Could you check once, I have checked the formulas everything seems to be correct, so I am not able to understand where am i going wrong. Can you please check the formulas below once.
Posts in category Value Pickr
Smallcap momentum portfolio (25-05-2024)
Smallcap momentum portfolio (25-05-2024)
@stuti_agarwal My basic list is for equal weightage between the two. I have a separate pf for monitoring only with 30 and 70% weightage. No need to make any change from your side.
Smallcap momentum portfolio (25-05-2024)
@stuti_agarwal Momentum ratio for 12m (Row 436) is 293.448 and 6m (Row 443) is 91.217. Difference is coming from STDEV. I think there is some error there on your sheet. It may have changed because of the change you have made in the previous values.
Smallcap momentum portfolio (25-05-2024)
my list had equal weightage for 6 months and 12 months, hence I see a lot of changes between both of our list. Should i also make it 70% for 6 months and 30% for 12 months? @visuarchie ?
Smallcap momentum portfolio (25-05-2024)
Update for entry on 27th May 2024
50EMA (15239) > 200EMA (13719); hence, we can continue without any change.
Based on ranking:
- JAIBALAJI
- COCHINSHIP
- ANANDRATHI
- INOXWIND
- SCHNEIDER
- HUDCO
- POWERINDIA
- SOBHA
- MOTILALOFS
- HINDCOPPER
- SWSOLAR
- KPIL
- SIGNATURE
- NBCC
- CENTURYTEX
- HBLPOWER
- EIHOTEL
- NATIONALUM
- BRIGADE
- BEML
Based on A → Z for easy tracking:
- ANANDRATHI
- BEML*
- BRIGADE*
- CENTURYTEX
- COCHINSHIP
- EIHOTEL
- HBLPOWER
- HINDCOPPER
- HUDCO
- INOXWIND
- JAIBALAJI
- KPIL
- MOTILALOFS
- NATIONALUM*
- NBCC*
- POWERINDIA
- SCHNEIDER
- SIGNATURE
- SOBHA
- SWSOLAR
Exits:
BLUESTARCO and MEDANTA make an exit.
EXIDEIND and JWL stay within the top 25 and hence remain.
Entry:
NATIONALUM and NBCC make an entry.
BEML and BRIGADE cannot enter as there is no vacancy.
With a variation of 70% weightage for 6m performance, we see small changes in pf.
MEDANTA exits. BLUESTARCO and HBLPOWER stay within the top 25 an hence remain.
NATIONALUM enters. BRIGADE and NBCC cannot enter as there is no vacancy.
Green Hydrogen as a Fuel – Indian Companies leading the Green Revolution (25-05-2024)
Smallcap momentum portfolio (25-05-2024)
For me it’s coming in 104 rank, I don’t understand why? The prices are updated for the stock as I made this sheet today itself.
@visuarchie Can you share your complete list, I will check if there are any other anomaly
Smallcap momentum portfolio (25-05-2024)
@stuti_agarwal Yes, I am using the same date for 6 months look back.
Smallcap momentum portfolio (25-05-2024)
@stuti_agarwal If you have made the changes for INOXWIND, it should appear in our list. It is actually in 4th rank for me.