Introducing Calm Investor smallcases

Introducing Calm Investor smallcases allowing for one-click implementations and rebalancing. In August last year, I wrote about my strategy of building a portfolio constructed on price momentum principles as a satellite to my core value portfolio. Almost out of academic curiosity, I offered a paid subscription to the portfolio. The concept was simple, and the plan was to set up a google sheet with the current constituents and weights of the portfolio. Subscribers to the momentum portfolio would have access to the sheet and receive an email every time I rebalanced or made changes to the portfolio. Expecting no more

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