs. Is this turn toward low-fee passive investing permanent, or could active managers have their day once again? It’s a question nobody can answer, but we thought this FT article marking the anniversary of mutual funds told the story well: https://lnkd.in/dhhxjhrV #Fincom #FincomAlliance #MutualFunds #investing #ActiveVsPassive

The YieldMax™ Dorsey Wright Hybrid 5 Income ETF $FIVY is launching tomorrow, December 17. $FIVY holds the 5 YieldMax™ ETFs whose underlying securities have shown the best price momentum according to Dorsey Wright’s proprietary model, along with those 5 underlying securities. As with any investment, there is a risk that you could lose all or a portion of your investment in the Fund. Please click https://lnkd.in/eMZNbsVK for a complete list of Fund risks. Distributed by Foreside Fund Services, LLC. #Nasdaq #drip #income #etfs #dividends #ria #wealthmanager #financialadvisor #options #wealthplanning #investing #investmentadvisor #iraincome #retirementincome #trading #technology

Before selecting a mutual fund, 𝐚 𝐜𝐫𝐮𝐜𝐢𝐚𝐥 𝐦𝐞𝐭𝐫𝐢𝐜 𝐟𝐨𝐫 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 is its ability to 𝐨𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 𝐢𝐭𝐬 𝐛𝐞𝐧𝐜𝐡𝐦𝐚𝐫𝐤. In August, out of 283 open-ended equity diversified mutual funds, approximately 48% managed to deliver returns exceeding their benchmarks. How have large-cap, mid-cap, and small-cap schemes fared in different time periods? 𝐓𝐡𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬 𝐦𝐢𝐠𝐡𝐭 𝐬𝐮𝐫𝐩𝐫𝐢𝐬𝐞 𝐲𝐨𝐮! 😯 #Stockmarket #Mutualfunds #PLcapital #Prabhudaslilladher #InformedInvesting

The YieldMax™ Dorsey Wright Featured 5 Income ETF $FEAT is launching tomorrow, December 17. $FEAT holds the 5 YieldMax™ ETFs whose underlying securities have shown the best price momentum according to Dorsey Wright’s proprietary model. As with any investment, there is a risk that you could lose all or a portion of your investment in the Fund. Please click https://lnkd.in/eMZNbsVK for a complete list of Fund risks. Distributed by Foreside Fund Services, LLC. #Nasdaq #drip #income #etfs #dividends #ria #wealthmanager #financialadvisor #options #wealthplanning #investing #investmentadvisor #iraincome #retirementincome #trading #technology

Managing Partner William Barrett, CAIA caught up with Secondaries Investor’s Silas Sloan to discuss evergreen and semi-liquid fund structures, following largescale shifts in sentiment from fund managers in the past year. Delving into what Reach Capital | Private Assets Advisor has been seeing in the market, William explains how managers offering semi-liquid or evergreen products might be under pressure from investors to consistently deploy capital. GPs managing these vehicles must be able to show deals to investors and distribute capital to maintain momentum in fundraising cycles. Secondaries buyers are mindful of the need for liquidity in these vehicles, which has led to greater discounts being demanded by would-be purchasers. Read the full article here: https://lnkd.in/gcntvVdh #secondaries #semiliquid #evergreen #liquidity #placementagent

A lot can happen over a decade. Here's how Rs. 10 Lakhs grew in last 10 years in Large Cap Mutual Funds. Can you guess how much wealth Large Cap Mutual Funds would have created in 15 - 20 years? Stay tuned for more updates in the coming days! #MutualFundsSahiHai #LongTermInvesting #ThinkInDecades #GrowthQuest

Venture fund performance saw a less than stellar 2023, however the fourth quarter of 2023 finished in the black for the first time since 2021. There was a 0.4% gain in the Q4 resulting in 13% ten-year horizon IRR for the asset class. Read more here! https://lnkd.in/emyGtdEw #venturecapital #funds #finance #fundperformance

Are Small-Cap Mutual Funds Right for Your Portfolio? 🤔 Small-cap funds are gaining traction as a top choice for long-term investors seeking high returns. Here’s what makes them unique: #SmallCapFunds #InvestSmart #MutualFunds #Yenmo #FinancialFreedom #MutualFundSahiHai #HighReturns #LongTermGrowth