Launch of smallcase Mi_ST_ATH

After  a successful launch of our two smallcases Mi_LT_CNX200 and MI_MT_Allcap which have been well received we are adding another smallcase to the bouquet to complete the risk spectrum called the Mi_ST_ATH (Momentum Investing /Short term trends / All time high stocks)

The Mi_ST_ATH is a very special smallcase. It is a subset of a personal strategy that I have been running for myself for some time.  It is a very concentrated portfolio of up-to 10 stocks . As the name suggests  the target stocks are all near their 52 wk / All time highs and a weekly re-balance ensures that high momentum stocks are always in the pack.  There have been many studies on the positive behavior of stocks near their highs and this portfolio is a implementation of the same successful studies. A good feature here is that while the universe is all listed NSE stocks, a very high turnover filter is used for stock selection which eliminates large slippages.

Mi_ST_ATH is a higher return potential smallcase with moderately higher risk as well. Details of the returns back-tests etc are given on the blog  pages.

As a preview, the current (Apr 2019) subset of stocks in the small case are :

ASIANPAINT
BAJFINANCE
BHARATFIN
MUTHOOTFIN
RELIANCE

All queries can be directed to alok@weekendinvesting.com

Important Links
Weekendinvesting.smallcase.com
Mi_LT_CNX200
Mi_MT_Allcap
Mi_ST_ATH
Steps to Subscribe to weekendinvesting smallcases

6 thoughts on “Launch of smallcase Mi_ST_ATH

  1. Dear sir ,

    Can U clear certain things in this small case like– 1) is risk reward more or less comparable to mi 25 or more than that? 2) what should one expect as annual return if joins this small case? 3) what should be the max money which can be deployed in this small case or in other small cases ?(I have joined MT small case) 4) Is SIP advisable in this small case? 5) what drawdown should we keep in mind while joining this small case? 6) even if we do sip do we need to put money in multiples of minimum amount required in small case?

    Thanks

    Regards, Dr Manish Tawari

    Like

    1. 1) is risk reward more or less comparable to mi 25 or more than that? Since dealing with high turnover large caps mostly, risk is ideally lower. But higher conc risk is there. Overall still less risky than Mi25
      2) what should one expect as annual return if joins this small case? Mkt returns or better
      3) what should be the max money which can be deployed in this small case or in other small cases ? No limit really here.
      4) Is SIP advisable in this small case? Can do
      5) what drawdown should we keep in mind while joining this small case? In eq mkts 30-50% is a possiblity with any portfolio
      6) even if we do sip do we need to put money in multiples of minimum amount required in small case? yes as per portfolio composition minimum amt may keep changing.

      Rgds

      Like

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