The Good Bad and Ugly weekly review : 11 Mar 2022

Performance Update

After a sharp gap down & having returned (-2.3%) on 7th March 2022 – Nifty 50 has done extremely well to bounce back from 15670 lows and bring back some smile on the faces of investors despite the pressure around rising inflation , peaking crude prices, Russia Ukraine crisis , etc. All benchmarks gained around (+2.5%) with Smallcaps leading the bounce with (+3.4%). SUGAR stocks have all had a stunning week with most of the stocks gaining in double digits. PHARMA which was weak in the current FY returned about (+6.3%) while usual suspects METALS , IT & REALTY returned around (+3%) in the past week.

Nifty 50 faces an immediate challenge at 16800 resistance levels and what would also be interesting to see is whether Nifty can surge ahead of it’s 200 DMA at 16960. WeekendInvesting strategies all gained well with Smallcap strategies like Mi 25 & Mi 35 leading the charge with around (+4%) gains. The FY numbers still look very good considering the volatility we have seen so far. We hope markets will be kind enough in the last three weeks of the FY and help us close out on a HIGH !

The performance is updated below.

The current market scenario might have been quite disturbing for many new investors. We have been speaking out loud about the importance of GOLD during such difficult times. Despite the quick recovery in the last few sessions, GOLD is still up (+13%) since October 2021 as you can see from the above chart. Mi EverGreen is one such portfolio which combines GOLD & EQUITY to help you build your wealth in a calm & steady way. We have a special 20% discount for Subscribers of any WeekendInvesting Smallcase (2019 – 2021) . Please use code EVERGREEN20. This consolidated document contains all details & links relevant to this Smallcase.

A SHORT COURSE to Help you Stay Calm in All Market Conditions

Usually, quick – sharp corrections amidst a Bull Run creates ambiguity in the minds of lots of new investors. The most important questions we often get asked is whether markets will crash from here ? Should we exit ? and few other questions like these. We have made several videos to help you clarify many such questions and help you have the RIGHT MINDSET for a rewarding journey in investing.

We have put together a few of our previous Daily Bytes which we think might be relevant for times like these. Do have a look and send us your thoughts, questions or comments if any.

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.

Rebalance Update

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.

Note : We are not including LIQUIDBEES as an ADD or an EXIT count.

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

Large & Mid Cap Strategies – Performance

Mid & Smallcap Strategies – Performance

Smallcap Based Strategies

All Cap Based Strategies – Performance

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.

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.

Testimonials

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