You have advised us to include all incremental changes while rebalancing Mi NNF 10 portfolio. Why is that so ?

Mi NNF 10 is a monthly rebalanced rotational momentum strategy. During the monthly rebalance, the strategy resets weightage back to 10% in all stocks. You will need to include all the suggested changes by the Smallcase platform in order to reset your portfolio’s weightage back to 10%.

The concept of excluding incremental changes is primarily applicable to weekly rebalanced portfolios in order to prevent frequent levy of depository participant charges. Even in those portfolios we suggest a complete rebalance (including all incremental changes) once in a month or two in order to remained aligned to the weightage of the model portfolio.

If you have any further doubts or questions, please send an email to support@weekendinvesting.com