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

173 ArticlesCM Strategy

1 / 18

Chase surges in August after a dreary July

After an extremely choppy July where Chase lost -4.55% vs. NIFTY which was almost flat at 0.30%, the month of August ended with Chase at 7.45 % and the index ...
chase-bannder.jpg

Adding exposure to REITs and INVITs in the Fixed Income Portfolio

The Fixed Income portfolio has returned over 10% p.a. in the last five years, but been a little boring in the last year. It has only focussed on safety. This ...
Fresh-Look-at-Fixed-Income-scaled.jpg

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 ...
Momentum_FeaturedImage.jpg

Experimental: Bonus Stripping to Legally Cut Down Taxes

If you've made too much in capital gains this year, you're now worried about paying the taxman. And there's a legal way to avoid paying those taxes now - and ...
Bonus-Stripping-Featured.jpg

Capitalmind Focused Portfolio Changes: Two exits and one reduction

Q1FY22 results are out, and we've made three changes to the CM Focused Portfolio: Exiting 2 stocks & reducing 1 ...
a1-scaled.jpg

How to allocate to Capitalmind model portfolios?

Capitalmind Premium subscribers get access to four equity and one fixed-income (debt) model portfolios. How to allocate to Capitalmind Portfolios? This ...
feature-Image.jpg

Introducing the Capitalmind Low-Volatility Portfolio

Introducing the Capitalmind Low Volatility Portfolio Factor Investing is about defining a characteristic (also called factor), and consistently applying a ...
Capitalmind-Low-Vol-Portfolio-Introduction-5.jpg

CM Focused Portfolio – A strong start to FY22

Q1 FY22 results season is coming to an end. It has been a strong quarter both from earnings as well as market returns perspective. Here's a short review of how ...
pexels-karolina-grabowska-4226806-1.jpg

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. ...
Momentum_FeaturedImage.jpg

June – A month of slapshots for CM Focused & CM Passive

Slapshot: An ice hockey term for a shot where the player winds up with their hockey stick up to shoulder level or higher and launches the puck with violent ...
samantha-gades-VnNsBrdCiik-unsplash-1.jpg