About the smallcase
- You have the “capacity to suffer” short term under performance with higher probability of portfolio delivering superior gains over a longer horizon
- You believe in and have the “capacity to hold” your positions for long term
- You believe in “benign neglect” towards daily ticker prices and endless news inflow
- You believe in “cost control” being the single biggest factor for maximizing investment returns
Methodology:
- Base List: Stocks finding place in Nifty 200 Quality 30 Index. Financial companies, if part of the index will be excluded
- Filters Applied: Debt to Equity ratio, Return on Equity and PAT yield. See blog for detailed methodology and additional details
- Re-balancing: Annual. However, first rebalance will be done on 1st July 2020
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