Who wrote this article?

CM Team, Capitalmind's research team.

What topics does this article cover?

Saturday Coffee, What we are Reading

What does the "🔆 Saturday Coffee Newsletter" section say?

Market Overview: Top Indices & Asset Classes Good Reads: 5 good reads on investing & finance Portfolio Update: Momentum & Low Vol Pop Quiz: Answer and win a cool prize!

What does the "What we are reading 📝" section say?

Discover how much earlier you could retire if you increased your savings rate with data-driven insights to help you strike the perfect balance between saving for the future and enjoying life today. Read: Should You Save More to Retire Earlier? Here are three things to do to safeguard your investments. Read: How Many Of Your Investments Will Survive? Is Gold an Inflation Hedge? Does Gold Perform Well During a Recession? Read: How Does Gold Perform With Inflation, Stagflation, and Recession? Fund managers have more staff, more information, and more access to companies, yet individual investors have one advantage in their favour. Anyone selecting a manager should consider such constraints on performance. Read: One edge that individual investors have over fund managers Here are 5 simple & timeless rules that can form the foundation of your successful long-term investing Read: 5 Principles for Long Term Investing

[Newsletter] Market Overview, Capitalmind Portfolios & The Striding Man

Nifty 50 had a flat-ish week as it lost 1% to close at 18203. With the recent announcement on withdrawal of Rs 2000 notes, there maybe some volatility in the coming week. Over the year, Nifty has delivered 15% and gold is up 18%. S&P 500 is still playing catch up as the US economy struggles. Crude oil is down by 31% over the past year, as the shock of Russia Ukraine war is absorbed.

20 May 2023CM Team2 min read

Quick Facts

What is "[Newsletter] Market Overview, Capitalmind Portfolios & The Striding Man" about?: Nifty 50 had a flat-ish week as it lost 1% to close at 18203. With the recent announcement on withdrawal of Rs 2000 notes, there maybe some volatility in the coming week. Over the year, Nifty has delivered 15% and gold is up 18%. S&P 500 is still playing catch up as the US economy struggles. Crude oil is down by 31% over the past year, as the shock of Russia Ukraine war is absorbed.
What category is this article in?: General
Who wrote this article?: CM Team, Capitalmind's research team.
When was this article published?: Published 20 May 2023.
How long does this article take to read?: 2 min read
What topics does this article cover?: Saturday Coffee, What we are Reading
What does the "🔆 Saturday Coffee Newsletter" section say?: Market Overview: Top Indices & Asset Classes Good Reads: 5 good reads on investing & finance Portfolio Update: Momentum & Low Vol Pop Quiz: Answer and win a cool prize!
What does the "What’s up with markets? 📉📈" section say?: Nifty 50 had a flat-ish week as it lost 1% to close at 18203. With the recent announcement on withdrawal of Rs 2000 notes, there maybe some volatility in the coming week.
What does the "Two factor portfolios ⭐" section say?: At Capitalmind Smallcase & Premium, we run two factor portfolios: Momentum and Low Volatility. Both of them are systematic, quantitative portfolios with different risk return profiles.
What does the "What we are reading 📝" section say?: Discover how much earlier you could retire if you increased your savings rate with data-driven insights to help you strike the perfect balance between saving for the future and enjoying life today. Read: Should You Save More to Retire Earlier? Here are three things to do to safeguard your investments. Read: How Many Of Your Investments Will Survive? Is Gold an Inflation Hedge? Does Gold Perform Well During a Recession? Read: How Does Gold Perform With Inflation, Stagflation, and Recession? Fund managers have more staff, more information, and more access to companies, yet individual investors have one advantage in their favour. Anyone selecting a manager should consider such constraints on performance. Read: One edge that individual investors have over fund managers Here are 5 simple & timeless rules that can form the foundation of your successful long-term investing Read: 5 Principles for Long Term Investing

Market Overview: Top Indices & Asset Classes
Good Reads: 5 good reads on investing & finance
Portfolio Update: Momentum & Low Vol
Pop Quiz: Answer and win a cool prize!

What’s up with markets? 📉📈

Nifty 50 had a flat-ish week as it lost 1% to close at 18203. With the recent announcement on withdrawal of Rs 2000 notes, there maybe some volatility in the coming week.

Over the year, Nifty has delivered 15% and gold is up 18%. S&P 500 is still playing catch up as the US economy struggles. Crude oil is down by 31% over the past year, as the shock of Russia Ukraine war is absorbed.

This week was again good for Realty stocks as the index is up 1.3% over the week and 14% in the last 3 months. Pharma stocks had a bad week as the index lost 3% over the week and underperformed NSE 500 by 8%.

Two factor portfolios ⭐

At Capitalmind Smallcase & Premium, we run two factor portfolios: Momentum and Low Volatility. Both of them are systematic, quantitative portfolios with different risk return profiles.

We recently published an quarterly update about both these portfolios.

Read: The Ebb and Flow of Momentum and Low Vol – May ’23 Update

What we are reading 📝

Discover how much earlier you could retire if you increased your savings rate with data-driven insights to help you strike the perfect balance between saving for the future and enjoying life today. Read: Should You Save More to Retire Earlier?
Here are three things to do to safeguard your investments. Read: How Many Of Your Investments Will Survive?
Is Gold an Inflation Hedge? Does Gold Perform Well During a Recession? Read: How Does Gold Perform With Inflation, Stagflation, and Recession?
Fund managers have more staff, more information, and more access to companies, yet individual investors have one advantage in their favour. Anyone selecting a manager should consider such constraints on performance. Read: One edge that individual investors have over fund managers
Here are 5 simple & timeless rules that can form the foundation of your successful long-term investing Read: 5 Principles for Long Term Investing

Pop Quiz 🙋‍♂️

Identify the company?

The product of this brand comes in variants that are “labeled” as few shades of basic colours and also as few of precious metals.

The next sentence will help you make sense of the previous one.

This company also holds the rights to the members only club called “Striding Man Society”.

**Identify the company. **

Hit reply to this email and answer.

Each week, we randomly pick one winner who gets something cool!

Last week’s winner: Karthik Rajendran 🎉

Last week’s answer: Tupperware Brands Corporation

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