- Wealth PMS (50L+)
Note: Capitalmind Premium subscribers already have access to the Momentum smallcase at no extra cost. Please ping us on #helpdesk if you have questions.
We have been running a Momentum Strategy at Capitalmind for the last two and a bit years. It is one of the four model portfolios we offer to Capitalmind Premium Subscribers.
In early 2019, to make execution and rebalancing easier, we put the Momentum portfolio on smallcase. Here’s a snapshot of the performance since publishing on smallcase.
Since then we have received requests from a lot of folks for an easy way to subscribe and invest directly in the Momentum smallcase.
You can look at real-time performance on the smallcase site. Click the image below.
We continue to work with the smallcase team to make the process seamless. In the meantime, we are enabling standalone subscription to the Momentum in Quarterly and Annual Plans.
Read some of our posts on Momentum Investing as a strategy to know more:
Note Capitalmind Premium subscribers get the momentum smallcase as part of their premium subscription. For any questions, write to us at premium [at] capitalmind [dot] in