smallcases Archives - Page 5 of 31 - smallcase
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As 2023 draws to a close, it presents an opportunity for financial planning as part of the new year resolution for 2024. In this context, we present you with this article on how target-year investing can empower individuals to navigate and embrace these life-changing journeys.
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Analysing the CANSLIM-esque smallcase's performance in Dec 2023. It is one of the best-performing smallcases within Windmill Capital's suite.
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Explore the diverse possibilities within the index series (performance chart) of each smallcase and analyse them before you invest in them.
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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.
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Sector Weightage – Value & Momentum smallcase The above table displays the…
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One question that investment advisors get asked usually and specifically during market…