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CM Fixed Income Portfolio: Reducing Gilt Mutual Funds to add a Floater

Gilt funds suffer as yields move upwards on the back of higher expected inflation, rising crude prices and international bond movements. What we will do in the ...

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Recent Posts

CM Strategy

Capitalmind Momentum in 2021

A review of the Capitalmind Momentum Portfolio, how it did in 2021 and thinking about 2022. The portfolio had a strong December with +7% along with the ...
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CM Strategy

Capitalmind Focused in 2021: A year of transformation

The Capitalmind Focused portfolio is designed to generate wealth over the long term by investing in market leaders across sectors. It looks for companies with ...
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General

Bharat Pe, Chase Strategy in 2021, Deepak's Memo & More

In this week's edition 1 TLDR post - where we quickly simplify the "too long" arduous stories that you "didn't read" 2 latest articles & 1 podcast ...
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CM Strategy

Capitalmind Chase in 2021: Euphoria to despair and back again

“Kaafi kuch badla is saal khass kar woh, jiske badalne ki umeed nahi thi.” "A lot changed this year, especially that what we didn't expect to ...
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Deepak's Memos

Wealth Letter Dec 2021: The right time to invest is when you’re sleeping

  Is it the right time to invest? We get this question all the time, but there’s no universal answer. If you have money that you must invest, you’re ...
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Opinion

Lessons from 2021, the year irrationality went viral

  On today's show, Shray asks Deepak about how to make sense of the past two years in the markets, macroeconomics, and the seeming ...
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General

New Year Offer, Falling Lira, Ailing RBL, & More

In this week's edition 1 TLDR post - where we quickly simplify the "too long" arduous stories that you "didn't read" 3 latest articles from the ...
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Breaking

Is RBL Bank safe?

Concerns on asset quality are not new to RBL bank. The management has had to clarify the stability of their books a few times, most recently, in Jan 2019 & ...
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CM Strategy

3% Alpha on a No Downside Strategy for 2021 and the 2022 Gameplan

Over the past four years, we've been tracking and talking about this strategy called No-downside. In this post, we will bring together all that we've said, and ...
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General

The Best of Capitalmind in 2021

Here's the best of Capitalmind in 2021: what worked and also what didn't work. Of a 10-bagger, an on-going 2-bagger, IPOs, Factor indices, Capitalmind Model ...
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