MOMENTUM PORTFOLIO – SMALL CAP

Here we will be sharing the periodical updates of our own personal portfolio, which we are managing over the small cap universe of Indian Stock Market.

Please note that this is just a reflection of our own portfolio, which we are managing as per our own personal risk profile. Please do not copy it blindly, do your own research and use discretion before investing your hard earned money.

Guidelines for Portfolio

  • Total Capital is say X amount.
  • We will be investing in maximum 10 stocks at a time.
  • To take entry we will only look at stocks of companies having market capital between 1000 Crores and 29000 Crores only, which will be ranked as per their last one year returns percentage.
  • The portfolio will be churned once a week only.
  • For initial investing we will take entry in top 10 performing stocks of the universe.
  • In case any of the invested stock falls below top 25 performing stocks, we will exit the same and replace it with one from amongst top 10, which we have not invested till now.
  • We will be re-balancing this portfolio, once every week, so as to maintain equal weights of each line in the portfolio, as well as do periodical profit booking also.
  • Here, on this page we will just be updating the list of stocks every week.

Initial Portfolio

Following is the starting point of the portfolio started on a random date, i.e. on 10 Oct 2023. We have taken a starting capital of Rs 60,000/- for the same and the composition we arrived at is as follows.

CompanyQty
ACE9
FOCUS39
GABRIEL19
GMDCLTD17
LINC9
MPSLTD3
NEWGEN7
NUCLUEUS6
SAKSOFT20
TDPOWERSYS26
Total Portfolio Value64094
Cash3906

Update as on 20 Oct 23

After portfolio churning on 20 Oct 23, we have the small cap momentum as follows.

CompanyQty
ACE10
FOCUS42
GABRIEL21
GMDCLTD18
LINC8
MPSLTD4
NEWGEN6
NUCLUEUS5
SAKSOFT20
TDPOWERSYS29
Total Portfolio Value71502
Cash1880

So after we started with a sum of 68000, current net value is 73382. As evident it is a return of almost 7.9% on total capital. But a word of caution here, Small caps give violent moves either on positive or negative sides and are a highly risky instrument to invest in. So we need to exercise utmost care with this portfolio.

Update as on 26 Oct 23

Its an abberation to our routine strategy that we have exit the complete portfolio and come into cash completely. The logic for taking this decision is based on the fact that small cap Index has broken its crucial support as seen in the pic below.

Now we will have to wait for this trend to reverse, till then cash is king.

Once again it is being said that nobody knows what happens next in the market and our decision may be wrong. So please do not copy anyone blindly and do your own research before investing.

Update as on 10 Dec 23

We have observed that the smallcap index has started moving up again and thus we restarted our deployment again from 01 Dec 23.

So, the portfolio status as on date (10 Dec 23) is as follows.

CompanyQty
Anandrathi1
Datamatics5
Elecon4
Focus22
Gabriel8
GMDCLtd8
Mahseamles3
TDPowerSys14
TipsIndiaLtd10
WonderLA4
Total Portfolio Value34636
Cash34404

Once again it is reiterated, that above is our own portfolio and not to copy the holdings blindly. Please do your own research or consult your financial advisors, before investing.

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