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89 ArticlesMomentum Portfolio

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Portfolio: Momentum Portfolio reduces equities some more

This is update #3 for March. It has just been that kind of month. Find the 1st March update here and the subsequent one here. In the last update, we reduced ...
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Portfolio: Momentum Portfolio reduces equities

Since the last rebalance on Mar 2nd,  it has been one-way traffic for stocks.  Chart shows percentage of NSE-listed stocks trading above  50/100/200 Day ...
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Portfolio: Changes in the Premium Momentum Portfolio – Mar 2020

“War is long periods of boredom punctuated by moments of sheer terror.” - old combat adage Some folks have adapted this to the stock market. Ridiculous, if ...
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Portfolio: Changes in the Premium Momentum Portfolio – Feb 2020

Jan 2020 Performance And to think January was supposed to be a mildly negative month (momentum-wise by historical standards). Instead, we had what seemed like ...
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Portfolio: Changes in the Premium Momentum Portfolio – January 2020

2019 Performance For the year: CY2019 Return NIFTY 13.1% NIFTY500 9.3% CM Momentum 15.0% December Performance Since the last rebalance on Dec 2nd, we had a ...
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Portfolio: Changes in the Premium Momentum Portfolio – December 2019

In the last post 'Revisiting Momentum', we reiterated the objective and outlined at a high-level, changes to the momentum portfolio methodology. The question ...
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Revisiting The Momentum Strategy at Capitalmind

“The more things change, the more they stay the same.” - Jean Baptiste Alphonse Karr This brief post is for current followers of the momentum strategy, ...
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Portfolio: Changes in the Premium Momentum Portfolio – November 2019

The mojo in markets which had all but disappeared over the long winter it has witnessed is finally seeing strains of green shoots. Whether these early shoots ...
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Premium: Portfolio: Changes in the Premium Momentum Portfolio – October 2019

One of the advantages of being fully invested is that when markets move up like they did in September, we get to take full advantage of the rise. The surprise ...
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Portfolio: Changes in the Premium Momentum Portfolio – September 2019

Sell offs end when there is a phase of time based sideways movement. July was a horrible month for the portfolio but August turned out to be way better with ...
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