tag:blogger.com,1999:blog-5297910739720462639.post8637884041633910684..comments2024-01-24T01:06:55.788-08:00Comments on Intelsense Capital Blog: Annual Performance Review - Intelsense Model PortfolioUnknownnoreply@blogger.comBlogger3125tag:blogger.com,1999:blog-5297910739720462639.post-88978899888599943962020-12-13T08:35:06.168-08:002020-12-13T08:35:06.168-08:00Quantamental is better..Quantamental is better..anonymoushttps://www.blogger.com/profile/17601969336792037490noreply@blogger.comtag:blogger.com,1999:blog-5297910739720462639.post-40280249441060521172020-06-22T03:56:12.259-07:002020-06-22T03:56:12.259-07:00Thank you. I try to look for good quality companie...Thank you. I try to look for good quality companies and never really look at market cap or sector while doing bottom-up study.Abhishekhttps://www.blogger.com/profile/10981230195604730299noreply@blogger.comtag:blogger.com,1999:blog-5297910739720462639.post-33009557437587079932020-04-06T22:34:15.314-07:002020-04-06T22:34:15.314-07:00Hi Abhishek, First of all it's wonderful to s...Hi Abhishek, First of all it's wonderful to see that your model portfolio is down only by -12.1% since I couldn't find any mutual which could match with your portfolio. For learning purpose. Could you give some pointers on - what kind of stocks you've, sectors, allocation, debt % and cash levels at this moment. Did you exit any stock these days(last 2 months?) . Thanks once again.KK https://www.blogger.com/profile/14021099172985699906noreply@blogger.com