Home rebalance Page 2

rebalance Archives - Page 2 of 2 - smallcase

Rebalance Rationale of Windmill Capital smallcases

This edition of Musings with Analyst takes you through the decisions taken during the rebalance phase and the rationale behind them. Dive in!

Providing greater clarity and control

We are introducing XIRR, rebalance timeline & more updates to improve clarity in smallcase returns and increase control while making investment decisions.

What happens if I miss a rebalance update?

Learn about the concept of rebalance, the logic behind it & what if you miss an update.

Wholesale prices fall below expectations

Braving global geopolitical tensions and worsening Covid-19 situation, benchmark indices closed the week in green.

FM brings early Diwali for markets

Sensex & Nifty posted their biggest single-day gain in 10 years after FM's boosters.

Rebalancing 101

Here's all you need to know about rebalancing smallcases

Dislaimer: This platform is intended for informational purposes only and is not intended to provide investment advice. The stock prices displayed are delayed and may not reflect the most current market conditions. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. You can also consider consulting a financial advisor before making any investment decisions. Smallcase Technologies Private Limited shall not be responsible for any losses that may occur as a result of using this platform.

The views expressed in this article are those of the author and do not necessarily reflect the views of Smallcase Technologies Private Limited (STPL) or any of its associates. The information provided in this article is for educational and informational purposes only. Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision. Investors should understand that his/her investment decision is based on personal investment needs and risk tolerance, and performance information available on here is one amongst many other things that should be considered while making an investment decision. Past performance does not guarantee future returns.

Investments in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. The examples and/or scurities quoted (if any) are for illustration only and are not recommendatory.

The content and data available on the website, including but not limited to index value, return numbers and rationale are for information and illustration purposes only. Charts and performance numbers do not include the impact of transaction fee and other related costs. Past performance does not guarantee future returns and performances of the portfolios are subject to market risk. Data used for calculation of live returns and other information is provided by exchange approved third party vendors and has neither been audited nor validated by the Company. Detailed return calculation methodology & detailed volatility calculation methodology is available on smallcase.

The user agrees to assume complete and full responsibility for the outcomes of all of his/her investment decisions that he/she makes, including any direct, indirect, incidental, consequential, special, punitive or any other losses/damages if any that may be incurred by him/her. Smallcase Technologies shall not be responsible or liable for any direct, indirect, incidental, consequential, special, punitive or any other losses/damages arising out of the recipient's investments. For disclosures related to Smallcase Technologies Pvt Ltd, please visit this page .

rebalance Archives - Page 2 of 2 - smallcase

Popular smallcases

smallcase Guides

smallcase Calculators

Stock Portfolio Collections