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13 ArticlesCM Strategy

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CM Focused Model Portfolio: Final Review and Rebalance

As we sunset Capitalmind Premium this month, this post offers a final review of Capitalmind Focused Model Portfolio. It covers the latest rebalance changes and ...
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CM Fixed Income Model Portfolio: Final Review and Rebalance

As we sunset Capitalmind Premium this month, this post offers a final review of Capitalmind Fixed Income Model Portfolio. It covers the latest rebalance ...
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What’s Next for Capitalmind Momentum? The Flexi Cap Path

As we prepare to sunset Capitalmind Premium and Capitalmind Smallcase, one of the most common questions we’ve received is: What’s next for the Momentum ...
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Final Review: Capitalmind Passive & Equity Mutual Fund Portfolio

As we sunset Capitalmind Premium this month, this post offers a final review of two model portfolios: Capitalmind Passive and Equity Mutual Fund. It covers the ...
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Capitalmind Nifty No Downside Strategy: 2024 Performance Review

Capitalmind Nifty No Downside Strategy aims to capture 'almost' all the upside of the Nifty while minimizing downside risk through a combination of ...
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Your own downside protection plan – Capitalmind No Downside Strategy 2024

This strategy works for someone who wants to capture 'almost' all of the upside of Nifty 50 but does not want 'almost' any downside. This 'almost', as you will ...
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Momentum and Low Vol continue steady – Nov ’23

The 4th 2023 quarterly rebalance of the CM Low Vol portfolio went out to Capitalmind Premium and CM Low Vol smallcase subscribers earlier this week. This post ...
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Growth Investing In India: A Quantitative Approach

In this article, we outline a strategy blueprint for growth investing in India, and explore how we leverage quantitative tools to guide our decision-making in ...
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The Yield Frontier: Profiting from G-Sec & Sensex Yield Dynamics

Who doesn't want to time the market? Everyone looks out for the perfect time to shift from debt to equities and vice versa. In this post, we delve into the ...
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Forget Stocks for a bit. Get your Asset Allocation right

You’ve heard of the three C’s by now. Courage. Cash. Conviction. You’re probably sick of them already. For the uninitiated, the three ...
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