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97 ArticlesMomentum Portfolio

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The Capitalmind Momentum Smallcase

The Capitalmind Momentum Smallcase performance and how to ...

Momentum Monthly Fact Sheet: Oct 2020

October 2020 Monthly Update for the Capitalmind Momentum Portfolio: CM Momentum underperformed the NIFTY in October. Overall, CM Momentum outperforms NIFTY ...
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Podcast #33: Momentum Investing, Unintuitive yet Effective

In this episode of the Capitalmind Podcast we discuss what is momentum investing, the key research by academics and practitioners that started the exploration ...
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Momentum Monthly Fact Sheet: Sep 2020

Starting this month, we plan to publish monthly fact sheets of the three key equity-related Capitalmind strategies; Long Term Multicap, Momentum, and Chase. ...
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Momentum Portfolio Mid-Year Performance : Not bad, Can do better

For the first six months of 2020, the Capitalmind Momentum Portfolio has returned +7.7% compared to -14% for the NIFTY. The worst drawdown during this time was ...
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AMA with CM: On ITC, Asset Allocation, Smallcaps, Index Funds, Debt, Macros and more

We did our second AMA on 27th May. Here’s a summary of the session. On Fixed Income Given what’s been happening with interest rates, does the ...
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Portfolio: Changes in Premium Momentum Portfolio – May 2020

April 2020 and YTD 2020 Performance Recap The indices rallied sharply from March and gained 13%. The Momentum portfolio had a more sedate month and ended only ...
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Portfolio: Changes in Premium Momentum Portfolio – Apr 2020

It seemed like the month with no end. We did three rebalances through the month reducing equities first to 40% and then to 20% of the portfolio. At the same ...
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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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