Name: Value & Momentum
Brand: smallcase
SKU: SCMO_0010
Price: 22042 INR

We’re SEBI registered research analyst creating Thematic & Quantamental curated stock/ETF portfolios. Data analysis is the heart and soul behind our portfolio construction & with 50+ offerings, we have something for everyone.

FTX fallout continues as crypto lender BlockFi files for bankruptcy

New Jersey-based BlockFi had earlier paused withdrawals from its platform and acknowledged it had ‘significant exposure’ to FTX, and its associated entities

Wall Street ends down sharply, hit by Apple and China worries

The S&P 500 declined 1.54% to end the session at 3,963.95 points. The Nasdaq Composite Index declined 1.58% to 11,049.50 points, while Dow Jones Industrial Average fell 1.45% to 33,849.46 points.

Walt Disney CEO Bob Iger makes profitable streaming a priority

Iger is responsible for Disney’s all-in embrace of streaming, and the launch of its marquee service, Disney+, but he acknowledged the measurement of success has changed.

Elon Musk may ‘Go to War’ with Apple as iPhone-maker threatens to ‘withhold Twitter’

Elon Musk, in a series of Tweets, criticised the ‘secret 30% tax on everything’ on the Apple App Store. He then goes on to demand that Apple publish all censorship actions it has taken in the past.

Dollar rebounds on Fed expectations, Aussie drops

Comments from Fed Chair Jerome Powell on Wednesday will be watched for any new signals on further tightening with key US jobs data for November also due on Friday.

Gold struggles for momentum as investors await Fed policy cues; Spot gold hits $1,741.13 per ounce

The metal had hit a one-week high on Monday before closing lower for the first time in five sessions.

Crude oil prices slide on concerns over China’s demand; Brent hits $82.74/bbl

Brent crude LCOc1 futures fell 45 cents, or 0.5%, to trade at $82.74 a barrel at 0113 GMT. US West Texas Intermediate (WTI) crude CLc1 futures dropped 51 cents, or 0.7%, to $76.73 a barrel.

Stocks in news: TCS, HCL Tech, Lupin, Can Fin Homes and more

Stocks to watch out for today: TCS, HCL Technology, Lupin, Ami Organics, Can Fin Homes and more

‘Battle for the future of civilization’: Elon Musk warns Twitter users of tyranny that lies ahead

Elon Musk has been very vocal against Apple’s 30 per cent tax on purchases made via its App Store. He also claimed that Apple has threatened to ‘withhold Twitter’.

Snap employees to work from office starting February

“After working remotely for so long, we’re excited to get everyone back together next year with our new 80/20 hybrid model,” the company spokesperson said.

Top cryptocurrency news on November 29: Over $270 million in crypto stolen in the UK, BlockFi files for bankruptcy, El Salvador’s Nayib Bukele sued, and more

A daily round-up of the most interesting articles on cryptocurrencies like Bitcoin, Ethereum and Tether to help jump-start the day

Nifty_SM100

Value & Momentum

Abhishek Jadon

Positive momentum stocks available at a discount to their peers

Propelling Growth

Buy the Dip

All publicly traded companies on the National Stock Exchange of India, covering 90% market capitalization, are included in the universe

The Windmill Capital team studies research papers and documented investment philosophies and strategies. Ideas and strategies are then adapted for the Indian markets, with which a criteria for stock screening is finalized

<ul><li>Proprietary liquidity filters are applied to remove ill-liquid stocks from the universe</li><li>A special check is applied to remove stocks, where a significant part of the promoter holdings are pledged, to define the investable universe</li><li>The model criteria identified in the previous step is applied on the investable universe to select qualifying stocks</li></ul>

This list of selected stocks is equal weighted

All model based smallcases are checked for historical outperformance to ensure that only consistently outperforming models are selected

This smallcase has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next quarter.

The final screened stocks are then weighted according to the selected asset allocation algorithm

Value & Momentum

Value & Momentum

Overview

Stocks & Weights

About the smallcase

Past Performance vs

Equity Smallcap

About the Manager

Windmill Capital