June 2021 - Week 1 - Performance update

And more details about this smallcase

Thanks for your interest in exploring or being a subscriber of Simple Investing’s Value and Momentum smallcase.

Performance Update

Firstly sharing with you the performance update for the first live week.

• The smallcase is up 4.8% v/s 1.5% for Nifty 50 (from 2nd of June)

Pleased to announce that for some of you, the smallcase has already justified its fee 🤞

Some key points for the users -

• If you are new to directly investing in stocks, checking the portfolio every couple of hours can be very very enticing. I would recommend you resist that temptation and check the performance on the weekends only. Even I am thinking of doing this as well.

• Think from a long-term perspective, and now that you are committed to the small case, stick with me for an entire market cycle (ideally 5 years).

I will share occasional updates about the performance and investment rationale with you. This tweet thread of the launch has a good overview of the Value & Momentum strategy and what you can expect from it.

Kushank Poddar @kushankpoddar

Announcing the launch of "Value & Momentum Strategy" for investing via #smallcase. In the first week itself, it has given enough outperformance to justify the fees🤞 simpleinvesting.smallcase.com So what's the investment thesis? Key points below -