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[Newsletter] Market overview, CM Chase performance review & 5 good reads


🔆 Saturday Coffee Newsletter

  • Market Overview: Top indices & asset classes
  • Performance Review: Long short trend following strategy
  • Good Reads: 5 good reads on investing & finance
  • Pop Quiz: Answer and win a cool prize!

What’s up with markets? 📉📈

This week, Brent bucked the trend to fall 3.2% while Nifty and Gold also fell at little under 1%. Over 1 year period, Silver is up by 25% and gold is up by 13%.

[Newsletter] Market overview, CM Chase performance review & 5 good reads

Yet again, this week belonged to media stocks. PSU Bank, Consumer Durables and FMCG were the only other indices up this week. Over 1 year period, PSU banks are still the best set of stocks out there.

[Newsletter] Market overview, CM Chase performance review & 5 good reads

What’s up with Chase?

Capitalmind Chase is a Nifty Futures trend-following strategy that aims to generate alpha over the market in the long run.

There are two components of Chase – active and passive. For the active component, we take a long or short position in Nifty Futures, and for the passive component, we are long on a Nifty ETF..

YTD 2023, CM Chase is up 9.2% with lower volatility than the Nifty. In this post, we analyse how the strategy has performed over the last seven months (1 Jan – 31st July 2023) and since its inception.

Read: Capitalmind Chase – Braving Whipsaws and Staying the Course

What we are reading


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