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Chase Monthly Fact Sheet: Sep 2020


Introductory Note: Starting this month, we plan to publish monthly fact sheets of the three key equity-related Capitalmind strategies; Long Term MulticapMomentum, and Chase. Our objective is to offer a concise summary of how the portfolio has done in the last month, highlight relevant updates, and offer more insight into how the portfolio / strategy is managed. We’ll refine the content based on feedback from the Premium community. Here’s the first portfolio fact sheet summarising September performance.

September 2020 Monthly Update for the Capitalmind Chase Strategy

Returns Update

September started on a very choppy note, with whipsaws taking us out of trades, but as it happens, we usually get one trend on the weekly time frame which more than covers for our losses, which did happen from the 21st to the 28th of Sep.

Chase Monthly Fact Sheet: Sep 2020

Overall Performance Summary since inception

Chase Monthly Fact Sheet: Sep 2020

Summary of this month’s activity

We took 8 trades this month, half of which were long. We closed the months with 106 points.

Chase Monthly Fact Sheet: Sep 2020

Our biggest winners and losers

This month the biggest winner made 330 points on futures and biggest loser took 80 points away. The YTD average of winners being 282.92 and that of losers being -66.32.
Chase Monthly Fact Sheet: Sep 2020

Note – Returns on the futures component includes slippages as captured in the model portfolio.

Open Positions

We currently have an Open Long Position initiated on 28th of Sep’20 at 11,184

Relevant Reading:

Introducing the CM Chase Strategy

Momentum Strategy Sep 2020 Factsheet

This article is for informational purposes. Like any strategy involving derivatives, there are risks involved. Premium members get regular actionable updates including stop losses on our slack forum. To know more, DM us on twitter @Capitalmind_in. For access to premium research, model portfolios and the vibrant member forum, you can subscribe to Capitalmind Premium here. Use coupon code FRESHBREW to get 20% off regular price. Valid till midnight, 4th Oct.


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