Comment on Presenting smallcase 2.0
commented on
01 Oct 2018, 10:41 AM
Hi John,
Once you invest in a smallcase, the weighting scheme is adjusted as per the price movements. Let’s say you bought a smallcase with 5 stocks A, B, C, D and E each having a 20% prescribed weight.
After investing, say, the price of Stock C and Stock E increased a lot, it might happen that your weighting scheme will become 15,15,30,15,25. So the minimum investment amount that you see while investing more will be as per this weighting scheme.