FAQ #2

1 min read

I have been adding funds to my Smallcase through SIPs for a while now. I realized that the money is getting allocated to loss making stocks. Is there a way to avoid this ?

The Smallcase algorithm compares your current constituents with the ideal composition to find the constituents that deviate the most.

The SIP amount is first invested in stocks where the weightage might have reduced. With every instalment, the algorithm ensures your constituents try to match the ideal composition in the long run

Now, this might sound counter-intuitive in Momentum investing style but that is how the logic is built.

(1) You can consider allocating your funds to the performers / the winning stocks during every SIP schedule using the “Manage Order” option but that might become intimidating if you are a new user.

(2) The other option is that you can collect your SIP amounts every few weeks or every few months and do one shot lumpsum addition using the “Invest more” option and allocate as one lot whatever is that minimum on that day.

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

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September 21, 2023 by Weekend Investing

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    FAQ #2