Microcap momentum portfolio

@Anand_Jain You can actually use 05-May-2023 as the closest date for 12 months look back. This is what I took.

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Hi Sir,
can you please share the raw data of the microcap sheet, whatever I found in the thread is not updated!

@Anand_Jain The specimen sheet is somewhere in the thread, but please find below link with the latest update.

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apologies for inadvertently causing you worry. i didn’t mean without any idea, just that the mathematics involved corresponding to the moving average and price is a little nuanced, but the overall idea obviously we do get and are confident in the same too.

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Hi @visuarchie Sir,
Please find stocks for this week:-

KPIGREEN
PURVA
KESORAMIND
KIRLOSENG
NETWEB
IFCI
ELECTCAST
ARVIND
VOLTAMP
CHOICEIN
WOCKPHARMA
ANANTRAJ
TECHNOE
STAR
NEWGEN
SANGHVIMOV
TIMETECHNO
KIRLOSBROS
BASF
GANESHHOUC
ITDCEM
BALMLAWRIE
TVSHLTD
TIDEWATER
RTNPOWER

A->Z Sorted order

ANANTRAJ
ARVIND
BALMLAWRIE
BASF
CHOICEIN
ELECTCAST
GANESHHOUC
IFCI
ITDCEM
KESORAMIND
KIRLOSBROS
KIRLOSENG
KPIGREEN
NETWEB
NEWGEN
PURVA
RTNPOWER
SANGHVIMOV
STAR
TECHNOE
TIDEWATER
TIMETECHNO
TVSHLTD
VOLTAMP
WOCKPHARMA

Please verify.

@Anand_Jain 100% match, in stock selection and order. I will still put in my list for continuity.

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Update for entry on 13th May 2024

50DMA (19901) > 200DMA (17878); hence, we can continue without any change.

Based on ranking:

  1. KPIGREEN
  2. PURVA
  3. KESORAMIND
  4. KIRLOSENG
  5. NETWEB
  6. IFCI
  7. ELECTCAST
  8. ARVIND
  9. VOLTAMP
  10. CHOICEIN
  11. WOCKPHARMA
  12. ANANTRAJ
  13. TECHNOE
  14. STAR
  15. NEWGEN
  16. SANGHVIMOV
  17. TIMETECHNO
  18. KIRLOSBROS
  19. BASF
  20. GANESHHOUC
  21. ITDCEM
  22. BALMLAWRIE
  23. TVSHLTD
  24. TIDEWATER
  25. RTNPOWER

Based on A → Z for easy tracking:

  • ANANTRAJ
  • ARVIND
  • BALMLAWRIE*
  • BASF*
  • CHOICEIN
  • ELECTCAST
  • GANESHHOUC*
  • IFCI
  • ITDCEM
  • KESORAMIND
  • KIRLOSBROS*
  • KIRLOSENG
  • KPIGREEN
  • NETWEB
  • NEWGEN
  • PURVA
  • RTNPOWER*
  • SANGHVIMOV
  • STAR
  • TECHNOE
  • TIDEWATER*
  • TIMETECHNO
  • TVSHLTD*
  • VOLTAMP
  • WOCKPHARMA

Exits:
IMFA, JPPOWER, NEULANDLAB, WABAG and ZENTEC exit.
MSTCLTD and TARC stay within the top 30 and hence remain.

Entries:
BALMLAWRIE, BASF, GANESHHOUC, KIRLOSBROS and TVSHLTD enter.
RTNPOWER and TIDEWATER cannot enter as there is no vacancy.

Just date calculation is something I am sceptical about rest I have understood and monitoring :tada:

There is nothing special about the date calculation. Please go for a Friday one year and 6 months back closest to current date. The only point is to be consistent every week.

This is the beauty of systems based investing. Have rules for everything and follow it diligently.

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Hi Sir,

If it is not a concern for you, could you share latest file as most of the stocks are matching as per your list but few stocks, order / ranking came out different for me in my working though i followed the same steps as you explained in the video. I could not figure out what mistake i made in this file. Based on the latest file i will cross verify what’s the issue. For example, Elecast is appearing in 2nd rank in my working

@hariharancj Its not a hassle, but I have to remove lots of personal data before I can share.

