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rebalance Archives - smallcase
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Reading Time: 5 minutes
Windmill Capital’s smallcases are up to date. Let's see which stocks have been added to and removed from the smallcases with reasons.
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Reading Time: 4 minutes
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!
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Reading Time: 6 minutes
At the outset, we had outlined the rules in MeritorQ will evolve…
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Reading Time: 2 minutes
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.
![image](https://www.smallcase.com/wp-content/uploads/2023/04/Table-3-3.jpg?x84842)
Reading Time: 6 minutes
Rebalancing helps investors stay true to the original idea of the smallcase. If you skip the update, the composition & returns for your smallcase may vary from the original.
We will use this blog post to discuss changes made in fee-based model smallcases.
![image](https://www.smallcase.com/wp-content/uploads/2023/02/Musings.png?x84842)
Reading Time: 2 minutes
This blogpost takes you through the workings of quality score that Windmill Capital uses as a proprietary input in our rebalance decisions.