What if you just bought the highest priced stocks? We ran this concept as a portfolio since 2017, and the results have been quite interest. Lower drawdowns ...
No one likes Drawdowns. As trite as it may sound, there is no way to create alpha without enduring a bit of pain. But how much pain do we have to endure, ...
A simple ETF strategy, as Capitalmind's Passive Portfolio, has been in the top 10% of 3-year-returns of all large cap mutual funds for nearly the last decade, ...
To calm down the yield curve, RBI will buy government securities from the secondary market. This quarter alone, they will buy Rs. 100,000 cr. worth of bonds. ...
Mar 2021 monthly update for the Capitalmind Chase Portfolio Returns Update After a phenomenal first two months of the calendar year, the whipsaws of March ...
After an almost perpetually trending 2020 the month of March'21 hit us like a hail storm. Making us wonder if its even worth our time trading trend following ...
In February 2021, almost all stocks were strong, and momentum went along for the ride. That changed in March. The breadth of stocks showing positive momentum ...
Over the last couple of months, we at Capitalmind introspected about the Long Term Portfolio. One, how can we improve the Long Term Multicap portfolio returns? ...
It has never paid to bet on the government in India. But despite it, and because we seem to like to inflict pain on ourselves, we're going to make an ...
February 2021 Monthly Update for the Long Term Multicap & CM Passive Strategy Portfolios CM view on the market Nifty 50 has shown a 6.6% return in Feb ...
