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General

The Capitalmind Momentum Smallcase

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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.

The Capitalmind Momentum 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.

The Capitalmind Momentum Smallcase

 

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.

The Capitalmind Momentum Smallcase

The Capitalmind Momentum Smallcase

 

Note Capitalmind Premium subscribers get the momentum smallcase as part of their regular subscription at no additional cost. Write to us on premium [at] capitalmind [dot] in for any queries about the Momentum smallcase.


Read some of our posts on Momentum Investing as a strategy to know more:

The Capitalmind Momentum Smallcase

The Capitalmind Momentum Smallcase


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