The year has been rotten, for the markets overall. The Nifty's flat. Smallcaps had a good run, but collapsed in the last two months. Midcaps have returned less than 5%.
But what have Capitalmind Portfolios done? We analyze the performance of all the portfolios we have. There were four stock portfolios and one options portfolio:
• Momentum: A max-10 stock portfolio that contains items we pick from Outliers and other sources.
• Long-term: A steadily built diversified portfolio focussing on multiple themes and interesting . . .
