Musings with Analyst: June 2023
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.
Think you know all about rebalancing a portfolio? Think again!
Windmill Capital debunks rebalancing a portfolio myths! Discover the truth behind common beliefs and optimize your investment strategy today!
REITs vs Nifty Realty Index – What gives better returns?
The recent launch of India's first REIT and InvIT index by the NSE has raised an important question for investors: Which option is more likely to provide better returns - investing solely in REITs, the Nifty Realty Index, or a combination of both?
Musings with Analyst: May 2023
In this blog post, we will explain the concept of Minimum Investment amount (MIA) and why it applies to smallcases. In this process, you will also get to understand the core difference between a smallcase and a mutual fund.
Musings with Analyst – March 2023 | How does Windmill Capital create model smallcases?
In this edition of Musings with Analyst, we will explain the core philosophy of the underlying construction methodology of our model smallcases by taking an example of Dividend Stars smallcase and then also address some of the regular questions we keep getting around our model smallcases.
smallcase in Focus: Speciality Chemicals
The speciality chemicals segment comprises a significant portion of India‘s chemical industry. The Indian speciality chemicals industry has expanded exponentially in recent years. It represents 22% of India‘s overall chemicals and petrochemicals market and is valued at $32 bn.
