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A Subscriber’s Guide to Windmill Capital smallcases

A Subscriber’s Guide to Windmill Capital smallcases

Welcome to Windmill Capital, we’re a SEBI-registered research analyst creating stock/ETF portfolios. Data analysis is the heart and soul behind our portfolio construction, and with over 50 offerings, we have built something for everyone.

This post serves as your comprehensive guide and handbook to help you understand the model, strategy, or theme behind Windmill Capital’s subscription-based smallcases. It also features the benefits of subscribing to Windmill’s smallcases, what to look for while choosing a smallcase, and how to effectively manage smallcases after investing in them.

Understanding the benefits of your subscription

Looking to get started with investing?

Your Windmill Capital subscription gives you access to our high-quality research, newsletters, exclusive webinars & reports, 1-click investing, regular portfolio updates, seamless performance tracking, and more!

Windmill Capital offers 15 fee-based smallcases that you can subscribe to, each meticulously designed to cater to your diverse investing needs with simple, intelligent, and data-backed portfolios.

Insights, Videos, and Articles on Fee-based smallcases

  1. Brand Value smallcase:
  2. Speciality Chemicals smallcase: 

Read how Windmill Capital creates thematic smallcases here.

Smart beta smallcases employ strategies aimed at enhancing return potential without increasing risk. By utilizing improved screening or weighting criteria, these smallcases maintain the same level of risk as benchmark indices while optimizing returns.

  1. Dividend – Smart Beta smallcase:
  2. Quality – Smart Beta smallcase:
  3. Low Risk – Smart Beta smallcase:
  4. Quality Smallcap – Smart Beta smallcase:

Read about smart beta smallcases here.

Model or rule-based smallcases are a systematic combination of fundamental and technical filters and remain sector & stock-agnostic. It follows a simple rule-based selection and rebalancing process. Windmill Capital offers several model-based smallcases.

  1. Value & Momentum smallcase:
  2. CANSLIM-esque smallcase:
  3. Growth at a Fair Price smallcase:
  4. Straight Flush smallcase:
  5. Dividend Stars smallcase:

Read how Windmill Capital creates model-based smallcases here.

We introduced four asset allocation versions of the pure equity-based model smallcases mentioned above to mitigate higher risk during market downturns. These portfolios invest in equities based on the underlying strategy and allocate a portion to other asset classes like debt, gold, and cash, offering downside protection and potentially enhancing risk-adjusted returns.

  1. CANSLIM-esque (Asset Allocation version) smallcase
  2. Growth at a Fair Price (Asset Allocation version) smallcase
  3. Value & Momentum (Asset Allocation version) smallcase
  4. Straight Flush (Asset Allocation version) smallcase

Read more about the asset allocation version smallcases here.

A guide to selecting & managing smallcases

These resources will help you utilize the platform to your advantage and help you manage your investments more effectively.

Considerations Before Choosing a smallcase

Essential Tips for Managing Your smallcase Investments

Expertly Curated Finance Articles by Windmill Capital

  1. Affordable Housing Investments: Opportunities and Strategies
  2. Exploring Infrastructure Investment Trusts (InvITs)
  3. Energy & Power Investments: A Beginner’s Handbook
  4. Understanding Real Estate Investment Trusts (REITs)
  1. All Weather Investing: Build Immunity Against Market Corrections
  2. What is Glide Path Investing?
  3. Thematic Investing: Capitalizing on Emerging Trends
  4. Mastering Momentum: Part 1 & Part 2
  5. Exploring Smart Beta: Enhance Your Portfolio with Strategic Weighting
  6. Core-Satellite Approach: Building a Balanced Portfolio for Long-Term Growth
  7. Effectively Using Asset Allocation to Ride Out the Volatility
  8. What is Value Investing?

