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CM Strategy

The Capitalmind Momentum Smallcase

Capitalmind-Momentum-Portfolio-Apr-2021.jpg

The Capitalmind Momentum smallcase


We have been running a Momentum Strategy at Capitalmind for the last three years. It is one of the four model portfolios Capitalmind Premium subscribers have access to.

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. (https://capitalmind.smallcase.com)

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

Updated as of Mar 26th 2021

You can subscribe to the Capitalmind Momentum smallcase directly at https://capitalmind.smallcase.com

The Capitalmind Momentum Smallcase

We publish monthly fact-sheets of Momentum portfolio performance:

Mar 2021 Momentum Portfolio Performance Review [link]

Feb 2021 Momentum Portfolio Performance Review [link]

Jan 2021 Momentum Portfolio Performance Review [link]

Dec 2020 Momentum Portfolio Performance Review [link]

Nov 2020 Momentum Portfolio Performance Review [link]

At Capitalmind Premium, we offer the same portfolio in a non-smallcase format. (Small case access is not included, but you can execute the transactions independently by yourself). Premium subscribers get access to:

  • Model Portfolios: Three Equity (including Capitalmind Momentum) and One Fixed Income Portfolio
  • Active Strategies: Chase (Our NIFTY + Futures long-short strategy) & other short-term actionable ideas
  • Premium research: Priority access to our research
  • Vibrant learning community on Capitalmind slack: Ask questions, share insights with a diverse community of newbie and veteran investors & traders

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

The Capitalmind Momentum Smallcase

The Capitalmind Momentum Smallcase


Reach out to us at premium [at] capitalmind [dot] in or on twitter @capitalmind_in for any queries

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