Frankly , its not a small thing. We may end up giving all the gains that we have got on the position. The core strategy will remain as rank-based momentum, but this tweaking can be seen as a risk management measure to lock-in the gains.
Posts in category Value Pickr
Stocks to take advantage of container shortage (17-09-2024)
We have been getting news of container shortage since a long time like below-
- India faces container shortage over higher tariffs by US on Chinese goods – The Economic Times
- Rising freight costs, container shortages threaten exports; need urgent steps: GTRI – The Economic Times
- Rising freight costs, container shortages paralyse global trade recovery | Economy & Policy News – Business Standard
Has anyone done any research on this topic and found any listed companies in this space?
I found only couple who have any mention of containers-
- Lanacer Marine (One subsidiary involved in trading but not manufacturing)
- Kalyani cast (Products – Kalyani Cast Tech Ltd) but these look like containers for road?
Reaching out to community for any possible inputs/leads/industry experience.
Smallcap momentum portfolio (17-09-2024)
@visuarchie
Sir, i started the momentum around end on july (NSE 500) and still the PF is in negative with 1.95% whereas the index gained around 2%. Just wanted to cross check how others are doing? thanks.
Stock SIP boring yet powerful (17-09-2024)
Back test and my actual holding average rate is 1830.45
DroneAcharya Aerial Innovations – a new age business (17-09-2024)
Yes. Govts will usually adopt a wait and watch approach to clearly understand the pros and cons of relatively newer tech. Applications of drones in non-defence cannot be ignored, so I think it will move towards green.
DroneAcharya Aerial Innovations – a new age business (17-09-2024)
Got it! got it! Thanks a lot… So you mean it’ll move towards green right?
Granules India Ltd (17-09-2024)
They reduced the position from 5.23% to 2.73%