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

194 ArticlesCM Strategy

1 / 20

A bet on India’s consumption story: Capitalmind Focused Rebalance

India's consumption story makes some stocks attractive - and we're adding some in the Capitalmind Focused portfolio. We're deploying our cash now, and changing ...
Group-7644-2.jpg

Dealing with Adani-envy and the September effect

The Capitalmind Momentum Portfolio factsheet for August 2022. At ₹4.3L Crores, Adani Transmission is India's 10th most valuable company. It trades at 37x ...
Momentum_FeaturedImage.jpg

Liberty 2-4 changing call signs? Wait and see.

The Capitalmind Momentum Portfolio factsheet for July 2022. When 'New Horizons', the spacecraft NASA launched in January 2006 to travel three billion miles ...
Momentum_FeaturedImage.jpg

Adding three new stocks to the Focused portfolio

The time is right to increase our allocation to equities and reduce our cash levels. While the Nifty 50 is down -by 12%, some stocks have fallen by 25% to -50% ...
Group-7639-2.jpg

Capitalmind Chase: The Tenacious Warrior

Don't predict. React. A motto that's difficult to follow, because we like to lead. In markets, following the trend has been a solid way to sustainably make ...
Trend-Following-5-2.jpg

Duck and weave

For the broader markets, June turned out to be the worst month so far in 2022. The median stock was down almost 6%, and the NIFTY TRI was down 4.7%, the third ...
Momentum_FeaturedImage.jpg

Ouch

To quote Bezos from his 2000 letter to shareholders: "Ouch." May was a terrible month. CM Momentum had its worst month in a long time. So what's ...
Momentum_FeaturedImage.jpg

CM Focused Factsheet: A strong FY22 and the FY23 roadmap

FY22 was a good year for the CM Focused portfolio, up 36.7%, while the Nifty 50 advanced by 19%. In this post, we'll break down the CM Focused Portfolio's ...
FocusedSmallcase6.jpg

Tight-fisted markets

A quick roundup of the Capitalmind Momentum portfolio in April 2022 April 2022 portfolio update The chart shows Capitalmind Momentum smallcase returns versus ...
Momentum_FeaturedImage.jpg

The High-Priced Portfolio Update for 2022

What if you just bought the highest priced stocks? We ran this concept as a portfolio since 2017, and the results have been interesting. After four years of ...
High-Price-scaled.jpg