- Wealth PMS (50L+)
A crisp update on all that’s happened this week – Saturday Coffee with Capitalmind ☕️
LT Multicap portfolio (now called the Focused Portfolio) is undergoing a transformation. While our core philosophy remains the same i.e to improve returns and avoid drawdowns, we are updating our approach.
Apart from everything that’s already there, we also incorporate position sizing in the portfolio, leverage technical analysis for long term investing, and focus on growth & opportunity cost aspects. More in the post –
In August 2020, we wrote about the overhang on GAIL’s share prices and what could be the possible triggers. [Read: GAIL: Green shoots or one too many overhangs?].
We followed it up with yet another post with a deeper analysis [Read: PSU Oil & Gas Stocks: Reset to Brent @ $50].
Since our initial article, GAIL’s shares have risen over 80%. We now analyse and see if there is more upside left to this stock.
We bring to you the monthly update on Momentum portfolio, how the markets did last month and the overall market profile over the last financial year.
Well, the tail is wagging the dog again. As it happens, yet again, the world’s financial system is currently in yet another turmoil, because some character borrowed money to buy stocks, and those stocks have fallen just a little. Again.
Check out our coverage of the Archegos Capital saga in a post by Deepak Shenoy that went viral globally:
Here are some of the handpicked links from across the internet that we enjoyed and we think you will too –
Click here to read past Capitalmind Saturday Coffee editions
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