I went through your video recording, I remember you mentioning that when you have excess free cash you invest on the ones which have low weightage, there by making them equal weightage again.
Posts tagged Value Pickr
Suven Life Sciences – A Zero Or One Company! (06-07-2024)
Very unique declaration, must read the annual report
https://www.bseindia.com/xml-data/corpfiling/AttachHis/007c45d2-6a1a-4596-8455-e89552d6590a.pdf
Microcap momentum portfolio (06-07-2024)
Thanks for the link.
We start at equi weighted, but over a period of time we allow the winners to ride (don’t adjust weightage). As a result, there have been multiple occasions when certain stocks have become high weightage.
Smallcap momentum portfolio (06-07-2024)
A good read on UTI nifty 200 momentum 30 strategy and understand @visuarchie’s pf method -
Microcap momentum portfolio (06-07-2024)
And the weightage of each stock in the pf - yours is equal weighted while nifty 200 momentum 30 does
Unique weighting: Each selected company’s weight in the index is determined by multiplying its free-float market capitalization by its normalised momentum score. This “factor tilt methodology” ensures companies with higher momentum scores have a greater influence on the index performance.
A good read on uti momentum strategy and understand @visuarchie’s pf method -
Smallcap momentum portfolio (06-07-2024)
Momentum is a good strategy. It is a powerful exception to the efficient market theory. Momentum strategy has given better than average returns in almost all studies. Real problem is churn, short term capital gain taxes and transaction cost.
Why don’t invest in Momentum mutual fund, following the same strategy as You save on short term capital gain taxes due to pass through provision of mutual funds. Further their transaction cost is much lower. It also saves you from continuously watching market prices. Around 6 months back I invested a small amount in Quant momentum fund. They have been able to generate more than 55 percent, against 25 percent TR of market. I am following. Even when the market falls, they are able to generate better returns than market. Let us see how it goes.
Pharma Industry update (06-07-2024)
Not sure what was the need for this thread when there is another thread on pharma industry active?
Smallcap momentum portfolio (06-07-2024)
@visuarchie , Vishwanath ji, your patience in answering all the questions raised is commendable. You are really a good person.
I am taking liberty to ask one more question… As I have started LargeMicap 250 universe , similar strategy from 1st July, in my top 20 , BSE was bought. But within 2 -3 days, BSE is out of list. I reckon that, this is because my additional filter of Price going down 100 DMA…as currently BSE has gone below 30 week EMA also I think…In such case, should I wait for my 15 days re-balance or I can cut it off on coming moday itself? It is already down by 5.5%
Samhi Hotels – Turnaround with Tailwinds (06-07-2024)
1)Why not comparing with its peers ,since big players are getting over 30x why samhi will get only 21x?
2)I read the history of other big players when they were in loss, during those period they are getting P/S of 4-5x where Samhi Hotel are currently valued at , once they turnaround they started valued at a P/S of over 10 , So if same things happens to Samhi as well and valued at P/S of 10 with the Sales of 1150(15%Growth) it should be traded at mcap of 11500 which is around 2.5x , so there should be upside of 150%.
I’m I missing something?
UPL Ltd – global agrochemical company (05-07-2024)
Outlook: Negative
CARE Ratings Ltd. (CARE Ratings) believes that though there could be an improvement in UPL’s performance in FY25 over FY24, its
business and financial risk profile may remain under pressure in the near term owing to the unprecedented challenges faced by
the agrochemical industry, especially if the pace of recovery is slower than envisaged.