Windmill’s Wisdom: Commentary on the Stock Market & Economic Trends

  • Election cycles and stock market performance: Don’t ignore the long-term | Economic Times
  • Looking for stocks to buy before election result? Insiders scanning these 5 sectors | Economic Times
  • Is this right time to invest in specialty chemical stocks? Here’s what experts say | Moneycontrol.com
  • Gold continues to shine brighter: 5 key reasons to add this precious metal to your portfolio | Livemint
  • ETMarkets Fund Manager Talk: Election outcome will drive returns for investors in FY25: Naveen KR, Windmill Capital | Economic Times
  • Lok Sabha Elections 2024: How will they impact financial markets and what should investors do? | Livement
  • Empowering the matriarchs: How women take the lead in joint financial decision-making | Livemint
  • SEBI’s decision to relax FPI norms welcomed by investors | Financial Express
  • Why the importance of a multi-asset portfolio cannot be overstated? | Mint Genie
  • Govt infra push, strong order books — what’s driving railways stocks up 300-400% in a year | The Print
  • Small cap stocks: Are they consistently outperforming large caps? | Mint Genie
  • ICC World Cup & Investing: How to handle a tricky pitch for a winning portfolio? | Economic Times
  • Barriers hindering financial empowerment of women; 4 key tips to overcome them | Mint Genie
  • Optimism Bias in the market: What is it and how does it impact your portfolio? | Mint Genie
  • Does corporate debt impact stock returns? Here’s the answer | Mint Genie
  • Why do equities remain clear winners in long-term wealth generation? | Mint Genie
  • Coming on the heels of a merger, HDFC Bank now hit most by RBI’s liquidity-draining move | Economic Times
  • Independence Day 2023: How to achieve financial freedom with the right investing strategy to fund your child’s education | Mint Genie
  • ETMarkets Smart Talk-Look at profitability, growth prospects, and return ratios while choosing smallcap stocks | ET Markets
  • Real Estate: Factors that influence the market and investors | Mint Genie
  • REITs vs Realty Index: What’s better for risk-adjusted returns? | Mint Genie
  • Gold trends and outlook for Akshaya Tritiya: MintGenie
  • What are REITs?: Deccan Herald
  • Tax harvesting & How to save capital gains tax?: Mint Genie

Didn’t find what you were looking for?

Read frequently asked questions about smallcases and Windmill Capital.

Getting in touch with Windmill Capital

Write to us at: support@windmill.capital
Follow us on Twitter: @windmillcapHQ
Connect on LinkedIn: Windmill Capital
Say Hello on WhatsApp

Disclaimer: Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The content in these posts/articles is for informational and educational purposes only and should not be construed as professional financial advice and nor to be construed as an offer to buy /sell or the solicitation of an offer to buy / sell any security or financial products.
Users must make their own investment decisions based on their specific investment objective and financial position and using such independent advisors as they believe necessary.
Windmill Capital Team: Windmill Capital Private Limited is a SEBI registered research analyst (Regn. No. INH200007645) based in Bengaluru at No 51 Le Parc Richmonde, Richmond Road, Shanthala Nagar, Bangalore, Karnataka – 560025 creating Thematic & Quantamental curated stock/ETF portfolios. Data analysis is the heart and soul behind our portfolio construction & with 50+ offerings, we have something for everyone. CIN of the company is U74999KA2020PTC132398. For more information and disclosures, visit our disclosures page here

Naveen K R
Naveen K R
Senior Director, Windmill Capital | The content in this article is purely the author’s personal opinion and is for informational and educational purposes only. It should not be construed as professional financial advice and nor to be construed as an offer to buy /sell or the solicitation of an offer to buy / sell any security or financial products. The views and opinions stated in the content belong to the author. Windmill Capital Private Limited does not uphold nor promote any of the views / opinions. | Windmill Capital Private Limited is a SEBI registered research analyst (Regn. No. INH200007645)

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Investments in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. The examples and/or scurities quoted (if any) are for illustration only and are not recommendatory.

The content and data available on the website, including but not limited to index value, return numbers and rationale are for information and illustration purposes only. Charts and performance numbers do not include the impact of transaction fee and other related costs. Past performance does not guarantee future returns and performances of the portfolios are subject to market risk. Data used for calculation of live returns and other information is provided by exchange approved third party vendors and has neither been audited nor validated by the Company. Detailed return calculation methodology & detailed volatility calculation methodology is available on smallcase.

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All smallcases present in the articles are created by SEBI licensed entities. The disclosure of these entities can be found below:

A Subscriber’s Guide to Windmill Capital smallcases
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