@Mudit.Kushalvardhan You could introduce a third look back period of 1 month or 3 months. While I am not in favour of lower time periods, it could solve some of the concerns you have of locking in the gains.
Posts in category Value Pickr
Smallcap momentum portfolio (20-09-2024)
@Mudit.Kushalvardhan yes, you could at multiple options to fine tune the pf, but the problem will be back testing. Without backtesting, it is very difficult to conclude if the change we are proposing will work all the time or not.
What might work for one stock at this moment, might not work all the time for all stocks in the pf.
In any case, try to remove the human bias and make all decisions based on rules. You could make all the above as a rule and implement it.
Systemic decisions are easy to implement.
Cochin Shipyard – went up and came down significantly. In the last couple of days, it has gone up again. We may have exited it prematurely and lost some of the gains.
Smallcap momentum portfolio (20-09-2024)
@avneesh As I wrote to @gpharshas in my previous message, it might be better to compare with the NAV of a MF that replicate the index that you are following.
For example: Motilal Oswal has a smallcap 250 index fund. When I compared the fund returns from 19th August to 20th Sept, NAV has returned a 3.5% growth while this pf has returned -3.73% over the same period. The results may be different over longer periods.
In the other pf that runs on Microcap250, while Motilal Oswal Microcap250 NAV has returned 2.40% over this period, our pf has returned 4.22%.
Over longer periods, I expect that the pf will return better than a MF.
Smallcap momentum portfolio (20-09-2024)
@gpharshas My suggestion would be to not look at the index directly, but compare with some mutual fund’s NAV that replicate the index.
The reason is basically that indices may have different weightage as compared to stocks in our pf. However, what is important is the profit / loss from the pf. With NAV, we get what we see. Hence, it is a better comparison always.
Motilal Oswal has got a Nifty 500 Index fund. You could compare the NAV over the period that you have invested and see the results.
Shakti Pumps – solar shakti (power)! (20-09-2024)
i do not think that this is a time to be confident on the unknowns. speaking in a way that something is sure to happen is never workable.
lets see the analysis in depth with full nos detailing each n every cost item where running a diesel pump for 25 years is less costly than a solar pump.
also post the number of the farmers who have created and those who have bot these solar pumps.
if both of these are not available, then all the reservations are untrue.
Aditya Birla Capital – A complete Financial Inclusion (20-09-2024)
Latest Investor presentation
Investing Basics – Feel free to ask the most basic questions (20-09-2024)
Hi
is there any relation between fed funds rate cuts and bond yield?
How to do Valuation of Holding companies? (20-09-2024)
Recent merger of Innovasynth with Innovasynth tech – can you suggest how would you value the merged entity