I feel it will be better that people download the file in their drive and edit it.
@kuldeep_agarwal you had requested access as an editor. I have provided access, but it will be good you edit it in your copy. This will ensure that your edit has no impact on what others are seeing.
So Vishwanath, as i go through videos, i think i missed a chance to speak to you directly.
Your detailed explanation made me feel like I’m finally getting the hang of investing. Now I can pretend I’m a finance guru! 
I presumed you as this super-energetic guy in 20s with the way you responded to forum queries. But then, boom! Your training video hits, and it’s like watching a 20-year-old’s enthusiasm cranked up to 11!. 
One point i learned, which i am sure others might be thinking to try, keeping look back period shorter (especially in a flying market ) My not so experienced brain says it can generate higher return ?
Well done and may thanks for taking a time for such a nice webinar.
@LarryWink Thank you for your kind words.
Maybe you are a finance guru already; just testing us out now.
Regarding look back of 3 months - there is a lot of literature available saying that the more optimum look back period is between 6m and 1 year. In fact, they are saying that 3m is not very helpful. I mentioned this in the 2nd video also. If we want to reward recency, we can give a higher weightage to 6m performance. Currently we are doing 50% for 6m and 50% for 1year. We can change to 70 or 75% for 6m. This will need some backtesting; resource for which I do not have. What I will try and do is check what happens to the pf when I use a weightage of 70% for 6m for the next couple of months. We can review after about 6 months.
Update for entry on 29th April 2024
50DMA (14836) > 200DMA (13219) and hence we can continue without any change.
Based on ranking:
Based on A → Z for easy tracking:
Exits:
NUVAMA and TATAINVEST exit.
CHALET and KPIL stay within the top 25 and hence remain.
Entry:
HBLPOWER and SWSOLAR enter.
CENTURYTEX and MCX cannot enter as there is no vacancy.
With a variation of 70% weightage for 6m performance, we see small changes in pf.
NUVAMA and TATAINVEST exit.
ACE and CHALET remain with the top 25 and hence remain.
BLUESTARCO and SWSOLAR enter.
MCX and NATIONALUM cannot enter as there is no vacancy.
Update for entry on 06th May 2024
50DMA (14920) > 200DMA (13308); hence, we can continue without any change.
Based on ranking:
Based on A → Z for easy tracking:
Exit;
ACE makes an exit.
CHALET stays within the top 25 and hence remains.
Entry:
CENTURYTEX makes an entry.
NBCC cannot enter as there is no vacancy.
With a variation of 70% weightage for 6m performance, we see small changes in pf.
ACE, BLUESTARCO and CHALET exit.
ARE&M, CENTURYTEX and HBLPOWER make an entry.
Hi Sir,
My list matches with yours now, will verify for couple of weeks then see.
ANANDRATHI
CENTURYTEX
COCHINSHIP
EIHOTEL
EXIDEIND
HBLPOWER
HINDCOPPER
HUDCO
INOXWIND
JAIBALAJI
KPIL
MEDANTA
MOTILALOFS
MRPL
NBCC
POWERINDIA
SCHNEIDER
SIGNATURE
SOBHA
SWSOLAR
Hi sir, Thank you for guidance us, I have got same list like yours but order is different,
For testing purpose I have created 5Lakh portfolio.
@Malepati_Varaprasad Happy that you have created your pf.
I am interested to see why there is a difference. Is this the order for this week? Most of the numbers are identical except a few that are interchanged.
@Anand_Jain Is the order also matching? @Malepati_Varaprasad had a slightly different order.
Order is also same as yours.
@visuarchie Sir,
Please find the list of stocks this week:-
JAIBALAJI
ANANDRATHI
SCHNEIDER
COCHINSHIP
INOXWIND
SWSOLAR
HUDCO
HINDCOPPER
EIHOTEL
SIGNATURE
HBLPOWER
SOBHA
MEDANTA
MOTILALOFS
POWERINDIA
TATAINVEST
JWL
KPIL
EXIDEIND
NBCC
A->Z Sorted order
ANANDRATHI
COCHINSHIP
EIHOTEL
EXIDEIND
HBLPOWER
HINDCOPPER
HUDCO
INOXWIND
JAIBALAJI
JWL
KPIL
MEDANTA
MOTILALOFS
NBCC
POWERINDIA
SCHNEIDER
SIGNATURE
SOBHA
SWSOLAR
TATAINVEST
MRPL, CenturyPly shows exist.
New Entry TataInvest, JWL
Please verify.
@Anand_Jain There are some small differences in the order. I will post my list later today. 19 of the stocks are the same. Number 20 for me is APARINDS (not NBCC). This could be because last week NBCC could not enter as there was no vacancy and this week it is at 21.
This week also some stocks have dropped below 20 but will not go out as they are still within 25.
Look back date for 1 year is 12/05/2023 and for 6 months it is 10/11/2023. These are the dates that I have used.
Got it, 6 months date was 1 column earlier.
I still get confused with the 12 and 6-month date calculations.
Please explain if possible or post the consideration dates along with the stock list. So that I can verify every week.
Update for entry on 13th May 2024
50DMA (14944) > 200DMA (13418); hence we can continue without any change.
Based on ranking:
Based on A → Z for easy tracking:
Exit:
CHALET makes an exit.
CENTURYTEX and MRPL stay within the top 25 and hence remain.
Entry:
TATAINVEST makes an entry.
APARINDS and JWL cannot enter as there is no vacancy.
With a variation of 70% weightage for 6m performance, we see small changes in pf.
MRPL exits. ARE&M and CENTURYTEX remain within the top 25 and hence remain.
TATAINVEST enters. BLUESTARCO and NATIONALUM cannot enter as there is no vacancy.
Hi @visuarchie Sir,
Please explain how to decide whether there is a vacancy or not and how to decide exit?
@Anand_Jain We have a fixed portfolio of 20 stocks only. Therefore, if 1 stock goes out, only 1 can come in. Similarly, if 2 stocks go out, only 2 stocks can come in.
To reduce the churn, I have given some allowance. Even if the stock goes out of the top 20, I will not exit if it remains within the top 25, ie it can drop 5 more places before I exit.
In the above case, only CHALET exits as the other two stocks are within my 25 limit.
If 1 stock goes out, only 1 can come in.
Therefore, even if there are 3 new entrants in the top 20, only 1 can come in. Amongst the three, TATAINVEST ranks the highest (17th rank) and hence it is chosen. The other two are 18th rank and 20th rank.
Trust this is clear.
@visuarchie Hi Sir,
If possible, can you please share the latest working file of small cap momentum for me to start referencing from this.
Have seen your videos in Microcap momentum today and it was fantastic. Based on the same, i have updated momentum stocks file and list of stocks arrived was almost same as last week (except 2 stocks moving out of Top 30)
Thank you so much for your efforts and explanation.
Clear Sir, Thank you so much.
If possible just provide how to calculate the date for 12 and 6 months.
What I have understood is, what is the date of the last trading day look to the date 1 year ago if present take it or the nearest Friday after that, not before that,
for 6 months:- look for the date 6 months ago and choose the nearest Friday just after our date not before.
