- Wealth PMS
For the year:
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 . . .