We witnessed a B-L-O-C-K-B-U-S-T-E-R week with the benchmark indices gaining between 2.8% (Nifty Jnr) to 3.37% (Smallcap 250 Index). Mi NNF 10 , our 10 stock – rotational momentum strategy clocked a MASSIVE 5.23% this week. This strategy is a no brainer if you are looking for a large cap product that can deliver better results compared to the index [ CAGR since Apr 2016 – Mi NNF 10 : 23.5% | Nifty Jnr Index : 16.9% ] while keeping the maximum drawdown significantly lower during the same period at (-22.14%) compared to (-42%) on the Nifty Jnr Index. In the last 3 months , this strategy has clocked almost 25%. You may check out the product here.
All WeekendInvesting products had a great week and we hope this RUN continues…
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.
Watch this video if you are apprehensive about Investing at Current Market Levels
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.
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.
Humbled to have featured alongside Greats of the Markets !
WeekendInvesting Telegram and YouTube Channel
We post daily content related to investing on our Weekendinvesting Telegram Channeland 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.
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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