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189 ArticlesCM Strategy

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Momentum Factsheet June 2022: 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 ...
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Momentum Factsheet May 2022: 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 ...
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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 ...
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Momentum Factsheet April 2022: 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 ...
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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 ...
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Momentum Factsheet March 2022: Wait, are those green shoots?

After a poor first two months of the calendar year 2022, the Capitalmind Momentum Portfolio had a decent March with +6% (NIFTY +4%). The March recovery means ...
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Experimental: KPR Mills Buyback Opportunity

It's the fourth buyback in five years for a yarn manufacturer in Coimbatore: KPR Mills. What opportunities does this provide? This post will look at this ...
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CM Fixed Income Portfolio: Reducing Gilt Mutual Funds to add a Floater

Gilt funds suffer as yields move upwards on the back of higher expected inflation, rising crude prices and international bond movements. What we will do in the ...
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Experimental: The TCS Buyback Opportunity

We have another experimental trade for the TCS Buyback. Experimentals are trades we do once-in-a-while, where an opportunity arises for the short term. The ...
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Capitalmind Momentum in 2021

A review of the Capitalmind Momentum Portfolio, how it did in 2021 and thinking about 2022. The portfolio had a strong December with +7% along with the ...
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