Comment on Introducing smallcase — Invest in ideas

viveksah commented on 14 Jul 2016, 04:15 PM

Good concept. Few questions:
1) Why do the stocks have equal weightage?
2) Understand that review is every 3 months. However, if there is negative news about the stock would the rebalancing happen after 3 months? e.g. In commodity glut smallcase, you have included Mandhana Industries which was 305 on 31st May (day the smallcase was rebalanced) & today the scrip closed at 67. 78% fall in price in 1.5 months. However, I do not see any rebalancing in the portfolio.
3) Can we buy/ exit certain scrips from the portfolio or the entire portfolio needs to be bought/ sold off

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