FAQ #11 min read

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

Related posts

June 17, 2022 by Weekend Investing

Practical insights for wealth creation

Join the thousands of regular readers of our weekly newsletter and other updates delivered to your inbox and never miss on our articles.

Thank you. You will hear from us soon.

Mail Sent Failed !

    vector
    guest
    0 Comments
    Inline Feedbacks
    View all comments