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Portfolios (Unlocked): We Exit Momentum 2.0 With 24%, Atlanta With 43% – Both in Six Months


We started Momentum 2.0 on 21-Nov-2016. In hindsight, we couldn’t have timed the entry any better. While market dipped once again in December, it only helped us accumulate at lower prices as we were staggering our entries by buying 25% of our desired allocation every month. We bought four tranches of roughly 1.5 lakh each in November, December, January and February. After accounting for dividends, this has returned 24% in just 6 months. Systematic investing works best when the investments are done in a downturn. When markets take off, the lower cost of . . .

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