I did point out that if you are in a consistently rising market,
then lump sum investing is superior to DCA.
Not exact matches
If by other Asset classes you mean other than equity, i.e. debt funds, liquid funds, arbitrage funds, FD's etc
then yes majority of our
lump -
sum corpus has been
invested in these asset classes only.
if u have a
lump -
sum,
then after deciding on the equity fund to
invest, u can
invest the lumpsum in a liquid fund of the same fund house and
then start an STP from that liquid fund into your chosen equity funds.
Hi Sri, well, am planning to start
investing in MFs under direct plans through the respective AMC websites to avoid unwanted charges / commissions and that «s why i was n`t sure about starting
lump sum and
then to SIP.For LIC i shall close it anyway
then soon as recommended.
The Sleepy Portfolio is fine for a benchmark but not many people
invest a
lump sum and
then hardly ever add to the portfolio.
So you
invest the
lump sum money in a liquid fund of the same fund house and
then make an application to transfer a certain amount from this liquid fund to the equity fund at certain defined intervals.
If markets were obviously overvalued but the account must be
invested...
then it's prudent and necessary to use DCA instead of
lump -
sum investing.
That
lump sum will
then be moved to a Locked - In Retirement Account (LIRA) or Locked - In RRSP, where you'll control how it is
invested, though you can't withdraw the money until retirement.
Dear Haresh, If you need to receive Rs 25k regularly every month
then you may have to consider
investing the
lump sum amount (Rs 25 L) in Fixed deposit, Monthly income plans and balanced funds (for capital appreciation).
If the entire monetary award is taken as a
lump sum and
invested in stocks or bonds,
then the income generated from those investments would be taxable.
If you have a
lump sum to
invest then take the STP (Systematic Transfer Plan) route.
till
then I am only
investing in Mutual Funds, with the intention of Wealth creation (from SIP's) and profit booking from my
lump sum investments in Mutual Funds.
If your investment objective is to
invest a
lump sum amount in an MIP fund and would like to receive regular & fixed (monthly / quarterly / yearly) income
then investing in MIP fund with Growth & Systematic Withdrawal options can be a prudent choice.
The discount rate was set at 2.5 % in 2001 by the
then Lord Chancellor meaning that
lump sum compensation paid by an insurer to a person with a serious injury would be discounted by a certain fixed amount, on the assumption that the person will
invest that money safely.
If the patient has private insurance or medicare or medicaid paying their medical expenses,
then they can
invest a
lump sum settlement to greatly enhance the quality of their future care.
That
lump sum can
then be
invested in order to provide the income the beneficiaries will need to move on with their lives.
Lifetime Annuity: A retirement investment product that you fund with multiple premiums or one
lump sum of money that is
invested and
then paid out to you immediately or over time.
If you stay
invested for the policy term you choose,
then on maturity you become eligible to receive a guaranteed
lump sum amount.
Then again, they would've had the same obligation had they received a
lump sum and
invested it in a taxable investment to generate monthly income.
A
lump sum of money is
invested while the testator is still alive to generate income, and the distributions
then go to the charity.