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Portfolio: Changes in the Premium Momentum Portfolio – January 2020


2019 Performance

For the year:

CY2019 Return

NIFTY 13.1%

NIFTY500 9.3%

CM Momentum 15.0%

December Performance Since the last rebalance on Dec 2nd, we had a decent month clocking +4.3% mainly due to ADANIGREEN (+45.6%), AAVAS (+17.4%), MANAPPURAM (+12.8%), and JKCEMENT (+11.3%).

Our biggest losers were CREDITACC (-7.5%), HDFCAMC (-6.4%) and PIIND (-4.8%) What's happening in this rebalance This month we replace 16 stocks, and retain 4 stocks. Yes, that is high . . .

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