Tag
#rule-based-investing
3 articles
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Building an Exit Framework: How a Rules-Based Sell Discipline Is Designed
An exit framework is the written set of conditions under which a position is reviewed or reduced. Here is how one is designed, documented and reviewed, without prescribing any rule.
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Rule-Based Investing Platforms Compared: The Axes That Actually Matter
A fair comparison of India's rule-based and systematic investing platforms, including Kalpi and smallcase, on data depth, point-in-time history, backtest realism, execution and audience.
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What Is Rule-Based Investing? Rules, Discretion, and What Rules Actually Buy You
Rule-based investing means the decision is made by a written rule applied consistently, not by judgement on the day. Here is what that buys you, and what it costs.
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