smallcase Rationales Archives - Page 2 of 7 - smallcase

Understand the anatomy of smallcases.

Musings with Analyst – April 2023 – Volatility Label

Reading Time: 3 minutes

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.

smallcase in focus – Model smallcases Rebalance Edition (March ’23)

Reading Time: 6 minutes

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.

Musings with Analyst – March 2023 | How does Windmill Capital create model smallcases?

Reading Time: 6 minutes

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.

What is the ‘Disposition Effect’ and why should you know about it?

Reading Time: 4 minutes

In an interview, a couple of years back, Nithin Kamath mentioned something…

Navigating the Market Downturn: Why Staying Invested Is the Best Course of Action

Reading Time: 2 minutes

The past year and a half has been tough for the stock…

Investing in High Dividend Yielding Companies while also Appreciating Your Capital

Reading Time: 2 minutes

Dividends can be a great source of passive income for everyone, be…

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