This week we add one more factor based portfolio in our offering, unravel more about the sinking ship that is Vodafone-idea, take a deeper look into the Capitalmind Focused portfolio, and share a very special video of Deepak Shenoy. The “best of slack” feature has some great conversations from our slack community and a free throwback post. We end the newsletter by sharing 3 articles from around the internet that we liked.
(Pro tip: You can get a sneak-peak into the Premium content by taking a 14-day free trial. Start 14-Days Free Trial.)
Introducing the Capitalmind Low-Volatility Portfolio 🤩
Low Volatility is not a new concept in India. There is a NIFTY strategy index called the NIFTY 100 Low Volatility 30. In March 2021, ICICI Prudential launched an ETF based on this index. We already liked the idea of a passive instrument investing in low-volatility stocks and said as much in our NFO review.
We set out to explore whether we take the core concept of lower volatility stocks and get a better risk-return profile.
[Read more]: Introducing the Capitalmind Low-Volatility Portfolio➕
[Check out]: Capitalmind Low Vol Portfolio on Smallcase➕
Vodafone Idea: Deteriorating hopes of survival 🌧
Will Vodafone Idea survive? Has been one of the most frequently asked questions since the Supreme Court’s AGR verdict a year ago. Recently, we wrote about what happens if the company shuts shop. Q1FY22 results, which were released on Saturday, reinforce the impending financial crisis at Vodafone Idea that will hurt the Government of India the most.
[Read]: Vodafone Idea: Deteriorating hopes of survival➕
A closer look into the Focused Portfolio? 📝
CM Focused hit a new All-Time High & continues its outperformance. It has generated 22.6% alpha over Nifty 50 in the last year. This outperformance was achieved with a 10% cash holding in our portfolio.
In this post we cover:
- Portfolio Scorecard
- Recent developments in our holdings
- A bet on unknown future
[Premium Read]: CM Focused Portfolio – A strong start to FY22➕
Traders Carnival 2019: Deepak Shenoy talks on Bonds, Macros, and the Nifty!
Markets this week 🚦
Markets showed no love to Metals and Paper stocks while Healthcare and IT stocks held up the index as much as they could. Between some decent up-moves and sharp falls, the CNX500 managed to close just 0.9% down from last week.
[Premium] The School of Slack 😎
We bring you the most insightful discussions from our slack community
- Discussion on the auto ancillary market and if Ola electric 2W will make an impact? [link]
- It’s a bull market. But then, we are certain this market is neither driven by earnings or the economic triggers. Go in cash? [link]
- Which large-cap active mutual fund makes sense is the question but this forum is far too biased. [link]
- This thread is taking the “making finance fun” to a whole new level. [Enjoy]
- When I say #AbeyYaar and it doesn’t ring a bell to you then you are going to be happy discovering this series of posts. Let’s start with Abeyaar #2: Book Value.
Links we Like✨
- In this section, we bring you interesting links from across the internet:The other side of the gig economy is heartbreaking. Here’s a first-hand account of how the guys, who bring us food, are toiling to put food on their table. Read: When algorithms dictate your work: Life as a food delivery ‘partner’
- John Wheeler said, “As our island of knowledge grows, so does the shore of our ignorance.” This article reflects on the process, fruits, and threats of learning newer things. Read: Ego is the Enemy: The Legend of Genghis Khan
- We think a lot about our money and how rich we are. But then, a lot of times, we also think about – even richer people. You may follow up the previous read with How much money do you need to make to be considered rich?
That’s all folks. Have a great weekend!
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