India's consumption story makes some stocks attractive - and we're adding some in the Capitalmind Focused portfolio. We're deploying our cash now, and changing ...
After the recent market correction, we believe the time has come to move from being cautious to being (a little) greedy. We've exited some fundamentally weak ...
FY22 was a good year for the CM Focused portfolio, up 36.7%, while the Nifty 50 advanced by 19%. In this post, we'll break down the CM Focused Portfolio's ...
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 ...
Q1 FY22 results season is coming to an end. It has been a strong quarter both from earnings as well as market returns perspective. Here's a short review of how ...
Slapshot: An ice hockey term for a shot where the player winds up with their hockey stick up to shoulder level or higher and launches the puck with violent ...
May 2021 was a stellar month for the markets & CM portfolios. The index was up 6.5% & Focused portfolio was up by 12.1%. The disconnect between the economy & ...
April 2021 was an interesting month where benchmark indices were flat while some stocks did well. The CM Focused portfolio hit a new lifetime high in April. ...
February 2021 Monthly Update for the Long Term Multicap & CM Passive Strategy Portfolios CM view on the market Nifty 50 has shown a 6.6% return in Feb ...
January 2021 Monthly Update for the LongTerm Multicap Portfolio The Monthly Multicap Portfolio Factsheet will focus on Summarising the performance over the ...
