Hi Visuarchie, can you share the link to the madcap 150 PF please?
Smallcap momentum portfolio (13-10-2024)
Hi, this is my first post in any of the VP forums. This thread has caught my attention all day and I have tried to replicate the Google Sheet. After almost getting there, I felt that the following method may be much easier and faster.
Although, it doesn’t take care of the Daily volatility, which is being accounted by you.
1.Screener Nifty SmallCap 250 page
2.Export the data into excel capturing with 1 yr return and 6 months return
3.Add 1 yr return plus 6 month return and filter it in descending order
The list as on today(13.10.24) looks like this.
|1|GE T&D India|
|2|Inox Wind|
|3|Godfrey Phillips|
|4|Anant Raj|
|5|BASF India|
|6|Techno Elec.Engg|
|7|Motil.Oswal.Fin.|
|8|Newgen Software|
|9|Multi Comm. Exc.|
|10|Netweb Technol.|
|11|Himadri Special|
|12|Jubilant Pharmo|
|13|PCBL Ltd|
|14|PTC Industries|
|15|Kaynes Tech|
|16|Garden Reach Sh.|
|17|Nuvama Wealth|
|18|SignatureGlobal|
|19|NBCC|
|20|Bombay Burmah|
|21|Glenmark Pharma.|
|22|Suven Pharma|
|23|KFin Technolog.|
|24|Piramal Pharma|
|25|IFCI|
Only Eris was at a surprisingly odd 60th Rank in this list, whereas Eris entered your list today. Rest all were within 25. Since we are anyways giving equal weightage to all the stocks, it will not make much of a difference. But I am very curious to see how Eris got into, is it because of very low volatility?
thanks!
Smallcap momentum portfolio (13-10-2024)
@Keyur_Joshi Not sure how I missed your question.
I started this pf end of November 2022 and since then my performance has been an XIRR of 49.8% as of last weekend. The returns have dropped significantly in the last one month.
I have not done any backtest as I do not have the resources for that.
I have a midcap 150 pf also. Started in Sep 2022 and I am at XIRR of 46.5% until last weekend.
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Microcap momentum portfolio (13-10-2024)
@Keyur_Joshi Not sure how I missed your question.
I started this pf in Dec 2022. My performance since then has been XIRR of 76.6% as of last weekend.
Anantraj – One way of doing that is to relax the rule on Worst Held to a lower rank. In this pf, I drop a stock if it falls below 30. If the same is changed to 35 or 40 or 2x (50th rank), then you could reduce the churn.
I will always recommend to not go against the system. If needed, change the system, but try to follow it all the time.
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Microcap momentum portfolio (13-10-2024)
I have asked a question on another thread as well(Smallcap one)…
Here as well, is it possible to share return since you started.
There is a curious case of Anantraj… Its pain to see that Anantraj dropped a lot & so moved out of portfolio, but it may appear again in next week as it is still going strong. How to handle such situations? Is it possible to not drop it at all. (May be I try to eat the whole cake or not going by system, but thats the human nature 
… )
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