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13 ArticlesMomentum FactSheet

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Quietly positive September amidst global rumbles

Sep 2021 Monthly Update for the Capitalmind Momentum Portfolio The Capitalmind Premium Momentum portfolio had a positive month with +1.7% but underperformed ...
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Momentum takes a pounding in a frenetic August

Aug 2021 Monthly Update for the Capitalmind Momentum Portfolio A bad month for the Capitalmind Momentum portfolio, down -3% compared to +8.6% for the NIFTY ...
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Good things come in small packages in a frothy July

July 2021 Monthly Update for the Capitalmind Momentum Portfolio. A good month for the portfolio, up ~9% compared to 0.3% for the NIFTY and 1.4% for the CNX500. ...
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A rollercoaster June, a late surge and a reminder

We, turns out presciently, had the Mike Tyson 'Goodnight' gif in the May 2021 Momentum note about how markets surprise when you least expect them to. Surprise ...
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What sell in May and go away?

In April, we observed the start of a shift from mega-caps to mid-caps in terms of momentum. Some large-caps got back their mojo but overall mid and small-caps ...
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A strong start to the financial year as large caps make way and new leaders emerge

A flat to mildly negative month for index heavyweights but a lot of activity in specific segments especially metals, chemicals, and a few others. 2 of 5 stocks ...
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A rollicking end to the Financial Year but markets send mixed signals

In February 2021, almost all stocks were strong, and momentum went along for the ride. That changed in March. The breadth of stocks showing positive momentum ...
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CM Momentum Monthly Fact Sheet: Feb 2021

Feb 2021 Monthly Update for the Capitalmind Momentum Portfolio Feb 2021 Returns Update Chart shows Capitalmind Momentum Model Portfolio returns versus the ...
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Momentum Monthly Fact Sheet: Jan 2021

Markets retraced a bit in the first month of the year ending -2.5% down. Capitalmind Momentum was marginally up at +1.4%. Read on for a quick take on how the ...
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Momentum Monthly Fact Sheet: Dec 2020

The monthly performance update for the Momentum Portfolio in the last month of 2020. Momentum returned just over 7% for the month more-or-less matching the ...
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