The Capitalmind Momentum smallcase
Capitalmind Momentum is the longest-running Momentum Strategy on smallcase. This portfolio has been available on smallcase since Jan 2019. There is a lot of interest in finding the best momentum smallcase and while we’re not making a claim to that, we believe the Capitalmind Momentum smallcase does a good job of harnessing the price-momentum factor while also taking into account the liquidity of underlying stocks.
In early 2019, to make execution and rebalancing easier, we put the Momentum portfolio on smallcase. Here’s a snapshot of the performance since publishing on smallcase. (https://capitalmind.smallcase.com)
You can look at real-time performance on the smallcase site. Click the image below.
You can subscribe to the Capitalmind Momentum smallcase directly at https://capitalmind.smallcase.com
We publish monthly fact-sheets of Momentum portfolio performance. Here are notes from the last few months:
2021 Full-Year Review Capitalmind Momentum Review
Oct & Nov 2021: Marginally up in a down market [link]
Sep 2021 Quietly positive September amidst global rumbles [link]
Aug 2021 Momentum takes a pounding in a frenetic August [link]
July 2021 Good things come in small packages in frothy July [link]
June 2021 A rollercoaster June, a late surge, and a reminder [link]
May 2021 What sell in May and go away? [link]
Apr 2021 A strong start to the financial year as large caps make way [link]
Mar 2021 A rollicking end to the financial year but markets send mixed signals [link]
At Capitalmind Premium, we offer the same portfolio in a non-smallcase format. (Small case access is not included, but you can execute the transactions independently by yourself). Premium subscribers get access to:
- Model Portfolios: Three Equity (including Capitalmind Momentum) and One Fixed Income Portfolio
- Active Strategies: Chase (Our NIFTY + Futures long-short strategy) & other short-term actionable ideas
- Premium research: Priority access to our research
- Vibrant learning community on Capitalmind slack: Ask questions, share insights with a diverse community of newbie and veteran investors & traders
Read some of our posts on Momentum Investing as a strategy to know more:
Reach out to us at premium [at] capitalmind [dot] in or on twitter @capitalmind_in for any queries
