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CM Strategy

Premium (Unlocked) – Long Term Portfolio Analysis – A Deeper Look at a 27.5% Annualized Return


Our longest running strategy at Capitalmind has been our Long Term Portfolio. While it started in a small way with just 4 stocks in November 2014, we have added more stocks over time. The basic philosophy of the portfolio is to generate long term returns by holding a set of stocks that have potential to grow at a rate greater than the market. Unlike our Momentum Portfolio where there is a change once a month, the number of changes in our Long Term . . .

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