In the meantime, please check the look back dates; that is where we could end up with differences.
1 year - 12/05/2023
6 months - 10/11/2023

This might eliminate the differences.

You need to follow steps couple of times before you get the actual results.

Please find below link with the latest updates.

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Thank you so much Sir. I was reworking again in the morning and didn’t get 100% match in order / ranking. Will check again with the latest file as this helps a lot to spot the difference.

@visuarchie Hey, when creating the google sheet for the first time, do you get the table numbers of daily price from google finance on a real time basis? As my sheet is breaking apart because of the google finance formula everywhere, most of the time it saying “loading…” which is making it difficult for me to work on other formulas. Is there another way where i can just copy paste the daily data from somewhere reducing the load of the sheet to fetch data everytime?

Yes, it will break. Google finance can handle 299 requests per second.
Try doing stock by stock.
Change older one to only values will saves bandwidth and time.

@stuti_agarwal I have had the same problem several times. Update column by column (stock by stock) and then when the price has been pulled, copy / paste Special (values only) in the same place so that Network is not strained. Leave the last line alone as a formula so that you can extend it later.

If you working on this sheet, clearly you can copy the numbers on my sheet.

If you are working on a different set of stocks, another way would be to download historical data from NSE and then copy paste against the appropriate date. This is very tedious as you have to download csv data, Open in XL or Google Sheet and then copy paste appropriately.

I did the exercise for next week, and this is what I am getting. Does this match with yours? @visuarchie

In priority/ranking order
KPIGREEN
KIRLOSENG
PURVA
IFCI
NETWEB
KIRLOSBROS
TECHNOE
ARVIND
VOLTAMP
ELECTCAST
CHOICEIN
BASF
MOIL
TIMETECHNO
ANANTRAJ
WOCKPHARMA
RTNPOWER
NEWGEN
KESORAMIND
STAR
MSTCLTD
ITDCEM
TVSHLTD
BALMLAWRIE
WABAG

In A-Z Order

ANANTRAJ
ARVIND
BALMLAWRIE
BASF
CHOICEIN
ELECTCAST
IFCI
ITDCEM
KESORAMIND
KIRLOSBROS
KIRLOSENG
KPIGREEN
MOIL
MSTCLTD
NETWEB
NEWGEN
PURVA
RTNPOWER
STAR
TECHNOE
TIMETECHNO
TVSHLTD
VOLTAMP
WABAG
WOCKPHARMA

My list for Microcap

KIRLOSENG
KPIGREEN
IFCI
PURVA
NETWEB
VOLTAMP
KESORAMIND
KIRLOSBROS
ELECTCAST
CHOICEIN
ARVIND
TIMETECHNO
STAR
ANANTRAJ
TECHNOE
MOIL
NEWGEN
MSTCLTD
INGERRAND
BASF
WOCKPHARMA
BALMLAWRIE
THOMASCOOK
RTNPOWER
GANESHHOUC

Sorted A->Z

ANANTRAJ
ARVIND
BALMLAWRIE
BASF
CHOICEIN
ELECTCAST
GANESHHOUC
IFCI
INGERRAND
KESORAMIND
KIRLOSBROS
KIRLOSENG
KPIGREEN
MOIL
MSTCLTD
NETWEB
NEWGEN
PURVA
RTNPOWER
STAR
TECHNOE
THOMASCOOK
TIMETECHNO
VOLTAMP
WOCKPHARMA

@visuarchie Sir please verify and confirm.
1 Year date 19/05/2023
6 month date 17/11/2023

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@Anand_Jain Exactly i have also got the same order. Now since i am going to start this freshly, is it recommended to have equal weight age split across top 20 or shall we change weightage differently (ex: more weightage in Top 10 and balance in Bottom 10)?

As, 50DMA (19,915.6) > 200DMA (18,043.62), trust we can continue investing