About the smallcase
First, essential reading before you subscribe: Five things to consider before subscribing to a smallcase
Second, understand the downsides of momentum investing: Five perils of momentum investing
This portfolio aims to capture the Momentum factor. Capitalmind has refined the Momentum portfolio over 4 years (read our backtest into momentum as a factor 'Does Momentum Investing work in India').
- Between 15 and 25 stocks, long-only, weekly rebalancing
- Love the all time highs, don’t bother with lows, focus on graphs trending up and to the right
- Reviewed weekly
- If there aren’t enough opportunities - stay in cash
- Look for liquidity – prefer stocks that trade 3 cr. plus per day
Past Performance vs
Equity Large Cap
Jan 27, 2019
Note: All performance graphs & numbers are calculated using only the live data and includes rebalances. Past performance doesn't include cost or guarantee future returns.