Capitalmind
Capitalmind
Actionable insights on equities, fixed-income, macros and personal finance Start 14-Days Free Trial
Actionable investing insights Get Free Trial

207 ArticlesPremium Portfolio

1 / 21

In Earnings We Trust: 2024 Focused Portfolio Review

For the calendar year 2024, the Focused portfolio is up 29.4%, compared to the Nifty 50’s 8.7% and the Nifty 500’s 14.8%. We started 2024 on a ...
2534337C-CC68-4314-A185-69C8EDB53D9C.jpeg

Patience is the strategy: Focused portfolio mid-year review

It's been a bit of a rollercoaster, especially these last few months, but that's part of the equity investing. It's like having a compass and a map in the vast ...
CM_Focused_Q1Fy24.jpg

CM Fixed Income: Exiting Banking & PSU to Add a New Gilt Fund

We are increasing the duration of our Fixed Income portfolio to reflect the current macro conditions. We want to take advantage of the current higher rates to ...
C34BDCD3-6566-4B8A-AE48-1EEFA026F6E8.jpeg

The Focused Way of Investing: Our Four-Quadrant Strategy and FY24 Review

FY24 brought us a 42% gain in our Capitalmind Focused portfolio, gently outperforming the Nifty's 29%. It's been a bit of a rollercoaster, especially these ...
2BE21675-7B99-4728-B99D-8FA28B56F686.jpeg

Capitalmind Chase Entry and Exit Rules

Ceasing the 'Chase' strategy on March 31, 2024, because its hourly monitoring and new trading hours complexity conflict with our aim for straightforward ...
Featured-Image.jpg

Increasing allocations in three stocks of the Focused portfolio

We are deploying our existing cash into select portfolio companies that have delivered a strong performance, reinforcing our confidence to increase allocations ...
Focused_Rebalance_Feb2024-scaled.jpg

Capitalmind Chase 2023 Review: Capitalising on Market Trends

In a year with global conflicts and economic volatility, the Indian stock market reached a new all-time high. Capitalmind Chase, our long-short trend following ...
Screenshot-2024-01-24-at-2.37.07-PM.jpg

Capitalmind Focused Stocks 2023 Performance Review

"As we wrap 2023 with our Focused portfolio's YTD returns at around 42%, our journey through the market's ups and downs has prepared us for what lies ahead. ...
CM_Focused_2023_Retrospective.jpg

Not all growth is created equal: The four kinds we look for

When we identify a company with growth potential, we generally apply a mental framework to place it into one of the six categories of growth. This approach ...
Capitalmind-Focused-Portfolio.jpg

CM Equity Mutual Fund Portfolio completes one year with a healthy 20%

For investors who can be a little more hands-on with their portfolio, which only means making the odd change every 12-18 months or so, a combination of active ...
August-2023-Review.jpg