Comment on Introducing smallcase — Invest in ideas

viveksah commented on 18 Jul 2016, 09:15 AM

Thanks for the clarifications Vasanth. I was exploring trying to buy a smallcase. In a portfolio there is a group of stocks, however, there could be certain stocks or certain sectors, which an investor may not want in their portfolio. E.g. In Commodity Glut, you have Mandana Industries or in Straight Flush you have Redington, which may not perform due to market outlook as per current views. However, whilst purchasing the Smallcase I would be constrained to buy the entire portfolio.
The option currently is to invest in the entire lot which may not be very prudent especially since the smallcase reviews are quarterly or if there is any event. This is reactive and would lead to lowering of investor wealth by investing in bets which may not do well.

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