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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 ...
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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 ...
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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 ...
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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. ...
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The four kinds of growth we look for in Capitalmind Focused

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 ...
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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 ...
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Momentum makes a comeback, Low Vol continues steadily – Aug ’23

The 3rd 2023 quarterly rebalance of the CM Low Vol portfolio goes out to Capitalmind Premium and CM Low Vol smallcase subscribers this weekend. This post ...
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Capitalmind Chase Mid-Year Update: Braving Whipsaws and Staying the Course

Capitalmind Chase is a Nifty Futures trend-following strategy that aims to generate alpha over the market in the long run. There are two components of Chase ...
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[Video] Focused Portfolio Q4 Review: Overcoming Headwinds and Picking Up Pace

Markets are near all time high, and the Q4FY23 results season for our Focused portfolio has now concluded. Every quarter, we release a detailed factsheet about ...
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The Ebb and Flow of Momentum and Low Vol – May ’23 Update

The 2nd 2023 quarterly rebalance of the CM Low Vol portfolio went out to Capitalmind Premium and CM Low Vol smallcase subscribers yesterday. This post covers a ...
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