Smallcase has captured the imagination of the retail investor. But should you invest in a smallcase portfolio? How should you evaluate a smallcase? Let’s see if we can find some answers. Based on Business Today article dated Dec 2020, there were 2 million users and over Rs. 50,000 crores of transactions executed via the platform […]
Market Bouncers
If you are a cricket fan, you understand the word “bouncers” perfectly. A bowler throws the ball to the batsman in a way, it goes over the head. If you have also been to a club/party, you know the job of the bouncers there. They kick you out if you don’t behave. Markets do both […]
1 year of Asset Allocation Indicator + a reward
Days, months, years change. One question that doesn’t is – Should I buy or sell now? Of course, the reference is to the equity markets. I have to confess there is no way to get a perfect answer on this one. And so every time I am asked about it I am at a loss […]
This dynamic strategy blows my mind
Below is the outcome of the backtesting of the Unovest Dynamic Strategy This is what I did in the above test. Monthly SIP of Rs. 10,000 from Oct 1, 2016 to Apr 1, 2022 (both days included) Yearly Rebalancing or change in portfolio based on in house model Have only 1 investment at any point […]
The value of CPSE ETF
In 2014, the Govt of India used an innovative route to divest its stake in Central Public Central Enterprises – the CPSE ETF. The ETF tracks the Nifty CPSE Index and was launched in March 2014. The Nifty CPSE Index currently holds 12 such CPSEs using criteria such as: Traded on the exchanges At least […]
MFCentral – 1 place to Track & Transact in all Mutual Funds
How to track mutual funds in one place continues to be one of the top reads on the Unovest Blog. If you have been with Unovest since a few years, you may remember the app that allowed you to do that and presented some simple, awesome reports. Sad, we had to discontinue it. One of […]
