Outperform the Index.

Identify Underperforming Funds and Boost Your Returns Beyond the Index!

The #1 Mistake Most People Make in Mutual Fund Investing

Reviewing and optimizing your mutual fund portfolio is crucial for achieving your financial goals, whether it's early retirement, funding your kids' education, or building long-term wealth. However, the process can be complex due to various factors. When returns aren’t what you expect, you might start asking yourself questions like:

“Is my portfolio properly diversified?”

“Did I make any mistakes in fund selection?”

“Why aren’t my funds outperforming the market?”

...and many more. The most common mistake I’ve seen people make is not following a proper strategy.

Investing in Funds based on Star Ratings and Average returns, youtube videos not checking fund overlaps, failing to compare returns against benchmarks, and switching funds too frequently are some of the worst scenarios that can lead to underperformance.

Now, the most important question people often ask me is, "What should I do to make my portfolio foolproof?"

The answer is quite simple!

Follow a Strategy to Select Consistent Mutual funds.

Did you know that up to 85% of mutual funds underperform their benchmarks? Additionally, more than 50% of 5-star rated funds drop to 3-star or below after just five years. Chasing star ratings by frequently changing funds can significantly increase your underperformance compared to the index.

But what if there was a strategy to pick consistent funds and only sell when the fund is truly underperforming, not just because of changing star ratings? Imagine if you could avoid regular funds and start earning higher returns instantly.

No More Guesswork!

No More Fear of Making Costly Mistakes!

No More Wasting Time or Money!

Imagine for just a moment...

Once you understand the behaviour of mutual funds , you never have to stress about underperformance again. Once it’s done, it’s done! Your portfolio will be optimized to give you higher returns and help you achieve your financial goals.

In fact, we (and our clients) use these exact strategies for growing our wealth, and here we are with successful portfolios and a secure financial future! Isn’t it great to build portfolio with consistent funds and sell only when it is required?

Wouldn’t that be nice?

Well, you don’t have to “imagine” any longer. Because... we are just doing that for you.