Posts in category All News
Smallcap momentum portfolio (24-06-2024)
Thanks… Will their subscription rpovide similar results like your rebalncing does? Is it worthwhile subscribing them instead of doing all that work, you have described in your webinar videos? Currently I am reading Quantitative Momentum by Wesley Gray and totally sold on momentum concept and its practicality. Now only the effectively doing part remains…Kindly advise .Also since u are doing this from almost 1 year and 7 months, what are your DP charges and STT and other charges? Including Short term capital gains taxes? I know you are using discount broker , so I am excluding the brokerage charges. What percentage of your portfolio amount, all these charges turn upto?
Also habe you tried 1 month re-balancing and 3 month re balancing? What have been the effects on returns and costs?
Smallcap momentum portfolio (24-06-2024)
Thanks… Will their subscription rpovide similar results like your rebalncing does? Is it worthwhile subscribing them instead of doing all that work, you have described in your webinar videos? Currently I am reading Quantitative Momentum by Wesley Gray and totally sold on momentum concept and its practicality. Now only the effectively doing part remains…Kindly advise .Also since u are doing this from almost 1 year and 7 months, what are your DP charges and STT and other charges? Including Short term capital gains taxes? I know you are using discount broker , so I am excluding the brokerage charges. What percentage of your portfolio amount, all these charges turn upto?
Also habe you tried 1 month re-balancing and 3 month re balancing? What have been the effects on returns and costs?
Broker’s call: Ujjivan SFB (Add) (24-06-2024)
Ugro Capital – Opportunity To Invest in a Fintech-like Company Below Book Value (24-06-2024)
I am following Ugro Capital very closely, but the share price is not moving at all, looks like someone is artificially controlling the price movement.
- Company raised 1332cr which is approx. 55% of their market cap and 90% of their current net-worth, part of the very high growth company and sector, at the peak of rate cycle, pristine management, what else does the market need to re-rate the company?
- SBFC or Five start business have as big the AUM as Ugro, still Ugro is at mere 2.6kcr Mcap. Could someone help me what is going on, is it at the cusp of breakout or more pain is ahead?
- Why is stopping small cap mutual fund taking position in this company, when they are receiving thousands of crore INR every month in SIP form?
Ugro Capital – Opportunity To Invest in a Fintech-like Company Below Book Value (24-06-2024)
I am following Ugro Capital very closely, but the share price is not moving at all, looks like someone is artificially controlling the price movement.
- Company raised 1332cr which is approx. 55% of their market cap and 90% of their current net-worth, part of the very high growth company and sector, at the peak of rate cycle, pristine management, what else does the market need to re-rate the company?
- SBFC or Five start business have as big the AUM as Ugro, still Ugro is at mere 2.6kcr Mcap. Could someone help me what is going on, is it at the cusp of breakout or more pain is ahead?
- Why is stopping small cap mutual fund taking position in this company, when they are receiving thousands of crore INR every month in SIP form?