#askweekendinvesting - Round 11 | Ep 95 | WeekendInvesting Daily Bytes

00:00 - Market Outlook 02:06 - WeekendInvesting Smallcase Performance 02:50 - #askweekendinvesting - Round 11    • #askweekendinvesting - Round 11 | Ep 95 | ...   03:09 - Mi20 is a 20 stock portfolio follows the momentum trends among small and mid cap stocks from the 101-500th mkt cap universe of stocks. Do we exit the stock if it falls out of the above market cap universe? 04:49 - is mi20,allcap and ath2 a good combination? Nnf10 looks a better choice in place of mi20 currently. 05: 52 - Where can I get a list of all Large Cap, Medium Cap & Small Cap Companies. There was a DB where this distribution was explained, but didn't see the excel which was presented. Can that updated excel be shared ? 07:08 - momentum investing includes only price action or it also includes news factor in it? For example, as Poonawalla Fincorp came up with negative news,will it still be in our Portfolio? 08:04 - Does Momentum strategy works only in bull markets? Is it possible to find momentum in bear or rangebound/sideways market? 09:10 - would like to understand that CAGR mentioned in our subcribed Small case is arrived based on our subscriptions in that small case. XIRR is ok understood. This mentioned CAGR is arrived by small case or is it published by small case based on WI submission 11:09 - why diamonds are not considered as one of the allocation assets? Know they have become more streamlined in quality with world acknowledge certification such as GIA 12:41 - Most of the user the user questions now revolve around asset allocation, when to add more capital, etc., which you refrain due to license restrictions. Would be very helpful if you could partner with a financial planner who can assist on these aspects too 14:33 - Do we as investors in @smallcaseHQ have to do anything in our part for share split/bonus etc. in our portfolio? I mean is stock quantity updated from the smallcase backend? 16 : 28 - I have done multiple SIPs and also some manual "manage orders" in the Mi_MT_Allcap smallcase and so the weightage of stocks are very different from the model portfolio. How do I get it back to align with model portfolio? 18: 28 - DB on ITC was very difficult to understand, i feel it would have been the case with new investors. Could you please make DB on basic technical analysis. This will surely help us in future. 19:13 - Can You automatically do the weeknd balancing on Monday basis the recommended changes . Why do we have to log in and buy and sell shares as per recommendation 20:31 - one of the company in the Weekend investing portfolio has come under sebi scrutiny & senior management has been barred from securities market for insider trading. Will such company will be red flagged and removed in the next rebalance? 20:29 - how do I compare my smallcase return against the model portfolio? Is there any tool to do that? If not, could you pls provide a tool for the weekendinvestors ? It will be really helpful. 23:52 - will you lauch any product like Mi MT Allcap (absolute momentum base Multicap) strategy in near future? As u did it for ATH strategy. 25:16 - What kind of mindset is needed to consider momentum investing as only option over value investing/ coffe can Investing. 28:22 - What does it mean when in rebalance there is a message to ignore incremental updates but some existing stocks are automatically added in the buy bucket. 23:02 - My query is that ‘manage orders’ is not available in SIP mode. You said in one of the DB that this is one of ways to remove losing stocks but does not work 32:02 - Can we have special DB segments every now and then on Dos and don'ts in investing. Strict rules which must be followed. 32:22 - just wanted to gather your thoughts on buying a stock which is rallying (eg: IRCTC, Polycab etc.). Although fundamentally strong, should one ever stop waiting for a dip and ride the trend? Or stay back and wait for a good price? 34:36 - What is the basic difference between smallcase investing with a strategy( like #weekendinvesting) over PMS. 38:16 - Is it possible to maintain updated sheets based on EMA tool at WI HUB? Episode 32 of DB. 38:40 - Can you a DB accounting the variance of returns from model portfolio? How does an actual investor real returns look like post all charges? 40:20 - what’s the rationale behind closing a much in demand product like Mi ATH 2 ? Is it to limit the number of subscribers . TIA. Btw looking forward u reopen the product Daily Byte Playlist    • Weekendinvesting Bytes   please send your queries in the comments box and we shall pick it up and answer it as soon as possible.