@vkediaonline No, I did not add the 3 month look back period. It was too much of an effort to see what would be changes. I might do it some time in the future.
From whatever I have read, 1 month is too short (in fact even 3 months is short!). I believe the churn would be larger and the overall benefits not any better.
Posts in category Value Pickr
Smallcap momentum portfolio (26-02-2024)
Ramit’s Portfolio (26-02-2024)
Hello @royatirek, thank you for your question. I currently do not have access to any research service. For idea generation, I utilize multiple sources, including MarketSmith, Screener, networking with other investors, valuepikr, and TV interviews. Once an idea is filtered, it is then added to my watchlist.
Smallcap momentum portfolio (26-02-2024)
can you start a thread or give some more color on that? also any other changes in strategy or excel for the micros?
Smallcap momentum portfolio (26-02-2024)
Got it. Thanks for the reply.
Sorry I missed earlier posts on variations. Did you finally add the 3 month lookback period? Also what are your thoughts on the 1 month lookback period?
Smallcap momentum portfolio (26-02-2024)
@LarryWink Yes, I follow the same approach for the Microcap pf also. This is a 25 stock pf and exit happens when the stock falls below 30 (unlike 20 and 25 for smallcap pf).
I started both at the same time. Fortunately, both have done well for me and given an XIRR of 100%+.
I do not have a thread on it, but can start one if people are interested. In any case, this is not a recommendation and I am just sharing my study.
I will have a thread up for Microcaps later this evening.
Green Hydrogen as a Fuel – Indian Companies leading the Green Revolution (26-02-2024)
Powermech ltd. has confirmed its intentions to step into this space.
Buy Unlisted Shares (26-02-2024)
not sure what exact rate but, around 4k believe. you can check through your bank.
Just for your reference – Manish Chokani talking about NSE.
‘Bulk of nonsense is sitting inside US central bank…’: Manish Chokhani
Jindal saw – Another beneficiary of India’s growth story (26-02-2024)
Jindal saw leads nifty metal index in the past 1 year.
Salzer Electronics (26-02-2024)
The AMISP orders include installation and survey etc work as well as operation and maintenance over next 7 years (i think). Genus mentioned that out of this order value 45% comes to them immediately which might be the cost attributable to smart meters but I can’t be sure.
HPL is a pure play smart meter manufacturer. If we can get a number from there, then that might give better idea.
Buy Unlisted Shares (26-02-2024)
Can you tell me at what place it is going at 4000?