Comment on Introducing smallcase — Invest in ideas

Sriram commented on 15 Jul 2016, 08:28 PM

Just sharing another thought.

What if we unintentionally end up creating some sort of sub-optimality in our overall portfolio by buying various, incompatible smallcase’s ? Suppose a combination of, say, smallcase 1 and smallcase 4, is detrimental to the resultant, combined portfolio. Can the system provide some sort of alert ? ie, if I have already bought smallcase 1, can the system alert when I place an order for smallcase 4 ?

I realise this is going to lead to complicated algorithms, but Smallcase was conceived with optimal portfolios in mind, so going this extra mile might be the next logical step.

Cheers.

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