27 results for “portfolio-review”

The Only Long-Term PMS Equity Mutual Fund Portfolio You Need

Can one mutual fund portfolio be enough? Explore the four-year track record of Capitalmind's All Weather Equity PMS and its active-passive strategy.

How to invest a lumpsum amount?

Investing a lump sum amount can be a challenging yet rewarding task. Whether your windfall comes from an ESOP buyback, inheritance, or property sale, understanding the tax implications, setting up an emergency fund, paying off high-interest debt, and making informed investment decisions are crucial steps. This guide provides a structured approach to investing a lump sum effectively, covering tax strategies, investment diversification, retirement planning, and the benefits of charitable donations. Learn how Capitalmind PMS can help you balance immediate needs with long-term goals to secure your financial future.

What Are Portfolio Management Services (PMS)? A Guide for Investors in India

Portfolio Management Services (PMS) offer a personalised and professional approach to investment management for high-net-worth individuals in India. PMS provides tailored investment strategies, direct ownership of securities, and the potential for higher returns compared to standardised investment options like mutual funds. Understanding the types of PMS, such as discretionary, non-discretionary, and advisory, along with their benefits and drawbacks, can help investors make informed decisions. When considering PMS, it's essential to evaluate factors such as minimum investment requirements, fees, risk exposure, and liquidity. While PMS is suitable for investors seeking customised strategies and professional management, it may not be the right choice for everyone. Consulting with a financial advisor can help determine if Portfolio Management Services align with your financial goals and risk tolerance.

Five Portfolio Mistakes We See Every Client Make Once

After reviewing thousands of portfolios, the same five structural mistakes keep showing up — and they're all fixable before they cost real money.

Inside a Portfolio Review: Five Recurring Mistakes

The four kinds of growth we look for in Capitalmind Focused

When we identify a company with growth potential, we generally apply a mental framework to place it into one of the six categories of growth. This approach helps us identify and appreciate the specific qualities of growth we value, and it guides us in discerning why we prefer certain types of growth over others in our investment decisions.

Momentum and Low Vol continue steady - Nov '23

The 4th 2023 quarterly rebalance of the CM Low Vol portfolio went out to Capitalmind Premium and CM Low Vol smallcase subscribers earlier this week. This post covers a quarterly update of our factor portfolios: CM Low Vol and CM Momentum. In addition, we look at an example of how factors can be surprisingly effective. And we also use chatgpt for some quick analysis on whether recent volatility has been higher than in the past and the relationship between volatility and the likelihood of market declines.

Momentum makes a comeback, Low Vol continues steadily - Aug '23

The 3rd 2023 quarterly rebalance of the CM Low Vol portfolio goes out to Capitalmind Premium and CM Low Vol smallcase subscribers this weekend. This post covers a quarterly update of our factor portfolios: CM Low Vol and CM Momentum.

The Ebb and Flow of Momentum and Low Vol - May '23 Update

The 2nd 2023 quarterly rebalance of the CM Low Vol portfolio went out to Capitalmind Premium and CM Low Vol smallcase subscribers yesterday. This post covers a quarterly update of our factor portfolios: CM Low Vol and CM Momentum.

CM Focused Portfolio: Increasing Mid & Smallcap allocation

Following the market correction, we started tracking interesting names in the mid and small-cap space. As part of our latest portfolio rebalance, some of these now make their way into the Focused portfolio. These stocks have experienced a recent correction and are presently trading at reasonable valuations, making them attractive for long-term holdings. Also, we will review the performance of the Capitalmind Focused Q4FY23 and explore recent portfolio developments.

Podcast: Why SEBI should implement India's EDGAR and more

Recently, as of 7th September 2022, total Demat accounts in India touched the 10 crore mark. This is a staggering increase from 40 crore Demat accounts in Mach 2020. This alone is a testimony of increased participation and inclusion of individuals in Indian markets. More and more Indians, especially youngsters, are taking to investing in equities enabled by their smartphones - digital broking, increased information access, and social media influence. The whole securities (stock) market ecosystem has evolved immensely over the past decade and deserves a lot of credit for the recent growth in the participation of new investors. At the helm of the ecosystem sits our regulators who are responsible to enable, guide, protect and watch the market participants to ensure that we have a fair and thriving market. In this episode, Deepak and Shray talk about the role SEBI can play in shaping the future of the markets. They talk about data warehousing, data accessibility, regulatory enhancements, bond markets, disclosures & reporting, and a lot more that would make our markets more accessible.

[30 Jul 22] Newsletter: Market Overview, 5 Good Reads & Capitalmind Weekly Show!

. 🔆 Market Overview: Sensex 30 PE trend, Macro markers & Top stocks of the week 🔆 Links we like: 5 good reads on markets & money 🔆 Capitalmind Show: Kya Lagta Hai Bazaar on Youtube .

[23 Jul 22] Newsletter: Market Overview, 5 Good Reads & Capitalmind Weekly Show!

🔆 Quick glance . - Market Overview - Sensex 30 PE trend, Macro markers & Top stocks of the week - Links we like - 5 good reads on markets & money - Capitalmind Show - Kya Lagta Hai Bazaar on Youtube .

Tight-fisted markets

Wait, are those green shoots?

After a poor first two months of the calendar year 2022, the Capitalmind Momentum Portfolio had a decent March with +6% (NIFTY +4%). The March recovery means we're still down -5% over the first three months of 2022, the NIFTY is marginally up at +0.6% over the same period. CM Momentum closed FY2022 at a respectable +33% while the NIFTY did +19%.

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

Skillful or just plain Lucky?

A review of the Capitalmind Momentum Portfolio, how it did in 2021 and thinking about 2022. The portfolio had a strong December with +7% along with the NIFTY +2.2%, and CNX 500 +2.4%. Overall, for 2021, Capitalmind Momentum did +83% compared to 24% and 30% respectively for the two market indices.

Momentum Factsheet November 2021

Oct + Nov 2021 Update for the Capitalmind Momentum Portfolio The Capitalmind Premium Momentum portfolio had a flat November while the NIFTY and CNX500 were down -4% and -3%, respectively. Overall, for October and November, CM Momentum is marginally positive (+1%) while the indices are slightly down, NIFTY (-3.6) and CNX500 (-2.7). Read on for the combined Oct and November 2021 wrap-up.

EP40: How Smallcase helped create a new generation of investors

Episode 40 and we’re speaking to the fintech firm that just raised 40 Million dollars last week - Smallcase! Deepak sits down with co-founders Vasanth and Anugrah to talk about creating a new way to invest in stocks, investment lessons from the pandemic and what’s up next from the Smallcase team.

Independence day gets little more special! 🤗

Five perils of momentum investing you cannot ignore

Momentum investing has become the rage these days. Not surprising given the purple patch momentum strategies have been going through over the last 18 months. Call it herding or a side-effect of slightly over-the-top marketing by some practitioners offering the best momentum investing strategy, there is a headlong rush of investors. And as more new investors pile onto the momentum bandwagon, we are increasingly seeing unrealistic expectations. New investors to equities in general, or to momentum as a philosophy. So we decided to do some anti-marketing of momentum investing. Read on for the five perils of momentum investing to keep in mind for new and seasoned investors.

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.

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.

The Magic Formula Reviewed and Stock List for 2019

Weekly Mashup: Alpha in Momentum, Banking Report, Fairfax Fear & more!

November at Capital Mind

How to Analyze a ULIP: Video

At MarketVision, I have a 10 minute video of a ULIP Review (HDFC SL Crest) that will help you understand how to look at a ULIP and analyze it's charges and so on.