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Windmill Capital’s Model smallcases Rebalancing Rationale

Just as vehicles require periodic tune-ups and oil changes to maintain optimal performance, rebalancing your portfolio involves scheduled assessments and adjustments. Both practices aim to ensure efficiency, longevity, and adaptability to changing conditions.

Sharpening your smallcase: Insights into Our Recent Rebalancing – Jun 2024 Edition

Windmill Capital’s smallcases are up to date. Let's see which stocks have been added to and removed from the smallcases with reasons.

Windmill’s Guide to Managing Your smallcase Investments Like a Pro

Learn to effectively manage your smallcase investments with Windmill Capital. Rebalance your portfolio, understand taxation, and explore mutual fund coexistence strategies. Start investing like a pro today!

MeritorQ Advisory – Change in Rebalancing Schedule from January 2024

At the outset, we had outlined the rules in MeritorQ will evolve…

Decoding Windmill Capital’s Proprietary Quality Score

This blogpost takes you through the workings of quality score that Windmill Capital uses as a proprietary input in our rebalance decisions.

Understanding Rebalance, Windmill Capital’s Desk

The post takes you through the workings of a rebalance and conveys the core idea behind the same. Head on to the link!

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