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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 ...
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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 ...
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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 ...
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Introducing the Capitalmind Low-Volatility Portfolio

Introducing the Capitalmind Low Volatility Portfolio Factor Investing is about defining a characteristic (also called factor), and consistently applying a ...
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CM Focused Portfolio – A strong start to FY22

Q1 FY22 results season is coming to an end. It has been a strong quarter both from earnings as well as market returns perspective. Here's a short review of how ...
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Good things come in small packages in a frothy July

July 2021 Monthly Update for the Capitalmind Momentum Portfolio. A good month for the portfolio, up ~9% compared to 0.3% for the NIFTY and 1.4% for the CNX500. ...
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June – A month of slapshots for CM Focused & CM Passive

Slapshot: An ice hockey term for a shot where the player winds up with their hockey stick up to shoulder level or higher and launches the puck with violent ...
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Capitalmind Chase: June, green shoots, a greek legend and some trade execution tips

We had a green month after a three month long penance, we saw a trend emerge on the indices, on the upside however we are yet to scale mount 16k. The small and ...
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A rollercoaster June, a late surge and a reminder

We, turns out presciently, had the Mike Tyson 'Goodnight' gif in the May 2021 Momentum note about how markets surprise when you least expect them to. Surprise ...
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