It is common for a generous dividend announcement to impact a stock's price. Given these observations, we wanted to evaluate the hypothesis: do dividends affect stock returns?
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.
A portfolio that includes both equity and gold is an efficient way to achieve capital protection and create wealth in a sustainable fashion. The performance of gold will offset the poor performance of equities during unfavourable macro events or persistently high inflation.
The smallcase team has made a few changes to the calculation with respect to the volatility label of a smallcase which we wanted to highlight in this edition of musings.
Rebalancing helps investors stay true to the original idea of the smallcase. If you skip the update, the composition & returns for your smallcase may vary from the original.
We will use this blog post to discuss changes made in fee-based model smallcases.
Do dividends affect stock returns?
Musings with Analyst: May 2023
The Tailwind by Windmill Capital: April 2023
smallcase in focus: Equity & Gold – April 2023
smallcase in focus – Model smallcases Rebalance Edition (March ’23)
