Capitalmind
Capitalmind
Actionable insights on equities, fixed-income, macros and personal finance Start 14-Days Free Trial
Actionable investing insights Get Free Trial

86 ArticlesMomentum Portfolio

1 / 9

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 ...
premium@2x-min.png

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 ...
premium@2x-min.png

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 ...
premium@2x-min.png

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, ...
The-Opportunity-in-Intangibles-1.jpg

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 ...
premium@2x-min.png

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 ...
premium@2x-min.png

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 ...
capital-mind-premium-featured-image.png

Momentum: How Does It Look In Large Cap Stocks?

Can the Index be beaten? The evidence these days seems to suggest that most funds are unable to beat the simple market cap weighted index. Reasons vary from ...
Monster-large-cap-momentum.jpg

Podcast: Momentum- The Anomaly that Persists (Episode-6)

  Host Deepak Shenoy (CEO) interviewing Prashanth Krishna (Trading, Momentum Portfolio) on the Momentum Strategy and why it’s the anomaly that persists. ...
The-Capitalmind-Podcast-Artwork-1.jpg

Portfolio: Changes in the Premium Momentum Portfolio

Before the month of July started, there was this Whatsapp forward that was doing the rounds showing how the high of July was significantly high compared to low ...
MomentumRejig.png