23 results for “Capitalmind Multicap Portfolio”

Wealth Letter Sep 2022: India at the end-game of the world’s greatest macro-experiment

Where to invest in 2022: Challenges and Opportunities

After a violent 2021, what's going to happen in the next year? What are the various things that are likely happen? And what should our response be to them? We talk about sectors that we like, sectors that don't look good, the view on interest rates, inflation and the like. But don't take us too seriously - the point isn't to predict, it's to plan to react appropriately.

How this simple ETF strategy beats the best large cap mutual funds

A simple ETF strategy, as Capitalmind's Passive Portfolio, has been in the top 10% of 3-year-returns of all large cap mutual funds for nearly the last decade, as we find in a back test. We plot these returns and show you how, if you'd invested for any three year window in the last decade, you would have been better off with the Passives. Read on for a deeper analysis!

Capitalmind Saturday Coffee | 3rd April 2021 edition

The 3rd April 2021 Saturday Coffee with Capitalmind Edition ☕️

LT Multicap is now revamped. A new approach, A new identity: The Focused Portfolio

Over the last couple of months, we at Capitalmind introspected about the Long Term Portfolio. One, how can we improve the Long Term Multicap portfolio returns? And two, how can we avoid major drawdowns? In the process, we revamped it as a Growth Focused portfolio introducing portfolio weights, position sizing with price-technical input and a name change. Read on.

Momentum Monthly Fact Sheet: Jan 2021

Markets retraced a bit in the first month of the year ending -2.5% down. Capitalmind Momentum was marginally up at +1.4%. Read on for a quick take on how the Momentum portfolio performed in January 2021.

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.

Momentum Monthly Fact Sheet: Dec 2020

The monthly performance update for the Momentum Portfolio in the last month of 2020. Momentum returned just over 7% for the month more-or-less matching the broader markets.

The Best of Capitalmind in 2020

Imagine telling someone back in March that equities are an essential asset class. Try telling someone now the foundation of a good investment plan is asset allocation which should include debt and gold in addition to equities. 2020 has been that kind of year. Where Markets moved at light speed, and we wrote about a lot of it. Here's a compilation of some of our best investment writing in 2020.

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

The Capitalmind Wealth Momentum Performance, and How It Weathered the Covid Crisis

Capitalmind Momentum Portfolio has delivered 28% for the year ending July 2020 with lower volatility than the broader market. Here's how the rule-based exit and re-entry strategy enabled reducing the impact of the March market fall.

HSBC Focused Equity Fund: Should you invest?

Bharti Airtel: Phoenix Rising From The Ashes

Podcast #26: Who moved my market? A deeper look at FIIs.

The LongTerm MultiCap Portfolio Revamped

Portfolio: Addition to the MultiCap Portfolio

A Fast Moving Stock Gets Into the Multicap Portfolio

Momentum: How Does It Look In Large Cap Stocks?

Podcast: Momentum- The Anomaly that Persists (Episode-6)

How We Have Done: The Performance of our Premium Stock Portfolios

Q3FY19 Earnings Report: Garware Technical Fibres, Jamna Auto, Manappuram, City Union Bank, DCB Bank

Q3FY19 Earnings Report : Results in Long Term Multicap Portfolio