Sir their cash on book is around 35cr, debt is 356cr and you mentioned cash-351cr and debt-217cr, am i missing something?
Posts tagged Value Pickr
NPST – Technology Provider for UPI Tech (17-10-2024)
This is the breakdown of results
NPST – Technology Provider for UPI Tech (17-10-2024)
Mind blowing results. it’s saying our understanding of the link with cosmos Payee PSP nos. angle is perhaps not correct. Now, let the mgmt. explain the nuances in the call.
Midcap Momentum Portfolio (17-10-2024)
i have just converted a few of my SIP’s of active running funds into momentum index funds…
would love regular updates here of ur rebalances…
thanks
PS…even i wanted to run this momentum pf myself…but i chose the index way bcoz of 2 reasons…
- shortage of time spent on the exercise
- more tax effecient ( as we pay tax only when we sell mutual fund units)
Midcap Momentum Portfolio (17-10-2024)
Thanks…
I was thinking relative momentum for stocks comparison. But later realized that it may be same as sorting or else if we want to do it truly we need to find their relative momentum in industry which is complex.
For Cochinship, I tried changing date & calculation. You are right, chochinship is coming at 11th place.
However if you see the chart, it was even below 30SMA (daily)… May be we need to study if all other have fallen (or sideways with low 6 month increase) at the same rate. So adding another check might help…
Few more questions
- What is the significance of calculation beyond yellow highlighting in raw_data sheet (columns 559 to 567)?
- Have you used any backtesting library? Using google sheet is cumbersome to check historical pf value.
Midcap Momentum Portfolio (17-10-2024)
@visuarchie : Could you please post the changes after rebalancing
Oriana Power – SME play on Renewable Energy (17-10-2024)
It is has been further revised to 75 will be in affect in a while.
Midcap Momentum Portfolio (17-10-2024)
@Mudit.Kushalvardhan it was 46.5% until last weekend.
Midcap Momentum Portfolio (17-10-2024)
Hi @visuarchie , just curious , what has been your XIRR in midcap momentum, as it has been for 2 years…
Indiamart Intermesh – Indian Alibaba? (17-10-2024)
Unlisted peer sort of for IndiaMart