smallcase is played out
This smallcase is not being tracked and will not have any further rebalance updates
Reason for played out:
The underlying theme/model of the smallcase has played out and the smallcase will not be updated anymore
Minimum Investment Amount
₹ 97,370
About the smallcase
The Calm Investor Portfolio is based on the principles explained in "Quantitative Momentum" by Jack Vogel and Wes Gray. The underlying construct:
- Picks up to 20 stocks from the top 200 stocks by market cap, selected based on trailing return and quality of momentum
- Review portfolio monthly, and rebalance at least quarterly
- If enough opportunities are not identified, stay in cash
Note that backtests show momentum outperforms in general market uptrends and underperforms other strategies in sideways or downward trending markets.
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Understand smallcase costs and returns
Understand smallcase costs and returns
smallcase is played out
This smallcase is not being tracked and will not have any further rebalance updates
Reason for played out:
The underlying theme/model of the smallcase has played out and the smallcase will not be updated anymore
Minimum Investment Amount
₹ 97,370