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The Good Bad and Ugly weekly review : 08 Oct 2021

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Performance Update

Looks like the HIGHS of the FESTIVE SEASON have rubbed off on the markets with almost all Indices clocking fantastic returns this week. The MID-SMALL 400 index topped the charts with 3.38% gains while all other indices clocked between 1.78% to 2.34%. It was a fantastic week for all our strategies. Mi ATH 2, after a small correction post launch, has risen up with extraordinary gains of 11.7% in the last one month and 6.35% just in the last 7 days. Mi Allcap also had a phenomenal week with 5.43% gains.

We would also like to highlight the Mi 50, the highly diversified 50 stock momentum strategy which has been our flagship product since 2016, coming out with 4.14% gains this week. Mi 50’s popularity can be attributed to its solid CAGR of 32.6% combined with a low Max Drawdown of 21.8% which is a result of it’s ability to protect investor’s capital by allocating to DEBT instruments during falls. You may check out the Smallcase here.

Overall, it has been a superb FY for all the strategies. Let’s hope this run continues.

Q2 FY 2022 – Performance Report

The smallcase products are all LONG ONLY products that invest in various subsegments of the markets but have the momentum theme underlying in all of them. The strategies will pick strong outperforming stocks and remove weak ones once a week (except NNF10 which is monthly rebalanced)

These are all long term strategies that will create enormous wealth in each upswing and then maybe give some back in the downswing and repeating this process again and again achieving the compounding effect. With patience and grit to follow strategy over ups and downs over the last nearly five years it has been shown that much superior CAGR returns are possible than the benchmarks.
FY21 was also phenomenal and I will let the numbers speak for themselves. You may read the Consolidated FY21 report and also go through Q1 FY 2022 & Q2 FY 2022.

We give an advance notice here on the upcoming changes in your smallcase for Monday . This advance notice can be used to ignore Monday update if there is no change. If there is a change indicated you can use the smallcase app or login to weekendinvesting.smallcase.com to see the rebalance. A back up email is sent by mid day Monday if you have not rebalanced by then and yet another one a day later. We are including LIQUIDBEES as an ADD or an EXIT count from this week onwards.

Rebalance Update

The performance for the week and the month for all the smallcases is presented below.

How to pick the right WeekendInvesting strategy

Large & Mid Cap Strategies – Performance

Mid & Smallcap Strategies – Performance

Smallcap Based Strategies

All Cap Based Strategies – Performance

The WeekendInvesting HUB

The Weekendinvesting HUB hosts every single detail of all the products and also has a daily update of their performances. The key features here are the LIVE current drawdown stat that can help you to add or reduce capital if you are trying to play an active manager with the the strategy. We have also incorporated the monthly – quarterly – yearly returns metric that can be quite helpful if you want to compare performances of different WeekendInvesting products and benchmark indices. We also update the HUB with our video based content compartmentalized based on their genre which can be immensely useful. We have also added another column for support articles. We would request all of you to go through all of the links given there to strengthen your understanding about both WeekendInvesting and Smallcase ecosystem.

WeekendInvesting Products – LIVE Index Data

Many of you had asked us to make the index series of all WeekendInvesting Products available so that you could perform your own analysis and studies. You can find a link to the LIVE sheet here and also on the HUB under support column in the content tab. We will enhance this sheet with more analytics as we go forward.

WeekendInvesting Telegram and YouTube Channel

We post daily content related to investing on our Weekendinvesting Telegram Channel and YouTube channel to help our community take stock of the performance of markets, sectors & our products and touch base upon a new topic every day. We look forward to having you all there.! The several videos in this blog are from this series.

Click this link to watch all the previous Episodes

Testimonials

This is all for this week. Please stay safe and we shall meet again next week. Bye !

Alok Jain

Alok is the founder of weekendinvesting.com He is a veteran with over 25 years of experience in the India markets first as a member of the National Stock Exchange and in the last half a decade as a SEBI registered manager specializing in momentum based non discretionary portfolio strategies for retail investors. He is usually found on twitter at @weekendinvestng | The content in this article is purely the author’s personal opinion and is for informational and educational purposes only. It should not be construed as professional financial advice and nor to be construed as an offer to buy /sell or the solicitation of an offer to buy / sell any security or financial products. The views and opinions stated in the content belong to the author. WEEKENDINVESTING ANALYTICS PRIVATE LIMITED does not uphold nor promote any of the views / opinions. | WEEKENDINVESTING ANALYTICS PRIVATE LIMITED is a SEBI registered research analyst (Regn. No. INH100008717)

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The content and data available on the website, including but not limited to index value, return numbers and rationale are for information and illustration purposes only. Charts and performance numbers do not include the impact of transaction fee and other related costs. Past performance does not guarantee future returns and performances of the portfolios are subject to market risk. Data used for calculation of live returns and other information is provided by exchange approved third party vendors and has neither been audited nor validated by the Company. Detailed return calculation methodology is available here. Detailed volatility calculation methodology is available here.

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