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Portfolio Update: Momentum Slows to 34% CAGR But On Road To Recovery, Changes in Long Term Portfolio Too

Looking at the Outliers pages, we have made changes to the momentum portfolios:

• On Friday we exited Hero Motocorp as it fell below 3,000 - we recorded 2960. Since this stock gave us a dividend of Rs. 40, the buy price was 2778 and the gain was 6.56%. But since we have only a 50% position, we'll show it as a 3.28% gain.

• On Monday we exited Ramco Cements. We had . . .

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