- Wealth PMS (50L+)
The Capitalmind Momentum smallcase
We have been running a Momentum Strategy at Capitalmind for the last four years. It is one of the four model portfolios Capitalmind Premium subscribers have access to.
There is a lot of interest in finding the best momentum smallcase and while we’re not making a claim to that, we do offer one strategy that we believe harnesses the price-momentum factor while also taking into account the liquidity of underlying stocks.
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)
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
Aug 2021 Momentum takes a pounding in a frenetic August [link]
July 2021 Good things come in small packages in frothy July [link]
June 2021 A rollercoaster June, a late surge, and a reminder [link]
May 2021 What sell in May and go away? [link]
Apr 2021 A strong start to the financial year as large caps make way [link]
Mar 2021 A rollicking end to the financial year but markets send mixed signals [link]
Feb 2021 Momentum Portfolio Performance Review [link]
Jan 2021 Momentum Portfolio Performance Review [link]
Dec 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