We have another experimental trade for the TCS Buyback. Experimentals are trades we do once-in-a-while, where an opportunity arises for the short term. The ...
A review of the Capitalmind Momentum Portfolio, how it did in 2021 and thinking about 2022. The portfolio had a strong December with +7% along with the ...
The Capitalmind Focused portfolio is designed to generate wealth over the long term by investing in market leaders across sectors. It looks for companies with ...
Over the past four years, we've been tracking and talking about this strategy called No-downside. In this post, we will bring together all that we've said, and ...
Oct + Nov 2021 Update for the Capitalmind Momentum Portfolio The Capitalmind Premium Momentum portfolio had a flat November while the NIFTY and CNX500 were ...
Sep 2021 Monthly Update for the Capitalmind Momentum Portfolio The Capitalmind Premium Momentum portfolio had a positive month with +1.7% but underperformed ...
Telecom stocks have been in the news recently. Thanks to the Indian Government’s relief package, which ensured the survival of the Vodafone Idea. To add, ...
After an extremely choppy July where Chase lost -4.55% vs. NIFTY which was almost flat at 0.30%, the month of August ended with Chase at 7.45 % and the index ...
The Fixed Income portfolio has returned over 10% p.a. in the last five years, but been a little boring in the last year. It has only focussed on safety. This ...
