The Naked Trader
Managed by Windmill Capital
Minimum Investment Amount
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 34,820
Low-debt companies showing healthy growth. Criteria set by top trader Robbie Burns
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 34,820
8Y CAGR
26.67%
Performance
Current value of ₹ 100 invested once at launch
| smallcase CAGR | Equity Small Cap CAGR |
|---|---|
Live performance includes rebalances. It is a tool to communicate factual return information and
should not be seen as advertisement or promotion. Learn how performance was calculated
Key Metrics
Fundamental
NA
14.10
NA
2.59
NA
1.40
NA
33.73
NA
4.50
NA
0.58
Technicals
NA
2.02
NA
0.85
NA
88.44
NA
Pro
NA
Pro
NA
Pro
Relative
NA
11.27
NA
1.29
NA
Pro
NA
Pro
NA
Pro
NA
Pro
Portfolio
See detailed constituentsKey details about smallcase portfolio
| Constituents | Rebalance Frequency |
|---|---|
| 14 | quarterly |
| Last Rebalance | Next Rebalance |
|---|---|
| Mar 4, 2024 | Jun 4, 2024 |
About the smallcase
This smallcase is created on the basis of investment criteria set out by Robbie Burns, a UK-based trader, in his book ‘The Naked Trader: How Anyone Can Make Money Trading Shares’. These criteria have been adapted to Indian stock market conditions to build this smallcase.
- First, the financial vigour of stocks is checked and only those stocks whose revenue, earnings and dividend payouts have increased in the most recent financial year are selected
- Next, companies whose debt burdens are low relative to their operating profits are selected. Low-debt companies pay low interest, which automatically boosts profitability. Such companies are relatively better off even when the business environment is facing a downturn
- In addition to this, the model also checks for ratios like PE, so that reasonably-priced stocks are selected
Launch Date
Sep 19, 2016
Subscription Fees
Free access
Factsheet
Download key points for this smallcase
About the Manager
Windmill Capital
Manages 58 smallcases
We’re SEBI registered research analyst creating Thematic & Quantamental curated stock/ETF portfolios. Data analysis is the heart and soul behind our portfolio construction & with 50+ offerings, we have something for everyone.
SEBI Registration No: INH200007645
Disclosures
