- Wealth PMS (50L+)
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)
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.
You can subscribe to the Capitalmind Momentum smallcase directly at https://capitalmind.smallcase.com
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:
Read some of our posts on Momentum Investing as a strategy to know more:
Reach out to us at premium [at] capitalmind [dot] in or on twitter @capitalmind_in for any queries