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Momentum takes a pounding in a frenetic August
Aug 2021 Monthly Update for the Capitalmind Momentum Portfolio A bad month for the Capitalmind Momentum portfolio, down -3% compared to +8.6% for the NIFTY ...
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Experimental: Bonus Stripping to Legally Cut Down Taxes
If you've made too much in capital gains this year, you're now worried about paying the taxman. And there's a legal way to avoid paying those taxes now - and ...
Breaking
How safe is AU Small Finance Bank?
AU Small Finance Bank is in the news for all the wrong reasons. The stock is down -19% from its recent peak with high volumes. A series of high-profile ...
Opinion
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 ...
Sector Analysis
Indian Aviation: Pressure on profitability to continue
It has been over a year since the outbreak of novel coronavirus. The airline industry suffered losses to the tune of ₹ 19,000 crore. The industry has been ...
Personal Finance
A primer on Neo Banks – Should you open an account?
Neo Banks are taking the world by storm. They first emerged in UK (Monzo, Atom bank) in 2015 & quickly spread across the world. The global neo banking market ...
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Capitalmind Focused Portfolio Changes: Two exits and one reduction
Q1FY22 results are out, and we've made three changes to the CM Focused Portfolio: Exiting 2 stocks & reducing 1 ...
General
Asset allocation eats portfolio alpha for breakfast!💪
The subject line may sound misleading now. But if you read the first post of this newsletter, maybe you’ll change your mind. Oh, and yes, you may also ...
Stocks
Future Group’s future with or without Reliance
Reliance Industries Ltd. – India’s most valued company recently lost a legal battle to the 4th most valued company in the world – Amazon Inc. The Supreme ...
Premium Portfolio
How to allocate to Capitalmind model portfolios?
Capitalmind Premium subscribers get access to four equity and one fixed-income (debt) model portfolios. How to allocate to Capitalmind Portfolios? This ...
