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Momentum is a rule-based investing system that buys and sells based upon…

WEEKLY MARKET SYNOPSIS Index1 week1 month1 year5 yearsNifty 500.04%4.50%21.06%76.42%BSE Midcap0.48%5.36%28.52%88.9%S&P 500-1.04%1.63%14.4%57.41%Nasdaq-1.14%-3.73%-6.55%58.18%…

What is ‘Alpha’? Let us start this week’s newsletter by understanding what…

We are thrilled to introduce our latest portfolio – …

A few companies that are present in multiple Windmill Capital smallcases command high valuations relative to their industry peers – Asian Paints, Pidilite Industries, PI Industries, and Titan Company. There must be a few good reasons behind those high valuations and that is the sole focus of this blog post.

In this blog post, we'll explain CAGR and XIRR and explore why it makes more sense for investors to track their portfolio XIRR rather than CAGR. We'll also shed light on the limitations of CAGR.