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Adding exposure to REITs and INVITs in the Fixed Income Portfolio
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 ...
General
AU Bank shrinks, Momentum sinks and China stinks
So, what’s the spread this week? ☕️ 3 research articles and 1 podcast from Capitalmind. 5 finance articles covering personal finance, macroeconomics, ...
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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 ...
Breaking
How safe is AU Small Finance Bank?
AU Small Finance Bank is in the news for all the wrong reasons. The stock is down -19% from its recent peak with high volumes. A series of high-profile ...
Opinion
EP40: How Smallcase helped create a new generation of investors
Episode 40 and we’re speaking to the fintech firm that just raised 40 Million dollars last week - Smallcase! Deepak sits down with co-founders Vasanth and ...
Sector Analysis
Indian Aviation: Pressure on profitability to continue
It has been over a year since the outbreak of novel coronavirus. The airline industry suffered losses to the tune of ₹ 19,000 crore. The industry has been ...
Personal Finance
A primer on Neo Banks – Should you open an account?
Neo Banks are taking the world by storm. They first emerged in UK (Monzo, Atom bank) in 2015 & quickly spread across the world. The global neo banking market ...
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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 ...
General
Asset allocation eats portfolio alpha for breakfast!💪
The subject line may sound misleading now. But if you read the first post of this newsletter, maybe you’ll change your mind. Oh, and yes, you may also ...