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60 ArticlesLong term portfolio

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Portfolio: We Exit Tata Coffee From Our Long Term Portfolio

The long term portfolio has seen a good return last year. We don't usually do any sudden moves on any stocks, and analyze them based on results and growth. ...
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Premium (Unlocked): The Performance of the Capitalmind Premium Portfolios in 2017

2017 was a good year for the financial markets. Save for a few, almost every stock market registered gains. Our own markets weren’t different with both ...
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Long Term Portfolio: Summary of Q2 FY18 Results

The season of Q1 results has almost come to an end. Most of the results are out. We thought we will compile results of Long term portfolio for you, so you can ...
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Portfolio: We Exit Mcleod Russell From Our Long Term Portfolio

We are exiting a stock in long term ...
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Portfolio: We Exit Sintex BAPL From Our Long Term Portfolio

Sometimes you have to let a stock go even if you feel that there's something good that will happen to it. This is one of those times. We exit  from our Long ...
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Portfolio: We Add a Credit Service Provider To Our Long Term Portfolio

The long term portfolio has been doing well and after some recent exits, we feel the need to add more to them. It's a tough time to invest, with the markets at ...
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Premium: [Stock] Growth Propelled By New Plants

This is a note about a change in the Long Term portfolio, by moving a stock from "Hold" to "Buy". We do change our recommendations when we have more data, and ...
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Premium (Unlocked) – Long Term Portfolio Analysis – A Deeper Look at a 27.5% Annualized Return

Our longest running strategy at Capitalmind has been our Long Term Portfolio. While it started in a small way with just 4 stocks in November 2014, we have ...
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Long Term Portfolio: Summary of Q1 FY18 Results.

The season of Q1 results has almost come to a fag end. Most of the results are out. We thought we will compile results of Long term portfolio for you, so you ...
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Portfolio: We Exit Two Stocks From Our Long Term Portfolio

________________________________________________________________________ We exit Mahindra & Mahindra from our Long Term Portfolio. Having enterd the ...
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