Premium: Culling the Multicap Portfolio Means a Few Exits
The Multicap portfolio has been on hold for a while, as we analyzed the look of future events. We will do a few things: Pare down the list to just 15 stocks We ...
Like our content? Join Capitalmind Premium.
- Equity, fixed income, macro and personal finance research
- Model equity and fixed-income portfolios
- Exclusive apps, tutorials, and member community
Subscribe Now
Or start with a free-trial
Already a subscriber?
Login Now
Related Posts
Why we are buying: Capitalmind Focused Factsheet June 2022
After the recent market correction, we believe the time has come to move from being cautious to being (a little) greedy. We've exited some fundamentally weak ...
A Look at the PLI Scheme and Sectors Impacted
The government announced Production Linked Incentive (PLI) scheme this month, this was in addition to the same scheme announced earlier this year. PLI scheme ...
TCS: Deep Inside its Buyback is a Tax-Efficient Dividend
You have to love buybacks. A company buys back its own shares, and you’re thinking: Wow, they also like their share price! You are being naive, brother. ...