33 results for “Capitalmind Chase”

[Podcast] Investing in Unlisted Companies: What's the deal?

Are unlisted securities worth investing in? What are they? In this edition of the Capitalmind Podcast, Deepak and Shray dive into the world of unlisted securities, the complexities of investing in them, the different pluses and minuses you might want to know, and more...

[Newsletter] Market overview, CM Chase performance review & 5 good reads

This week, Brent bucked the trend to fall 3.2% while Nifty and Gold also fell at little under 1%. Over 1 year period, Silver is up by 25% and gold is up by 13%.

Capitalmind Chase Mid-Year Update: Braving Whipsaws and Staying the Course

Capitalmind Chase is a Nifty Futures trend-following strategy that aims to generate alpha over the market in the long run. There are two components of Chase – active and passive. For the active component, we take a long or short position in Nifty Futures, and for the passive component, we are long on a Nifty ETF. Find more details here. In this post, we analyse how the strategy has performed over the last seven months (1 Jan - 31st July 2023) and since its inception.

Capitalmind Chase: How it performed in 2022

A review of Capitalmind's NIFTY long-short trend-following strategy and how it did in 2022: In a difficult year for the broader market and a flattish year for the Nifty, Chase was up 19% in 2022.

Capitalmind Chase: The Tenacious Warrior

Don't predict. React. A motto that's difficult to follow, because we like to lead. In markets, following the trend has been a solid way to sustainably make returns: there is a prize for second place, and it's bigger than first place, sometimes. Chase, our long-short strategy at Capitalmind, gets behind the trend and quietly makes its presence felt when nothing else seems worthwhile. This is one of those times.

What you know about inflation might be wrong

In this podcast, ▪️ We understand the practical concept of Inflation with examples ▪️ Impact of Inflation on your investments ▪️ Impact of Inflation on your daily lives, and how it impacts individuals differently ▪️ How the impact of interest rate change impacts the USA differently than in India ▪️ Hajaar practical examples and zero jargons

Capitalmind Chase in 2021: Euphoria to despair and back again

Lessons from 2021, the year irrationality went viral

P2P lending in India. How does it work and are the risks worth it? (EP42)

How does P2P lending work in India? How safe is P2P lending? Deepak and Shray explore how the industry works, the risks involved and whether the returns are enough to justify the risks.

Chase surges in August after a dreary July

After an extremely choppy July where Chase lost -4.55% vs. NIFTY which was almost flat at 0.30%, the month of August ended with Chase at 7.45 % and the index closed a whopping 8.4 % up. Read on for the specifics of what Chase went through in July and August of 2021

EP39: Why we run a PMS and how we do it differently

What is a Portfolio Management Service? How does it really work? Do they actually benefit their clients? In this episode, Vashistha and Deepak explore PMS' through their experience of running one at Capitalmind. They explain how the operations work, the pros and cons of different fee structures, quantitative strategies and how PMS' are different from AIFs, Mutual Funds and Smallcases.

Trend our friend, is back in May

Capitalmind Saturday Coffee | 15th May 2021 Edition

Mayhem of March'21 | CM Chase monthly update

Foundations of health for the wealth-walas, with LiveAltLife

Deepak invites Vivek Subramanyam of LiveAltLife to discuss the one thing without which wealth means very little - health. Vivek breaks down the foundations of health to help avoid or even reverse lifestyle diseases as Deepak draws paralells on human behavior from the world of investing.

CM Chase Monthly Fact Sheet | Feb 2021

Chase Monthly Fact Sheet: Jan 2021

January 2021 turned out to be an interesting month, where we had a long trade which continued from last week of December'20 to mid of Jan'21. For Chase long trades matter more than short ones. A week of choppiness, which we expected after a longish trade and then market started cracking. The fall in the markets was largely hedged by the active futures component.

How Capitalmind Portfolios did in 2020

Capitalmind subscribers get access to five core portfolios (three equity, one debt, and one index+Futures strategy). Each one is designed for distinct risk-return profiles and plays a role in an individual's asset allocation framework. In this post, we summarise the performance of the portfolios and other short-term ideas we closed in 2020.

Chase Monthly Fact Sheet: Dec 2020

Chase Monthly Fact Sheet: Nov 2020

November saw an upwards of thousand point move in the index, and we managed to capture close to 800 points of it, making it one of the most profitable months after July'20.

Chase Monthly Fact Sheet: Oct 2020

Returns Update October started on a positive note, with the index touching 12,000, of which the system could capture close to 600 points on the active component, then came the whipsaws, taking us out of trades, leading to one of the longest losing streaks of the year. With losses kept in check, we managed to close the month positive.

Podcast #33: Momentum Investing, Unintuitive yet Effective

In this episode of the Capitalmind Podcast we discuss what is momentum investing, the key research by academics and practitioners that started the exploration into this strategy, the two schools of thought that explain why it exists. How it applies to Indian markets, and our analysis into whether it has worked. Also the downsides of momentum, both real and perceived, and in what ways it can be a good counterweight to a bottom-up fundamentally picked portfolio. We close with how we manage the Momentum portfolio at Capitalmind, and the differences between the Premium and the PMS Momentum portfolio.

Chase Monthly Fact Sheet: Sep 2020

September 2020 Monthly Update for the Capitalmind Chase Strategy

Putting Risk in Perspective | Overnight & Other

I've been reading this book Deep Survival: Who Lives, Who Dies, and Why by Laurence Gonzales, a book that delves into what goes on in the minds of people who manage to survive extraordinary circumstances like accidents or catastrophes, and what in those who don't. He spends quite some time on the idea of mental-models, especially the importance of continually updating our beliefs with new evidence, as and when they arrive.  It seems survivors are far more objective of the reality around them, that objectivity helps them prepare better for possible catastrophes. On a spectrum of being fearful to foolhardy, they manage to sit right at the edge of fearfulness.

Chase & the Taxman | How to file your taxes when trading Capitalmind Chase

Podcast #31: How trend following can make buy and hold better

In this episode, Shray and Sandeep discuss how adding a trend following layer to a long-only portfolio can help enhance returns and lower drawdowns, in the context of Capitalmind Chase - our own such strategy.

The one reason why you should probably not subscribe to Capitalmind

What we learnt from a survey of Capitalmind Premium subscribers. The improvements (some of them radical) that we are working on to be rolled out over the next few weeks and months. And who probably should not subscribe to Capitalmind Premium

Capitalmind Chase | Roaring Day and Night

Over all trading days in the past 12 years (~3,000 days), only 46% of days close positive intraday (Open - Close) vs. 64% of days close positive overnight (Previous Day Close - Next Day Open)

Podcast #29: Discussing credit scores, trust, valuing your time and habits of the wealthy with Kunal Shah

"How will we become wealthy if we hate everyone who becomes wealthy?". "All the entrepreneurs who are somewhat successful are because of their thick skin" "The largest employer of this country is inefficiency” Some amazing insights in the 29th edition of the Capitalmind Podcast, where Deepak Shenoy of Capitalmind and Kunal Shah of CRED analyze the affluent - their spending patterns, usage of credit, and the behaviour of successful people.

Podcast #21: The amazing rise of passive and what you need to do about it

Podcast: Should The Indian Government Borrow From Abroad? (Episode-9)

Introducing The Capitalmind Podcast: On Debt Mutual Funds Taking Losses and What You Can Do About It

[Webinar Video] Use Excel To Save Yourself from Being Suckered Into Financial Junk